The strong accumulation by multiple active managers suggests growing institutional conviction in Alkami's revenue growth and margin expansion story. Monitor upcoming quarterly earnings for fundamental confirmation and watch for any insider selling that could signal the thesis is already priced in. The 13F lag means positions may have shifted since quarter-end, so treat as directional, not current.
Executive Summary
In Q3 2024, 18 institutional investors accumulated $105M in ALKT with active managers leading the buying (Driehaus, Arrowstreet, Ameriprise), while 4 sellers reduced holdings by $18.3M. The net $86.7M inflow signals strong institutional conviction in Alkami's growth thesis in digital banking software.
Key Financial Metrics
Institutional Positions
Net institutional flow: $86.7M
▲ Buyers (18)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Driehaus Capital Management | ADD | +64.4% | $56.6M | $25.5M |
| Arrowstreet Capital, Limited P | DOUBLED | +187.3% | $31.1M | $31.1M |
| Ameriprise Financial | DOUBLED | +1164.3% | $27.8M | $25.8M |
| Voloridge Investment Management | ADD | +56.7% | $10.1M | $4.3M |
| Schwab | ADD | +29.2% | $16.9M | $5.1M |
| Sei Investments | DOUBLED | +1993.2% | $8.1M | $7.8M |
| First Trust Advisors | ADD | +27.8% | $5.4M | $1.6M |
| Envestnet Asset Management | DOUBLED | +1168.7% | $4.2M | $3.9M |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Silvercrest Asset Management G | TRIM | -58.7% | $19.1M | -$10.3M |
| Royce & Associates | TRIM | -51.4% | $9.2M | -$5.2M |
| Invesco | TRIM | -30.1% | $13.1M | -$3.0M |
| Citadel | TRIM | -34.1% | $2.9M | -$788.6K |
Key Facts
- 18 institutional buyers vs 4 sellers; net $86.7M inflow
- Largest buyer positions: Arrowstreet ($31.1M new), Ameriprise (+$25.8M), Driehaus (+$25.5M)
- Notable sellers: Silvercrest (-$10.3M, 58.7% trim), Royce (-$5.2M, 51.4% trim)
- Dominance of active asset managers (Driehaus, Arrowstreet, Ameriprise, Envestnet) strengthens signal
Financial Impact
Institutional investors accumulated $105.0M in new ALKT positions during Q3 2024, while sellers reduced holdings by $18.3M, net inflow of $86.7M. Buyer aggregate current holdings $160.1M.
Risk Factors
- 13F filings reflect Q3 2024 quarter-end positions with a 45-day disclosure lag; positions may have been altered since
- Silvercrest and Royce trimmed aggressively (over 50% each), suggesting some sophisticated holders reduced exposure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ALKT-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | SC 13D/A | $14.01 | awaiting T+60 | — | — |
Oct 7, 2026 19d ago | 8-K | $14.15 | awaiting T+60 | — | — |
Jul 14, 2026 14w ago | Press Release | $17.06 $14.15 | ▼ −17.06% | ▼ −20.43% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $15.19 $19.38 | ▲ +27.58% | ▲ +24.32% | — |
May 21, 2026 22w ago | 3 | $16.80 $20.14 | ▲ +19.88% | ▲ +16.69% | — |
May 21, 2026 22w ago | 3 | $16.80 $20.14 | ▲ +19.88% | ▲ +16.69% | — |
May 14, 2026 23w ago | Insider Cluster | $16.61 $19.83 | ▲ +19.39% | ▲ +14.87% | — |
May 6, 2026 24w ago | Insider Cluster | $16.75 $18.17 | ▲ +8.48% | ▲ +6.42% | — |
May 4, 2026 25w ago | Insider Cluster | $17.17 $18.33 | ▲ +6.76% | ▲ +4.90% | — |
Apr 7, 2026 28w ago | DEFA14A | $16.47 $19.02 | ▲ +15.48% | ▲ +5.03% | — |
US Market Status
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