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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
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

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
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Lee Financial's ALKT Position: Q2 2026 in Review

Lee Financial held its Alkami Technology (ALKT) position steady in Q2 2026 at 40,480 shares worth $733K. The position accounts for 0.09% of the portfolio, ranked #95.

Lee Financial first reported a position in ALKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.29M in Q4 2024. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Lee Financial held 40,480 shares of Alkami Technology worth $733K as of Q2 2026.
  • Lee Financial left its Alkami Technology share count unchanged in Q2 2026.
  • Alkami Technology made up 0.09% of Lee Financial's portfolio in Q2 2026, its #95 holding.
  • Lee Financial first reported a position in Alkami Technology in Q4 2024 and has held it in 7 quarters since.
  • Lee Financial's Alkami Technology position peaked at $2.29M in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.