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Security record · archived quarter

ALKT

Alkami Technology, Inc. · Technology · Software - Application

20.04 -0.4% mkt cap $2.14B quote delayed (FMP) · as of Aug 26 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
-6Δ holders
19.00MShares held
$572.68MReported value
+0New positions
−6Exits
Strongly Falling Conviction score 32/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -30.0% · share flow -9.0% · net new positions -20.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 72 -4 34.02M $616.03M +3 −7
Q1 2026 79 +1 42.31M $663.56M +9 −8
Q4 2025 78 +1 46.57M $1.07B +1
Q3 2025 12 -2 23.37M $580.53M −2
Q2 2025 11 -6 19.00M $572.68M −6
Q1 2025 14 +3 6.12M $160.58M +4 −1
Q4 2024 11 +3 5.70M $209.22M +3
Q3 2024 7 -1 2.96M $93.45M −1
Q2 2024 8 2.15M $61.31M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 8.32M $250.62M 0.0% n/c 1 SEC ↗
2 The Vanguard Group (passive) 8.32M $250.62M 0.0% n/c 1 SEC ↗
3 The Vanguard Group (passive) 8.32M $250.62M 0.0% n/c 1 SEC ↗
4 The Vanguard Group (passive) 8.32M $250.62M 0.0% n/c 1 SEC ↗
5 The Vanguard Group (passive) 8.32M $250.62M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
18 BlackRock (passive) 5.40M $162.76M 0.0% n/c 1 SEC ↗
19 Geode Capital Management (passive) 1.67M +7.3% $50.47M 0.0% ▲ Add 5 SEC ↗
20 Geode Capital Management (passive) 1.67M +7.3% $50.47M 0.0% ▲ Add 5 SEC ↗
21 State Street Global Advisors (passive) 1.67M +10.0% $50.35M 0.0% ▲ Add 3 SEC ↗
22 Fidelity (FMR) 1.05M $31.69M 0.0% n/c 1 SEC ↗
23 Fidelity (FMR) 1.05M $31.69M 0.0% n/c 1 SEC ↗
24 Millennium Management 441.15K -36.9% $13.30M 0.0% ▼ Trim 5 SEC ↗
25 Renaissance Technologies 130.90K -67.5% $3.95M 0.0% ▼ Trim 5 SEC ↗
26 Arrowstreet Capital 120.36K -89.2% $3.63M 0.0% ▼ Trim 5 SEC ↗
27 Citadel Advisors 115.56K +71.1% $3.48M 0.0% ▲ Add 5 SEC ↗
28 T. Rowe Price 56.71K +17.4% $1.71M 0.0% ▲ Add 5 SEC ↗
29 AQR Capital Management 24.16K -27.9% $728,092 0.0% ▼ Trim 5 SEC ↗
30 AQR Capital Management 24.16K -27.9% $728,092 0.0% ▼ Trim 5 SEC ↗
31 AQR Capital Management 24.16K -27.9% $728,092 0.0% ▼ Trim 5 SEC ↗
32 AQR Capital Management 24.16K -27.9% $728,092 0.0% ▼ Trim 5 SEC ↗
33 AQR Capital Management 24.16K -27.9% $728,092 0.0% ▼ Trim 5 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

D. E. Shaw & Co. $7.34M was 0.0%
Norges Bank $4.27M was 0.0%
Soros Fund Management $3.90M was 0.1%
Two Sigma Investments $1.42M was 0.0%
Marshall Wace $327,154 was 0.0%
Fisher Asset Management $245,411 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 44.59M shares, $40.10M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 14 SC 13G/A — North Reef Capital Management LP

View original SEC filing ↗

Jun 29 SC 13D — JANA Partners Management, LP

6.3% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API