Praesidium Investment Management Company, LLC: ALKAMI TECHNOLOGY INC (ALKT): Quarterly 13F Position History
As of Q2 2026, Praesidium Investment Management Company, LLC reported 704,497 shares of ALKAMI TECHNOLOGY INC (ALKT), worth $12.8M and representing 6.0% of its 13F equity book. Quarter-over-quarter share count change: 691,541 (-49.5%) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 704,497Shares Held (Latest Filing)
- $12.8MReported Market Value (Latest Filing)
- 6.0%Portfolio Weight (% of 13F Equity Book)
- 691,541Quarter-over-Quarter Share Change
- -$9.1MQuarter-over-Quarter Value Change
- 2,287,096Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 704,497 | 691,541 | -49.5% | $12.8M | 6.0% | $18.1 |
| Q1 2026 | 1,396,038 | 891,058 | -39.0% | $21.9M | 5.2% | $15.7 |
| Q4 2025 | 2,287,096 | +269,524 | +13.4% | $52.8M | 9.8% | $23.1 |
| Q3 2025 | 2,017,572 | +470,522 | +30.4% | $50.1M | 9.8% | $24.8 |
| Q2 2025 | 1,547,050 | +14,728 | +1.0% | $46.6M | 8.2% | $30.1 |
| Q1 2025 | 1,532,322 | – | – | $40.2M | 7.5% | $26.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Praesidium Investment Management Company, LLC first disclose a ALKT position in 13F-HR filings?
Praesidium Investment Management Company, LLC first reported ALKAMI TECHNOLOGY INC (ALKT) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Praesidium Investment Management Company, LLC's most recent quarter-over-quarter share-count change in ALKT?
Between Q1 2026 and Q2 2026, Praesidium Investment Management Company, LLC reduced its ALKT position by 691,541 shares (-49.5%), leaving 704,497 shares at a market value of $12.8M.
Does the implied price-per-share represent Praesidium Investment Management Company, LLC's cost basis in ALKT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.