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Congress Asset Management’s Alkami Technology ALKT Stock Holding History

Congress 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
Q3 		$7M Buy
511,425
+95,449
+23% +$1.76M 0.05% 248
2026
Q2 		$7.54M Buy
415,976
+75,231
+22% +$1.24M 0.05% 237
2026
Q1 		$5.34M Buy
340,745
+49,176
+17% +$906K 0.04% 244
2025
Q4 		$6.73M Sell
291,569
-24,329
-8% -$537K 0.05% 216
2025
Q3 		$7.85M Buy
315,898
+133,945
+74% +$3.42M 0.05% 202
2025
Q2 		$5.48M Buy
+181,953
New +$5.06M 0.04% 222

Other funds holding ALKT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Congress Asset Management's ALKT Position: Q3 2026 in Review

Congress Asset Management increased its Alkami Technology (ALKT) stake by 23% in Q3 2026, buying an estimated $1.76M and bringing the position to 511,425 shares worth $7M. The position accounts for 0.05% of the portfolio, ranked #248.

Congress Asset Management first reported a position in ALKT in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.85M in Q3 2025. 7 funds tracked by Wall St. Rank hold ALKT as of Q3 2026.

  • Congress Asset Management held 511,425 shares of Alkami Technology worth $7M as of Q3 2026.
  • Congress Asset Management bought 95,449 Alkami Technology shares in Q3 2026, an estimated $1.76M.
  • Alkami Technology made up 0.05% of Congress Asset Management's portfolio in Q3 2026, its #248 holding.
  • Congress Asset Management first reported a position in Alkami Technology in Q2 2025 and has held it in 6 quarters since.
  • Congress Asset Management's Alkami Technology position peaked at $7.85M in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.