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Alkami Technology

106 hedge funds and large institutions have $904M invested in Alkami Technology in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

57,000% more call options, than puts

Call options by funds: $4M | Put options by funds: $7K

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $815M → $904M (+$88.7M)

7% more funds holding

Funds holding: 99106 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.92% less ownership

Funds ownership: 53.57%52.66% (-0.92%)

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
42
Reduced
28
Closed
18
Calls
$4M
Puts
$7K
Net Calls
+$3.99M
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$341M
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.3M +$522K +31,069 +0.7%
Capital International Investors
3
Capital International Investors
California
$73.8M +$1.21M +72,125 +2%
BlackRock
4
BlackRock
New York
$50M +$987K +58,744 +2%
LPP
5
Long Path Partners
Connecticut
$45.5M -$6.54M -388,912 -13%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$40.9M +$3.65M +217,123 +11%
Franklin Resources
7
Franklin Resources
California
$31.1M -$2.06M -122,509 -7%
ACL
8
Azora Capital LP
Florida
$29.9M +$4.81M +286,389 +21%
ACH
9
ArrowMark Colorado Holdings
Colorado
$25.4M -$7.37M -438,299 -24%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$21.5M +$354K +21,086 +2%
State Street
11
State Street
Massachusetts
$16M +$680K +40,452 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.4M +$735K +43,745 +5%
BAMCO Inc
13
BAMCO Inc
New York
$14.2M +$102K +6,064 +0.8%
AR
14
Advisory Research
Illinois
$10.4M -$13.7K -814 -0.1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$10.4M +$4.5M +267,653 +88%
Northern Trust
16
Northern Trust
Illinois
$6.94M +$82.7K +4,920 +1%
Morgan Stanley
17
Morgan Stanley
New York
$5.92M -$501K -29,797 -8%
Charles Schwab
18
Charles Schwab
California
$5.49M +$325K +19,324 +7%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$5.48M +$5.06M +300,985 New
N
20
Nuveen
North Carolina
$4.68M -$1.45M -86,201 -25%
RA
21
Royce & Associates
New York
$4.55M -$13.3M -790,823 -76%
DCM
22
Driehaus Capital Management
Illinois
$4.49M +$4.14M +246,252 New
SAM
23
Silvercrest Asset Management
New York
$4.3M +$3.97M +236,016 New
First Trust Advisors
24
First Trust Advisors
Illinois
$3.33M +$2.66M +158,520 +658%
FIBT
25
First International Bank & Trust
North Dakota
$3.17M -$504K -30,000 -15%

ALKT Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alkami Technology (ALKT) for Q3 2023, worth a combined $904M — up 11% from $815M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ALKT positions and 18 closed out — a net gain of 7 holders — while 42 added to existing stakes and 28 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $5.06M. The largest seller was Royce & Associates, cutting an estimated $13.3M.

  • 106 institutional investors held Alkami Technology (ALKT) as of Q3 2023, up from 99 in Q2 2023.
  • Funds reported $904M of Alkami Technology stock for Q3 2023, up 11% quarter-over-quarter.
  • 25 funds opened new Alkami Technology positions in Q3 2023 and 18 closed out, a net change of +7 holders.
  • The largest Alkami Technology buyer in Q3 2023 was Lord, Abbett & Co, an estimated $5.06M added.
  • The largest Alkami Technology seller in Q3 2023 was Royce & Associates, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2023.