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ALKT · Alkami Technology, Inc.

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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ALKT

Name: ALKAMI TECHNOLOGY, INC. (ALKT) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

ALKAMI TECHNOLOGY, INC.

SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001529274

CLUSTER · 8 INSIDERSACTIVIST 13DCONGRESS · 1☆ WATCH

INSIDER NET · 180D

$254.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

103

13F, latest reported quarter

REVENUE GROWTH

+32.9%

XBRL, annual

NET MARGIN

-10.7%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$254.6M over 180 days

+$254.6M of it by a 10%+ holder

the highest in Software & IT

CONGRESS

1 member bought in the last year

the lowest in Software & IT

FUNDS

103 funds added or opened last quarter

more than 54% of Software & IT

REVENUE

+32.9% year over year

more than 82% of Software & IT

MARGIN

-10.7% net margin

below 65% of Software & IT

BUYBACKS

$15.0M repurchased, FY to 2026-06-30

below 71% of Software & IT

SHORT

6.8% of shares outstanding short · 5.8 days to cover · settled 2026-07-31

more than 77% of Software & IT

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

8 insiders independently bought a net $254.6M — no planned sales are queued against it.

103 funds added or opened positions in the latest 13F quarter, of 207 holders.

JANA Partners Management, LP disclosed a 5%+ stake (6.3%) in the last six months.

1 member of Congress reported buying it this year.

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 -19.8%

-19.8%12M

INSIDER BUYINSIDER SELL13D/G STAKE

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

8 insiders reported buying shares.

The record shows a net $254.6M bought by insiders over 180 days, 103 funds added last quarter, 1 Congress member(s) bought in 12 months. 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

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, ALKAMI TECHNOLOGY, INC. insiders bought a net $254.6M of stock across 212 Form 4 purchases and sales, with 8 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

General Atlantic (AL) SPV, L.P.

Director

BUY

2026-05-14

675,000.0

$11.1M

General Atlantic Partners (Lux), SCSp

Director

BUY

2026-05-14

675,000.0

$11.1M

General Atlantic (AL) SPV, L.P.

Director

BUY

2026-05-13

550,000.0

$9.1M

General Atlantic Partners (Lux), SCSp

Director

BUY

2026-05-13

550,000.0

$9.1M

General Atlantic (AL) SPV, L.P.

Director

BUY

2026-05-12

750,000.0

$12.7M

212 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 207 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

GENERAL ATLANTIC, L.P.

19,379,038.0 sh

$351.1M

North Reef Capital Management LP

9,225,000.0 sh

$167.2M

JANA Partners Management, LP

6,747,707.0 sh

$122.3M

BlackRock, Inc.

6,128,251.0 sh

$111.0M

ALGEBRIS (UK) LTD

38,430,009.0 sh

$95.3M

5%+ owners

13D = intent to influence · 13G = passive

JANA Partners Management, LP

ACTIVIST 13D · 2026-06-29

6.3%

JANA PARTNERS MANAGEMENT, LP

ACTIVIST 13D · 2026-04-01

5.1%

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

Sovereign's Capital Flourish Fund

$3.1M POSITION · AS OF 2026-04-30

3.3%

NORTH SQUARE SELECT SMALL CAP FUND

$641.8K POSITION · AS OF 2026-05-31

3.0%

ABSOLUTE FLEXIBLE FUND

$900.7K POSITION · AS OF 2026-03-31

2.8%

Taylor Frigon Core Growth Fund

$686.2K POSITION · AS OF 2026-02-28

2.3%

Meridian Small Cap Growth Fund

$3.9M POSITION · AS OF 2026-03-31

1.7%

Nicholas Limited Edition, Inc.

$5.4M POSITION · AS OF 2026-04-30

1.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Alex Shootman

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$7.5M

-$651.9K

$5.5M

+15%

+23%

2024

$7.8M

$16.7M

$3.3M

+83%

+17%

2023

$4.3M

$11.4M

$4.1M

+21%

+7%

2022

$998.3K

-$4.8M

$5.6M

-27%

-35%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$443.6M	$333.8M	$264.8M	$204.3M
GROSS PROFIT	$256.6M	$196.6M	$144.1M	$108.3M
OPERATING INCOME	$-53.6M	$-44.6M	$-63.7M	$-57.7M
NET INCOME	$-47.7M	$-40.8M	$-62.9M	$-58.6M
EPS (DILUTED)	-0.46	-0.41	-0.67	-0.64
OPERATING CASH FLOW	$42.9M	$18.6M	$-17.5M	$-38.0M
CASH	$63.5M	$94.4M	$40.9M	$108.7M
LONG-TERM DEBT	—	—	$0	$81.4M
BUYBACKS	—	—	$0	$0
DIVIDENDS PAID	—	—	$0	$0

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE