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 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

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

Herald Investment Management's ALKT Position: Q2 2026 in Review

Herald Investment Management reduced its Alkami Technology (ALKT) stake by 20% in Q2 2026, selling an estimated $1.65M and leaving 400,000 shares worth $7.24M. The position accounts for 0.98% of the portfolio, ranked #33.

Herald Investment Management first reported a position in ALKT in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.5M in Q4 2025. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

Herald Investment Management held 400,000 shares of Alkami Technology worth $7.24M as of Q2 2026.
Herald Investment Management sold 100,000 Alkami Technology shares in Q2 2026, an estimated $1.65M.
Alkami Technology made up 0.98% of Herald Investment Management's portfolio in Q2 2026, its #33 holding.
Herald Investment Management first reported a position in Alkami Technology in Q1 2022 and has held it in 18 quarters since.
Herald Investment Management's Alkami Technology position peaked at $11.5M in Q4 2025.
205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.