ALRM — ALARM COM HLDGS INC

Ownership history in Evanson Asset Management, LLC  ·  39 quarters on record

AI Ownership Summary

Evanson Asset Management, LLC reported ALARM COM HLDGS INC (ALRM) in 39 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.17% in 2024 Q1. The latest visible filing shows ALRM at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evanson Asset Management, LLC's position in ALARM COM HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ALRM was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALRM stock page Evanson Asset Management, LLC fund profile Evanson Asset Management, LLC full holdings
How Evanson Asset Management, LLC held ALRM — position size vs. price
% of Fund (quarterly)    ALRM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 168,914 -542 -0.3% 0.47% $8.6M 2026-02-14 (Est.) $46.38
2025 Q3 REDUCED 169,456 -55 -0.0% 0.51% $9.0M 2025-10-14 $50.12
2025 Q2 REDUCED 169,511 -275 -0.2% 0.60% $9.6M 2025-07-15 $53.98
2025 Q1 REDUCED 169,786 -40,300 -19.2% 0.67% $9.4M 2025-04-22 $50.57
2024 Q4 REDUCED 210,086 -4,039 -1.9% 0.87% $12.8M 2025-01-16 $61.38
2024 Q3 REDUCED 214,125 -2,000 -0.9% 0.83% $11.7M 2024-10-07 $52.40
2024 Q2 UNCHANGED 216,125 — 0% 1.01% $13.7M 2024-07-12 $65.73
2024 Q1 UNCHANGED 216,125 — 0% 1.17% $15.7M 2024-04-12 $67.82
2023 Q4 ADDED 216,125 +21,600 +11.1% 1.13% $14.0M 2024-01-18 $60.49
2023 Q3 ADDED 194,525 +138,850 +249.4% 1.10% $11.9M 2023-10-19 $56.00
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALRM

As of 2025 Q4 — sorted by position size

DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 3.34% Montanaro Asset Management Ltd 3Y 2.13% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 2.11% Summit Creek Advisors LLC 3Y 7Y 1.73% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 1.11% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.69% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.63% Jackson Creek Investment Advisors LLC 3Y 0.51% Motley Fool Wealth Management, LLC 3Y 7Y 0.46% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.43%

FAQ About Evanson Asset Management, LLC and ALRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evanson Asset Management, LLC reported owning ALRM?

Evanson Asset Management, LLC reported ALRM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ALRM position in Evanson Asset Management, LLC's portfolio?

The largest reported portfolio weight for ALRM was 1.17% in 2024 Q1.

What is the latest reported ALRM position on this page?

The most recent filing on this page is 2025 Q4, when Evanson Asset Management, LLC reported 168,914 shares, equal to 0.47% of portfolio, with an estimated market value of $8.6M.

What does the chart on this ALRM ownership page compare?

The chart compares Evanson Asset Management, LLC's quarterly ALRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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