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Long Path Partners’s Alkami Technology ALKT Stock Holding History

Long Path Partners’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 		$40.6M Buy
2,239,524
+440,308
+24% +$7.27M 17.29% 3
2026
Q1 		$28.2M Sell
1,799,216
-1,341,899
-43% -$24.7M 12.81% 3
2025
Q4 		$72.5M Buy
3,141,115
+572,292
+22% +$12.6M 24.78% 2
2025
Q3 		$63.8M Buy
2,568,823
+1,490,357
+138% +$38.1M 23.07% 2
2025
Q2 		$32.5M Buy
1,078,466
+392,934
+57% +$10.9M 11.03% 4
2025
Q1 		$18M Buy
685,532
+516,034
+304% +$16.2M 6.96% 6
2024
Q4 		$6.22M Sell
169,498
-41,250
-20% -$1.54M 2.01% 10
2024
Q3 		$6.65M Sell
210,748
-491,741
-70% -$15.5M 2.16% 9
2024
Q2 		$20M Sell
702,489
-510,587
-42% -$13.2M 7.93% 5
2024
Q1 		$29.8M Sell
1,213,076
-355,526
-23% -$8.73M 15.69% 3
2023
Q4 		$38M Sell
1,568,602
-928,186
-37% -$19.4M 17.92% 3
2023
Q3 		$45.5M Sell
2,496,788
-388,912
-13% -$6.54M 22.79% 1
2023
Q2 		$47.3M Buy
2,885,700
+270,965
+10% +$3.74M 20.8% 2
2023
Q1 		$33.1M Buy
2,614,735
+227,158
+10% +$3.35M 14.28% 3
2022
Q4 		$34.8M Sell
2,387,577
-21,358
-0.9% -$298K 15.14% 2
2022
Q3 		$36.3M Sell
2,408,935
-595,159
-20% -$8.67M 19.43% 2
2022
Q2 		$41.7M Buy
+3,004,094
New +$38M 25.29% 2

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

Long Path Partners's ALKT Position: Q2 2026 in Review

Long Path Partners increased its Alkami Technology (ALKT) stake by 24% in Q2 2026, buying an estimated $7.27M and bringing the position to 2,239,524 shares worth $40.6M. The position accounts for 17.29% of the portfolio, ranked #3.

Long Path Partners first reported a position in ALKT in Q2 2022 and has held it in 17 quarters since. The position peaked at $72.5M in Q4 2025. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Long Path Partners held 2,239,524 shares of Alkami Technology worth $40.6M as of Q2 2026.
  • Long Path Partners bought 440,308 Alkami Technology shares in Q2 2026, an estimated $7.27M.
  • Alkami Technology made up 17.29% of Long Path Partners's portfolio in Q2 2026, its #3 holding.
  • Long Path Partners first reported a position in Alkami Technology in Q2 2022 and has held it in 17 quarters since.
  • Long Path Partners's Alkami Technology position peaked at $72.5M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Long Path Partners's 13F filing for Q2 2026, filed 31 Jul 2026.