Root Financial Partners
ALKT icon

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
Q3 		$2.48K Buy
+181
New +$3.35K ﹤0.01% 2540
2026
Q2 		– Sell
-67
Closed -$1.05K – 511
2026
Q1 		$1.05K Buy
+67
New +$1.23K ﹤0.01% 2602

Other funds holding ALKT

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Root Financial Partners's ALKT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alkami Technology (ALKT) in Q3 2026: 181 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #2540 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ALKT as recently as Q1 2026.

Root Financial Partners first reported a position in ALKT in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold ALKT as of Q3 2026.

  • Root Financial Partners held 181 shares of Alkami Technology worth $2.48K as of Q3 2026.
  • Alkami Technology was a new Root Financial Partners position in Q3 2026.
  • Alkami Technology made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2540 holding.
  • Root Financial Partners first reported a position in Alkami Technology in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.