Pathstone Holdings’s Alkami Technology ALKT Stock Holding History

Pathstone Holdings’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 Q4	–	Sell	-22,836	Closed	-$567K	–	2233
2025 Q3	$567K	Sell	22,836 -13,032	-36%	-$333K	﹤0.01%	1702
2025 Q2	$1.08M	Buy	35,868 +11,954	+50%	+$332K	﹤0.01%	1354
2025 Q1	$628K	Sell	23,914 -12,362	-34%	-$389K	﹤0.01%	1610
2024 Q4	$1.33M	Buy	36,276 +2,134	+6%	+$79.7K	0.01%	1199
2024 Q3	$1.08M	Buy	34,142 +3,593	+12%	+$113K	﹤0.01%	1332
2024 Q2	$870K	Buy	+30,549	New	+$789K	﹤0.01%	1399

Other funds holding ALKT

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pathstone Holdings's ALKT Position: Q4 2025 in Review

Pathstone Holdings sold out of Alkami Technology (ALKT) in Q4 2025, closing a stake of 22,836 shares — an estimated $567K sold.

Pathstone Holdings first reported a position in ALKT in Q2 2024 and held it in 6 quarters. The position peaked at $1.33M in Q4 2024. 227 funds tracked by Wall St. Rank hold ALKT as of Q4 2025.

Pathstone Holdings reported no remaining Alkami Technology position as of Q4 2025 after selling out during the quarter.
Pathstone Holdings sold 22,836 Alkami Technology shares in Q4 2025, an estimated $567K.
Pathstone Holdings first reported a position in Alkami Technology in Q2 2024 and held it in 6 quarters.
Pathstone Holdings's Alkami Technology position peaked at $1.33M in Q4 2024.
227 funds tracked by Wall St. Rank held Alkami Technology as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.