ALTI
Alvarium Tiedemann Holdings Inc.NASDAQ
Financial Services • Asset Management
Factor tilt: Micro-Cap Blend
$2.34-1.68%
Close Nov 6, 2026
- Market cap
- $233.69M
- 1 month
- -13.0%
- 3 months
- -45.6%
- 1 year
- -41.5%
- 52-week range
- $2.31$5.19
- Dividend
- No dividends on record
- Short interest
- 3.6% of float1.9M shares · settled Oct 15, 2026 · -8.1% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $277.62M
- Net income
- -$113.02M
- Free cash flow
- —
- Book value
- $613.19M
- Total debt
- —
- P/E
- —
- Price / sales
- —
- Price / book
- —
- FCF yield
- —
- Net margin
- -40.7%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Alvarium Tiedemann Holdings Inc.
AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acts as fiduciary.
Read more
In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company was founded in 1980 and is based in New York, New York.
- Website
- alti-global.com
- Headquarters
- New York, NY, United States
- Employees
- 465
- Listed
- Jan 3, 2023
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 26, 2026.
Quarterly results
The last 7 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Jun 2026filed Aug 10, 2026 | $58.0M | +9.2% | -$23.5M |
| Mar 2026filed May 11, 2026 | $74.1M | +27.8% | $7.7M |
| Dec 2025filed Mar 31, 2026 | $88.3M | +65.5% | -$13.1M |
| Sep 2025filed Nov 13, 2025 | $57.2M | — | -$84.1M |
| Jun 2025filed Aug 11, 2025 | $53.1M | — | -$24.4M |
| Mar 2025filed May 12, 2025 | $58.0M | — | $1.9M |
| Dec 2024filed Mar 17, 2025 | $53.3M | — | -$57.8M |
Fiscal years · last 2
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Mar 31, 2026 | $255.0M | +23.2% | -$119.7M |
| Dec 2024filed Mar 17, 2025 | $206.9M | — | -$103.0M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched ALTI. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
1,888,549 shares short
-166,938 shares (-8.1%) vs Sep 30, 2026
3.6% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
2,055,487 shares short
-112,773 shares (-5.2%) vs Sep 15, 2026
3.9% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
2,168,260 shares short
-30,288 shares (-1.4%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
2,198,548 shares short
+532,206 shares (+31.9%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
1,666,342 shares short
-140,725 shares (-7.8%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
1,807,067 shares short
+74,476 shares (+4.3%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind ALTI’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
No qualified cash-dividend records are stored. This does not establish that the company pays no dividend.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
9 for 8 · forward split
Effective Jan 4, 2023
Each 8 pre-split shares become 9 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
8 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bullish
Last trade: buy 36 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 14
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
76 filers reported a long position in ALTI for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
91%
of the 34.9M shares 13-F filers reported
Moves vs Q1 2026
7 added0 trimmed
3 unchanged
Net shares held
+5.9%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | ALLIANZ SE | $78.4M · 21.7M shares | 21.7M | Unchanged |
| 2 | BlackRock, Inc. | $11.5M · 3.2M shares | 3.2M | +20.2% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $7.3M · 2M shares | 2M | +23% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $4.7M · 1.3M shares | 1.3M | +12.4% |
| 5 | STATE STREET CORP | $3.1M · 847.2K shares | 847.2K | +1.4% |
| 6 | BlueCrest Capital Management Ltd | $3M · 825K shares | 825K | +314.7% |
| 7 | AlTi Global, Inc. | $2.8M · 773.2K shares | 773.2K | Unchanged |
| 8 | NORTHERN TRUST CORP | $1.4M · 400.7K shares | 400.7K | +21.2% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M · 369.5K shares | 369.5K | +6.5% |
| 10 | BOKF, NA | $1.3M · 357.5K shares | 357.5K | Unchanged |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of ALTI file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Apr 24, 2026 | Yu Peter13G · passive · amended | 4.94%under 5% |
| Mar 31, 2026 | Tiedemann Michael13D · activist · amended | 9.8% |
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