Bullseye Asset Management’s Alkami Technology ALKT Stock Holding History

Bullseye 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	$2.19M	Buy	139,809 +19,419	+16%	+$358K	1.27%	40
2025 Q4	$2.78M	Buy	120,390 +1	+0%	+$22	1.5%	30
2025 Q3	$2.99M	Buy	120,389 +20,547	+21%	+$525K	1.57%	26
2025 Q2	$3.01M	Buy	99,842 +10,000	+11%	+$278K	1.5%	31
2025 Q1	$2.36M	Hold	89,842	–	–	1.27%	34
2024 Q4	$3.29M	Buy	89,842 +4,016	+5%	+$150K	1.55%	28
2024 Q3	$2.71M	Buy	85,826 +5,000	+6%	+$158K	1.25%	32
2024 Q2	$2.3M	Hold	80,826	–	–	1.13%	39
2024 Q1	$1.99M	Buy	80,826 +838	+1%	+$20.6K	0.93%	44
2023 Q4	$1.94M	Buy	79,988 +15,000	+23%	+$313K	0.93%	47
2023 Q3	$1.18M	Buy	64,988 +28,962	+80%	+$487K	0.66%	50
2023 Q2	$590K	Buy	36,026 +10,423	+41%	+$144K	0.3%	65
2023 Q1	$324K	Buy	25,603 +23,586	+1,169%	+$348K	0.17%	69
2022 Q4	$30K	Hold	2,017	–	–	0.02%	81
2022 Q3	$31K	Sell	2,017 -153	-7%	-$2.23K	0.02%	83
2022 Q2	$30K	Buy	2,170 +13	+0.6%	+$164	0.02%	88
2022 Q1	$31K	Hold	2,157	–	–	0.01%	89
2021 Q4	$41K	Hold	2,157	–	–	0.02%	93
2021 Q3	$52K	Sell	2,157 -43	-2%	-$1.28K	0.02%	101
2021 Q2	$79K	Buy	+2,200	New	+$80.7K	0.03%	95

Other funds holding ALKT

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

NRCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JPM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Bullseye Asset Management's ALKT Position: Q1 2026 in Review

Bullseye Asset Management increased its Alkami Technology (ALKT) stake by 16% in Q1 2026, buying an estimated $358K and bringing the position to 139,809 shares worth $2.19M. The position accounts for 1.27% of the portfolio, ranked #40.

Bullseye Asset Management first reported a position in ALKT in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.29M in Q4 2024. 210 funds tracked by Wall St. Rank hold ALKT as of Q1 2026.

Bullseye Asset Management held 139,809 shares of Alkami Technology worth $2.19M as of Q1 2026.
Bullseye Asset Management bought 19,419 Alkami Technology shares in Q1 2026, an estimated $358K.
Alkami Technology made up 1.27% of Bullseye Asset Management's portfolio in Q1 2026, its #40 holding.
Bullseye Asset Management first reported a position in Alkami Technology in Q2 2021 and has held it in 20 quarters since.
Bullseye Asset Management's Alkami Technology position peaked at $3.29M in Q4 2024.
210 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2026.

Based on Bullseye Asset Management's 13F filing for Q1 2026, filed 14 May 2026.