Geneva Capital Management LLC / ALRM
Geneva Capital Management LLC’s Alarm Com Hldgs Inc Position
Does Geneva Capital Management LLC own Alarm Com Hldgs Inc (ALRM)? Yes — 1.07M shares worth $46M (+0.98% of its 13F portfolio) as of Q1 2026, down from 1.15M shares the prior filed quarter.
Position Value
$46M
Q1 2026
Shares
1.07M
% of Portfolio
+0.98%
Quarters Held
25
currently held
Position History ALRM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.07M | $46M | +0.98% |
| Q4 2025 | 1.15M | $59M | +1.11% |
| Q3 2025 | 1.30M | $69M | +1.18% |
| Q2 2025 | 1.30M | $74M | +1.24% |
| Q1 2025 | 1.31M | $73M | +1.36% |
| Q4 2024 | 1.30M | $79M | +1.37% |
| Q3 2024 | 1.31M | $71M | +1.19% |
| Q2 2024 | 1.30M | $82M | +1.50% |
| Q1 2024 | 1.30M | $94M | +1.66% |
| Q4 2023 | 1.31M | $85M | +1.60% |
| Q3 2023 | 1.31M | $80M | +1.68% |
| Q2 2023 | 1.31M | $68M | +1.33% |
| Q1 2023 | 1.31M | $66M | +1.34% |
| Q4 2022 | 1.28M | $64M | +1.43% |
| Q3 2022 | 1.30M | $84M | +1.94% |
| Q2 2022 | 1.24M | $77M | +1.77% |
| Q1 2022 | 1.25M | $83M | +1.61% |
| Q4 2021 | 1.25M | $106M | +1.71% |
| Q3 2021 | 1.18M | $92M | +1.57% |
| Q2 2021 | 1.19M | $101M | +1.64% |
| Q1 2021 | 1.21M | $104M | +1.78% |
| Q4 2020 | 1.23M | $127M | +2.16% |
| Q3 2020 | 1.20M | $66M | +1.36% |
| Q2 2020 | 1.17M | $76M | +1.64% |
| Q1 2020 | 1.13M | $44M | +1.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Geneva Capital Management LLC’s full portfolio or all institutional holders of ALRM.