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Summit Global Investments’s Alkami Technology ALKT Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-17,059
Closed -$514K – 471
2025
Q2 		$514K Sell
17,059
-834
-5% -$23.2K 0.03% 302
2025
Q1 		$470K Buy
17,893
+422
+2% +$13.3K 0.03% 304
2024
Q4 		$641K Buy
+17,471
New +$652K 0.04% 306

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Summit Global Investments's ALKT Position: Q3 2025 in Review

Summit Global Investments sold out of Alkami Technology (ALKT) in Q3 2025, closing a stake of 17,059 shares — an estimated $514K sold.

Summit Global Investments first reported a position in ALKT in Q4 2024 and held it in 3 quarters. The position peaked at $641K in Q4 2024. 222 funds tracked by Wall St. Rank hold ALKT as of Q3 2025.

  • Summit Global Investments reported no remaining Alkami Technology position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 17,059 Alkami Technology shares in Q3 2025, an estimated $514K.
  • Summit Global Investments first reported a position in Alkami Technology in Q4 2024 and held it in 3 quarters.
  • Summit Global Investments's Alkami Technology position peaked at $641K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Alkami Technology as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.