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ALTI

AlTi Global, Inc.
$3.66 +0.05 (+1.24%) At close · Jul 9
Market Cap
$551.89M
Shares
151,617,840

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$3.66 Open$3.61 Day$3.61–3.77 52W$2.75–5.45 Avg vol 30d247K Short int1.9M · 1.2% float · 5.2d Short vol78% Last earningsMay 11, 2026 DataApr 2021–Jul 2026 Filing10-Q · May 11
Up next
Next earnings call
Aug 9, 2026 Est · unconfirmed · in 4 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed May 11, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Weak Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg −7%
      below
      Price vs 50-day avg +8%
      above
      RSI (14) 57
      neutral
      MACD trend Positive
      52-week position 34%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return +23%
      trailing
      6-month return −12%
      trailing
      YTD return −21%
      this year
      Relative strength −20%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $3 › 200d $4 — 200d above 50d
      Institutional flow Accumulating
      +9% holders QoQ · +13 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      1.24% of float · ▲ +12.9% MoM · 5.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      83 holders — near 3-yr high, broad support
      Squeeze score 66
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +29%
      Y/Y
      EPS growth +41%
      Y/Y
      Free cash flow $-51.5M
      Balance sheet $40.3M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 58%
      annualized · 1-yr
      Max drawdown −46%
      past year
      ATR 6.9%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −7% Bearish
      Price vs 50-day avg
      +8% Bullish
      RSI (14)
      57 Neutral
      MACD trend
      Positive Bullish
      52-week position
      34% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $3 › 200d $4 — 200d above 50d
      Institutional flow Accumulating
      +9% holders QoQ · +13 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      1.24% of float · ▲ +12.9% MoM · 5.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      83 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $3 Now $4 · 34% 52-wk high $5
      vs 200-day avg -7% vs 50-day avg +8%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Acquisitions and integrations completed globally since 2023 7 as of December 31, 2025 —
      Adjusted EBITDA non-GAAP $15M Q1 FY2026 call —
      AUA 50B as of December 31, 2025 —
      AUM 93B as of December 31, 2025 —
      Client retention rate since 2021 96% as of December 31, 2025 —
      combined assets managed or advised on 93B as of December 31, 2025 —
      Committed to impact strategies 5B as of December 31, 2025 —
      Non-U.S. Wealth Management AUM mix 31% as of December 31, 2025 —
      Offices across the globe 19 as of December 31, 2025 —
      Professionals across three continents 480 as of December 31, 2025 —
      U.S. Wealth Management AUM mix 69% as of December 31, 2025 —
      Years operating history focused on UHNW 25 as of December 31, 2025 —

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      ALTI
      AlTi Global, Inc.
      this stock
      		$551.89M -21.1% +28.5% — 1.2%
      BLK
      BlackRock, Inc.
      		 $340.25B -2.7% +16.2% 26.3 0.6%
      BN
      BROOKFIELD Corp /ON/
      		 $97.56B -5.8% — — 0.7%
      BX
      Blackstone Inc.
      		 $91.84B -19.8% +9.2% 31.7 3.1%
      KKR
      KKR & Co. Inc.
      		 $87.64B -24.3% -11.0% — 1.7%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      83
      % held
      22.1%
      Net QoQ
      +1.4M sh
      Top holder
      Allianz SE
      Held Float
      View
      Held by Funds
      Fund positions
      83
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      1.9M
      Days to cover
      5.2d
      Change
      +214.5K sh
      View
      Short Volume
      Short vol %
      78%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      15
      Value
      $42
      As of
      Jun 11, 2026
      View
      Off-Exchange
      Off-exchange %
      44.9%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $255.0M
      Net income (FY)
      $-119.7M
      EPS diluted
      $-1.59
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 2, 2026
      This year
      9
      View
      Proposed Sales
      Value
      $24.4K
      Shares
      5.8K
      Filed
      Dec 26, 2024
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 11, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      ALTI -0.8% +23.2% -11.6% +1.4% -21.1%
      SPY +0.8% +2.0% +8.9% +0.7% +10.2%
      vs SPY -1.6% +21.2% -20.5% +0.7% -31.4%
      Key facts CIK 1838615 CUSIP 02157E106 Visit website Investor relations

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