Taylor Frigon Capital Management’s Alkami Technology ALKT Stock Holding History

Taylor Frigon Capital Management’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	$2.7M	Sell	149,276 -334	-0.2%	-$5.51K	1.27%	22
2026 Q1	$2.34M	Buy	149,610 +31,135	+26%	+$573K	1.33%	18
2025 Q4	$2.73M	Sell	118,475 -1,426	-1%	-$31.5K	1.38%	19
2025 Q3	$2.98M	Buy	119,901 +25,422	+27%	+$649K	1.48%	13
2025 Q2	$2.85M	Buy	94,479 +23,390	+33%	+$650K	1.51%	8
2025 Q1	$1.87M	Sell	71,089 -1,774	-2%	-$55.9K	1.11%	45
2024 Q4	$2.67M	Sell	72,863 -8,895	-11%	-$332K	1.35%	23
2024 Q3	$2.58M	Buy	+81,758	New	+$2.58M	1.29%	27

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

Taylor Frigon Capital Management's ALKT Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Alkami Technology (ALKT) stake by 0.22% in Q2 2026, selling an estimated $5.51K and leaving 149,276 shares worth $2.7M. The position accounts for 1.27% of the portfolio, ranked #22.

Taylor Frigon Capital Management first reported a position in ALKT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q3 2025. 204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

Taylor Frigon Capital Management held 149,276 shares of Alkami Technology worth $2.7M as of Q2 2026.
Taylor Frigon Capital Management sold 334 Alkami Technology shares in Q2 2026, an estimated $5.51K.
Alkami Technology made up 1.27% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #22 holding.
Taylor Frigon Capital Management first reported a position in Alkami Technology in Q3 2024 and has held it in 8 quarters since.
Taylor Frigon Capital Management's Alkami Technology position peaked at $2.98M in Q3 2025.
204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.