Position in ALRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$521,130
-$89,171 QoQ
Shares Held
12,066
+0.9% QoQ
Ownership
0.025%
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 100%
Shared 0%
None 0%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $973,869,665 across 50 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,240,030 | $222,390,177 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,794,590 | $201,657,614 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
726,387 | $89,381,920 | |
| 4 | SHOP |
Shopify Inc.
|
521,868 | $59,586,888 | |
| 5 | ADP |
Automatic Data Processing Inc
|
225,199 | $50,433,316 | |
| 6 | TYL |
Tyler Technologies Inc
|
146,784 | $42,928,448 | |
| 7 | CRM |
Salesforce, Inc.
|
256,268 | $40,146,944 | |
| 8 | ROP |
Roper Technologies Inc
|
118,561 | $40,119,856 |
All Filings in ALRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $521,130 | 12,066 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $610,301 | 11,962 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $677,406 | 12,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $721,946 | 12,762 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $694,066 | 12,472 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $785,657 | 12,922 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $781,616 | 14,297 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,230,070 | 19,359 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,510,419 | 20,842 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,314,753 | 35,821 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,254,476 | 36,874 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,059,551 | 39,852 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,009,289 | 39,962 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,032,143 | 41,070 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,667,432 | 41,126 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,591,748 | 41,897 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $832,810 | 12,531 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,260,022 | 14,857 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,109,672 | 14,192 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,165,217 | 13,757 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,861,358 | 44,702 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,830,287 | 46,692 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,809,573 | 50,852 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,353,731 | 113,466 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,804,840 | 123,486 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||