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ALKT
Alkami Technology, Inc. · Technology · Software - Application
12Détenteurs suivis
-2Δ détenteurs
23.37MActions détenues
$580.53MValeur déclarée
+0Nouvelles positions
−2Sorties
Données momentum (gérants comparables) :
étendue des détenteurs -14.3% ·
flux d'actions +0.5% ·
nouvelles positions nettes -16.7%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
Qui le détient · Q3 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 7.96M | -4.3% | $197.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 7.96M | -4.3% | $197.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 7.96M | -4.3% | $197.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 7.96M | -4.3% | $197.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 7.96M | -4.3% | $197.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 5.51M | +2.1% | $136.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.23M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passif) | 1.80M | +7.3% | $44.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passif) | 1.80M | +7.3% | $44.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (passif) | 1.76M | +5.3% | $43.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.26M | +19.7% | $31.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.26M | +19.7% | $31.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.26M | +19.7% | $31.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.21M | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 819.70K | — | $20.36M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 819.70K | — | $20.36M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 819.70K | — | $20.36M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Millennium Management ✦ | 387.98K | -12.1% | $9.64M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 343.46K | +197.2% | $8.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 61.23K | +8.0% | $1.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 34.96K | +44.7% | $868,308 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 34.96K | +44.7% | $868,308 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 34.96K | +44.7% | $868,308 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 34.96K | +44.7% | $868,308 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 34.96K | +44.7% | $868,308 | 0.0% | ▲ Add | 6 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Renaissance Technologies | $3.95M | était 0.0% |
| Arrowstreet Capital | $3.63M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 2 détenteurs, 44.59M actions, $40.10M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Aug 14
SC 13G/A — North Reef Capital Management LP
Jun 29
SC 13D — JANA Partners Management, LP
6.3% de la classe · Consulter le dépôt SEC original ↗
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q3 2025 ·
Méthodologie ·
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