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ALTI · Alti Global, Inc.
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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ALTI

AlTi Global, Inc.
FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0001838615
SEC FILINGS☆ WATCH
INSIDER NET · 180D
-
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
48
13F, latest reported quarter
REVENUE GROWTH
+28.5%
XBRL, annual
NET MARGIN
-46.9%
CONVERSIONS · 180D
7
codes C/M, not in net · no price filed
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
no Form 4 purchases or sales on file
CONGRESS
no member of Congress has reported trading it
FUNDS
48 funds added or opened last quarter
below 54% of Financial Services
REVENUE
+28.5% year over year
more than 69% of Financial Services
MARGIN
-46.9% net margin
below 68% of Financial Services
BUYBACKS
$5.7M repurchased, FY to 2026-06-30
below 77% of Financial Services
SHORT
21.6 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
48 funds added or opened positions in the latest 13F quarter, of 79 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -29.6%
-29.6%12M
-34%-15%+3%+22%2025-092025-102025-122026-032026-052026-072026-09
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
The complete filing record, in one place.
The record shows 48 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWDAVEGS
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for AlTi Global, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Moran Kevin P.
President and COO
SELL
2025-06-03
28,509.08
$98.9K
Connell Brooke
Pres, US Wealth Mgmt
SELL
2025-06-03
21,462.33
$74.5K
Tiedemann Michael
Chief Executive Officer
SELL
2025-06-03
42,198.93
$146.4K
Graham Colleen A
Chief Legal, Compl & Risk Ofcr
SELL
2025-06-03
22,934.03
$79.6K
Keenan Patrick T.
Principal Accounting Officer
SELL
2025-06-03
4,562.33
$15.8K
72 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 67 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Allianz SE
21,707,214.0 sh
$78.4M
BlackRock, Inc.
3,181,284.0 sh
$11.5M
VANGUARD CAPITAL MANAGEMENT LLC
2,014,518.0 sh
$7.3M
GEODE CAPITAL MANAGEMENT, LLC
1,289,528.0 sh
$4.7M
STATE STREET CORP
847,248.0 sh
$3.1M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
iShares Micro-Cap ETF
$394.7K POSITION · AS OF 2026-03-31
0.0%
1290 VT Micro Cap Portfolio
$27.3K POSITION · AS OF 2026-03-31
0.0%
VANGUARD RUSSELL 2000 VALUE INDEX FUND
$137.6K POSITION · AS OF 2026-02-28
0.0%
Fidelity Small Cap Value Index Fund
$192.7K POSITION · AS OF 2026-03-31
0.0%
iShares Russell 2000 Value ETF
$1.3M POSITION · AS OF 2026-03-31
0.0%
PD Small-Cap Value Index Portfolio
$12.5K POSITION · AS OF 2026-03-31
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$255.0M$198.4M$250.9M$76.9M
OPERATING INCOME$-73.9M$-58.9M$-94.1M$-1.3M
NET INCOME$-119.7M$-103.0M$-162.6M$-5.9M
EPS (DILUTED)—-1.59-2.65-839.87
OPERATING CASH FLOW—$-50.7M$-81.7M$6.9M
CASH$41.2M$64.4M$15.3M$7.1M
LONG-TERM DEBT$883.0K$0$186.4M$21.2M
BUYBACKS$0$0$4.2M—
DIVIDENDS PAID$0$11.0K$3.4M$0
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
PRODUCT
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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →