ALKT icon

Alkami Technology

221 hedge funds and large institutions have $2.37B invested in Alkami Technology in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 71 reducing their positions, and 48 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:

5% less funds holding

Funds holding: 233221 (-12)

10% less capital invested

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

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

Holders
221
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
IA
204
IFP Advisors
Florida
$4.37K
WTA
205
Washington Trust Advisors
Massachusetts
$4.17K
SCM
206
Sterling Capital Management
North Carolina
$4.1K
MG
207
Mather Group
Illinois
$3.6K
MCM
208
MAI Capital Management
Ohio
$3.4K
WA
209
WPG Advisers
Maryland
$3.1K
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$2.31K
PS
211
Principal Securities
Iowa
$2.21K
VCM
212
Versant Capital Management
Arizona
$2.01K
BAM
213
Bellevue Asset Management
Washington
$1.59K
SS
214
SBI Securities
Japan
$1.44K
AA
215
Ancora Advisors
Ohio
$1.22K
SS
216
Sunbelt Securities
Texas
$969
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$348
JWM
218
JPL Wealth Management
Colorado
$249
LFG
219
Larson Financial Group
Missouri
$224
TFM
220
TFC Financial Management
Massachusetts
$25
DCM
221
Driehaus Capital Management
Illinois
WRCM
222
Whale Rock Capital Management
Massachusetts
T. Rowe Price Investment Management
223
T. Rowe Price Investment Management
Maryland
SPPAM
224
Summit Partners Public Asset Management
Massachusetts
Lord, Abbett & Co
225
Lord, Abbett & Co
New Jersey