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, INC. disclosed that JANA Partners Management reduced its ownership below the applicable reporting threshold, stating that this provides greater flexibility for private discussions with the Board. JANA Partners Management beneficially owned 5,335,707 common shares, or 4.98%. The percentage is based on 107,042,319 shares outstanding as of September 30, 2026.
Alkami Technology, Inc. (ALKT) reported third-quarter 2026 revenue of $134.9 million, up 19.4% from $113.0 million a year earlier. Net loss narrowed to $6.7 million from $14.8 million, and SaaS subscription revenue was $129.1 million.
For the first nine months, revenue was $390.9 million, up 21.1%, while net loss was $25.6 million versus $36.2 million. Operating cash flow was $39.1 million compared with $26.3 million, and adjusted EBITDA was $68.0 million versus $40.0 million. Nine-month gross margin was 57.6%, compared with 58.1%. Alkami served 323 financial institutions through its Platform and more than 1,000 clients counting those subscribing only to other products as of September 30, 2026.
Remaining performance obligations totaled approximately $1.7 billion as of September 30, 2026; Alkami expects to recognize approximately 54.0% over the next 24 months. It repurchased 1,416,195 shares for $25 million during the nine months, with $75 million remaining under the program authorizing up to $100 million in repurchases through December 31, 2028.
Alkami Technology, Inc. (ALKT) reported third-quarter 2026 revenue of $134.911 million, up 19.4% from $112.954 million a year earlier. GAAP net loss was $(6.745) million, versus $(14.804) million; Adjusted EBITDA was $26.282 million, compared with $15.964 million. GAAP gross margin was 57.5%, versus 56.8%, while non-GAAP gross margin was 63.1%, versus 63.7%.
Annual recurring revenue reached $533.154 million, up 19% year over year, and the platform ended the quarter with 24.4 million digital banking users. For the first nine months, operating cash flow was $39.131 million and free cash flow was $32.423 million.
Alkami's fourth-quarter guidance is revenue of $139.7 million to $141.2 million and Adjusted EBITDA of $30.0 million to $31.0 million. For fiscal 2026, guidance is revenue of $530.5 million to $532.0 million and Adjusted EBITDA of $98.0 million to $99.0 million.
Alkami Technology, Inc. (ALKT) was the subject of JANA Partners Management’s amended beneficial ownership report. JANA reported beneficial ownership of 6,747,707 shares, or 6.3%, with sole voting and dispositive power over those shares. The percentage is based on 106,941,980 shares outstanding as of June 30, 2026.
JANA said it intends to have discussions with Alkami’s board and management regarding profitability, capital allocation and AI partnership opportunities. It reported no transactions in Alkami shares during the past 60 days and no contracts, arrangements, understandings or relationships with respect to Alkami securities.
Alkami Technology, Inc. (ALKT) director Judson C. Linville acquired a 420-share common-stock award on October 5, 2026. Linville elected to defer receipt of the shares under the 2021 Incentive Award Plan. His reported direct common-stock holdings after the award were 21,200 shares.
Alkami Technology, Inc. (ALKT) director Jeffrey H. Fox acquired 420 shares of common stock through an award on October 5, 2026. Fox elected to defer receipt of the shares under the 2021 Incentive Award Plan. His direct holdings following the transaction were 21,200 shares.
Alkami Technology, Inc. (ALKT) director Maria Ines Alvarez was awarded 630 common shares on October 5, 2026, and elected to defer receipt of those shares under the 2021 Incentive Award Plan. Her reported direct holdings following the award were 71,224 shares. This was reported as an award rather than a purchase or sale.
Alkami Technology, Inc. (ALKT) director and 10% owner Brian R. Smith reported an award acquisition of 1,085 common shares on October 5, 2026, with receipt deferred under the 2021 Incentive Award Plan. His direct holdings following the transaction were 566,807 shares. Separately, S3 Ventures Fund III, L.P. held 14,218,240 shares directly. S3 Ventures GPLP III, L.P., S3 Ventures III, L.L.C., and Smith may be deemed beneficial owners of the fund-held shares; each disclaims beneficial ownership except to the extent of its or his pecuniary interest.
Alkami Technology, Inc. (ALKT) director Steven R. Mitchell acquired 490 common shares as an award on October 5, 2026, and elected to defer receipt under the 2021 Incentive Award Plan. His direct holdings following the transaction on October 5, 2026, were 98,516 shares.
Separately, ARG Private Equity II, LLC held 2,521,611 shares as of October 5, 2026. Mitchell serves as an adviser to the LLC and may be deemed to have beneficial ownership, but disclaims beneficial ownership except to the extent of his pecuniary interest.
Alkami Technology, Inc. said Chief Accounting Officer and principal accounting officer Prerna Sachdeva resigned on October 2, 2026, to pursue other opportunities. She will assist with transitioning responsibilities through November 2, 2026. The company said her resignation was a personal decision and was not the result of a disagreement about its financial results, operations, policies, or practices.
Cassandra Hudson, Alkami’s Chief Financial Officer, will assume the principal accounting officer role on an interim basis beginning November 3, 2026, while the company searches for a permanent replacement. Hudson will receive no additional compensation for the interim responsibilities.