Position in ALRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,549,053
-$13,728,662 QoQ
Shares Held
1,263,002
-5.6% QoQ
Ownership
2.55%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.86044044269131.ToString("F0")%
Shared 0.ToString("F0")%
None 18.139559557308697.ToString("F0")%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MORGAN STANLEY holds $35,960,395,211 across 186 Software - Application names. ALRM ranks #48 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
31,675,603 | $5,912,884,800 | |
| 2 | UBER |
Uber Technologies, Inc
|
77,069,501 | $5,543,609,197 | |
| 3 | SHOP |
Shopify Inc.
|
24,704,666 | $2,930,467,472 | |
| 4 | INTU |
Intuit Inc.
|
5,688,825 | $2,459,734,143 | |
| 5 | NOW |
ServiceNow, Inc.
|
23,347,995 | $2,441,032,867 | |
| 6 | ADBE |
Adobe Inc.
|
5,676,933 | $1,379,948,865 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,394,435 | $1,299,221,293 | |
| 8 | MSTR |
Strategy Inc
|
9,286,014 | $1,158,894,542 |
All Filings in ALRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,549,053 | 1,263,002 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $68,277,715 | 1,338,254 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $70,406,368 | 1,326,420 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $67,942,487 | 1,201,034 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $56,126,470 | 1,008,562 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $63,764,177 | 1,048,753 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $76,567,080 | 1,400,532 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $62,667,843 | 986,274 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $40,738,643 | 562,145 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $43,051,196 | 666,221 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $32,647,716 | 533,983 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $26,248,009 | 507,895 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,293,180 | 483,158 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,005,138 | 444,728 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,332,450 | 328,900 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,995,498 | 323,238 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $14,714,241 | 221,400 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $17,552,612 | 206,964 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,880,017 | 228,674 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,198,501 | 203,052 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $21,058,577 | 243,790 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,483,308 | 159,336 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,724,807 | 320,811 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,252,876 | 158,199 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,616,357 | 118,642 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||