EverSource Wealth Advisors’s Alkami Technology ALKT Stock Holding History

EverSource Wealth 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	$12.9K	Buy	710 +108	+18%	+$1.78K	﹤0.01%	2751
2026 Q1	$9.43K	Sell	602 -777	-56%	-$14.3K	﹤0.01%	2949
2025 Q4	$31.8K	Sell	1,379 -49	-3%	-$1.08K	﹤0.01%	2063
2025 Q3	$35.5K	Buy	1,428 +282	+25%	+$7.2K	﹤0.01%	1955
2025 Q2	$34.5K	Buy	1,146 +916	+398%	+$25.5K	﹤0.01%	1874
2025 Q1	$6.04K	Buy	230 +46	+25%	+$1.45K	﹤0.01%	2402
2024 Q4	$6.75K	Sell	184 -39	-17%	-$1.46K	﹤0.01%	2200
2024 Q3	$7.03K	Buy	223 +201	+914%	+$6.34K	﹤0.01%	2063
2024 Q2	$720	Buy	22 +7	+47%	+$181	﹤0.01%	2804
2024 Q1	$361	Buy	+15	New	+$368	﹤0.01%	2769
2022 Q2	–	Sell	-102	Closed	-$1K	–	1705
2022 Q1	$1K	Hold	102	–	–	﹤0.01%	1623
2021 Q4	$2K	Buy	+102	New	+$2.61K	﹤0.01%	1498

Other funds holding ALKT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

EverSource Wealth Advisors's ALKT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Alkami Technology (ALKT) stake by 18% in Q2 2026, buying an estimated $1.78K and bringing the position to 710 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

EverSource Wealth Advisors first reported a position in ALKT in Q4 2021 and has held it in 12 quarters since. The position peaked at $35.5K in Q3 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

EverSource Wealth Advisors held 710 shares of Alkami Technology worth $12.9K as of Q2 2026.
EverSource Wealth Advisors bought 108 Alkami Technology shares in Q2 2026, an estimated $1.78K.
Alkami Technology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2751 holding.
EverSource Wealth Advisors first reported a position in Alkami Technology in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Alkami Technology position peaked at $35.5K in Q3 2025.
204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.