UBS AM
ALKT icon

UBS AM’s Alkami Technology ALKT Stock Holding History

UBS AM’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 		$2.03M Sell
129,373
-1,686
-1% -$31.1K ﹤0.01% 2035
2025
Q4 		$3.02M Sell
131,059
-4,750
-3% -$105K ﹤0.01% 1709
2025
Q3 		$3.37M Sell
135,809
-61,044
-31% -$1.56M ﹤0.01% 1548
2025
Q2 		$5.93M Buy
196,853
+75,362
+62% +$2.09M ﹤0.01% 1631
2025
Q1 		$3.19M Buy
121,491
+3,552
+3% +$112K ﹤0.01% 1783
2024
Q4 		$4.33M Buy
117,939
+32,617
+38% +$1.22M ﹤0.01% 1679
2024
Q3 		$2.69M Buy
85,322
+262
+0.3% +$8.27K ﹤0.01% 1889
2024
Q2 		$2.42M Buy
85,060
+40,698
+92% +$1.05M ﹤0.01% 1897
2024
Q1 		$1.09M Sell
44,362
-2,575
-5% -$63.2K ﹤0.01% 1964
2023
Q4 		$1.14M Buy
46,937
+16,389
+54% +$342K ﹤0.01% 1958
2023
Q3 		$557K Buy
+30,548
New +$513K ﹤0.01% 2256
2023
Q1 		– Sell
-28,026
Closed -$409K – 2677
2022
Q4 		$409K Hold
28,026
– – ﹤0.01% 2250
2022
Q3 		$422K Hold
28,026
– – ﹤0.01% 2401
2022
Q2 		$389K Buy
+28,026
New +$355K ﹤0.01% 2389

Other funds holding ALKT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return