Atria Investments’s Alkami Technology ALKT Stock Holding History

Atria Investments’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
2025 Q4	–	Sell	-10,780	Closed	-$268K	–	2020
2025 Q3	$268K	Sell	10,780 -275	-2%	-$7.02K	﹤0.01%	1780
2025 Q2	$333K	Buy	+11,055	New	+$307K	﹤0.01%	1658
2025 Q1	–	Sell	-6,527	Closed	-$239K	–	1893
2024 Q4	$239K	Buy	+6,527	New	+$244K	﹤0.01%	1705

Other funds holding ALKT

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Atria Investments's ALKT Position: Q4 2025 in Review

Atria Investments sold out of Alkami Technology (ALKT) in Q4 2025, closing a stake of 10,780 shares — an estimated $268K sold.

Atria Investments first reported a position in ALKT in Q4 2024 and held it in 3 quarters. The position peaked at $333K in Q2 2025. 227 funds tracked by Wall St. Rank hold ALKT as of Q4 2025.

Atria Investments reported no remaining Alkami Technology position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 10,780 Alkami Technology shares in Q4 2025, an estimated $268K.
Atria Investments first reported a position in Alkami Technology in Q4 2024 and held it in 3 quarters.
Atria Investments's Alkami Technology position peaked at $333K in Q2 2025.
227 funds tracked by Wall St. Rank held Alkami Technology as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.