Position in ALKT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$733,497
+$99,176 QoQ
Shares Held
40,480
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#90
of 205 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALKT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Lee Financial Co holds $1,556,026 across 2 Software - Application names. ALKT ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
8,365 | $822,529 | |
| 2 | ALKT |
Alkami Technology, Inc.
This page
|
40,480 | $733,497 |
All Filings in ALKT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,497 | 40,480 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $634,321 | 40,480 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,151,193 | 49,900 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,239,516 | 49,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,654,686 | 54,900 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,441,125 | 54,900 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,292,793 | 62,508 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||