ALKT in the 13F filings
Alkami Technology Inc · CUSIP 01644J108
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 12 Nov 2025
- Managers listing it
- 3
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 2 listed it in both
- Shares listed
- 7,859,540
- combined, among listed positions
- Reported value
- $195m
- combined, at the quarter end
Among the 95 comparable managers: 2 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing ALKT in Q3 2025
3 of 3 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein LP | 3,679,746 | $91m | under 0.1% | Added | +430,632 | 14 Nov 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 2,287,381 | $57m | under 0.1% | Trimmed | -37,993 | 14 Nov 2025 (the filing on sec.gov) |
| Jana Partners | 1,892,413 | $47m | 2.28% | New | new | 14 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Jana Partnersnew position · 1,892,413 shares now+1,892,413
- AllianceBernstein LPexisting position · 3,679,746 shares now+430,632
Reductions
- Janus Henderson Group Ltdexisting position · 2,287,381 shares now-37,993
New positions and exits
New (1)
- Jana Partners$47m
Exited (2)
- Whale Rock Capital Management LLCwas $20m
- Polen Capital Management LLCwas $570k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 4 | $237m | n.a. | n.a. |
| Q3 2021 | 4 | $164m | n.a. | n.a. |
| Q4 2021 | 4 | $144m | n.a. | n.a. |
| Q1 2022 | 2 | $75m | n.a. | n.a. |
| Q2 2022 | 1 | $60m | n.a. | n.a. |
| Q3 2022 | 2 | $93m | n.a. | n.a. |
| Q4 2022 | 3 | $73m | n.a. | n.a. |
| Q2 2023 | 1 | $33m | n.a. | n.a. |
| Q3 2023 | 2 | $42m | n.a. | n.a. |
| Q4 2023 | 1 | $38m | 0 | 2 |
| Q1 2024 | 2 | $2.2m | 2 | 0 |
| Q2 2024 | 3 | $46m | 2 | 1 |
| Q3 2024 | 4 | $75m | 3 | 1 |
| Q4 2024 | 8 | $298m | 7 | 1 |
| Q1 2025 | 6 | $175m | 5 | 2 |
| Q2 2025 | 6 | $207m | 5 | 3 |
| Q3 2025 | 3 | $195m | 2 | 3 |
| Q4 2025 | 2 | $187m | 11 | 8 |
| Q1 2026 | 3 | $154m | 14 | 9 |
| Q2 2026 | 2 | $130m | 9 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ALKT, latest filings →Back to the 13F Explorer →