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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
Q2 		$2.82M Sell
155,711
-5,080
-3% -$83.9K 0.28% 67
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

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Advisory Research's ALKT Position: Q2 2026 in Review

Advisory Research reduced its Alkami Technology (ALKT) stake by 3.2% in Q2 2026, selling an estimated $83.9K and leaving 155,711 shares worth $2.82M. The position accounts for 0.28% of the portfolio, ranked #67.

Advisory Research first reported a position in ALKT in Q3 2022 and has held it in 14 quarters since. The position peaked at $11.7M in Q4 2023. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Advisory Research held 155,711 shares of Alkami Technology worth $2.82M as of Q2 2026.
  • Advisory Research sold 5,080 Alkami Technology shares in Q2 2026, an estimated $83.9K.
  • Alkami Technology made up 0.28% of Advisory Research's portfolio in Q2 2026, its #67 holding.
  • Advisory Research first reported a position in Alkami Technology in Q3 2022 and has held it in 14 quarters since.
  • Advisory Research's Alkami Technology position peaked at $11.7M in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.