Welcome to our dedicated page for ALKAMI TECHNOLOGY SEC filings (Ticker: ALKT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Alkami Technology, Inc. filings document the public-company disclosures of a cloud-based digital banking software provider serving U.S. banks and credit unions. The company’s 8-K reports cover operating results, Regulation FD investor presentations, material agreements, credit agreement amendments, and capital actions involving its common stock.
Alkami’s proxy and governance filings address annual meeting matters, board composition, committee assignments, director compensation, executive compensation, and related corporate-governance disclosures. The filing record also documents capital-structure matters, share repurchase authorization, and formal exhibits tied to its financing arrangements and SaaS-based digital sales and service business.
Alkami Technology generated Q2 2026 revenues of $129,844 (thousands), up from $112,059 (thousands) a year earlier. Net loss narrowed to $8,900 (thousands) from $13,591 (thousands), with gross margin at 56.8%. Adjusted EBITDA was $19,352 (thousands) versus $11,921 (thousands).
Annual Recurring Revenue reached $511,682 (thousands) with 23,589 registered users and Revenue per Registered User of $21.69. Cash and cash equivalents were $45,512 (thousands), marketable securities $35,443 (thousands), and the company had $345,000 (thousands) principal of 1.50% 2030 convertible notes outstanding and no borrowings on its $225,000 (thousands) revolving facility. In Q2, Alkami repurchased 884,575 shares for $15,000 (thousands), leaving $85,000 (thousands) authorized for future repurchases as of June 30, 2026, and reported remaining performance obligations of approximately $1.7 billion.
Alkami Technology, Inc. reported second quarter 2026 results with GAAP total revenue of $129.8 million, an increase of 15.9% versus the year-ago quarter. GAAP gross margin was 56.8%, compared to 58.6% a year earlier, and non-GAAP gross margin was 63.0%, compared to 65.1%.
GAAP net loss was $8.9 million, versus $13.6 million a year earlier, while Adjusted EBITDA rose to $19.4 million from $11.9 million, for a 14.9% Adjusted EBITDA margin. Annual recurring revenue reached $511.7 million, up 21%, with 23.6 million digital banking users and revenue per registered user of $21.69, up 7.0%.
For the six months ended June 30, 2026, free cash flow was $12.4 million, compared with negative $8.6 million a year earlier. Guidance for 2026 calls for GAAP total revenue of $528.0–$531.0 million and Adjusted EBITDA of $96.0–$98.0 million, with Q3 2026 revenue of $132.7–$134.2 million.
FOX JEFFREY H reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY, INC. director Jeffrey H. Fox received a grant of 457 shares of Common Stock as compensation, recorded at a price of $0.00 per share. After this award, he directly holds 20,780 shares. According to the footnote, he elected to defer receipt of these shares under the company’s 2021 Incentive Award Plan.
Linville Judson C reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY, INC. director Judson C. Linville reported receiving a grant of 457 shares of common stock as compensation, at a stated price of $0.00 per share. After this award, he directly holds 20,780 shares. According to the disclosure, he elected to defer receipt of these shares under the company’s 2021 Incentive Award Plan, making this a structured, plan-based equity grant rather than an open-market transaction.
Alvarez Maria Ines reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY, INC. director Maria Ines Alvarez reported receiving an award of 685 shares of Common Stock, recorded at a price of $0.00 per share. This is a compensation-related grant, not an open-market purchase. Following the award, she holds 70,594 shares directly. The filing notes she elected to defer receipt of these shares under the company’s 2021 Incentive Award Plan.
Mitchell Steven R reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY, INC. director Steven R. Mitchell reported an equity award and updated share holdings. He received a grant of 533 shares of common stock with no cash paid per share, increasing his direct holdings to 98,026 shares.
The filing also reports 2,521,611 shares of common stock held indirectly through ARG Private Equity II, LLC, an entity with which Mitchell is associated. He may be deemed to have beneficial ownership of those shares but disclaims beneficial ownership except to the extent of his pecuniary interest.
SMITH BRIAN R reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY, INC. director and 10% owner Brian R. Smith received a grant of 1,180 shares of Common Stock at $0.00 per share as a compensation award. He elected to defer receipt of these shares under the 2021 Incentive Award Plan. Following the grant, he holds 565,722 shares directly and 14,218,240 shares indirectly through S3 Ventures Fund III, L.P., with associated entities and Smith disclaiming beneficial ownership beyond their pecuniary interests.
JANA Partners Management, LP has disclosed a significant activist stake in Alkami Technology, Inc. common stock. JANA reports beneficial ownership of 6,747,707 shares, representing 6.3% of Alkami’s outstanding common stock, acquired for an aggregate purchase price of approximately $138 million.
JANA states it believes Alkami’s shares are undervalued and an attractive investment opportunity. It has held, and plans to continue, discussions with Alkami’s board and management about exploring a potential sale of the company, corporate governance matters, and board leadership, while also holding additional economic exposure through cash-settled swaps.
ALKAMI TECHNOLOGY, INC. Chief Executive Officer Alex Shootman reported a tax-related share disposition tied to equity compensation. The Form 4 shows that 16,188 shares of Common Stock were withheld by the company at $15.85 per share to cover his tax obligations when restricted stock units vested and settled. This was not an open-market sale, but an automatic withholding mechanism. After this event, Shootman directly holds 1,190,802 shares of Common Stock.
ALKAMI TECHNOLOGY, INC. Chief Legal Officer Douglas A. Linebarger reported a routine tax-related share disposition. On June 1, 2026, 5,819 shares of common stock were withheld by the company at $18.95 per share to cover his tax obligations from vesting restricted stock units. After this withholding, he directly holds 344,646 shares of Alkami common stock. This was not an open-market sale, but an automatic mechanism to satisfy taxes due on equity compensation.