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Alkami Technology

90 hedge funds and large institutions have $715M invested in Alkami Technology in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,248% more call options, than puts

Call options by funds: $681K | Put options by funds: $29K

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

0% more funds holding

Funds holding: 9090 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 53.82%53.66% (-0.15%)

3% less capital invested

Capital invested by funds: $737M → $715M (-$21.9M)

Holders
90
Holders Change
Holders Change %
0%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
32
Reduced
26
Closed
14
Calls
$681K
Puts
$29K
Net Calls
+$652K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$273M
Vanguard Group
2
Vanguard Group
Pennsylvania
$53M +$1.14M +81,526 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$36.7M +$115K +8,243 +0.3%
DCP
4
D1 Capital Partners
New York
$35.6M -$16.9M -1,213,263 -33%
BlackRock
5
BlackRock
New York
$35.4M +$1.76M +126,040 +5%
Capital International Investors
6
Capital International Investors
California
$35.1M +$6.36M +456,200 +23%
LPP
7
Long Path Partners
Connecticut
$34.8M -$298K -21,358 -0.9%
BAMCO Inc
8
BAMCO Inc
New York
$24.4M -$1.54M -110,259 -6%
Franklin Resources
9
Franklin Resources
California
$23.4M -$668K -47,878 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$16.4M +$119K +8,552 +0.8%
ACL
11
Azora Capital LP
Florida
$16M +$9.02M +646,985 +144%
SIG
12
Senator Investment Group
New York
$14.6M +$2.9M +207,576 +26%
ACH
13
ArrowMark Colorado Holdings
Colorado
$14.5M -$3.94M -282,832 -22%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$10.6M +$110K +7,869 +1%
State Street
15
State Street
Massachusetts
$10.2M -$342K -24,488 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$10M +$419K +30,028 +5%
AR
17
Advisory Research
Illinois
$7.56M +$3.04M +218,113 +73%
Brown Advisory
18
Brown Advisory
Maryland
$6.38M -$32.8K -2,352 -0.5%
N
19
Nuveen
North Carolina
$6.18M -$268K -19,227 -4%
Northern Trust
20
Northern Trust
Illinois
$4.69M +$166K +11,897 +4%
DCM
21
Driehaus Capital Management
Illinois
$4.35M -$5.41M -387,587 -57%
FIBT
22
First International Bank & Trust
North Dakota
$4.29M +$2.41M +172,617 +142%
Charles Schwab
23
Charles Schwab
California
$3.96M +$103K +7,388 +3%
RA
24
Royce & Associates
New York
$3.41M +$2.77M +198,654 +571%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$2.43M +$1.75M +125,247 +302%

ALKT Hedge Fund Activity: Q4 2022 in Review

90 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alkami Technology (ALKT) for Q4 2022, worth a combined $715M — down 3% from $737M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ALKT positions and 14 closed out — a net gain of 2 holders — while 32 added to existing stakes and 26 trimmed.

The largest buyer was Azora Capital LP, adding an estimated $9.02M. The largest seller was D1 Capital Partners, cutting an estimated $16.9M.

  • 90 institutional investors held Alkami Technology (ALKT) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $715M of Alkami Technology stock for Q4 2022, down 3% quarter-over-quarter.
  • 16 funds opened new Alkami Technology positions in Q4 2022 and 14 closed out, a net change of +2 holders.
  • The largest Alkami Technology buyer in Q4 2022 was Azora Capital LP, an estimated $9.02M added.
  • The largest Alkami Technology seller in Q4 2022 was D1 Capital Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q4 2022.