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ProVise Management Group’s Alkami Technology ALKT Stock Holding History

ProVise Management Group’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
Q3 		– Sell
-7,339
Closed -$221K – 259
2025
Q2 		$221K Buy
+7,339
New +$204K 0.02% 239
2025
Q1 		– Sell
-7,339
Closed -$269K – 250
2024
Q4 		$269K Hold
7,339
– – 0.02% 219
2024
Q3 		$231K Hold
7,339
– – 0.02% 271
2024
Q2 		$209K Buy
+7,339
New +$189K 0.02% 279

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ProVise Management Group's ALKT Position: Q3 2025 in Review

ProVise Management Group sold out of Alkami Technology (ALKT) in Q3 2025, closing a stake of 7,339 shares — an estimated $221K sold.

ProVise Management Group first reported a position in ALKT in Q2 2024 and held it in 4 quarters. The position peaked at $269K in Q4 2024. 222 funds tracked by Wall St. Rank hold ALKT as of Q3 2025.

  • ProVise Management Group reported no remaining Alkami Technology position as of Q3 2025 after selling out during the quarter.
  • ProVise Management Group sold 7,339 Alkami Technology shares in Q3 2025, an estimated $221K.
  • ProVise Management Group first reported a position in Alkami Technology in Q2 2024 and held it in 4 quarters.
  • ProVise Management Group's Alkami Technology position peaked at $269K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2025.

Based on ProVise Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.