CYPRESS POINT INVESTMENT MANAGEMENT LP
Position in ALKT — Alkami Technology, Inc.
CIK 2058475
MILL VALLEY, CA
Position in ALKT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,978,168
New position
Shares Held
936,985
first reported quarter
Ownership
0.876%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#22
of 204 holders
Holding Since
Jun 2026
1 quarter on record
Position in Software - Application
Technology · as of Jun 30, 2026CYPRESS POINT INVESTMENT MANAGEMENT LP holds $298,227,213 across 17 Software - Application names. ALKT ranks #10 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRAD |
Sportradar Group AG
|
1,994,698 | $29,860,629 | |
| 2 | QTWO |
Q2 Holdings, Inc.
|
548,929 | $26,403,484 | |
| 3 | FRSH |
Freshworks Inc.
|
2,481,388 | $25,111,646 | |
| 4 | BLND |
Blend Labs, Inc.
|
14,297,425 | $24,448,596 | |
| 5 | SNOW |
Snowflake Inc.
|
93,160 | $23,709,220 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
300,394 | $21,240,859 | |
| 7 | PCOR |
Procore Technologies, Inc.
|
513,203 | $20,846,305 | |
| 8 | U |
Unity Software Inc.
|
690,070 | $19,722,200 |
All Filings in ALKT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,978,168 | 936,985 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||