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Alkami Technology Inc (ALKT)

CUSIP: 01644J108 | NYSE | Technology · Software - Application | Small Cap | 527 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJana Partners Management, LP5,335,7075.0%−1,412,000Oct 28, 2026120d ahead of 13F (6,747,707 sh) · −1,412,000
13G/ANorth Reef Capital Management LP9,225,0008.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/AJana Partners Management, LP5,335,707
5.0% of class · Oct 28, 2026−1,412,000
120d ahead of 13F (6,747,707 sh) · −1,412,000
13G/ANorth Reef Capital Management LP9,225,000
8.6% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP645,352
0.0% of portfolio›$8.8M
Congress Asset Management Co511,425
0.0% of portfolio›$7.0M
Bank of New York Mellon Corp415,698
0.0% of portfolio›$5.7M
Lingotto Investment Management LLP400,378
0.1% of portfolio›$5.5M
Nicholas Company, Inc.380,612
0.1% of portfolio›$5.2M
Citigroup Inc210,723
0.0% of portfolio›$2.9M
Taylor Frigon Capital Management LLC148,125
1.0% of portfolio›$2.0M
Penbrook Management LLC138,010
1.1% of portfolio›$1.9M
Simplex Trading, LLC97,020
0.0% of portfolio›$1.3M
Chicago Capital, LLC95,081
0.0% of portfolio›$1.3M
CenterBook Partners LP93,292
0.1% of portfolio›$1.3M
Farther Finance Advisors, LLC86,792
0.0% of portfolio›$1.2M
Crescent Grove Advisors, LLC50,000
0.1% of portfolio›$684.5K
Wealth Enhancement Trust Services, Inc.46,310
0.1% of portfolio›$634.0K
Lee Financial Co40,480
0.1% of portfolio›$554.2K
Lavelle Capital LP39,655
0.3% of portfolio›$542.9K
Creative Planning23,905
0.0% of portfolio›$327.3K
Sumitomo Mitsui Trust Group, Inc.20,305
0.0% of portfolio›$278.0K
Fulcrum Equity Management16,850
0.2% of portfolio›$230.7K
Harbor Capital Advisors, Inc.16,276
0.0% of portfolio›$223.0K
Imc-Chicago, LLC15,939
0.0% of portfolio›$218.2K
Arizona State Retirement System15,085
0.0% of portfolio›$206.5K
Axxion S.A.10,752
0.0% of portfolio›$147.2K
Bayforest Capital Ltd6,251
0.1% of portfolio›$85.6K
State of Alaska, Department of Revenue5,748
0.0% of portfolio›$78.0K
Leonteq Securities AG5,108
0.0% of portfolio›$69.9K
Fulcrum Asset Management LLP2,854
0.0% of portfolio›$38.2K
Summit Securities Group LLC2,437
0.0% of portfolio›$33.4K
Sterling Capital Management LLC2,103
0.0% of portfolio›$28.8K
Parallel Advisors, LLC1,897
0.0% of portfolio›$26.0K
Assetmark, Inc1,850
0.0% of portfolio›$25.3K
DekaBank Deutsche Girozentrale1,797
0.0% of portfolio›$25
Gamma Investing LLC1,689
0.0% of portfolio›$23.1K
Essex Investment Management Co LLC1,567
0.0% of portfolio›$21.5K
IFP Advisors, Inc1,410
0.0% of portfolio›$19.3K
Exchange Traded Concepts, LLC1,388
0.0% of portfolio›$19.0K
Versant Capital Management, Inc1,304
0.0% of portfolio›$17.9K
SBI Securities Co., Ltd.1,148
0.0% of portfolio›$15.7K
Nisa Investment Advisors, LLC863
0.0% of portfolio›$11.8K
US Bancorp \de\810
0.0% of portfolio›$11.1K
EverSource Wealth Advisors, LLC614
0.0% of portfolio›$8.4K
Mirae Asset Global Investments Co., Ltd.470
0.0% of portfolio›$6.4K
GK Wealth Management LLC431
0.0% of portfolio›$5.9K
Bullock Wealth Management Group356
0.0% of portfolio›$5.0K
First Horizon Corp339
0.0% of portfolio›$4.6K
Covestor Ltd276
0.0% of portfolio›$4
True Wealth Design, LLC276
0.0% of portfolio›$3.8K
Provenance Wealth Advisors, LLC208
0.0% of portfolio›$2.8K
Root Financial Partners, LLC181
0.0% of portfolio›$2.5K
Essential Partners LLC179
0.0% of portfolio›$2.5K
Signaturefd, LLC179
0.0% of portfolio›$2.5K
Bare Financial Services, Inc132
0.0% of portfolio›$1.8K
Fortitude Family Office, LLC59
0.0% of portfolio›$808
Parkside Financial Bank & Trust57
0.0% of portfolio›$781
Torren Management, LLC34
0.0% of portfolio›$465
Burk Holdings LLC29
0.0% of portfolio›$397
SJS Investment Consulting Inc.6
0.0% of portfolio›$83
Capital Advisors, Ltd. LLC1
0.0% of portfolio›$0
Hughes Financial Services, LLC1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
645,352$8.8M0.0%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
511,425$7.0M0.0%GrowthMediumBoston, MA2026-10-06
Bank of New York Mellon Corp
415,698$5.7M0.0%CoreLowNew York, NY2026-11-05
Lingotto Investment Management LLP
400,378$5.5M0.1%Deep ValueMediumLondon, United Kingdom2026-10-27
Nicholas Company, Inc.
