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Rothschild Investment LLC’s Alkami Technology ALKT Stock Holding History

Rothschild Investment LLC’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 		$1.09K Sell
60
-38
-39% -$627 ﹤0.01% 3014
2026
Q1 		$1.54K Buy
98
+23
+31% +$424 ﹤0.01% 2670
2025
Q4 		$1.73K Sell
75
-155
-67% -$3.42K ﹤0.01% 2451
2025
Q3 		$5.71K Buy
230
+90
+64% +$2.3K ﹤0.01% 1654
2025
Q2 		$4.22K Buy
140
+40
+40% +$1.11K ﹤0.01% 1596
2025
Q1 		$2.63K Buy
100
+40
+67% +$1.26K ﹤0.01% 1734
2024
Q4 		$2.2K Hold
60
– – ﹤0.01% 1745
2024
Q3 		$1.89K Buy
60
+25
+71% +$789 ﹤0.01% 1757
2024
Q2 		$997 Buy
35
+30
+600% +$774 ﹤0.01% 1660
2024
Q1 		$123 Buy
+5
New +$123 ﹤0.01% 2075

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

Rothschild Investment LLC's ALKT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Alkami Technology (ALKT) stake by 39% in Q2 2026, selling an estimated $627 and leaving 60 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Rothschild Investment LLC first reported a position in ALKT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.71K in Q3 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

  • Rothschild Investment LLC held 60 shares of Alkami Technology worth $1.09K as of Q2 2026.
  • Rothschild Investment LLC sold 38 Alkami Technology shares in Q2 2026, an estimated $627.
  • Alkami Technology made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3014 holding.
  • Rothschild Investment LLC first reported a position in Alkami Technology in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Alkami Technology position peaked at $5.71K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.