LPL Financial
ALKT icon

LPL Financial’s Alkami Technology ALKT Stock Holding History

LPL 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 		$540K Sell
29,790
-14,309
-32% -$236K ﹤0.01% 4957
2026
Q1 		$691K Sell
44,099
-46,699
-51% -$860K ﹤0.01% 4484
2025
Q4 		$2.09M Sell
90,798
-2,793
-3% -$61.6K ﹤0.01% 3368
2025
Q3 		$2.32M Buy
93,591
+25,612
+38% +$654K ﹤0.01% 3183
2025
Q2 		$2.05M Buy
67,979
+21,797
+47% +$606K ﹤0.01% 3097
2025
Q1 		$1.07M Buy
46,182
+3,248
+8% +$102K ﹤0.01% 3501
2024
Q4 		$1.53M Buy
+42,934
New +$1.6M ﹤0.01% 3129

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

LPL Financial's ALKT Position: Q2 2026 in Review

LPL Financial reduced its Alkami Technology (ALKT) stake by 32% in Q2 2026, selling an estimated $236K and leaving 29,790 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #4957.

LPL Financial first reported a position in ALKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q3 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • LPL Financial held 29,790 shares of Alkami Technology worth $540K as of Q2 2026.
  • LPL Financial sold 14,309 Alkami Technology shares in Q2 2026, an estimated $236K.
  • Alkami Technology made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4957 holding.
  • LPL Financial first reported a position in Alkami Technology in Q4 2024 and has held it in 7 quarters since.
  • LPL Financial's Alkami Technology position peaked at $2.32M in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.