Advisory Research’s Alkami Technology ALKT Stock Holding History

Advisory Research’s Portfolio ALKT Stock Details ALKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.52M	Buy	160,791 +31,135	+24%	+$573K	0.31%	63
2025 Q4	$2.99M	Sell	129,656 -7,549	-6%	-$167K	0.38%	52
2025 Q3	$3.41M	Buy	137,205 +75,165	+121%	+$1.92M	0.45%	45
2025 Q2	$1.87M	Buy	+62,040	New	+$1.72M	0.29%	75
2024 Q4	–	Sell	-50,286	Closed	-$1.59M	–	153
2024 Q3	$1.59M	Sell	50,286 -14,615	-23%	-$461K	0.28%	82
2024 Q2	$1.85M	Sell	64,901 -138,498	-68%	-$3.58M	0.35%	69
2024 Q1	$5M	Sell	203,399 -279,905	-58%	-$6.87M	0.99%	32
2023 Q4	$11.7M	Sell	483,304 -87,920	-15%	-$1.83M	1.81%	9
2023 Q3	$10.4M	Sell	571,224 -814	-0.1%	-$13.7K	1.45%	8
2023 Q2	$9.38M	Buy	572,038 +58,349	+11%	+$805K	1.2%	14
2023 Q1	$6.5M	Sell	513,689 -4,734	-0.9%	-$69.9K	1.07%	24
2022 Q4	$7.56M	Buy	518,423 +218,113	+73%	+$3.04M	0.71%	31
2022 Q3	$4.52M	Buy	+300,310	New	+$4.37M	0.44%	44

Other funds holding ALKT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Advisory Research's ALKT Position: Q1 2026 in Review

Advisory Research increased its Alkami Technology (ALKT) stake by 24% in Q1 2026, buying an estimated $573K and bringing the position to 160,791 shares worth $2.52M. The position accounts for 0.31% of the portfolio, ranked #63.

Advisory Research first reported a position in ALKT in Q3 2022 and has held it in 13 quarters since. The position peaked at $11.7M in Q4 2023. 210 funds tracked by Wall St. Rank hold ALKT as of Q1 2026.

Advisory Research held 160,791 shares of Alkami Technology worth $2.52M as of Q1 2026.
Advisory Research bought 31,135 Alkami Technology shares in Q1 2026, an estimated $573K.
Alkami Technology made up 0.31% of Advisory Research's portfolio in Q1 2026, its #63 holding.
Advisory Research first reported a position in Alkami Technology in Q3 2022 and has held it in 13 quarters since.
Advisory Research's Alkami Technology position peaked at $11.7M in Q4 2023.
210 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.