AssetMark Inc’s Alkami Technology ALKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$33.5K Hold
1,850
﹤0.01% 1996
2026
Q1
$29K Hold
1,850
﹤0.01% 1930
2025
Q4
$42.7K Buy
1,850
+410
+28% +$9.05K ﹤0.01% 1772
2025
Q3
$35.8K Sell
1,440
-4
-0.3% -$102 ﹤0.01% 1752
2025
Q2
$43.5K Buy
+1,444
New +$40.1K ﹤0.01% 1605

Other funds holding ALKT

AssetMark Inc's ALKT Position: Q2 2026 in Review

AssetMark Inc held its Alkami Technology (ALKT) position steady in Q2 2026 at 1,850 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

AssetMark Inc first reported a position in ALKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $43.5K in Q2 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • AssetMark Inc held 1,850 shares of Alkami Technology worth $33.5K as of Q2 2026.
  • AssetMark Inc left its Alkami Technology share count unchanged in Q2 2026.
  • Alkami Technology made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1996 holding.
  • AssetMark Inc first reported a position in Alkami Technology in Q2 2025 and has held it in 5 quarters since.
  • AssetMark Inc's Alkami Technology position peaked at $43.5K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.