RIVERBRIDGE PARTNERS LLC ALRM — Alarm.com Holdings, Inc.

Ownership history in RIVERBRIDGE PARTNERS LLC  ·  36 quarters on record

AI Ownership Summary

RIVERBRIDGE PARTNERS LLC reported Alarm.com Holdings, Inc. (ALRM) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.44% in 2024 Q1. The latest visible filing shows ALRM at 0.63% 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 RIVERBRIDGE PARTNERS LLC's position in Alarm.com Holdings, 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
2026 Q1

ALRM was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% 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 Q4 to 2026 Q1

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 RIVERBRIDGE PARTNERS LLC fund profile RIVERBRIDGE PARTNERS LLC full holdings
How RIVERBRIDGE PARTNERS LLC held ALRM — position size vs. price
% of Fund (quarterly)    ALRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 592,854 -130,507 -18.0% 0.63% $25.6M 2026-04-17 $46.51
2025 Q4 REDUCED 11.3% -15.3% ✅ 723,361 -92,079 -11.3% 0.69% $36.9M 2026-01-13 $51.41
2025 Q3 REDUCED 7.6% -2.4% ✅ 815,440 -67,276 -7.6% 0.73% $43.3M 2025-10-14 $50.12
2025 Q2 REDUCED 12.8% -7.2% ✅ 882,716 -129,268 -12.8% 0.80% $49.9M 2025-07-15 $53.98
2025 Q1 REDUCED 8.5% +1.6% ❌ 1,011,984 -94,391 -8.5% 0.90% $56.3M 2025-04-21 $49.34
2024 Q4 REDUCED 7.2% -8.5% ✅ 1,106,375 -85,421 -7.2% 0.92% $67.3M 2025-01-17 $61.36
2024 Q3 REDUCED 5.9% +11.7% ❌ 1,191,796 -74,961 -5.9% 0.87% $65.2M 2024-10-15 $53.98
2024 Q2 REDUCED 22.1% -14.0% ✅ 1,266,757 -359,645 -22.1% 1.09% $80.5M 2024-07-17 $69.12
2024 Q1 ADDED — — — 1,626,402 +78,897 +5.1% 1.44% $117.9M 2024-04-26 $65.97
2023 Q4 REDUCED 12.5% +10.1% ❌ 1,547,505 -221,377 -12.5% 1.33% $100.0M 2024-01-24 $62.24
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALRM

As of 2026 Q1 — sorted by position size

Summit Creek Advisors LLC 3Y 7Y 1.7% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.98% Jackson Creek Investment Advisors LLC 3Y 0.41% Evanson Asset Management, LLC 3Y 7Y 0.38% Cardinal Capital Management 3Y 7Y 0.19% Haven Private, LLC 0.19% Argos Wealth Advisors, LLC 0.17% SEIZERT CAPITAL PARTNERS, LLC 3Y 7Y 0.17% M.E. ALLISON & CO., INC. 0.15% AlphaQuest LLC 0.14%

FAQ About RIVERBRIDGE PARTNERS 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 RIVERBRIDGE PARTNERS LLC reported owning ALRM?

RIVERBRIDGE PARTNERS LLC reported ALRM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ALRM position in RIVERBRIDGE PARTNERS LLC's portfolio?

The largest reported portfolio weight for ALRM was 1.44% in 2024 Q1.

What is the latest reported ALRM position on this page?

The most recent filing on this page is 2026 Q1, when RIVERBRIDGE PARTNERS LLC reported 592,854 shares, equal to 0.63% of portfolio, with an estimated market value of $25.6M.

What does the chart on this ALRM ownership page compare?

The chart compares RIVERBRIDGE PARTNERS 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.

How well did RIVERBRIDGE PARTNERS LLC time their ALRM position?

Based on 13F filing dates vs. subsequent ALRM price moves, RIVERBRIDGE PARTNERS LLC correctly timed 20 out of 35 reported position changes (57%). The annualised alpha on ALRM relative to SPY over the holding period was -10.3%.

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