SCHEDULE 13G/A: Disciplined Growth Investors Discloses 6.8% Stake in Alarm.com Holdings

Sentiment:

Beneficial Ownership Report


Disciplined Growth Investors, Inc. has filed an amended Schedule 13G, revealing a beneficial ownership of 6.8% of Alarm.com Holdings, Inc.'s common stock as of March 31, 2025.

Summary

  • Disciplined Growth Investors, Inc. reported beneficial ownership of 3,389,343 shares of Alarm.com Holdings, Inc. common stock.
  • This stake represents 6.8% of the total outstanding common stock of Alarm.com Holdings, Inc.
  • The filing is an Amendment No. 2 to a Schedule 13G, indicating an update to previously reported beneficial ownership.
  • Disciplined Growth Investors, Inc. is classified as an investment adviser.
  • The firm holds sole voting power over 3,032,189 shares and sole dispositive power over all 3,389,343 shares.

Sentiment

Score: 6

Explanation: The document is a factual disclosure of beneficial ownership by an investment adviser. While the filing itself is neutral, the acquisition of a significant stake (6.8%) by a professional investment firm like Disciplined Growth Investors could be interpreted by the market as a positive signal regarding Alarm.com Holdings, Inc.'s long-term prospects, suggesting confidence in the company's value.

Positives

  • NA

Negatives

  • NA

Risks

  • NA

Future Outlook

NA

Industry Context

Schedule 13G filings are mandatory disclosures by institutional investors who acquire more than 5% of a company's voting shares, indicating a passive investment intent. This filing signals that Disciplined Growth Investors, Inc., an investment adviser, views Alarm.com Holdings, Inc. as a suitable long-term investment within its portfolio, without seeking to influence control.

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant institutional ownership, potentially influencing market perception and liquidity.
  • Company Management: Awareness of a significant passive investor on their shareholder register.

Key Dates

DateDescription
03/31/2025Date of event which requires filing of this statement
05/15/2025Date of filing/signature

Keywords

Schedule 13G, beneficial ownership, Alarm.com Holdings Inc., Disciplined Growth Investors Inc., common stock, investment adviser, SEC filing, ownership disclosure

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