Hudson Bay Capital Management LP
Position in ALKT — Alkami Technology, Inc.
CIK 1393825
STAMFORD, CT
Position in ALKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$727,626
-$980,717 QoQ
Shares Held
40,156
-63.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 204 holders
Holding Since
Mar 2026
2 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, 2026Hudson Bay Capital Management LP holds $377,679,558 across 25 Software - Application names. ALKT ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
665,580 | $136,457,211 | |
| 2 | SHOP |
Shopify Inc.
|
1,066,000 | $121,715,880 | |
| 3 | NATL |
NCR Atleos Corp
|
992,914 | $43,102,396 | |
| 4 | NOW |
ServiceNow, Inc.
|
303,100 | $30,091,768 | |
| 5 | QNT |
Quantinuum Inc.
|
178,420 | $14,584,050 | |
| 6 | CRM |
Salesforce, Inc.
|
53,634 | $8,402,301 | |
| 7 | MSTR |
Strategy Inc
|
79,432 | $6,905,023 | |
| 8 | BILL |
BILL Holdings, Inc.
|
151,425 | $5,475,528 |
All Filings in ALKT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,626 | 40,156 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,708,343 | 109,020 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||