VarCov Co’s Alkami Technology ALKT Stock Holding History

VarCov Co’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	$1.85M	Buy	+101,983	New	+$1.68M	0.7%	23

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

VarCov Co's ALKT Position: Q2 2026 in Review

VarCov Co opened a new position in Alkami Technology (ALKT) in Q2 2026: 101,983 shares worth $1.85M. The stake represents 0.7% of the portfolio and ranks #23 among its holdings.

204 funds tracked by Wall St. Rank hold ALKT as of Q2 2026.

VarCov Co held 101,983 shares of Alkami Technology worth $1.85M as of Q2 2026.
Alkami Technology was a new VarCov Co position in Q2 2026.
Alkami Technology made up 0.7% of VarCov Co's portfolio in Q2 2026, its #23 holding.
204 funds tracked by Wall St. Rank held Alkami Technology as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.