Herald Investment Management’s Alkami Technology ALKT Stock Holding History

Herald Investment Management’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 Q3	–	Sell	-400,000	Closed	-$7.24M	–	4
2026 Q2	$7.24M	Sell	400,000 -100,000	-20%	-$1.65M	0.98%	33
2026 Q1	$7.83M	Hold	500,000	–	–	1.09%	23
2025 Q4	$11.5M	Buy	500,000 +100,000	+25%	+$2.21M	1.51%	17
2025 Q3	$9.94M	Buy	400,000 +220,000	+122%	+$5.62M	1.32%	21
2025 Q2	$5.43M	Buy	180,000 +30,000	+20%	+$834K	0.8%	28
2025 Q1	$3.94M	Hold	150,000	–	–	0.74%	35
2024 Q4	$5.5M	Hold	150,000	–	–	0.9%	35
2024 Q3	$4.73M	Hold	150,000	–	–	0.81%	35
2024 Q2	$4.27M	Hold	150,000	–	–	0.7%	41
2024 Q1	$3.68M	Hold	150,000	–	–	0.6%	45
2023 Q4	$3.64M	Hold	150,000	–	–	0.69%	39
2023 Q3	$2.73M	Hold	150,000	–	–	0.58%	47
2023 Q2	$2.46M	Hold	150,000	–	–	0.48%	54
2023 Q1	$1.9M	Hold	150,000	–	–	0.42%	64
2022 Q4	$2.19M	Buy	150,000 +50,000	+50%	+$697K	0.54%	56
2022 Q3	$1.5M	Hold	100,000	–	–	0.37%	75
2022 Q2	$1.39M	Hold	100,000	–	–	0.32%	81
2022 Q1	$1.43M	Buy	+100,000	New	+$1.53M	0.26%	85

Other funds holding ALKT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Herald Investment Management's ALKT Position: Q3 2026 in Review

Herald Investment Management sold out of Alkami Technology (ALKT) in Q3 2026, closing a stake of 400,000 shares — an estimated $7.24M sold.

Herald Investment Management first reported a position in ALKT in Q1 2022 and held it in 18 quarters. The position peaked at $11.5M in Q4 2025. 12 funds tracked by Wall St. Rank hold ALKT as of Q3 2026.

Herald Investment Management reported no remaining Alkami Technology position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 400,000 Alkami Technology shares in Q3 2026, an estimated $7.24M.
Herald Investment Management first reported a position in Alkami Technology in Q1 2022 and held it in 18 quarters.
Herald Investment Management's Alkami Technology position peaked at $11.5M in Q4 2025.
12 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.