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Alkami Technology

219 hedge funds and large institutions have $2.37B invested in Alkami Technology in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 71 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

6% less funds holding

Funds holding: 233219 (-14)

10% less capital invested

Capital invested by funds: $2.62B → $2.37B (-$256M)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

Holders
219
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.8M
Puts
$2.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
201
Private Wealth Management Group
New Jersey
$5.34K
HFS
202
Horizon Financial Services
North Carolina
$4.97K
AF
203
Allworth Financial
California
$4.62K
WTA
204
Washington Trust Advisors
Massachusetts
$4.17K
SCM
205
Sterling Capital Management
North Carolina
$4.1K
MG
206
Mather Group
Illinois
$3.6K
MCM
207
MAI Capital Management
Ohio
$3.4K
WA
208
WPG Advisers
Maryland
$3.1K
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$2.31K
PS
210
Principal Securities
Iowa
$2.21K
VCM
211
Versant Capital Management
Arizona
$2.01K
BAM
212
Bellevue Asset Management
Washington
$1.59K
SS
213
SBI Securities
Japan
$1.44K
AA
214
Ancora Advisors
Ohio
$1.22K
SS
215
Sunbelt Securities
Texas
$969
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$348
JWM
217
JPL Wealth Management
Colorado
$249
LFG
218
Larson Financial Group
Missouri
$224
TFM
219
TFC Financial Management
Massachusetts
$25
DCM
220
Driehaus Capital Management
Illinois
WRCM
221
Whale Rock Capital Management
Massachusetts
T. Rowe Price Investment Management
222
T. Rowe Price Investment Management
Maryland
SPPAM
223
Summit Partners Public Asset Management
Massachusetts
Lord, Abbett & Co
224
Lord, Abbett & Co
New Jersey
CM
225
Castleark Management
Illinois