Position in ALKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,274,108
+$10,855,612 QoQ
Shares Held
1,450,006
+47.4% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#18
of 204 holders
Holding Since
Dec 2021
19 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, 2026Select Equity Group, L.P. holds $744,965,240 across 11 Software - Application names. ALKT ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,320,215 | $228,146,740 | |
| 2 | WDAY |
Workday, Inc.
|
1,331,948 | $163,057,074 | |
| 3 | CRM |
Salesforce, Inc.
|
828,563 | $129,802,679 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,290,947 | $89,385,170 | |
| 5 | SHOP |
Shopify Inc.
|
291,826 | $33,320,692 | |
| 6 | ADEA |
Adeia Inc.
|
803,196 | $26,449,244 | |
| 7 | ALKT |
Alkami Technology, Inc.
This page
|
1,450,006 | $26,274,108 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
|
462,015 | $21,585,340 |
All Filings in ALKT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,274,108 | 1,450,006 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,418,496 | 983,950 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,586,353 | 892,343 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,329,288 | 858,667 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,368,265 | 576,253 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,808,182 | 526,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,391,499 | 65,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,265,959 | 71,844 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,547,564 | 89,451 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,972,160 | 80,267 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,421,653 | 99,862 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,914,029 | 105,051 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,721,785 | 105,051 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,478,510 | 116,786 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,911,362 | 131,005 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,495,292 | 99,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $678,873 | 48,875 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $864,180 | 60,390 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,093,831 | 54,528 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||