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Alkami Technology

99 hedge funds and large institutions have $815M invested in Alkami Technology in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $5.44M | Put options by funds: $1.59M

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $613M → $815M (+$202M)

1.08% more ownership

Funds ownership: 52.5%53.57% (+1.1%)

7% less funds holding

Funds holding: 10799 (-8)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
99
Holders Change
-8
Holders Change %
-7.48%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
47
Reduced
28
Closed
21
Calls
$5.44M
Puts
$1.59M
Net Calls
+$3.85M
Net Calls Change
+$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$307M
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.9M +$10.3M +746,882 +21%
Capital International Investors
3
Capital International Investors
California
$65.2M
LPP
4
Long Path Partners
Connecticut
$47.3M +$3.74M +270,965 +10%
BlackRock
5
BlackRock
New York
$44M +$4.57M +331,166 +14%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$33.2M -$2.51M -182,185 -8%
ACH
7
ArrowMark Colorado Holdings
Colorado
$30M +$6.94M +503,071 +38%
Franklin Resources
8
Franklin Resources
California
$30M +$3.47M +251,757 +16%
ACL
9
Azora Capital LP
Florida
$22.2M +$2.59M +187,417 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$19M +$305K +22,083 +2%
RA
11
Royce & Associates
New York
$17.1M -$3.29M -238,769 -19%
State Street
12
State Street
Massachusetts
$13.7M +$1.44M +104,101 +14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.1M +$1.28M +92,958 +13%
BAMCO Inc
14
BAMCO Inc
New York
$12.7M -$3.93M -285,157 -27%
AR
15
Advisory Research
Illinois
$9.38M +$805K +58,349 +11%
Northern Trust
16
Northern Trust
Illinois
$6.16M +$669K +48,480 +15%
Morgan Stanley
17
Morgan Stanley
New York
$5.82M +$1.8M +130,254 +58%
N
18
Nuveen
North Carolina
$5.62M -$1.06M -76,943 -18%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$4.96M +$2.46M +178,611 +144%
Charles Schwab
20
Charles Schwab
California
$4.62M +$168K +12,203 +5%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$3.78M -$6.87M -497,827 -68%
FIBT
22
First International Bank & Trust
North Dakota
$3.35M -$276K -20,000 -9%
Brown Advisory
23
Brown Advisory
Maryland
$3.11M -$1.38M -100,000 -34%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.02M +$1.76M +127,337 +224%
Millennium Management
25
Millennium Management
New York
$2.63M +$1.42M +103,248 +180%

ALKT Hedge Fund Activity: Q2 2023 in Review

99 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alkami Technology (ALKT) for Q2 2023, worth a combined $815M — up 33% from $613M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ALKT and 13 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 47 added.

The largest buyer was Vanguard Group, adding an estimated $10.3M. The largest seller was Adage Capital Partners, cutting an estimated $6.87M.

  • 99 institutional investors held Alkami Technology (ALKT) as of Q2 2023, down from 107 in Q1 2023.
  • Funds reported $815M of Alkami Technology stock for Q2 2023, up 33% quarter-over-quarter.
  • 13 funds opened new Alkami Technology positions in Q2 2023 and 21 closed out, a net change of -8 holders.
  • The largest Alkami Technology buyer in Q2 2023 was Vanguard Group, an estimated $10.3M added.
  • The largest Alkami Technology seller in Q2 2023 was Adage Capital Partners, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2023.