Herald Investment Management’s Alkami Technology ALKT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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