Position in ALRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,161,943
+$8,710,786 QoQ
Shares Held
538,569
+41.4% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#19
of 311 holders
Holding Since
Jun 2020
18 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, 2026ACADIAN ASSET MANAGEMENT LLC holds $2,211,779,528 across 112 Software - Application names. ALRM ranks #21 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
4,003,535 | $345,545,105 | |
| 2 | CVLT |
Commvault Systems Inc
|
1,220,415 | $172,969,417 | |
| 3 | ADBE |
Adobe Inc.
|
746,697 | $153,087,818 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,468,815 | $145,823,953 | |
| 5 | INTU |
Intuit Inc.
|
435,307 | $113,615,127 | |
| 6 | TEAM |
Atlassian Corp
|
1,362,849 | $106,016,023 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
230,051 | $86,342,741 | |
| 8 | CRM |
Salesforce, Inc.
|
535,357 | $83,869,027 |
All Filings in ALRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,161,943 | 538,569 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,451,157 | 380,902 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $10,421,141 | 204,256 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $10,665,258 | 200,928 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,091,251 | 160,708 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $14,951,040 | 268,662 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $30,631,830 | 503,813 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $16,600,818 | 303,655 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,065,061 | 142,667 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $7,890,678 | 108,882 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,913,850 | 29,617 | Shares | Defined | 2024-02-13 | |
| 2023-06-30 | $312,819 | 6,053 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $155,616 | 3,095 | Shares | Defined | 2023-05-11 | |
| 2021-09-30 | $34,794 | 445 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $279,848 | 3,304 | Shares | Defined | 2021-08-11 | |
| 2020-12-31 | $45,931 | 444 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $24,531 | 444 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $1,134,628 | 17,507 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||