Follow-The-Filings

Security

ALRM

Alarm Com Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 2 exits max 0.0% (Two Sigma Investments, LP)

grid → activity →
owners 12
max % 0.0%
tracked value $380M
qoq A 7 R 2 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 309,634 $16M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 238,467 $10M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 124,320 $5M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 93,578 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 6,286,541 $321M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 165,054 $7M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 118,819 $6M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 98,707 $4M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 73,581 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 59,308 $3M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 7,754 $335 hist
Ancora Advisors LLC 2026 Q1 0.0% — 22 $1 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 44,334 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 17,405 $888 hist

12 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $209.72M $223.28M $1.01B
Gross profit * $133.54M $146.77M $668.89M
Gross margin * 63.7% 65.7% 66.1%
Net income $14.42M $23.6M —
Net margin * 6.9% 10.6% —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $956.78M $1.48B $1.27B
Total non-current assets * $482.78M $556.62M $864.08M
Total assets $1.44B $2.04B $2.14B
Total current liabilities $175.34M $188.81M $663.14M
Total non-current liabilities * $539.37M $1.08B $582.44M
Total equity $688.55M $726.55M $848.16M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $135.96M $206.41M $153.33M
Cash from investing -$25.97M -$24.68M -$358.48M
Cash from financing -$31.86M $346.43M -$55.01M
Net change in cash $78.2M $528.05M -$260.32M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders