John Overdeck’s Alkami Technology ALKT Stock Holding History

John Overdeck’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	$207K	Buy	+11,428	New	+$189K	﹤0.01%	4766
2025 Q2	–	Sell	-54,218	Closed	-$1.42M	–	3164
2025 Q1	$1.42M	Buy	+54,218	New	+$1.71M	﹤0.01%	1961
2024 Q1	–	Sell	-70,438	Closed	-$1.71M	–	3007
2023 Q4	$1.71M	Buy	+70,438	New	+$1.47M	﹤0.01%	1719
2022 Q2	–	Sell	-28,825	Closed	-$412K	–	2469
2022 Q1	$412K	Buy	28,825 +17,925	+164%	+$274K	﹤0.01%	2103
2021 Q4	$219K	Buy	+10,900	New	+$279K	﹤0.01%	3863

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

John Overdeck's ALKT Position: Q2 2026 in Review

John Overdeck opened a new position in Alkami Technology (ALKT) in Q2 2026: 11,428 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #4766 among its holdings. This is a return to the name: John Overdeck previously reported a position in ALKT as recently as Q1 2025.

John Overdeck first reported a position in ALKT in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.71M in Q4 2023. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

John Overdeck held 11,428 shares of Alkami Technology worth $207K as of Q2 2026.
Alkami Technology was a new John Overdeck position in Q2 2026.
Alkami Technology made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4766 holding.
John Overdeck first reported a position in Alkami Technology in Q4 2021 and has held it in 5 quarters since.
John Overdeck's Alkami Technology position peaked at $1.71M in Q4 2023.
204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.