Who owns Alkami Technology (ALKT)
Which tracked institutional funds hold ALKT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ALKT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
64 tracked funds added or opened ALKT while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ALKT’s largest tracked holder by dollar value, GENERAL ATLANTIC, L.P., sizes it at 12.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ALKT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 192 tracked filers holding ALKT, 96 increased or opened the position and 117 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ALKT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- CYPRESS POINT INVESTMENT MANAGEMENT LP$17M
- Tetragon Partners GP Ltd$11M
- MONIMUS CAPITAL MANAGEMENT, LP$8M
- First Eagle Investment Management, LLC$8M
- ABSOLUTE INVESTMENT ADVISERS, LLC$8M
- Jain Global LLC$5M
Full exits 15
- JANUS HENDERSON GROUP PLC$60M
- BAMCO INC /NY/$36M
- FRANKLIN RESOURCES INC$18M
- GW&K Investment Management, LLC$18M
- RIVERBRIDGE PARTNERS LLC$11M
- Davidson Kempner Capital Management LP$9M
Largest adds
- GENERAL ATLANTIC, L.P.$111M
- North Reef Capital Management LP$47M
- ALGEBRIS (UK) LTD$46M
- JANA Partners Management, LP$37M
- UBS Group AG$21M
- BlackRock, Inc.$19M
Largest trims
- ArrowMark Colorado Holdings LLC$23M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$20M
- MARSHALL WACE, LLP$11M
- Praesidium Investment Management Company, LLC$9M
- Champlain Investment Partners, LLC$9M
- MILLENNIUM MANAGEMENT LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GENERAL ATLANTIC, L.P. added | 19,379,038 | $351M | 20.2% | 2026-Q2 |
| North Reef Capital Management LP added | 9,225,000 | $167M | 9.6% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 8,000,000 | $8M | 0.4% | 2026-Q2 |
| JANA Partners Management, LP added | 6,747,707 | $122M | 7.0% | 2026-Q2 |
| BlackRock, Inc. added | 6,128,251 | $111M | 6.4% | 2026-Q2 |
| UBS Group AG added | 4,358,689 | $79M | 4.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,344,848 | $79M | 4.5% | 2026-Q2 |
| ALGEBRIS (UK) LTD added | 3,430,009 | $62M | 3.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,909,945 | $53M | 3.0% | 2026-Q2 |
| Irenic Capital Management LP | 2,675,151 | $48M | 2.8% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 2,589,800 | $47M | 2.7% | 2026-Q2 |
| Long Path Partners LP added | 2,239,524 | $41M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,944,209 | $35M | 2.0% | 2026-Q2 |
| STATE STREET CORP added | 1,931,864 | $35M | 2.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,567,060 | $28M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,553,600 | $28M | 1.6% | 2026-Q2 |
| CADIAN CAPITAL MANAGEMENT, LP added | 1,476,832 | $27M | 1.5% | 2026-Q2 |
| FMR LLC added | 1,459,967 | $26M | 1.5% | 2026-Q2 |
| Select Equity Group, L.P. added | 1,450,006 | $26M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,209,526 | $22M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,018,260 | $18M | 1.1% | 2026-Q2 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP new | 936,985 | $17M | 1.0% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 889,660 | $16M | 0.9% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 773,621 | $14M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 719,149 | $13M | 0.7% | 2026-Q2 |
| Praesidium Investment Management Company, LLC trimmed | 704,497 | $13M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 685,628 | $12M | 0.7% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 682,690 | $12M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 642,511 | $12M | 0.7% | 2026-Q2 |
| Granahan Investment Management, LLC added | 627,781 | $11M | 0.7% | 2026-Q2 |
| Tetragon Partners GP Ltd new | 600,284 | $11M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 544,139 | $10M | 0.6% | 2026-Q2 |
| Clearline Capital LP trimmed | 451,503 | $8M | 0.5% | 2026-Q2 |
| MONIMUS CAPITAL MANAGEMENT, LP new | 437,735 | $8M | 0.5% | 2026-Q2 |
| First Eagle Investment Management, LLC new | 425,728 | $8M | 0.4% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 415,976 | $8M | 0.4% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 400,000 | $7M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 397,443 | $7M | 0.4% | 2026-Q2 |
| NICHOLAS COMPANY, INC. | 346,582 | $6M | 0.4% | 2026-Q2 |
| Hodges Capital Management Inc. trimmed | 338,221 | $6M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 337,471 | $6M | 0.4% | 2026-Q2 |
| Sovereign's Capital Management, LLC trimmed | 321,766 | $6M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 294,903 | $5M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 290,595 | $5M | 0.3% | 2026-Q2 |
| Jain Global LLC added | 277,123 | $5M | 0.3% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 276,757 | $5M | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 268,559 | $5M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 242,763 | $4M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 237,358 | $4M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 200,980 | $4M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 186,803 | $3M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 174,980 | $3M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 168,931 | $3M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 168,023 | $3M | 0.2% | 2026-Q2 |
| ADVISORY RESEARCH INC trimmed | 155,711 | $3M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 153,686 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 149,907 | $3M | 0.2% | 2026-Q2 |
| Taylor Frigon Capital Management LLC trimmed | 149,276 | $3M | 0.2% | 2026-Q2 |
| BLUEFIN CAPITAL MANAGEMENT, LLC new | 147,743 | $3M | 0.2% | 2026-Q2 |
| Penbrook Management LLC added | 140,585 | $3M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 134,200 | $2M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 132,250 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 123,003 | $2M | 0.1% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 121,675 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 105,790 | $2M | 0.1% | 2026-Q2 |
| George Kaiser Family Foundation | 105,707 | $2M | 0.1% | 2026-Q2 |
| VARCOV Co. new | 101,983 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 100,943 | $2M | 0.1% | 2026-Q2 |
| Galaxy Digital Capital Management GP LLC new | 96,600 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 94,857 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 93,611 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 91,879 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 88,931 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 78,476 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 77,507 | $1M | 0.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 77,140 | $1M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 69,551 | $1M | 0.1% | 2026-Q2 |
| Chicago Capital, LLC trimmed | 69,245 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 67,766 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 66,306 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 65,655 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 53,356 | $967K | 0.1% | 2026-Q2 |
| Crescent Grove Advisors, LLC | 50,000 | $906K | 0.1% | 2026-Q2 |
| LAVELLE CAPITAL LP | 48,658 | $882K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. | 46,310 | $1M | 0.1% | 2026-Q2 |
| TECTONIC ADVISORS LLC trimmed | 40,614 | $736K | 0.0% | 2026-Q2 |
| Lee Financial Co | 40,480 | $733K | 0.0% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 40,156 | $728K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 39,883 | $723K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 38,921 | $705K | 0.0% | 2026-Q2 |
| Headlands Technologies LLC added | 34,932 | $633K | 0.0% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP new | 33,771 | $612K | 0.0% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 33,581 | $608K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,701 | $574K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 31,313 | $567K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 31,241 | $566K | 0.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 29,790 | $540K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 29,575 | $536K | 0.0% | 2026-Q2 |
| Bridgefront Capital, LLC new | 26,768 | $485K | 0.0% | 2026-Q2 |
| DIVERSIFIED TRUST CO trimmed | 26,366 | $478K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.