13FPulse
AL

ALKT ALKAMI TECHNOLOGY INC

2026Q2 · CUSIP 01644J108 · Fintech & Payments · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
201
Institutions that reported holding it to the SEC
Net decrease in holders
8
Last quarter 209 → now 201
How unusual is that
Bottom 20%
Stronger than only 15% of US stocks
What the filings say, in one paragraph

201 funds held ALKT at the end of 2026Q2, down 8 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $444M(YoY +32.9%), return on equity is -13.2%. ALKT has had 7 buying rushes in its history, and the price moved +9.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Fintech & Payments.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q3: holders=61 2021Q4: holders=79 2022Q1: holders=80 2022Q2: holders=76 2022Q3: holders=90 2022Q4: holders=90 2023Q1: holders=107 2023Q2: holders=99 2023Q3: holders=105 2023Q4: holders=133 2024Q1: holders=152 2024Q2: holders=170 2024Q3: holders=200 2024Q4: holders=248 2025Q1: holders=237 2025Q2: holders=233 2025Q3: holders=218 2025Q4: holders=226 2026Q1: holders=209 2026Q2: holders=201 -48 -24 +0 +24 +48 54158261 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q4 Top 20% -6.1% -31.7%
2024Q3 Top 10% -14.7% -20.0%
2024Q2 Top 20% +17.9% +2.1%
2024Q1 Top 20% +13.8% +29.7%
2023Q4 Top 20% +6.3% +21.0%
2023Q1 Top 10% +9.5% +59.0%
2022Q3 Top 10% +16.4% +4.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
104
Change in large funds
+4
Total value they hold
$1.8B
Funds buying for the first time
33
Funds that sold out entirely
41
Price change that quarter
+17.0%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.46
EPS YoY
Revenue (TTM)
$0.4B
Revenue YoY
+32.9%
Net margin
-10.7%
ROE
-13.2%
Debt ratio
57.3%
FCF (TTM)
$41M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-03-31: EPS -0.15 2022-06-30: EPS -0.22 2022-09-30: EPS -0.22 2022-12-31: EPS -0.05 2023-03-31: EPS -0.18 2023-06-30: EPS -0.19 2023-09-30: EPS -0.16 2023-12-31: EPS -0.14 2024-03-31: EPS -0.12 2024-06-30: EPS -0.13 2024-09-30: EPS -0.09 2024-12-31: EPS -0.07 2025-03-31: EPS -0.08 2025-06-30: EPS -0.13 2025-09-30: EPS -0.14 2025-12-31: EPS -0.11 0M 60M 121M $M -0.24 -0.12 0.00 20202021202220232024202512/25 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-16M7M31M 202020212022202320242025
Latest quarter $16M (2025-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.