EverSource Wealth Advisors, LLC

Position in ALKT — Alkami Technology, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in ALKT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$12,863

+$3,431 QoQ

Shares Held

710

+17.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#178

of 204 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $22,305,044 across 136 Software - Application names. ALKT ranks #77 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	43,674	$3,796,577
2	SSNC	SS&C Technologies Holdings Inc	47,035	$2,918,518
3	CRM	Salesforce, Inc.	6,808	$1,066,536
4	SNOW	Snowflake Inc.	3,819	$971,933
5	NOW	ServiceNow, Inc.	8,806	$874,254
6	CDNS	Cadence Design Systems Inc	2,255	$846,341
7	ADP	Automatic Data Processing Inc	3,764	$842,942
8	UBER	Uber Technologies, Inc	11,176	$806,454

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,863	710	+17.9%	Shares	Sole	2026-07-24
2026-03-31	$9,432	602	-56.3%	Shares	Sole	2026-05-18
2025-12-31	$31,813	1,379	-3.4%	Shares	Sole	2026-02-06
2025-09-30	$35,471	1,428	+24.6%	Shares	Sole	2025-11-10
2025-06-30	$34,539	1,146	+398.3%	Shares	Sole	2025-08-13
2025-03-31	$6,037	230	+25.0%	Shares	Sole	2025-05-13
2024-12-31	$6,747	184	-17.5%	Shares	Sole	2025-02-10
2024-09-30	$7,033	223	+913.6%	Shares	Sole	2024-11-08
2024-06-30	$626	22	+46.7%	Shares	Sole	2024-08-13
2024-03-31	$368	15	-85.3%	Shares	Sole	2024-06-11
2022-03-31	$1,459	102	0.0%	Shares	Sole	2022-05-25
2021-12-31	$2,046	102	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.