[SCHEDULE 13G/A] Alarm.com Holdings, Inc. SEC Filing

Rhea-AI Filing Summary

Disciplined Growth Investors, Inc. reports beneficial ownership of 3,491,824 shares of Alarm.com Holdings, Inc. common stock, representing 7.0% of the class as stated in this Schedule 13G/A. The filer reports sole voting power over 3,133,899 shares and sole dispositive power over 3,491,824 shares. The filing is an amendment to a Schedule 13G and references the event date of 06/30/2025. The filer certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Insights

Securities Analyst

TL;DR: A 7.0% passive stake with strong sole voting and dispositive power indicates a meaningful minority position but not an apparent control intent.

Disciplined Growth Investors holds 3,491,824 shares, equal to 7.0% of ALRM's common stock per this filing. The report shows substantial sole voting power (3,133,899 shares), implying the adviser directly controls voting for most of its stake. Classification as a Schedule 13G (amendment) and the certification that holdings are in the ordinary course suggest the filer views this as passive or investment-adviser activity rather than an activist/control campaign. For investors, a 7% holder can influence market perception and future governance conversations, but the filing contains no indication of coordination with others or plans to change control.

Corporate Governance Expert

TL;DR: The filing documents a material minority stake with clear sole authority to vote most shares but affirms no intent to alter issuer control.

The statement identifies Disciplined Growth Investors, Inc. as the reporting person and classifies it as an investment adviser-type filer. The explicit certification that the shares are held in the ordinary course and not to influence control is important for governance interpretation: it reduces immediate regulatory or defensive corporate governance responses. However, the size of the stake (7.0%) means the holder will be material in any future shareholder votes or governance debates. No subsidiary, group affiliation, or shared voting arrangements are reported.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

Alarm.com Holdings, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

011642105

(CUSIP Number)

06/30/2025

(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 3,133,899.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 3,491,824.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,491,824.00

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)

7.0 %

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, US
(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: 3,491,824
(b)	Percent of class: 7.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3,133,899
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 3,491,824
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
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:	08/14/2025

FAQ

How many Alarm.com (ALRM) shares does Disciplined Growth Investors report owning?

The filer reports beneficial ownership of 3,491,824 shares of ALRM common stock.

What percentage of ALRM does this 13G/A represent?

The reported stake represents 7.0% of the outstanding class of common stock.

How much voting power does the filer have over these shares?

Disciplined Growth Investors reports sole voting power over 3,133,899 shares and 0 shared voting power.

Does the filing state the filer intends to influence control of Alarm.com?

No. The filing includes a certification that the securities are not acquired or held to change or influence control of the issuer.

Is the filing a Schedule 13G or 13D?

This document is an amendment to a Schedule 13G, indicating a passive or investment-adviser reporting category.