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Kanen Wealth Management’s Allot ALLT Stock Holding History

Kanen Wealth Management’s Portfolio ALLT Stock Details ALLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31M Buy
4,653,697
+51,029
+1% +$449K 11.15% 2
2025
Q4 		$45M Sell
4,602,668
-3,335
-0.1% -$32K 13.67% 2
2025
Q3 		$48.6M Buy
4,606,003
+78,180
+2% +$663K 16.25% 1
2025
Q2 		$38.7M Buy
4,527,823
+742,146
+20% +$5.34M 14.81% 1
2025
Q1 		$21.6M Buy
3,785,677
+969,802
+34% +$6.79M 8.71% 4
2024
Q4 		$16.8M Buy
2,815,875
+2,116,055
+302% +$8.54M 6.23% 5
2024
Q3 		$2.08M Buy
+699,820
New +$2.11M 1.11% 12

Other funds holding ALLT

LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kanen Wealth Management's ALLT Position: Q1 2026 in Review

Kanen Wealth Management increased its Allot (ALLT) stake by 1.1% in Q1 2026, buying an estimated $449K and bringing the position to 4,653,697 shares worth $31M. The position accounts for 11.15% of the portfolio, ranked #2.

Kanen Wealth Management first reported a position in ALLT in Q3 2024 and has held it in 7 quarters since. The position peaked at $48.6M in Q3 2025. 79 funds tracked by Wall St. Rank hold ALLT as of Q1 2026.

  • Kanen Wealth Management held 4,653,697 shares of Allot worth $31M as of Q1 2026.
  • Kanen Wealth Management bought 51,029 Allot shares in Q1 2026, an estimated $449K.
  • Allot made up 11.15% of Kanen Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Kanen Wealth Management first reported a position in Allot in Q3 2024 and has held it in 7 quarters since.
  • Kanen Wealth Management's Allot position peaked at $48.6M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held Allot as of Q1 2026.

Based on Kanen Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.