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
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 $2.15B 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 $5.72T 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 $666B 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 $1.54B AUM 12.79% 1-Year Est. Return

Creative Planning's ALKT Position: Q1 2026 in Review

Creative Planning increased its Alkami Technology (ALKT) stake by 88% in Q1 2026, buying an estimated $391K and bringing the position to 45,356 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

Creative Planning first reported a position in ALKT in Q2 2024 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold ALKT as of Q1 2026.

  • Creative Planning held 45,356 shares of Alkami Technology worth $711K as of Q1 2026.
  • Creative Planning bought 21,212 Alkami Technology shares in Q1 2026, an estimated $391K.
  • Alkami Technology made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2747 holding.
  • Creative Planning first reported a position in Alkami Technology in Q2 2024 and has held it in 8 quarters since.
  • 210 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.