Alkami Technology, Inc.: which funds bought and sold

Institutions that bought and sold Alkami Technology shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 96 institutions that filed 13F reports for both quarters added to or opened positions in Alkami Technology, and 102 cut or closed them. Together they added a net 3.9M shares, +4.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.3M shares (−7.3%); index fund managers were net sellers of 142K shares (−0.7%). 28 opened a new position and 34 sold out entirely.

Bought, Q2 2026 96 institutions, 28 of them new holders Sold, Q2 2026 102 institutions, 34 of them sold out

Net change, all compared +3.9M shares (+4.2%)

Net change, active managers −2.3M shares (−7.3%), 18 bought, 20 sold

Buyers versus sellers

institutions compared, 232

96 bought 34 102 sold

Active managers and hedge funds 18 bought · 20 sold · −2.3M

Index fund managers 7 bought · 2 sold · −142K

Other institutions 71 bought · 80 sold · +6.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
General Atlantic, L.P.	+4.0M +26.4%	19.4M	$351M
North Reef Capital Management LP Hedge fund	+1.6M +20.6%	9.2M	$167M
Jana Partners Management, LP Hedge fund	+1.3M +24.2%	6.7M	$122M
Cypress Point Investment Management LP	+937K New position	937K	$17M
First Eagle Investment Management, LLC Active manager	+851K New position	851K	$15.4M
UBS Group AG	+654K +17.7%	4.4M	$79M
Tetragon Partners Gp Ltd	+600K New position	600K	$10.9M
Nomura Holdings Inc	+584K +307.3%	774K	$14M
Select Equity Group, L.P. Active manager	+466K +47.4%	1.5M	$26.3M
Long Path Partners LP	+440K +24.5%	2.2M	$40.6M
Monimus Capital Management, LP	+438K New position	438K	$7.9M
Goldman Sachs Group Inc	+403K +35.0%	1.6M	$28.2M
Manufacturers Life Insurance Company, The	+392K +17.8%	2.6M	$46.9M
Granahan Investment Management, LLC	+375K +148.3%	628K	$11.4M
Algebris (UK) Ltd	+303K +9.7%	3.4M	$62M
Jain Global LLC Hedge fund	+277K New position	277K	$5M
Jupiter Asset Management Ltd Active manager	+277K New position	277K	$5M
Blackrock, Inc. Index funds	+243K +4.1%	6.1M	$111M
Royce & Associates LP Active manager	+168K +168.1%	269K	$4.9M
Dimensional Fund Advisors LP	+150K +79.9%	337K	$6.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
North Reef Capital Management LP Hedge fund	+1.6M +20.6%	9.2M	$167M
Jana Partners Management, LP Hedge fund	+1.3M +24.2%	6.7M	$122M
First Eagle Investment Management, LLC Active manager	+851K New position	851K	$15.4M
Select Equity Group, L.P. Active manager	+466K +47.4%	1.5M	$26.3M
Jain Global LLC Hedge fund	+277K New position	277K	$5M
Jupiter Asset Management Ltd Active manager	+277K New position	277K	$5M
Royce & Associates LP Active manager	+168K +168.1%	269K	$4.9M
Cadian Capital Management, LP Hedge fund	+142K +10.6%	1.5M	$26.8M
AQR Capital Management LLC Hedge fund	+120K +178.2%	187K	$3.4M
Congress Asset Management Co Active manager	+75K +22.1%	416K	$7.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
BAMCO Inc Active manager	−2.3M Sold out	0	—
Arrowmark Colorado Holdings LLC	−1.5M −69.4%	683K	$12.4M
Massachusetts Financial Services Co Active manager	−1.3M −94.2%	77K	$1.4M
Franklin Resources Inc Active manager	−1.2M Sold out	0	—
Marshall Wace, LLP Hedge fund	−750K −72.1%	291K	$5.3M
Champlain Investment Partners, LLC Active manager	−713K −44.5%	890K	$16.1M
Praesidium Investment Management Company, LLC	−692K −49.5%	704K	$12.8M
Riverbridge Partners LLC Active manager	−689K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−337K −7.2%	4.3M	$78.7M
Vanguard Capital Management LLC Index funds	−292K −9.1%	2.9M	$52.7M
Millennium Management LLC Hedge fund	−291K −63.3%	169K	$3.1M
Morgan Stanley	−256K −17.5%	1.2M	$21.9M
Jpmorgan Chase & Co	−190K −73.7%	68K	$1.2M
Roubaix Capital, LLC	−161K Sold out	0	—
Verition Fund Management LLC Hedge fund	−159K Sold out	0	—
Citigroup Inc	−152K −43.0%	201K	$3.6M
Royal Bank Of Canada	−122K −14.6%	719K	$13M
Bank Of America Corp	−115K −10.1%	1.0M	$18.5M
Herald Investment Management Ltd	−100K −20.0%	400K	$7.2M
CIBC World Market Inc.	−85K −39.1%	132K	$2.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
BAMCO Inc Active manager	−2.3M Sold out	0	—
Massachusetts Financial Services Co Active manager	−1.3M −94.2%	77K	$1.4M
Franklin Resources Inc Active manager	−1.2M Sold out	0	—
Marshall Wace, LLP Hedge fund	−750K −72.1%	291K	$5.3M
Champlain Investment Partners, LLC Active manager	−713K −44.5%	890K	$16.1M
Riverbridge Partners LLC Active manager	−689K Sold out	0	—
Millennium Management LLC Hedge fund	−291K −63.3%	169K	$3.1M
Verition Fund Management LLC Hedge fund	−159K Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−69K −63.2%	40K	$727,627
Schonfeld Strategic Advisors LLC Hedge fund	−68K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Cypress Point Investment Management LP	937K	$17M
First Eagle Investment Management, LLCActive manager	851K	$15.4M
Tetragon Partners Gp Ltd	600K	$10.9M
Monimus Capital Management, LP	438K	$7.9M
Jain Global LLCHedge fund	277K	$5M
Jupiter Asset Management LtdActive manager	277K	$5M
Susquehanna Fundamental Investments, LLC	150K	$2.7M
Bluefin Capital Management, LLC	148K	$2.7M
Varcov Co.	102K	$1.8M
Galaxy Digital Capital Management Gp LLC	97K	$1.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
BAMCO IncActive manager	2.3M	$36.2M
Franklin Resources IncActive manager	1.2M	$18.4M
Riverbridge Partners LLCActive manager	689K	$10.8M
Roubaix Capital, LLC	161K	$2.5M
Verition Fund Management LLCHedge fund	159K	$2.5M
Schonfeld Strategic Advisors LLCHedge fund	68K	$1.1M
Connor, Clark & Lunn Investment Management Ltd.	67K	$1M
Ivy Lane Capital Management, LLC	50K	$783,500
Jump Financial, LLC	42K	$658,031
Dark Forest Capital Management LP	31K	$480,865

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 204
Ten largest holders: 62.8%
Index fund managers: 19.5%
Active managers and hedge funds: 29.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	18	20	8	10	−2.3M	−7.3%
Index fund managers	7	2	0	0	−142K	−0.7%
Other institutions	71	80	20	24	+6.4M	+14.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Alkami Technology.

Only managers that filed a holdings report for both quarters are compared (232 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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