Alarm.Com Holdings (ALRM)

Sector:Technology
Super Investor Stats:
Ownership count:1
Ownership rank:687
% of all portfolios:0%
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Polen Capital Management Reduce 8.85% 12,522 0.00
ValueAct Capital Sell 100.00% 585,400 0.80
Q3  2023
ValueAct Capital Buy 585,400 0.80
Polen Capital Management Reduce 1.46% 2,097 0.00
Q2  2023
Polen Capital Management Reduce 4.54% 6,825 0.00
Q1  2023
Polen Capital Management Reduce 0.54% 820 0.00
Chuck Akre - Akre Capital Management Sell 100.00% 263,939 0.12
Q4  2022
Polen Capital Management Reduce 13.34% 23,272 0.00
Q3  2022
Polen Capital Management Add 8.89% 14,242 0.00
Q2  2022
Polen Capital Management Reduce 16.25% 31,094 0.01
Chuck Akre - Akre Capital Management Reduce 72.76% 705,000 0.35
Q1  2022
Polen Capital Management Reduce 4.24% 8,474 0.00
Chuck Akre - Akre Capital Management Reduce 51.03% 1,009,719 0.47
Q4  2021
Polen Capital Management Add 25.01% 39,964 0.01
Q3  2021
Polen Capital Management Add 8.13% 12,018 0.00
Q2  2021
Polen Capital Management Add 6.63% 9,192 0.00
Q1  2021
Polen Capital Management Add 21.28% 24,317 0.01
Chuck Akre - Akre Capital Management Reduce 0.16% 3,200 0.00
Q4  2020
Polen Capital Management Add 23.38% 21,655 0.01
Q3  2020
Polen Capital Management Add 24.66% 18,323 0.00
Chuck Akre - Akre Capital Management Add 11.04% 196,988 0.08
Q2  2020
Polen Capital Management Add 115.89% 39,888 0.01
Chuck Akre - Akre Capital Management Add 0.76% 13,400 0.01
Q1  2020
Polen Capital Management Add 67.33% 13,849 0.00
Chuck Akre - Akre Capital Management Add 10.20% 163,968 0.06
Q4  2019
Chuck Akre - Akre Capital Management Add 17.52% 239,662 0.09
Polen Capital Management Add 15.76% 2,800 0.00
Q3  2019
Chuck Akre - Akre Capital Management Add 127.68% 767,070 0.35
Polen Capital Management Add 0.79% 139 0.00
Q2  2019
Polen Capital Management Add 7.95% 1,298 0.00
Q2  2018
Chuck Akre - Akre Capital Management Add 24.26% 117,283 0.06
Q1  2018
Chuck Akre - Akre Capital Management Add 3.60% 16,789 0.01
Q4  2017
Chuck Akre - Akre Capital Management Add 16.67% 66,698 0.04
Q2  2015
Chuck Akre - Akre Capital Management Buy 400,000 0.15

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.