380,612$5.2M0.1%CoreLowMilwaukee, WI2026-11-05
Citigroup Inc
210,723$2.9M0.0%CoreMediumNew York, NY2026-11-04
Taylor Frigon Capital Management LLC
148,125$2.0M1.0%GrowthMediumScottsdale, AZ2026-10-23
Penbrook Management LLC
138,010$1.9M1.1%CoreLowNew York, NY2026-10-16
Simplex Trading, LLC
97,020$1.3M0.0%CoreVery HighChicago, IL2026-11-04
Chicago Capital, LLC
95,081$1.3M0.0%GrowthLowChicago, IL2026-10-13
CenterBook Partners LP
93,292$1.3M0.1%ValueVery HighGreenwich, CT2026-11-02
Farther Finance Advisors, LLC
86,792$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Crescent Grove Advisors, LLC
50,000$684.5K0.1%ETFLowLake Forest, IL2026-10-21
Wealth Enhancement Trust Services, Inc.
46,310$634.0K0.1%GrowthMediumSioux Falls, SD2026-10-07
Lee Financial Co
40,480$554.2K0.1%ETFVery LowDallas, TX2026-10-16
Lavelle Capital LP
39,655$542.9K0.3%GrowthHighSan Francisco, CA2026-11-03
Creative Planning
23,905$327.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Sumitomo Mitsui Trust Group, Inc.
20,305$278.0K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Fulcrum Equity Management
16,850$230.7K0.2%GrowthHighPlano, TX2026-10-21
Harbor Capital Advisors, Inc.
16,276$223.0K0.0%ValueHighChicago, IL2026-10-22
Imc-Chicago, LLC
15,939$218.2K0.0%GARPVery HighChicago, IL2026-11-05
Arizona State Retirement System
15,085$206.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Axxion S.A.
10,752$147.2K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Bayforest Capital Ltd
6,251$85.6K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
State of Alaska, Department of Revenue
5,748$78.0K0.0%CoreVery LowJuneau, AK2026-10-15
Leonteq Securities AG
5,108$69.9K0.0%CoreHighZurich, Switzerland2026-10-29
Fulcrum Asset Management LLP
2,854$38.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Summit Securities Group LLC
2,437$33.4K0.0%CoreVery HighNew York, NY2026-11-05
Sterling Capital Management LLC
2,103$28.8K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
1,897$26.0K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
1,850$25.3K0.0%ETFLowConcord, CA2026-10-21
DekaBank Deutsche Girozentrale
1,797$250.0%CoreLowFrankfurt, Hong Kong2026-10-27
Gamma Investing LLC
1,689$23.1K0.0%IndexVery LowFoster City, CA2026-10-08
Essex Investment Management Co LLC
1,567$21.5K0.0%GrowthMediumBoston, MA2026-10-19
IFP Advisors, Inc
1,410$19.3K0.0%GrowthLowTampa, FL2026-10-16
Exchange Traded Concepts, LLC
1,388$19.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Versant Capital Management, Inc
1,304$17.9K0.0%GARPLowPhoenix, AZ2026-10-02
SBI Securities Co., Ltd.
1,148$15.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Nisa Investment Advisors, LLC
863$11.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
US Bancorp \de\
810$11.1K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
614$8.4K0.0%CoreMediumBirmingham, AL2026-11-04
Mirae Asset Global Investments Co., Ltd.
470$6.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
GK Wealth Management LLC
431$5.9K0.0%GARPVery HighReno, NV2026-10-09
Bullock Wealth Management Group
356$5.0K0.0%GrowthLowBloomington, IN2026-10-09
First Horizon Corp
339$4.6K0.0%CoreLowMemphis, TN2026-10-26
Covestor Ltd
276$40.0%ValueHighLondon, United Kingdom2026-10-30
True Wealth Design, LLC
276$3.8K0.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
208$2.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
181$2.5K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
179$2.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signaturefd, LLC
179$2.5K0.0%IndexLowAtlanta, GA2026-10-23
Bare Financial Services, Inc
132$1.8K0.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
59$8080.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
57$7810.0%CoreVery LowSaint Louis, MO2026-10-27
Torren Management, LLC
34$4650.0%ETFMediumSan Diego, CA2026-10-29
Burk Holdings LLC
29$3970.0%ETFVery LowTulsa, OK2026-11-05
SJS Investment Consulting Inc.
6$830.0%ETFVery LowSylvania, OH2026-10-26
Capital Advisors, Ltd. LLC
1$00.0%ETFLowShaker Heights, OH2026-10-27
Hughes Financial Services, LLC
1$130.0%ETFLowHerndon, VA2026-10-30