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ALKT in the 13F filings

Alkami Technology Inc · CUSIP 01644J108

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 3 listed it in both
Shares listed
14,756,383
combined, among listed positions
Reported value
$340m
combined, at the quarter end

Among the 92 comparable managers: 11 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,861,962.

Managers listing ALKT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Jana Partners4,894,665$113m5.88%Added+3,002,25217 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd3,208,436$74munder 0.1%Added+921,05517 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP2,413,167$56munder 0.1%Trimmed-1,266,57917 Feb 2026 (the filing on sec.gov)
MFS Investment Management1,570,754$36munder 0.1%Added+15,38022 Jan 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,260,597$29munder 0.1%Added+2,20817 Feb 2026 (the filing on sec.gov)
Millennium Management LLC473,758$11munder 0.1%Added+85,77517 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC187,348$4.3munder 0.1%Trimmed-156,11417 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP172,553$4.0munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC168,705$3.9munder 0.1%Trimmed-74,46017 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP85,403$2.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC75,635$1.7munder 0.1%Added+40,67917 Feb 2026 (the filing on sec.gov)
Invesco Ltd69,542$1.6munder 0.1%Added+3,49219 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC62,816$1.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc59,565$1.4munder 0.1%Trimmed-1,66017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP24,056$555kunder 0.1%Trimmed-30,11817 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC14,800$341kunder 0.1%Trimmed-3,44213 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP13,690$316kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC893$21kunder 0.1%Trimmed-38213 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

024682022202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ALKT by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20214$237mn.a.n.a.
Q3 20214$164mn.a.n.a.
Q4 20214$144mn.a.n.a.
Q1 20222$75mn.a.n.a.
Q2 20221$60mn.a.n.a.
Q3 20222$93mn.a.n.a.
Q4 20223$73mn.a.n.a.
Q2 20231$33mn.a.n.a.
Q3 20232$42mn.a.n.a.
Q4 20231$38m02
Q1 20242$2.2m20
Q2 20243$46m21
Q3 20244$75m31
Q4 20248$298m71
Q1 20256$175m52
Q2 20256$207m53
Q3 20253$195m23
Q4 20252$187m118
Q1 20263$154m149
Q2 20262$130m913

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ALKT and GOOGL →ALKT and AMZN →ALKT and MSFT →Choose a stock to compare with ALKT →

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 →