Charles Schwab
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Charles Schwab’s Alkami Technology ALKT Stock Holding History

Charles Schwab’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 		$9.96M Sell
635,825
-2
-0% -$37 ﹤0.01% 2097
2025
Q4 		$14.7M Buy
635,827
+2,684
+0.4% +$59.2K ﹤0.01% 1938
2025
Q3 		$15.7M Buy
633,143
+72,259
+13% +$1.85M ﹤0.01% 1879
2025
Q2 		$16.9M Sell
560,884
-63,223
-10% -$1.76M ﹤0.01% 1765
2025
Q1 		$16.4M Buy
624,107
+24,906
+4% +$784K ﹤0.01% 1729
2024
Q4 		$22M Buy
599,201
+64,826
+12% +$2.42M ﹤0.01% 1651
2024
Q3 		$16.9M Buy
534,375
+120,845
+29% +$3.81M ﹤0.01% 1785
2024
Q2 		$11.8M Buy
413,530
+95,866
+30% +$2.47M ﹤0.01% 1962
2024
Q1 		$7.81M Buy
317,664
+7,883
+3% +$194K ﹤0.01% 2108
2023
Q4 		$7.51M Buy
309,781
+8,452
+3% +$176K ﹤0.01% 2137
2023
Q3 		$5.49M Buy
301,329
+19,324
+7% +$325K ﹤0.01% 2209
2023
Q2 		$4.62M Buy
282,005
+12,203
+5% +$168K ﹤0.01% 2264
2023
Q1 		$3.42M Sell
269,802
-1,690
-0.6% -$24.9K ﹤0.01% 2368
2022
Q4 		$3.96M Buy
271,492
+7,388
+3% +$103K ﹤0.01% 2334
2022
Q3 		$3.98M Buy
264,104
+185,291
+235% +$2.7M ﹤0.01% 2343
2022
Q2 		$1.09M Buy
78,813
+15,431
+24% +$195K ﹤0.01% 2760
2022
Q1 		$907K Buy
63,382
+1,835
+3% +$28K ﹤0.01% 2892
2021
Q4 		$1.24M Buy
61,547
+45,611
+286% +$1.17M ﹤0.01% 2831
2021
Q3 		$394K Buy
15,936
+1,180
+8% +$35.2K ﹤0.01% 3208
2021
Q2 		$527K Buy
+14,756
New +$541K ﹤0.01% 3157

Other funds holding ALKT

GA
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
BlackRock New York $5.7T 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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return