What smart money is saying about Alkami Technology Inc.
ALKT
No fund has written a full thesis on Alkami Technology Inc. in our archive, but 1 fund letter reports a position in it — most recently Baron Financials ETF in June 2026.
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1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Alkami Technology Inc. on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- ExitedBaron Financials ETFJune 2026
“Top net sales for the quarter Quarter End Market Cap ($B) Net Amount Sold ($M) Intuit Inc. 71.4 1.0 S&P Global Inc. 123.5 0.6 Fair Isaac Corporation 27.7 0.5 Guidewire Software, Inc. 10.2 0.4 Alkami Technology Inc. 1.8 0.2 We trimmed Intuit Inc. due to concerns about market share loss in the consumer tax market. We trimmed S&P Global Inc. to manage the position size and fund purchases elsewhere. We trimmed Fair Isaac Corporation due to regulatory and competitive risks. We also exited smaller positions in financial software companies due to slower growth outlooks and to fund investments in other higher conviction ideas.”
Alkami Technology Inc.
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