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. (Nasdaq: ALKT) files reports with the U.S. Securities and Exchange Commission that provide insight into its operations, governance, and financial condition. This SEC filings page for ALKT brings together those regulatory documents and pairs them with AI-powered tools that help explain their contents in accessible language.
Alkami’s recent Form 8-K current reports illustrate the types of information investors can expect. One 8-K describes a press release announcing quarterly financial results and notes that the related information is furnished rather than filed. Another 8-K discusses the appointment of a new Chief Financial Officer, including a summary of her background and key terms of her employment agreement, such as compensation, equity awards, and severance provisions. A separate 8-K details the appointment of a new member of the board of directors, her committee assignments, and the determination that she is an independent director and qualifies as an audit committee financial expert.
On this page, users can review Alkami’s 10-K annual reports and 10-Q quarterly reports, along with 8-Ks and other filings, as they become available through EDGAR. AI-powered summaries highlight important sections, explain technical language, and surface key items such as segment discussions, risk factor updates, and major contracts or governance changes. For investors tracking governance and leadership, the filings also provide information about board composition, committee roles, and executive appointments.
In addition, this page offers streamlined access to insider transaction reports on Form 4, when filed, so users can monitor equity transactions by directors and officers. Real-time updates from EDGAR ensure that new Alkami filings appear promptly, while AI-generated overviews help readers understand how each document fits into the broader picture of ALKT’s regulatory and corporate history.
Alkami Technology, Inc. reports strong growth but continued losses for the quarter ended March 31, 2026. Revenue rose to $126.1 million from $97.8 million, driven by more users on its digital banking platform, additional products sold to clients, and contribution from the 2025 MANTL acquisition.
Annual Recurring Revenue increased to $493.6 million, with 23,001 registered users and higher revenue per user. Despite this, Alkami posted a net loss of $10.0 million, or $(0.09) per share, as it continues to invest heavily in research, development, sales, and administrative functions.
Cash, cash equivalents and marketable securities totaled $77.6 million. The company has $345 million of 1.50% convertible notes due 2030 and an undrawn $225 million revolving credit facility. After quarter-end, the board authorized a share repurchase program of up to $100 million of common stock.
Alkami Technology, Inc. reported strong growth for the quarter ended March 31, 2026, alongside a new share repurchase program. GAAP revenue reached $126.1 million, up 28.9% from a year earlier, with GAAP gross margin of 58.6% and non-GAAP gross margin of 64.4%. The company recorded a GAAP net loss of $10.0 million, while Adjusted EBITDA increased to $22.3 million from $12.1 million, reflecting improved operating leverage.
Alkami ended the quarter with Annual Recurring Revenue of $493.6 million, up 22% year over year, and 23.0 million registered digital banking users, with revenue per registered user of $21.46, up 9%. The Board authorized a share repurchase program of up to $100 million of common stock, with purchases to be made opportunistically via open market and privately negotiated transactions, including potential Rule 10b5-1 trading plans.
Alvarez Maria Ines reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY, INC. director Maria Ines Alvarez received an award of 674 shares of Common Stock on April 5, 2026 at a stated price of $0.00 per share. This was a grant under the company’s 2021 Incentive Award Plan, and she elected to defer receipt of these shares under that plan. Following this award, she directly holds 58,552 shares of Common Stock.
SMITH BRIAN R reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY director and 10% owner Brian R. Smith received a grant of 1,160 shares of Common Stock as a compensation award. The shares were granted at no cost under the 2021 Incentive Award Plan, and he elected to defer receipt of these shares.
After this award, Smith holds 553,185 shares directly. In addition, 14,218,240 shares are held indirectly through S3 Ventures Fund III, L.P., where related S3 entities and Smith may be deemed to share beneficial ownership, although each disclaims beneficial ownership beyond their pecuniary interest.
Mitchell Steven R reported acquisition or exercise transactions in this Form 4 filing.
Alkami Technology, Inc. director Mitchell Steven R received a grant of 524 shares of common stock at no cost as a stock award. These shares were elected to be deferred under the company’s 2021 Incentive Award Plan, so he will receive them at a later time.
After this award, his directly held common stock totals 86,136 shares. Separately, 2,521,611 shares are held by ARG Private Equity II, LLC, where he serves as an adviser and may be deemed to have beneficial ownership only to the extent of his pecuniary interest.
Alkami Technology, Inc. is asking stockholders to vote at its May 19, 2026 virtual annual meeting on three items: electing three Class II directors, ratifying Ernst & Young LLP as auditor for 2026, and approving on an advisory basis compensation for named executive officers.
The company reports 2025 GAAP revenue of $443.6 million, up 32.9% year-over-year, with a GAAP net loss of $47.7 million. Adjusted EBITDA rose to $59.1 million from $26.9 million, operating cash flow increased to $42.9 million from $18.6 million, and digital users reached 22.4 million, up 2.4 million.
JANA Partners Management, LP filed a Schedule 13D reporting beneficial ownership of 5,431,388 shares of Alkami Technology common stock, representing 5.1% of the outstanding shares. JANA acquired these shares for an aggregate purchase price of approximately $119 million and believes they are undervalued and an attractive investment opportunity.
JANA reports sole voting and sole dispositive power over all 5,431,388 shares. In addition, certain accounts it manages hold cash settled swaps referencing an aggregate of 2,953,899 shares, providing economic exposure equal to about 2.8% of Alkami’s shares, with expirations between October 16, 2028 and April 15, 2030.
Alkami Technology, Inc. is expanding its board of directors and adding two new independent members. Effective after the 2026 Annual Meeting of Stockholders, the company will appoint Jeffrey (Jeff) