Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ALKT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GENERAL ATLANTIC, L.P. | 19.4M | $351.1M | +26.4% | 18.108% | 12.08% |
| 2 | North Reef Capital Management LP | 9.2M | $167.2M | +20.6% | 8.620% | 6.41% |
| 3 | JANA Partners Management, LP | 6.7M | $122.3M | +24.2% | 6.305% | 6.43% |
| 4 | UBS Group AG | 6.5M | $117.1M | +11.3% | 6.037% | 0.01% |
| 5 | BlackRock, Inc. | 6.1M | $111.0M | +4.1% | 5.726% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | $78.7M | -7.2% | 4.060% | 0.00% |
| 7 | ALGEBRIS (UK) LTD | 3.4M | $62.0M | +9.7% | 3.205% | 4.08% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2.9M | $52.7M | -9.1% | 2.719% | 0.00% |
| 9 | Irenic Capital Management LP | 2.7M | $48.5M | 0.0% | 2.500% | 2.33% |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.6M | $46.9M | +17.8% | 2.420% | 0.02% |
| 11 | Long Path Partners LP | 2.2M | $40.6M | +24.5% | 2.093% | 17.29% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $35.2M | +5.6% | 1.817% | 0.00% |
| 13 | STATE STREET CORP | 1.9M | $34.9M | +5.1% | 1.805% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 1.6M | $29.6M | +0.2% | 1.525% | 0.00% |
| 15 | GOLDMAN SACHS GROUP INC | 1.6M | $28.2M | +35.0% | 1.452% | 0.00% |
| 16 | CADIAN CAPITAL MANAGEMENT, LP | 1.5M | $26.8M | +10.6% | 1.380% | 2.03% |
| 17 | FMR LLC | 1.5M | $26.5M | -0.0% | 1.364% | 0.00% |
| 18 | Select Equity Group, L.P. | 1.5M | $26.3M | +47.4% | 1.355% | 0.13% |
| 19 | MORGAN STANLEY | 1.2M | $21.9M | -17.5% | 1.130% | 0.00% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.0M | $18.5M | -10.1% | 0.951% | 0.00% |
| 21 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 937K | $17.0M | — | 0.876% | 3.08% |
| 22 | Champlain Investment Partners, LLC | 890K | $16.1M | -44.5% | 0.831% | 0.41% |
| 23 | NOMURA HOLDINGS INC | 774K | $14.0M | +307.3% | 0.723% | 0.02% |
| 24 | ROYAL BANK OF CANADA | 719K | $13.0M | -14.5% | 0.672% | 0.00% |
| 25 | Praesidium Investment Management Company, LLC | 704K | $12.8M | -49.5% | 0.658% | 5.95% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ALKT — a direct measure of their conviction.
Filings activity in ALKT during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new ALKT position in Q2 2026
Institutions that fully closed their ALKT position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 205 | 2.8% | 93.75% | 0.95 pp | $1.79B | +14% |
| Q1 2026 | 211 | 7.0% | 94.70% | +1.48 pp | $1.57B | 30% |
| Q4 2025 | 227 | +4.6% | 93.22% | +0.43 pp | $2.24B | 6.4% |
| Q3 2025 | 217 | 5.2% | 92.79% | +7.61 pp | $2.39B | 7.9% |
| Q2 2025 | 229 | 3.4% | 85.18% | +5.64 pp | $2.59B | +25% |
| Q1 2025 | 237 | 2.1% | 79.54% | +8.90 pp | $2.07B | 19% |
| Q4 2024 | 242 | +23% | 70.64% | +8.53 pp | $2.57B | +33% |
| Q3 2024 | 197 | — | 62.11% | — | $1.93B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ALKT stock.
Based on Q2 2026 13F filings, institutional ownership of Alkami Technology, Inc. stands at 93.8%, held across 205 reporting institutions.
GENERAL ATLANTIC, L.P. is the largest reported institutional holder of ALKT, with approximately 19,379,038 shares worth $0.35B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ALKT, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for ALKT is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
28 institutions opened new positions in ALKT during Q2 2026, while 36 fully exited. 131 added to existing positions and 39 trimmed.
ALKT institutional ownership fell by 0.95 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 64.8% of all reported 13F value in ALKT, and the top 25 account for 85.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Alkami Technology, Inc. (ALKT) Institutional Ownership