Ticker · CUSIP 011642105
Holders (tracked)
11
Combined shares
2,363,653
Combined value
$74.94M
Last close
$45.60
Quarter
2025Q4
Tracked holders · last 8 quarters
Flat over the last 8 quarters.
Price is +43.8% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
24 events
- +217,584 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−39,104 shares · 2025Q413F
- D.E. Shaw & Co. added2026-02-17+50,710 shares · 2025Q413F
- AQR Capital Management added2026-02-17+16,593 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−1,247 shares · 2025Q413F
- Two Sigma Investments added2026-02-17+122,023 shares · 2025Q413F
- Steve Cohen (Point72) added2026-02-17+40,267 shares · 2025Q413F
- T. Rowe Price added2026-02-17+53,775 shares · 2025Q413F
- −8,049 shares · 2025Q413F
- Renaissance Technologies exited2026-02-12−24,100 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+118,819 shares · 2025Q413F
- Ken Fisher (Fisher Asset Mgmt) added2026-02-09+160 shares · 2025Q413F
- −153,923 shares · 2025Q313F
- D.E. Shaw & Co. added2025-11-14+167,391 shares · 2025Q313F
- AQR Capital Management added2025-11-14+36,715 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+124,911 shares · 2025Q313F
- Steve Cohen (Point72) added2025-11-14+17,446 shares · 2025Q313F
- Two Sigma Investments added2025-11-14+102,282 shares · 2025Q313F
- T. Rowe Price added2025-11-14+758,573 shares · 2025Q313F
- +52,383 shares · 2025Q313F
- Renaissance Technologies trimmed2025-11-13−1,000 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−591,466 shares · 2025Q313F
- Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12−245,470 shares · 2025Q313F
- Norges Bank (Norway SWF) trimmed2025-11-12−605 shares · 2024Q313F
Insider activity
Last 30 days
Net (open-market)
$0
Buys
0 · $0
Sells
0 · $0
Unique insiders
4
| Date | Insider | Code | Shares | Price | Value |
|---|---|---|---|---|---|
| 04-08 | Ramos Daniel See Remarks · Insider | A | 25,000 | — | $0 |
| 04-08 | Trundle Stephen Chief Executive Officer · Insider | A | 65,000 | — | $0 |
| 04-08 | Kerzner Daniel See Remarks · Insider | A | 55,000 | — | $0 |
| 04-08 | Bradley Kevin Christopher Chief Financial Officer · Insider | A | 35,000 | — | $0 |
Follow-the-investor returns
If you'd copied each holder of ALRM…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2016Q3 | $2.92 | +1459.3% | $40.8M |
| Ken Griffin (Citadel Advisors) | 2016Q2 | $51.34 | -11.2% | $2.0M |
| Steve Cohen (Point72) | 2018Q2 | $52.71 | -13.5% | $3.4M |
| D.E. Shaw & Co. | 2017Q2 | $53.02 | -14.0% | $12.8M |
| Two Sigma Investments | 2016Q3 | $53.70 | -15.1% | $14.1M |
| Paul Tudor Jones (Tudor Investment) | 2016Q2 | $54.96 | -17.0% | $9.9M |
| Izzy Englander (Millennium Mgmt) | 2016Q3 | $55.35 | -17.6% | $10.7M |
| Ray Dalio (Bridgewater Associates) | 2024Q2 | $55.49 | -17.8% | $2.0M |
| Ken Fisher (Fisher Asset Mgmt) | 2018Q4 | $57.09 | -20.1% | $334K |
| AQR Capital Management | 2016Q3 | $57.56 | -20.8% | $6.2M |
| Norges Bank (Norway SWF) | 2017Q3 | $520.68 | -91.2% | $5.4M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions2
- Paul Tudor Jones (Tudor Investment)+217,584$11.1M
- Norges Bank (Norway SWF)+118,819$6.1M
Added to6
- Two Sigma Investments+122,023$6.2M
- D.E. Shaw & Co.+50,710$2.6M
- Steve Cohen (Point72)+40,267$2.1M
- AQR Capital Management+16,593$847K
- Ken Fisher (Fisher Asset Mgmt)+160$8K
- T. Rowe Price+53,775$3K
Trimmed3
- Ken Griffin (Citadel Advisors)−39,104$2.0M
- Ray Dalio (Bridgewater Associates)−8,049$411K
- Izzy Englander (Millennium Mgmt)−1,247$64K
Exited1
- Renaissance Technologies−24,100$1.3M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 14 | $33.85B |
| 2022Q2 | 13 | $31.79B |
| 2022Q3 | 13 | $31.5M |
| 2022Q4 | 14 | $483.2M |
| 2023Q1 | 15 | $496.3M |
| 2023Q2 | 15 | $540.2M |
| 2023Q3 | 13 | $630.0M |
| 2023Q4 | 12 | $651.1M |
| 2024Q1 | 13 | $739.6M |
| 2024Q2 | 16 | $712.4M |
| 2024Q3 | 13 | $101.1M |
| 2024Q4 | 11 | $83.9M |
| 2025Q1 | 11 | $41.0M |
| 2025Q2 | 12 | $86.2M |
| 2025Q3 | 11 | $52.1M |
| 2025Q4 | 11 | $74.9M |
Who owns ALRM
11 super-investors · 2025Q4
Tracked stake
2.36M
shares
Combined value
$75M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New2Added6Trim3
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Two Sigma Investments | 309.6K | $16M |
| 2 | D.E. Shaw & Co. | 280.4K | $14M |
| 3 | Izzy Englander Millennium Mgmt | 234.8K | $12M |
| 4 | Paul Tudor Jones Tudor Investment | 217.6K | $11M |
| 5 | AQR Capital Management | 135.6K | $7M |
| 6 | Norges Bank Norway SWF | 118.8K | $6M |
| 7 | Steve Cohen Point72 | 75.0K | $4M |
| 8 | Ken Griffin Citadel Advisors | 44.5K | $2M |
| 9 | Ray Dalio Bridgewater Associates | 44.3K | $2M |
| 10 | Ken Fisher Fisher Asset Mgmt | 7.3K | $373K |
| 11 | T. Rowe Price | 895.6K | $46K |
Recent moves
20 transactions
- −39,104 · 2025Q4
- +122,023 · 2025Q4
- +217,584 · 2025Q4
- +16,593 · 2025Q4
- +50,710 · 2025Q4
- +40,267 · 2025Q4
- −1,247 · 2025Q4
- +53,775 · 2025Q4
- −8,049 · 2025Q4
- −24,100 · 2025Q4
- +118,819 · 2025Q4
- +160 · 2025Q4
- −153,923 · 2025Q3
- +17,446 · 2025Q3
- +167,391 · 2025Q3
- +124,911 · 2025Q3
- +758,573 · 2025Q3
- +102,282 · 2025Q3
- +36,715 · 2025Q3
- −591,466 · 2025Q3
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