Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALKAMI TECHNOLOGY INC (ALKT)

224 + Investors. Track Smart Money conviction in ALKT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — ALKT

Based on 217 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ALKT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
217 funds currently hold this stock — 94% of the 3.0-year high of 230 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold ALKT compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

122 buying112 selling
Last quarter: 122 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ALKT position: 46 → 47 → 35 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 29% new

■ 39% conviction (2yr+) ■ 32% medium ■ 29% new
Of the 217 current holders: 85 (39%) held >2 years, 70 held 1–2 years, and 62 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

55 → 46 → 47 → 35 → 41 new funds/Q
New funds entering each quarter: 46 → 47 → 35 → 41. ALKT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 21% 1-2yr ■ 38% new
Of 224 current holders: 93 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
32 of 217 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ALKT

How many hedge funds hold ALKT — quarterly history vs. share price
Quarterly hedge fund ownership of ALKT vs. share price

Market Analysis: ALKT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALKT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 4 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: ALKT
2026 Q1 Stats Unlock in 12 days 224 + Investors

Track Smart Money conviction in ALKT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 224 216 3.7%
13F Shares 99M 97M 2.16%
Total Value $2.28B $2.40B -5.26%
New Positions 41 37 +4
Increased Positions 86 97 -11
Closed Positions 32 50 -18
Reduced Positions 95 76 +19
Total Calls 6 6 -
Total Puts 5 5 -
PUT/CALL Ratio 0.83 0.83 Neutral

Statistics: ALKT

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

224 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALKT. Verified SEC 13F-HR filings.

Top 25 institutional holders of ALKT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Penbrook Management LLC 1.52% 127,685 $2.0M
2 Taylor Frigon Capital Management LLC 1.33% 149,610 $2.3M
3 Roubaix Capital, LLC 1.18% 161,101 $2.5M
4 West Tower Group, LLC 0.59% 12,000 $188K
5 Hodges Capital Management Inc. 0.45% 344,423 $5.4M
6 RIVERBRIDGE PARTNERS LLC 0.26% 688,980 $10.8M
7 Fulcrum Equity Management 0.26% 16,850 $264K
8 NICHOLAS COMPANY, INC. 0.11% 346,582 $5.4M
9 Lee Financial Co 0.09% 40,480 $634K
10 Wealth Enhancement Trust Services, Inc. 0.09% 46,310 $726K
11 Crescent Grove Advisors, LLC 0.08% 50,000 $784K
12 PALLADIEM, LLC 0.07% 4,645 $73K
13 Sompo Asset Management Co., Ltd. 0.05% 19,030 $298K
14 CONGRESS ASSET MANAGEMENT CO 0.04% 340,745 $5.3M
15 TECTONIC ADVISORS LLC 0.03% 42,201 $661K
16 Chicago Capital, LLC 0.03% 73,785 $1.2M
17 HARBOR CAPITAL ADVISORS, INC. 0.02% 17,663 —
18 AlphaQuest LLC 0.02% 14,324 $330K
19 CenterBook Partners LP 0.02% 20,642 $323K
20 Diversified Trust Co 0.01% 47,066 $738K
21 Covestor Ltd 0.01% 1,232 —
22 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.01% 73,067 $1.1M
23 UBS Group AG 0.01% 3,704,618 $58.1M
24 Versant Capital Management, Inc 0.01% 4,611 $72K
25 UBS Group AG 0.00% 2,102,280 $32.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALKAMI TECHNOLOGY INC (ALKT)

What does the Smart Money Trend signal show for ALKT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ALKT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ALKT?

Slight buying edge — 52% buying: Last quarter: 122 funds bought or added vs 112 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ALKT holders?

Strong quality — 35% AUM from major funds: 32 of 217 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALKT?

Mixed — 39% long-term, 29% new: Of the 217 current holders: 85 (39%) held >2 years, 70 held 1–2 years, and 62 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.