Bellevue Asset Management’s Alkami Technology ALKT Stock Holding History

Bellevue Asset Management’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	–	Sell	-64	Closed	-$1.48K	–	377
2025 Q4	$1.48K	Hold	64	–	–	﹤0.01%	462
2025 Q3	$1.59K	Hold	64	–	–	﹤0.01%	461
2025 Q2	$1.93K	Hold	64	–	–	﹤0.01%	435
2025 Q1	$1.68K	Hold	64	–	–	﹤0.01%	440
2024 Q4	$2.35K	Hold	64	–	–	﹤0.01%	427
2024 Q3	$2.02K	Hold	64	–	–	﹤0.01%	416
2024 Q2	$1.82K	Buy	64 +23	+56%	+$594	﹤0.01%	419
2024 Q1	$1.01K	Buy	+41	New	+$1.01K	﹤0.01%	457
2022 Q1	–	Sell	-52	Closed	-$1K	–	538
2021 Q4	$1K	Sell	52 -4	-7%	-$102	﹤0.01%	535
2021 Q3	$1K	Hold	56	–	–	﹤0.01%	558
2021 Q2	$2K	Buy	+56	New	+$2.05K	﹤0.01%	500

Other funds holding ALKT

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return