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Heartwood Wealth Advisors’s Alkami Technology ALKT Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-500
Closed -$12.4K – 222
2025
Q3 		$12.4K Buy
+500
New +$12.8K ﹤0.01% 374

Other funds holding ALKT

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Heartwood Wealth Advisors's ALKT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Alkami Technology (ALKT) in Q4 2025, closing a stake of 500 shares — an estimated $12.4K sold.

Heartwood Wealth Advisors first reported a position in ALKT in Q3 2025 and held it in 1 quarter. The position peaked at $12.4K in Q3 2025. 227 funds tracked by Wall St. Rank hold ALKT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Alkami Technology position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 500 Alkami Technology shares in Q4 2025, an estimated $12.4K.
  • Heartwood Wealth Advisors first reported a position in Alkami Technology in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Alkami Technology position peaked at $12.4K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Alkami Technology as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.