Alarm.com Holdings (ALRM) Slid on Reduced Guidance
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | 49,476,000 | $46,221,934 | +26% | 0.03% | |
2. | 46,313,000 | $43,224,849 | +15% | 2.22% | |
3. | 42,500,000 | $39,822,500 | +14% | 1.39% | |
4. | 38,500,000 | $35,957,582 | +23% | 2.1% | |
5. | 35,000,000 | $32,690,112 | 0.01% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$37.21 | 10,000 | Director | 10,000 | 2018-03-02 | Filing | |
$13.02 | 5,576 | Large Shareholder, Other | 105,863 | 2015-07-01 | Filing | |
$13.02 | 301,944 | Large Shareholder, Other | 5,814,426 | 2015-07-01 | Filing | |
$13.02 | 581,418 | Large Shareholder, Other | 11,196,162 | 2015-07-01 | Filing | |
$13.02 | 5,576 | Large Shareholder, Director, Other | 105,863 | 2015-07-01 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$66.40 | 32,851 | 59,668 | 2024-12-13 | Filing | ||
$68.81 | 1,999 | 252,682 | 2024-12-10 | Filing | ||
$68.15 | 45,501 | 254,681 | 2024-12-10 | Filing | ||
$59.67 | 2,625 | 5,767 | 2024-11-20 | Filing | ||
$61.81 | 9,476 | 41,100 | 2024-08-23 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 8,809,490 | $569,269,244 | 0.01% | |
2. | 5,817,244 | $375,910,308 | 0% | |
3. | 4,492,512 | $290,306,125 | 4.35% | |
4. | 2,499,896 | $161,543,280 | 0.47% | |
5. | 1,939,200 | $125,311,104 | 0% |