Disciplined Growth Investors reports 6.9% Alarm.com (ALRM) stake

Rhea-AI Filing Summary

Disciplined Growth Investors, Inc. filed Amendment No. 5 to a Schedule 13G reporting its beneficial ownership of Alarm.com Holdings, Inc. common stock. The firm reports beneficial ownership of 3,417,517 shares, representing 6.9% of the class as of the event date.

Disciplined Growth Investors has sole power to vote 3,059,598 shares and sole power to dispose of 3,417,517 shares, with no shared voting or dispositive power. The holder certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Alarm.com.

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Accepted by SEC EDGAR 02/17/2026 - 04:22 PM Learn about SEC filing dates

FAQ

What ownership stake in Alarm.com (ALRM) does Disciplined Growth Investors report?

Disciplined Growth Investors reports beneficial ownership of 3,417,517 shares of Alarm.com common stock, representing 6.9% of the outstanding class. This reflects its position as of the event date disclosed in the Schedule 13G/A filing.

What type of SEC filing did Disciplined Growth Investors submit for Alarm.com (ALRM)?

Disciplined Growth Investors submitted an Amendment No. 5 to Schedule 13G for Alarm.com Holdings, Inc. This filing updates its beneficial ownership information after crossing a reporting threshold under U.S. securities laws for significant shareholdings.

How much voting power does Disciplined Growth Investors have over ALRM shares?

Disciplined Growth Investors reports sole voting power over 3,059,598 shares of Alarm.com common stock and no shared voting power. This means it alone can vote those shares or direct how they are voted, according to the filing.

What dispositive power over Alarm.com (ALRM) shares is disclosed in this Schedule 13G/A?

The filing states Disciplined Growth Investors has sole dispositive power over 3,417,517 shares and no shared dispositive power. Sole dispositive power means it can decide if and when those shares are sold or otherwise disposed of.

Why does Disciplined Growth Investors say it holds ALRM shares under this Schedule 13G/A?

Disciplined Growth Investors certifies the Alarm.com shares were acquired and are held in the ordinary course of business. It also states they were not acquired to change or influence control of Alarm.com or to participate in control-related transactions.

Where is Disciplined Growth Investors, the reporting owner of ALRM shares, based?

Disciplined Growth Investors lists its principal business office at 150 South Fifth Street, Suite 2550, Minneapolis, MN 55402. The firm is identified as a Minnesota, USA entity in the ownership disclosure for Alarm.com common stock.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 5)

Alarm.com Holdings, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

011642105

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 011642105

1

Names of Reporting Persons

DISCIPLINED GROWTH INVESTORS INC /MN

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MINNESOTA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 3,059,598.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,417,517.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,417,517.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.9 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Alarm.com Holdings, Inc.
(b)	Address of issuer's principal executive offices: 8281 GREENSBORO DRIVE, 8281 GREENSBORO DRIVE, TYSONS, VIRGINIA, 22102.
Item 2.
(a)	Name of person filing: Disciplined Growth Investors, Inc.
(b)	Address or principal business office or, if none, residence: 150 South Fifth Street Suite 2550 Minneapolis, MN 55402
(c)	Citizenship: Minnesota, USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 011642105
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3,417,517
(b)	Percent of class: 6.9%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,059,598
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,417,517
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

DISCIPLINED GROWTH INVESTORS INC /MN

Signature:	Peter G. Rieke
Name/Title:	Chief Operating & Compliance Officer
Date:	02/17/2026