CCM
ALKT icon

Cadian Capital Management’s Alkami Technology ALKT Stock Holding History

Cadian Capital 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
Q2 		$26.8M Buy
1,476,832
+141,832
+11% +$2.34M 2.03% 19
2026
Q1 		$20.9M Buy
1,335,000
+166,000
+14% +$3.06M 2.55% 15
2025
Q4 		$27M Buy
+1,169,000
New +$25.8M 1.95% 17

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
JPM
JANA Partners Management New York $1.9B AUM 18.33% 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

Cadian Capital Management's ALKT Position: Q2 2026 in Review

Cadian Capital Management increased its Alkami Technology (ALKT) stake by 11% in Q2 2026, buying an estimated $2.34M and bringing the position to 1,476,832 shares worth $26.8M. The position accounts for 2.03% of the portfolio, ranked #19.

Cadian Capital Management first reported a position in ALKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $27M in Q4 2025. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Cadian Capital Management held 1,476,832 shares of Alkami Technology worth $26.8M as of Q2 2026.
  • Cadian Capital Management bought 141,832 Alkami Technology shares in Q2 2026, an estimated $2.34M.
  • Alkami Technology made up 2.03% of Cadian Capital Management's portfolio in Q2 2026, its #19 holding.
  • Cadian Capital Management first reported a position in Alkami Technology in Q4 2025 and has held it in 3 quarters since.
  • Cadian Capital Management's Alkami Technology position peaked at $27M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

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