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
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 $2.15B AUM 35.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return