ALRM
Alarm.com Holdings, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -1.9% ·
flujo de acciones +7.5% ·
nuevas posiciones netas -1.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | -2 | 37.96M | $1.59B | +6 | −7 |
| Q1 2026 | 108 | -2 | 35.22M | $1.39B | +2 | −5 |
| Q4 2025 | 111 | -1 | 39.48M | $1.85B | +1 | −1 |
| Q3 2025 | 21 | +1 | 23.98M | $1.27B | +1 | −1 |
| Q2 2025 | 18 | +1 | 21.57M | $1.22B | +1 | — |
| Q1 2025 | 14 | 0 | 5.06M | $281.41M | — | — |
| Q4 2024 | 14 | -1 | 5.08M | $309.06M | — | −1 |
| Q3 2024 | 14 | -3 | 3.32M | $181.39M | — | −3 |
| Q2 2024 | 17 | — | 3.94M | $250.37M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 9.49M | +3.9% | $443.47M | 0.0% | ▲ Add | 5 | SEC ↗ ×16 |
| 2 | Bank Of Montreal /Can/ | 3.46M | +30.0% | $161.43M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | State Street Global Advisors ✦ (pasivo) | 2.19M | +7.5% | $102.23M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 2.14M | -0.6% | $100.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 1.34M | +6.6% | $62.54M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Dimensional Fund Advisors Lp | 1.26M | +12.7% | $58.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Morgan Stanley ✦ | 1.18M | -6.3% | $55.29M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 8 | Arrowstreet Capital ✦ | 1.01M | +29.7% | $47.22M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 775.43K | -20.0% | $36.23M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 10 | Two Sigma Investments ✦ | 676.62K | -0.7% | $31.61M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 11 | Northern Trust Corp | 662.82K | +3.2% | $30.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 12 | Charles Schwab Investment… | 630.23K | +8.7% | $29.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 599.17K | +6.0% | $27.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | T. Rowe Price ✦ | 577.17K | -8.3% | $26.97M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 15 | American Century Companies Inc | 575.36K | +99.5% | $26.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 435.56K | +27.4% | $20.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | JPMorgan Chase ✦ | 395.07K | +592.7% | $18.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 18 | Deutsche Bank Ag\ | 369.22K | +3.5% | $17.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Bnp Paribas Financial Markets | 352.26K | -23.0% | $16.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 306.92K | +5.9% | $14.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 21 | Principal Financial Group Inc | 300.69K | +0.2% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Wells Fargo & Company/Mn | 299.46K | +24.2% | $13.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Nomura Holdings Inc | 265.75K | +6.7% | $12.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 265.58K | +60.9% | $12.41M | 0.0% | ▲ Add | 9 | SEC ↗ ×6 |
| 25 | Invesco Ltd. | 243.49K | -9.5% | $11.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 26 | Federated Hermes, Inc. | 225.24K | +2.0% | $10.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | D. E. Shaw & Co. ✦ | 223.35K | -6.3% | $10.44M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 28 | Nuveen, LLC | 206.02K | -41.3% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Millennium Management ✦ | 191.88K | +94.4% | $8.96M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 191.18K | -45.2% | $8.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Norges Bank ✦ (pasivo) | 167.42K | Nuevo | $7.82M | 0.0% | New | 1 | SEC ↗ |
| 32 | Marshall Wace ✦ | 166.56K | +34.0% | $7.78M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 33 | Healthcare Of Ontario Pension Plan… | 162.21K | +182.5% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 143.25K | +2.4% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Rhumbline Advisers | 123.09K | -5.5% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Legal & General Group Plc | 111.92K | -0.3% | $5.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | Hrt Financial Lp | 107.00K | +65.5% | $5.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 106.84K | +0.9% | $4.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 39 | State Of Wisconsin Investment Board | 4.02M | +33.0% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Mackenzie Financial Corp | 101.95K | -10.1% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Swiss National Bank | 94.60K | +1.2% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 93.23K | -12.1% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 43 | Envestnet Asset Management Inc | 82.65K | -2.5% | $3.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 82.20K | -5.8% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | Sei Investments Co | 78.81K | +3.7% | $3.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Victory Capital Management Inc | 78.12K | +215.9% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 73.69K | -21.3% | $3.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Lazard Asset Management Llc | 71.96K | -16.5% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | UBS Group AG | 70.33K | -47.4% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | Barclays Plc | 69.50K | -11.1% | $3.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Connor, Clark & Lunn Investment… | 69.45K | -51.5% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Alliancebernstein L.P. | 67.59K | +9.0% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 60.68K | -2.3% | $2.