Select Equity Group’s Alkami Technology ALKT Stock Holding History

Select Equity 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 Q2	$26.3M	Buy	1,450,006 +466,056	+47%	+$7.69M	0.13%	99
2026 Q1	$15.4M	Buy	983,950 +91,607	+10%	+$1.69M	0.08%	118
2025 Q4	$20.6M	Buy	892,343 +33,676	+4%	+$743K	0.09%	119
2025 Q3	$21.3M	Buy	858,667 +282,414	+49%	+$7.21M	0.09%	106
2025 Q2	$17.4M	Buy	576,253 +50,227	+10%	+$1.4M	0.07%	100
2025 Q1	$13.8M	Buy	526,026 +460,827	+707%	+$14.5M	0.06%	101
2024 Q4	$2.39M	Sell	65,199 -6,645	-9%	-$248K	0.01%	116
2024 Q3	$2.27M	Sell	71,844 -17,607	-20%	-$556K	0.01%	119
2024 Q2	$2.55M	Buy	89,451 +9,184	+11%	+$237K	0.01%	127
2024 Q1	$1.97M	Sell	80,267 -19,595	-20%	-$481K	0.01%	131
2023 Q4	$2.42M	Sell	99,862 -5,189	-5%	-$108K	0.01%	127
2023 Q3	$1.91M	Hold	105,051	–	–	0.01%	142
2023 Q2	$1.72M	Sell	105,051 -11,735	-10%	-$162K	0.01%	139
2023 Q1	$1.48M	Sell	116,786 -14,219	-11%	-$210K	0.01%	138
2022 Q4	$1.91M	Buy	131,005 +31,650	+32%	+$441K	0.01%	139
2022 Q3	$1.5M	Buy	99,355 +50,480	+103%	+$735K	0.01%	145
2022 Q2	$679K	Sell	48,875 -11,515	-19%	-$146K	﹤0.01%	147
2022 Q1	$864K	Buy	60,390 +5,862	+11%	+$89.5K	﹤0.01%	152
2021 Q4	$1.09M	Buy	+54,528	New	+$1.4M	﹤0.01%	144

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

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Select Equity Group's ALKT Position: Q2 2026 in Review

Select Equity Group increased its Alkami Technology (ALKT) stake by 47% in Q2 2026, buying an estimated $7.69M and bringing the position to 1,450,006 shares worth $26.3M. The position accounts for 0.13% of the portfolio, ranked #99.

Select Equity Group first reported a position in ALKT in Q4 2021 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

Select Equity Group held 1,450,006 shares of Alkami Technology worth $26.3M as of Q2 2026.
Select Equity Group bought 466,056 Alkami Technology shares in Q2 2026, an estimated $7.69M.
Alkami Technology made up 0.13% of Select Equity Group's portfolio in Q2 2026, its #99 holding.
Select Equity Group first reported a position in Alkami Technology in Q4 2021 and has held it in 19 quarters since.
205 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.