ALKT in the 13F filings
Alkami Technology Inc · CUSIP 01644J108
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 13 Aug 2025
- Managers listing it
- 6
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 2 listed it in both
- Shares listed
- 6,852,503
- combined, among listed positions
- Reported value
- $207m
- combined, at the quarter end
Among the 95 comparable managers: 5 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 Q2 2025
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein LP | 3,249,114 | $98m | under 0.1% | Added | +383,691 | 14 Aug 2025 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 2,325,374 | $70m | under 0.1% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| Whale Rock Capital Management LLC | 665,945 | $20m | 0.28% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 562,955 | $17m | 0.06% | Trimmed | -296,556 | 14 Aug 2025 (the filing on sec.gov) |
| Winton Group Ltd | 30,200 | $910k | under 0.1% | New | new | 14 Aug 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 18,915 | $570k | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Whale Rock Capital Management LLCnew position · 665,945 shares now+665,945
- AllianceBernstein LPexisting position · 3,249,114 shares now+383,691
- Winton Group Ltdnew position · 30,200 shares now+30,200
- Polen Capital Management LLCnew position · 18,915 shares now+18,915
Reductions
- Voloridge Investment Management LLCexisting position · 562,955 shares now-296,556
New positions and exits
New (3)
Exited (2)
- Soros Fund Management LLCwas $3.9m
- PDT Partners LLCwas $3.9m
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.
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 →