13FPulse
中
AL

ALRM ALARM.COM HOLDINGS INC

2026Q2 · CUSIP 011642105 · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
306
Institutions that reported holding it to the SEC
Net increase in holders
+14
Last quarter 292 → now 306
How unusual is that
Above average
Stronger buying than 77% of US stocks
What the filings say, in one paragraph

306 funds held ALRM at the end of 2026Q2, up 14 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.1B(YoY +8.7%), the P/E is 25.0x, return on equity is 13.6%. ALRM has had 12 buying rushes in its history, and the price moved +10.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2015Q3: holders=51 2015Q4: holders=52 2016Q1: holders=65 2016Q2: holders=78 2016Q3: holders=95 2016Q4: holders=107 2017Q1: holders=120 2017Q2: holders=137 2017Q3: holders=174 2017Q4: holders=189 2018Q1: holders=196 2018Q2: holders=213 2018Q3: holders=223 2018Q4: holders=233 2019Q1: holders=258 2019Q2: holders=245 2019Q3: holders=240 2019Q4: holders=236 2020Q1: holders=218 2020Q2: holders=240 2020Q3: holders=245 2020Q4: holders=269 2021Q1: holders=272 2021Q2: holders=282 2021Q3: holders=267 2021Q4: holders=273 2022Q1: holders=264 2022Q2: holders=247 2022Q3: holders=255 2022Q4: holders=249 2023Q1: holders=246 2023Q2: holders=250 2023Q3: holders=250 2023Q4: holders=287 2024Q1: holders=299 2024Q2: holders=299 2024Q3: holders=297 2024Q4: holders=311 2025Q1: holders=306 2025Q2: holders=305 2025Q3: holders=305 2025Q4: holders=305 2026Q1: holders=292 2026Q2: holders=306 -37 -18.5 +0 +18.5 +37 45186327 15Q316Q418Q119Q220Q321Q423Q124Q225Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2023Q4 Top 20% -1.0% -15.2%
2022Q3 Top 20% +1.0% -4.1%
2020Q2 Top 20% +22.6% +70.5%
2019Q1 Top 20% -23.2% -26.8%
2018Q2 Top 20% -10.7% +20.7%
2017Q3 Top 5% -12.0% -2.9%
2017Q2 Top 20% -1.3% -10.2%
2017Q1 Top 20% +33.1% +31.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
158
Change in large funds
+7
Total value they hold
$2.2B
Funds buying for the first time
58
Funds that sold out entirely
44
Price change that quarter
+29.0%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
25.0
EPS (TTM)
$2.26
EPS YoY
-5.0%
Revenue (TTM)
$1.1B
Revenue YoY
+8.7%
Net margin
11.1%
ROE
13.6%
Debt ratio
45.1%
FCF (TTM)
$188M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.26 2021-12-31: EPS 0.18 2022-03-31: EPS 0.18 2022-06-30: EPS 0.21 2022-09-30: EPS 0.35 2022-12-31: EPS 0.34 2023-03-31: EPS 0.28 2023-06-30: EPS 0.30 2023-09-30: EPS 0.37 2023-12-31: EPS 0.58 2024-03-31: EPS 0.44 2024-06-30: EPS 0.62 2024-09-30: EPS 0.67 2024-12-31: EPS 0.56 2025-03-31: EPS 0.52 2025-06-30: EPS 0.63 2025-09-30: EPS 0.65 2025-12-31: EPS 0.66 2026-03-31: EPS 0.47 2026-06-30: EPS 0.48 0M 139M 278M $M 0.00 0.37 0.74 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 16 56 97 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-16M29M75M 20162017201820192020202120222023202420252026
Latest quarter $50M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.