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Root Financial Partners’s Alkami Technology ALKT Stock Holding History

Root Financial Partners’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 		– Sell
-67
Closed -$1.05K – 511
2026
Q1 		$1.05K Buy
+67
New +$1.23K ﹤0.01% 2602

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

Root Financial Partners's ALKT Position: Q2 2026 in Review

Root Financial Partners sold out of Alkami Technology (ALKT) in Q2 2026, closing a stake of 67 shares — an estimated $1.05K sold.

Root Financial Partners first reported a position in ALKT in Q1 2026 and held it in 1 quarter. The position peaked at $1.05K in Q1 2026. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Root Financial Partners reported no remaining Alkami Technology position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 67 Alkami Technology shares in Q2 2026, an estimated $1.05K.
  • Root Financial Partners first reported a position in Alkami Technology in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Alkami Technology position peaked at $1.05K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.