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Barry Rosenstein’s Alkami Technology ALKT Stock Holding History

Barry Rosenstein’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 		$122M Buy
6,747,707
+1,316,319
+24% +$21.7M 6.43% 7
2026
Q1 		$85.1M Buy
5,431,388
+536,723
+11% +$9.88M 5.1% 7
2025
Q4 		$113M Buy
4,894,665
+3,002,252
+159% +$66.2M 5.88% 8
2025
Q3 		$47M Buy
+1,892,413
New +$48.3M 2.28% 11

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

Barry Rosenstein's ALKT Position: Q2 2026 in Review

Barry Rosenstein increased its Alkami Technology (ALKT) stake by 24% in Q2 2026, buying an estimated $21.7M and bringing the position to 6,747,707 shares worth $122M. The position accounts for 6.43% of the portfolio, ranked #7.

Barry Rosenstein first reported a position in ALKT in Q3 2025 and has held it in 4 quarters since. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Barry Rosenstein held 6,747,707 shares of Alkami Technology worth $122M as of Q2 2026.
  • Barry Rosenstein bought 1,316,319 Alkami Technology shares in Q2 2026, an estimated $21.7M.
  • Alkami Technology made up 6.43% of Barry Rosenstein's portfolio in Q2 2026, its #7 holding.
  • Barry Rosenstein first reported a position in Alkami Technology in Q3 2025 and has held it in 4 quarters since.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on JANA Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.