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Alkami Technology, Inc.

ALKT Technology
$17.61 $-0.39 (-2.17%)
Market Cap: $1.87 B
Gurus Holding
3
Popularity Rank
#2659
% of Shares Held
4.78%
Net Activity (Q4 2025)
+$70.2 M

Guru Ownership Trend

Guru Analysis for Alkami Technology, Inc. (ALKT)

Alkami Technology, Inc. (ALKT), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.29 M.

Top institutional holders include Jana Partners and Chuck Royce.

Notably, Jana Partners has expressed high conviction in this stock, allocating 5.88% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $70.2 M net inflow during the quarter.

Recent activity highlights Jana Partners who increased their stake by 158.7%.

Key Holders

Top 5 by Value

$112.92 M
$2.31 M
$1.74 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$70.2 M
Total Buy Value
New Buys 0
Additions 2
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
0
Net Buyers
2

FAQs for Alkami Technology, Inc. (ALKT)

Major holders include Jana Partners ($112.92 M), Chuck Royce ($2.31 M), Cliff Asness ($1.74 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 5.07 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $70.2 M, with 2 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in ALKT during the most recent reporting period.

Yes, 0 managers opened new positions in ALKT, and 2 increased their existing holdings. The total reported buy value was $70.2 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.88% Add 158.7% 4,894,665 $112.92 M Q4 2025
0.02% 100,156 $2.31 M Q4 2025
0.00% Add 116.4% 75,635 $1.74 M Q4 2025
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