NewEdge Advisors’s Alkami Technology ALKT Stock Holding History

NewEdge Advisors’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
2025 Q1	–	Sell	-69	Closed	-$2.53K	–	3955
2024 Q4	$2.53K	Buy	+69	New	+$2.58K	﹤0.01%	3405

Other funds holding ALKT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NewEdge Advisors's ALKT Position: Q1 2025 in Review

NewEdge Advisors sold out of Alkami Technology (ALKT) in Q1 2025, closing a stake of 69 shares — an estimated $2.53K sold.

NewEdge Advisors first reported a position in ALKT in Q4 2024 and held it in 1 quarter. The position peaked at $2.53K in Q4 2024. 240 funds tracked by Wall St. Rank hold ALKT as of Q1 2025.

NewEdge Advisors reported no remaining Alkami Technology position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 69 Alkami Technology shares in Q1 2025, an estimated $2.53K.
NewEdge Advisors first reported a position in Alkami Technology in Q4 2024 and held it in 1 quarter.
NewEdge Advisors's Alkami Technology position peaked at $2.53K in Q4 2024.
240 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.