Ranked by reported Q1 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. | 15.3M | $240.3M | +27.9% | 14.332% | 11.19% |
| 2 | North Reef Capital Management LP | 7.7M | $119.9M | +264.3% | 7.148% | 4.13% |
| 3 | BlackRock, Inc. | 5.9M | $92.2M | +3.7% | 5.499% | 0.00% |
| 4 | UBS Group AG | 5.8M | $91.0M | +68.1% | 5.426% | 0.01% |
| 5 | JANA Partners Management, LP | 5.4M | $85.1M | +11.0% | 5.075% | 5.30% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7M | $73.4M | β | 4.375% | 0.00% |
| 7 | JANUS HENDERSON GROUP PLC | 3.9M | $60.4M | +20.2% | 3.603% | 0.03% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $50.2M | β | 2.992% | 0.00% |
| 9 | Algebris (UK) Ltd | 3.1M | $48.9M | +153.5% | 2.922% | 3.54% |
| 10 | Irenic Capital Management LP | 2.7M | $41.9M | +27.0% | 2.500% | 4.16% |
| 11 | BAMCO INC /NY/ | 2.3M | $36.2M | -22.6% | 2.157% | 0.11% |
| 12 | ArrowMark Colorado Holdings LLC | 2.2M | $35.0M | -14.5% | 2.086% | 0.93% |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.2M | $34.4M | +16.1% | 2.054% | 0.03% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $28.9M | +1.6% | 1.721% | 0.00% |
| 15 | STATE STREET CORP | 1.8M | $28.8M | -1.1% | 1.718% | 0.00% |
| 16 | Long Path Partners LP | 1.8M | $28.2M | -42.7% | 1.681% | 12.81% |
| 17 | CITADEL ADVISORS LLC | 1.6M | $25.5M | +588.6% | 1.522% | 0.01% |
| 18 | Champlain Investment Partners, LLC | 1.6M | $25.1M | -19.2% | 1.498% | 0.32% |
| 19 | MORGAN STANLEY | 1.5M | $23.0M | -15.8% | 1.369% | 0.00% |
| 20 | FMR LLC | 1.5M | $22.9M | +15.8% | 1.365% | 0.00% |
| 21 | Praesidium Investment Management Company, LLC | 1.4M | $21.9M | -39.0% | 1.304% | 5.23% |
| 22 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.3M | $21.0M | -14.8% | 1.251% | 0.01% |
| 23 | CADIAN CAPITAL MANAGEMENT, LP | 1.3M | $20.9M | +14.2% | 1.248% | 2.55% |
| 24 | FRANKLIN RESOURCES INC | 1.2M | $18.4M | -38.3% | 1.096% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 1.2M | $18.0M | +22.0% | 1.076% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ALKT β a direct measure of their conviction.
Filings activity in ALKT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ALKT position in Q1 2026
Institutions that fully closed their ALKT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 206 | 8.0% | 96.00% | 41.45 pp | $1.56B | 30% |
| Q4 2025 | 224 | +5.2% | 137.45% | 9.33 pp | $2.23B | 6.4% |
| Q3 2025 | 213 | 7.0% | 146.78% | 12.74 pp | $2.39B | 8.0% |
| Q2 2025 | 229 | 3.4% | 159.52% | +32.09 pp | $2.59B | +25% |
| Q1 2025 | 237 | 2.1% | 127.43% | 30.86 pp | $2.07B | 19% |
| Q4 2024 | 242 | +23% | 158.29% | +39.32 pp | $2.57B | +33% |
| Q3 2024 | 197 | +17% | 118.97% | +20.67 pp | $1.93B | +21% |
| Q2 2024 | 169 | β | 98.30% | β | $1.60B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ALKT stock.
Based on Q1 2026 13F filings, institutional ownership of Alkami Technology, Inc. stands at 96.0%, held across 206 reporting institutions.
GENERAL ATLANTIC, L.P. is the largest reported institutional holder of ALKT, with approximately 15,337,495 shares worth $0.24B as of Q1 2026.
Yes β 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 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
42 institutions opened new positions in ALKT during Q1 2026, while 60 fully exited. 29 added to existing positions and 134 trimmed.
ALKT institutional ownership fell by 41.45 percentage points quarter-over-quarter, with a net change of -18 holders.
The top 10 institutions account for 57.9% of all reported 13F value in ALKT, and the top 25 account for 82.8%.
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