SageView Advisory Group’s Alkami Technology ALKT Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-16	Closed	-$370	–	641
2025 Q4	$370	Buy	+16	New	+$353	﹤0.01%	2468

Other funds holding ALKT

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

SageView Advisory Group's ALKT Position: Q1 2026 in Review

SageView Advisory Group sold out of Alkami Technology (ALKT) in Q1 2026, closing a stake of 16 shares — an estimated $370 sold.

SageView Advisory Group first reported a position in ALKT in Q4 2025 and held it in 1 quarter. The position peaked at $370 in Q4 2025. 211 funds tracked by Wall St. Rank hold ALKT as of Q1 2026.

SageView Advisory Group reported no remaining Alkami Technology position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 16 Alkami Technology shares in Q1 2026, an estimated $370.
SageView Advisory Group first reported a position in Alkami Technology in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Alkami Technology position peaked at $370 in Q4 2025.
211 funds tracked by Wall St. Rank held Alkami Technology as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.