Alkami TechnologyALKT
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 211 institutions reported holding Alkami Technology Inc. (ALKT) in their 13F filings, down 17 from Q4 2025. 36 opened new positions and 54 sold out. The largest holders were General Atlantic, L.P. ($240.3M), North Reef Capital Management LP ($119.9M) and BlackRock, Inc. ($92.2M). 4 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Alkami Technology Inc.
- CUSIP
- 01644J108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $31.5M |
| Exits | 54 | $186.3M |
All 13F filers, Q4 2025 → Q1 2026: 21,959,023 shares bought and 19,858,800 shares sold, net +2,100,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| General Atlantic, L.P. | 11.19% | Add +27.9% | 15,337,495 | $240.3M |
| North Reef Capital Management LP | 4.13% | Add +264.3% | 7,650,000 | $119.9M |
| BlackRock, Inc. | 0.00% | Add +3.7% | 5,885,203 | $92.2M |
| JANA Partners Management, LP | 5.10% | Add +11.0% | 5,431,388 | $85.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 4,682,285 | $73.4M |
| Janus Henderson Group PLC | 0.03% | Add +20.2% | 3,855,334 | $60.4M |
| UBS Group AG | 0.01% | Add +174.2% | 3,704,618 | $58.1M |
| Vanguard Capital Management LLC | 0.00% | — | 3,201,488 | $50.2M |
| Algebris (uk) Ltd. | 3.58% | Add +153.5% | 3,127,039 | $48.9M |
| Irenic Capital Management LP | 3.80% | Add +27.0% | 2,675,151 | $41.9M |
| Baron Capital (BAMCO) | 0.11% | Reduce -22.6% | 2,308,036 | $36.2M |
| ArrowMark Colorado Holdings LLC | 0.93% | Reduce -14.5% | 2,232,676 | $35.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +16.1% | 2,198,269 | $34.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 1,841,702 | $28.9M |
| State Street Corp. | 0.00% | Reduce -1.1% | 1,837,979 | $28.8M |
| Long Path Partners LP | 12.81% | Reduce -42.7% | 1,799,216 | $28.2M |
| Champlain Investment Partners, LLC | 0.32% | Reduce -19.2% | 1,602,566 | $25.1M |
| Citadel Advisors | 0.02% | Add +746.6% | 1,586,080 | $24.9M |
| Morgan Stanley | 0.00% | Reduce -15.8% | 1,465,297 | $23.0M |
| FMR LLC | 0.00% | Add +15.8% | 1,460,425 | $22.9M |
| Praesidium Investment Management Company, LLC | 5.23% | Reduce -39.0% | 1,396,038 | $21.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -14.8% | 1,338,710 | $21.0M |
| Cadian Capital Management, LP | 2.55% | Add +14.2% | 1,335,000 | $20.9M |
| Franklin Resources Inc. | 0.00% | Reduce -38.3% | 1,173,366 | $18.4M |
| GW&K Investment Management, LLC | 0.16% | Reduce -0.2% | 1,166,651 | $18.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.0% | 1,150,927 | $18.0M |
| Bank of America Corp. | 0.00% | Add +5.7% | 1,132,794 | $17.8M |
| Marshall Wace, LLP | 0.02% | Add +502.8% | 1,040,206 | $16.3M |
| Select Equity Group, L.P. | 0.08% | Add +10.3% | 983,950 | $15.4M |
| Royal Bank of Canada | 0.00% | Reduce -20.1% | 841,626 | $13.2M |
| Riverbridge Partners LLC | 0.26% | Reduce -61.4% | 688,980 | $10.8M |
| Northern Trust Corp. | 0.00% | Reduce -5.1% | 659,730 | $10.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce 0.0% | 635,825 | $10.0M |
| Davidson Kempner Capital Management LP | 0.24% | New | 564,030 | $8.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 530,829 | $8.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 1.09% | No change | 500,000 | $7.8M |
| Millennium Management | 0.01% | Reduce -2.9% | 460,030 | $7.2M |
| Clearline Capital LP | 0.55% | New | 455,088 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 431,007 | $6.8M |
| Deutsche Bank AG | 0.00% | Reduce -3.3% | 371,238 | $5.8M |
| Citigroup Inc. | 0.00% | Add +57.7% | 352,664 | $5.5M |
| Nicholas Company, Inc. | 0.11% | Add +11.0% | 346,582 | $5.4M |
| Hodges Capital Management Inc. | 0.45% | Add +22.4% | 344,423 | $5.4M |
| Congress Asset Management Co. | 0.04% | Add +16.9% | 340,745 | $5.3M |
