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Irenic Capital Management’s Alkami Technology ALKT Stock Holding History

Irenic Capital 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 		$48.5M Hold
2,675,151
– – 2.33% 11
2026
Q1 		$41.9M Buy
2,675,151
+568,703
+27% +$10.5M 2.73% 10
2025
Q4 		$48.6M Buy
+2,106,448
New +$46.5M 3.27% 5
2023
Q2 		– Sell
-178,494
Closed -$2.26M – 17
2023
Q1 		$2.26M Buy
+178,494
New +$2.63M 0.78% 13

Other funds holding ALKT

GA
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

Irenic Capital Management's ALKT Position: Q2 2026 in Review

Irenic Capital Management held its Alkami Technology (ALKT) position steady in Q2 2026 at 2,675,151 shares worth $48.5M. The position accounts for 2.33% of the portfolio, ranked #11.

Irenic Capital Management first reported a position in ALKT in Q1 2023 and has held it in 4 quarters since. The position peaked at $48.6M in Q4 2025. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Irenic Capital Management held 2,675,151 shares of Alkami Technology worth $48.5M as of Q2 2026.
  • Irenic Capital Management left its Alkami Technology share count unchanged in Q2 2026.
  • Alkami Technology made up 2.33% of Irenic Capital Management's portfolio in Q2 2026, its #11 holding.
  • Irenic Capital Management first reported a position in Alkami Technology in Q1 2023 and has held it in 4 quarters since.
  • Irenic Capital Management's Alkami Technology position peaked at $48.6M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Irenic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.