Alkami Technology Inc (ALKT) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

ALKT ranks #2932 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ALKT is a top-conviction position for Long Path Partners LP — at 17.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ALKT belongs to General Atlantic, L.p., but the position matters far more to Long Path Partners LP, who has 17.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

North Reef Capital Management LP has added to its ALKT position for two straight quarters, increasing it by $118.7M to reach $167.2M today.

Alliancebernstein L.p. has trimmed its ALKT position for two straight quarters, cutting it by $54.5M while still holding $1.2M.

ALKT is up 2.3% today, and institutions have been net buyers of $200.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ALKT reported a net loss of $82.8M over the trailing twelve months.

• Not yet profitable — net loss of $82.8M over the trailing twelve months
• Revenue grew 23.4% year over year
• Net income declined year over year, from -$38.5M to -$82.8M
• Generated $42.9M in positive operating cash flow
• Current ratio of 2.09x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.34x equity — within a conventional range