| Sovereign's Capital Management, LLC | 3.77% | Add +40.1% | 326,804 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Add +2514.2% | 258,519 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +275.5% | 257,808 | $4.0M |
| Granahan Investment Management, LLC | 0.19% | Reduce -4.7% | 252,868 | $4.0M |
| Cibc World Market Inc. | 0.01% | Add +31.5% | 217,150 | $3.4M |
| Nomura Holdings Inc. | 0.02% | Reduce -38.6% | 189,924 | $3.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.8% | 187,542 | $2.9M |
| Roubaix Capital, LLC | 1.18% | New | 161,101 | $2.5M |
| Advisory Research Inc. | 0.31% | Add +24.0% | 160,791 | $2.5M |
| Verition Fund Management LLC | 0.03% | Add +972.7% | 158,764 | $2.5M |
| Sei Investments Co. | 0.00% | Reduce -7.8% | 150,990 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.33% | Add +26.3% | 149,610 | $2.3M |
| Swiss National Bank | 0.00% | No change | 143,800 | $2.3M |
| Nuveen, LLC | 0.00% | Reduce -3.1% | 141,977 | $2.2M |
| Bullseye Asset Management LLC | 1.27% | Add +16.1% | 139,809 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 129,373 | $2.0M |
| Penbrook Management LLC | 1.52% | No change | 127,685 | $2.0M |
| Corient Private Wealth LP | 0.00% | New | 123,184 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -96.8% | 77,653 | $1.8M |
| XTX Topco Ltd | 0.03% | Add +983.3% | 110,837 | $1.7M |
| Hudson Bay Capital Management LP | 0.01% | New | 109,020 | $1.7M |
| George Kaiser Family Foundation | 0.19% | Reduce -31.7% | 105,707 | $1.7M |
| Royce & Associates LP | 0.02% | No change | 100,156 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +315.4% | 99,941 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -1.6% | 98,842 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +42.1% | 97,396 | $1.5M |
| Rhumbline Advisers | 0.00% | Reduce -2.9% | 87,201 | $1.4M |
| Invesco Ltd. | 0.00% | Add +12.7% | 78,402 | $1.2M |
| Chicago Capital, LLC | 0.03% | Reduce -95.7% | 73,785 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.7% | 73,092 | $1.1M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.3% | 73,067 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +47.3% | 72,631 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 68,049 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -11.2% | 67,149 | $1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -58.6% | 66,697 | $1.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 65,655 | $1.0M |
| Rice Hall James & Associates, LLC | 0.06% | New | 64,327 | $1.0M |
| Simplex Trading, LLC | 0.03% | Add +2646.1% | 62,281 | $976K |
| Legal & General Group Plc | 0.00% | Reduce -23.4% | 60,627 | $950K |
| Barclays PLC | 0.00% | Reduce -53.3% | 50,218 | $787K |
| Ivy Lane Capital Management, LLC | 1.18% | New | 50,000 | $784K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 50,000 | $784K |
| Squarepoint Ops LLC | 0.00% | New | 49,976 | $783K |
| Lavelle Capital LP | 0.47% | Reduce -18.6% | 48,658 | $762K |
| Diversified Trust Co. | 0.01% | Add +14.5% | 47,066 | $738K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | No change | 46,310 | $726K |
| Creative Planning | 0.00% | Add +87.9% | 45,356 | $711K |
| LPL Financial LLC | 0.00% | Reduce -51.4% | 44,099 | $691K |
| Zions Bancorporation, National Association | 0.04% | Reduce -38.8% | 42,407 | $665K |
| Tectonic Advisors LLC | 0.04% | Reduce -19.5% | 42,201 | $661K |
| Jump Financial, LLC | 0.01% | New | 41,993 | $658K |
| Lee Financial Co | 0.09% | Reduce -18.9% | 40,480 | $634K |
| Blair William & Co. | 0.00% | Reduce -9.5% | 39,795 | $624K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.8% | 38,536 | $604K |
| Gsa Capital Partners LLP | 0.04% | New | 36,675 | $575K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.6% | 32,507 | $509K |
"% of holder's portfolio" is ALKT's weight in each manager's 13F, not the share of Alkami Technology Inc. the manager owns.