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Diversified Trust’s Alkami Technology ALKT Stock Holding History

Diversified Trust’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 		$478K Sell
26,366
-20,700
-44% -$342K 0.01% 769
2026
Q1 		$738K Buy
47,066
+5,949
+14% +$110K 0.01% 555
2025
Q4 		$949K Buy
41,117
+7,143
+21% +$158K 0.02% 457
2025
Q3 		$844K Sell
33,974
-43
-0.1% -$1.1K 0.02% 460
2025
Q2 		$1.03M Buy
34,017
+7,226
+27% +$201K 0.02% 376
2025
Q1 		$703K Buy
26,791
+10,575
+65% +$333K 0.02% 463
2024
Q4 		$595K Buy
+16,216
New +$605K 0.01% 541

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

Diversified Trust's ALKT Position: Q2 2026 in Review

Diversified Trust reduced its Alkami Technology (ALKT) stake by 44% in Q2 2026, selling an estimated $342K and leaving 26,366 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #769.

Diversified Trust first reported a position in ALKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Diversified Trust held 26,366 shares of Alkami Technology worth $478K as of Q2 2026.
  • Diversified Trust sold 20,700 Alkami Technology shares in Q2 2026, an estimated $342K.
  • Alkami Technology made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #769 holding.
  • Diversified Trust first reported a position in Alkami Technology in Q4 2024 and has held it in 7 quarters since.
  • Diversified Trust's Alkami Technology position peaked at $1.03M in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.