Taylor Frigon Capital Management LLC
Position in ALKT — Alkami Technology, Inc.
CIK 1632665
SCOTTSDALE, AZ
Position in ALKT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,704,881
+$360,493 QoQ
Shares Held
149,276
-0.2% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#59
of 204 holders
Holding Since
Sep 2024
8 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, 2026Taylor Frigon Capital Management LLC holds $17,126,803 across 7 Software - Application names. ALKT ranks #1 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALKT |
Alkami Technology, Inc.
This page
|
149,276 | $2,704,881 | |
| 2 | BILL |
BILL Holdings, Inc.
|
74,571 | $2,696,487 | |
| 3 | NICE |
NICE Ltd.
|
29,077 | $2,641,645 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
36,927 | $2,611,108 | |
| 5 | MNDY |
monday.com Ltd.
|
31,949 | $2,312,788 | |
| 6 | FIG |
Figma, Inc.
|
116,599 | $2,109,275 | |
| 7 | PCOR |
Procore Technologies, Inc.
|
50,483 | $2,050,619 |
All Filings in ALKT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,704,881 | 149,276 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,344,388 | 149,610 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,733,218 | 118,475 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,978,340 | 119,901 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,847,597 | 94,479 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,866,086 | 71,089 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,672,614 | 72,863 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,578,647 | 81,758 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||