Creative Planning
ALKT icon

Creative Planning’s Alkami Technology ALKT Stock Holding History

Creative Planning’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 		$310K Sell
17,132
-28,224
-62% -$466K ﹤0.01% 3534
2026
Q1 		$711K Buy
45,356
+21,212
+88% +$391K ﹤0.01% 2747
2025
Q4 		$557K Buy
24,144
+11,204
+87% +$247K ﹤0.01% 2744
2025
Q3 		$321K Sell
12,940
-2,244
-15% -$57.3K ﹤0.01% 3085
2025
Q2 		$458K Buy
15,184
+2,331
+18% +$64.8K ﹤0.01% 2539
2025
Q1 		$337K Buy
12,853
+3,660
+40% +$115K ﹤0.01% 2645
2024
Q4 		$337K Buy
9,193
+775
+9% +$28.9K ﹤0.01% 2562
2024
Q3 		$266K Buy
8,418
+212
+3% +$6.69K ﹤0.01% 2623
2024
Q2 		$234K Buy
+8,206
New +$212K ﹤0.01% 2562

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

Creative Planning's ALKT Position: Q2 2026 in Review

Creative Planning reduced its Alkami Technology (ALKT) stake by 62% in Q2 2026, selling an estimated $466K and leaving 17,132 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

Creative Planning first reported a position in ALKT in Q2 2024 and has held it in 9 quarters since. The position peaked at $711K in Q1 2026. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Creative Planning held 17,132 shares of Alkami Technology worth $310K as of Q2 2026.
  • Creative Planning sold 28,224 Alkami Technology shares in Q2 2026, an estimated $466K.
  • Alkami Technology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3534 holding.
  • Creative Planning first reported a position in Alkami Technology in Q2 2024 and has held it in 9 quarters since.
  • Creative Planning's Alkami Technology position peaked at $711K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.