ValueAct Capital

Superinvestor

ValueAct Holdings, L.P.

SEC CIK: 0001418814
Manager: Mason Morfit
Style: Activist
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ALRM holding history

Alarm.com Holdings, Inc. in every 13F filed by ValueAct Capital, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALRM overview All 13F holders of ALRM Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q3 2023

Holdings of ALRM by ValueAct Capital, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−585,400−100.0%	Sold out	Holders
Q3 2023	585,400	$35.8M	0.8%	+585,400	New	Holders