Lee Financial’s Alkami Technology ALKT Stock Holding History

Lee Financial’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 Q3	$554K	Hold	40,480	–	–	0.07%	102
2026 Q2	$733K	Hold	40,480	–	–	0.09%	95
2026 Q1	$634K	Sell	40,480 -9,420	-19%	-$173K	0.09%	95
2025 Q4	$1.15M	Hold	49,900	–	–	0.16%	68
2025 Q3	$1.24M	Sell	49,900 -5,000	-9%	-$128K	0.16%	73
2025 Q2	$1.65M	Hold	54,900	–	–	0.24%	44
2025 Q1	$1.44M	Sell	54,900 -7,608	-12%	-$240K	0.22%	46
2024 Q4	$2.29M	Buy	+62,508	New	+$2.33M	0.32%	31

Other funds holding ALKT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Lee Financial's ALKT Position: Q3 2026 in Review

Lee Financial held its Alkami Technology (ALKT) position steady in Q3 2026 at 40,480 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #102.

Lee Financial first reported a position in ALKT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q4 2024. 25 funds tracked by Wall St. Rank hold ALKT as of Q3 2026.

Lee Financial held 40,480 shares of Alkami Technology worth $554K as of Q3 2026.
Lee Financial left its Alkami Technology share count unchanged in Q3 2026.
Alkami Technology made up 0.07% of Lee Financial's portfolio in Q3 2026, its #102 holding.
Lee Financial first reported a position in Alkami Technology in Q4 2024 and has held it in 8 quarters since.
Lee Financial's Alkami Technology position peaked at $2.29M in Q4 2024.
25 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.