ALKAMI TECHNOLOGY INC

Ticker: ALKT CUSIP: 01644J108 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

New Positions (35)

Increased Positions (68)

JANA Partners Management, LP
Value ($000) $112,920 (+140.2%) Shares 4,894,665 (+158.6%)
Long Path Partners LP
Value ($000) $72,466 (+13.6%) Shares 3,141,115 (+22.3%)
North Reef Capital Management LP
Value ($000) $48,447 (+1428.4%) Shares 2,100,000 (+1545.7%)
Praesidium Investment Management Company, LLC
Value ($000) $52,763 (+5.3%) Shares 2,287,096 (+13.4%)
Algebris (UK) Ltd
Value ($000) $28,471 (+123.7%) Shares 1,233,546 (+140.6%)
Sovereign's Capital Management, LLC
Value ($000) $5,381 (+18.0%) Shares 233,263 (+27.1%)
Herald Investment Management Ltd
Value ($000) $11,540 (+16.1%) Shares 500,000 (+25.0%)
Chicago Capital, LLC
Value ($000) $39,254 (+16.6%) Shares 1,701,532 (+25.5%)
Penbrook Management LLC
Value ($000) $2,946 (-4.5%) Shares 127,685 (+2.9%)
WESTFIELD CAPITAL MANAGEMENT CO LP
Value ($000) $95,010 (+23.6%) Shares 4,118,355 (+33.1%)
BAMCO INC /NY/
Value ($000) $68,819 (+15.7%) Shares 2,983,065 (+24.6%)
GW&K Investment Management, LLC
Value ($000) $27 (+18.6%) Shares 1,168,864 (+27.7%)
Hodges Capital Management Inc.
Value ($000) $6,490 (-4.6%) Shares 281,328 (+2.7%)
JANUS HENDERSON GROUP PLC
Value ($000) $74,019 (+30.3%) Shares 3,208,436 (+40.3%)
NICHOLAS COMPANY, INC.
Value ($000) $7,205 (+3.3%) Shares 312,297 (+11.2%)
AlphaQuest LLC
Value ($000) $330 (+762.7%) Shares 14,324 (+828.9%)
MANUFACTURERS LIFE INSURANCE COMPANY, THE
Value ($000) $43,701 (+5.7%) Shares 1,894,274 (+13.8%)
MORGAN STANLEY
Value ($000) $40,122 (+33.3%) Shares 1,739,146 (+43.5%)
Select Equity Group, L.P.
Value ($000) $20,586 (-3.5%) Shares 892,343 (+3.9%)
BANK OF AMERICA CORP /DE/
Value ($000) $24,715 (+53.3%) Shares 1,071,293 (+65.1%)

Decreased Positions (79)

ArrowMark Colorado Holdings LLC
Value ($000) $60,256 (-37.4%) Shares 2,611,863 (-32.6%)
RIVERBRIDGE PARTNERS LLC
Value ($000) $41,182 (-26.3%) Shares 1,785,098 (-20.7%)
Champlain Investment Partners, LLC
Value ($000) $45,777 (-39.3%) Shares 1,984,261 (-34.6%)
WASATCH ADVISORS LP
Value ($000) $32,598 (-30.2%) Shares 1,413,011 (-24.9%)
Taylor Frigon Capital Management LLC
Value ($000) $2,733 (-8.2%) Shares 118,475 (-1.2%)
RENAISSANCE GROUP LLC
Value ($000) $5,987 (-26.4%) Shares 259,524 (-20.8%)
DARK FOREST CAPITAL MANAGEMENT LP
Value ($000) $1,243 (-52.4%) Shares 53,863 (-48.7%)
COMERICA BANK
Value ($000) $198 (-98.2%) Shares 8,561 (-98.0%)
ADVISORY RESEARCH INC
Value ($000) $2,991 (-12.2%) Shares 129,656 (-5.5%)
ALLIANCEBERNSTEIN L.P.
Value ($000) $55,672 (-39.1%) Shares 2,413,167 (-34.4%)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Value ($000) $1,600 (-18.0%) Shares 69,333 (-11.7%)
VOLORIDGE INVESTMENT MANAGEMENT, LLC
Value ($000) $3,892 (-35.6%) Shares 168,705 (-30.6%)
Connor, Clark & Lunn Investment Management Ltd.
Value ($000) $3,721 (-39.2%) Shares 161,281 (-34.5%)
JPMORGAN CHASE & CO
Value ($000) $1,584 (-94.3%) Shares 68,662 (-93.8%)
OPPENHEIMER ASSET MANAGEMENT INC.
Value ($000) $2,716 (-24.5%) Shares 117,731 (-18.7%)
Granahan Investment Management, LLC
Value ($000) $6,120 (-8.8%) Shares 265,266 (-1.8%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $1,138 (-84.8%) Shares 49,314 (-83.7%)
ROYAL BANK OF CANADA
Value ($000) $24,290 (-26.5%) Shares 1,052,899 (-20.9%)
CONGRESS ASSET MANAGEMENT CO /MA
Value ($000) $6,726 (-14.3%) Shares 291,569 (-7.7%)
SEI INVESTMENTS CO
Value ($000) $3,778 (-39.4%) Shares 163,747 (-34.7%)

Exited Positions (36)