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Clearstead Advisors’s Alkami Technology ALKT Stock Holding History

Clearstead Advisors’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 		$218 Buy
+12
New +$198 ﹤0.01% 3184
2026
Q1 		– Sell
-5,256
Closed -$121K – 2266
2025
Q4 		$121K Buy
5,256
+3,862
+277% +$85.2K ﹤0.01% 1066
2025
Q3 		$34.6K Buy
1,394
+452
+48% +$11.5K ﹤0.01% 1411
2025
Q2 		$28.4K Buy
942
+743
+373% +$20.7K ﹤0.01% 1478
2025
Q1 		$5.22K Buy
+199
New +$6.27K ﹤0.01% 1740

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

Clearstead Advisors's ALKT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Alkami Technology (ALKT) in Q2 2026: 12 shares worth $218. The stake represents ﹤0.01% of the portfolio and ranks #3184 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ALKT as recently as Q4 2025.

Clearstead Advisors first reported a position in ALKT in Q1 2025 and has held it in 5 quarters since. The position peaked at $121K in Q4 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Clearstead Advisors held 12 shares of Alkami Technology worth $218 as of Q2 2026.
  • Alkami Technology was a new Clearstead Advisors position in Q2 2026.
  • Alkami Technology made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3184 holding.
  • Clearstead Advisors first reported a position in Alkami Technology in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Alkami Technology position peaked at $121K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.