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 56.96K | -4.0% | $2.66M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 55 | Holocene Advisors, LP | 55.66K | +144.6% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | First Trust Advisors Lp | 53.57K | -21.6% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Prudential Financial Inc | 51.74K | +0.9% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 44.42K | +125.4% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 43.11K | -2.1% | $2.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 60 | Balyasny Asset Management L.P. | 37.58K | -48.9% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Amundi | 34.58K | -8.8% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 62 | Voya Investment Management Llc | 34.53K | +3.1% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Captrust Financial Advisors | 33.97K | +4.2% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Citigroup Inc | 32.58K | +105.4% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 65 | Assenagon Asset Management S.A. | 30.95K | -56.1% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Raymond James Financial Inc | 28.92K | -15.0% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 67 | Canada Pension Plan Investment Board | 26.90K | -77.2% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Walleye Trading LLC | 26.88K | Nuevo | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 69 | Hsbc Holdings Plc | 24.86K | -3.8% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 24.57K | -34.2% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Manufacturers Life Insurance… | 22.92K | +9.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | New York State Common Retirement… | 20.20K | +34.7% | $943,931 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Brown Advisory Inc | 19.68K | 0.0% | $919,528 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Cetera Investment Advisers | 17.96K | +2.5% | $839,325 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Franklin Resources Inc | 15.24K | +35.8% | $711,826 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 76 | Cerity Partners LLC | 14.80K | +151.8% | $691,503 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Fifth Third Bancorp | 16.18K | +1.4% | $664,575 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | State Board Of Administration Of… | 13.59K | 0.0% | $634,972 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Royal Bank Of Canada | 12.74K | +4.6% | $596,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 80 | Zurcher Kantonalbank (Zurich… | 12.74K | -36.1% | $595,260 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Neuberger Berman Group LLC | 11.04K | +114.0% | $515,601 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Wealth Enhancement Advisory… | 9.76K | +69.3% | $502,792 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Capstone Investment Advisors, Llc | 10.45K | -6.1% | $488,411 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Stifel Financial Corp | 10.10K | -28.4% | $471,823 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 85 | Universal- Beteiligungs- und… | 9.40K | +31.9% | $439,263 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 86 | Creative Planning | 8.91K | Nuevo | $416,112 | 0.0% | New | 1 | SEC ↗ ×2 |
| 87 | Fisher Asset Management ✦ | 7.20K | -7.2% | $336,149 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 88 | ProShare Advisors LLC | 6.85K | -7.8% | $320,173 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Mariner, LLC | 6.70K | Nuevo | $312,941 | 0.0% | New | 1 | SEC ↗ |
| 90 | LPL Financial LLC | 6.47K | -11.3% | $302,465 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Pictet Asset Management Holding SA | 5.59K | -13.9% | $261,118 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 3.71K | 0.0% | $173,238 | 0.0% | Held | 3 | SEC ↗ |
| 93 | Pacer Advisors, Inc. | 3.10K | +33.9% | $145,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Simplex Trading, Llc | 2.45K | Nuevo | $114,510 | 0.0% | New | 1 | SEC ↗ |
| 95 | Northwestern Mutual Wealth… | 900 | 0.0% | $42,048 | 0.0% | Held | 3 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 795 | -2.9% | $37,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Us Bancorp \De\ | 666 | -62.3% | $31,116 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | BNP Paribas Asset Management… | 615 | -17.1% | $28,733 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 453 | +29.8% | $20,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Rockefeller Capital Management L.P. | 393 | -48.6% | $18,362 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $7.82M | 0.0% |
| Walleye Trading LLC | $1.26M | 0.0% |
| Creative Planning | $416,112 | 0.0% |
| Mariner, LLC | $312,941 | 0.0% |
| Simplex Trading, Llc | $114,510 | 0.0% |
Posición cerrada
| Tudor Investment Corp Et Al | $10.29M | era 0.1% |
| Jane Street Group, Llc | $5.75M | era 0.0% |
| Man Group plc | $729,004 | era 0.0% |
| Blair William & Co/Il | $521,131 | era 0.0% |
| HighTower Advisors, LLC | $225,201 | era 0.0% |
| Robeco Institutional Asset… | $213,834 | era 0.0% |
| Daiwa Securities Group Inc. | $76,446 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 292 tenedores, 47.75M acciones, $1.94B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 50.00K acc. · $2.88M
Officer · 5.40K acc. · $297,378
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología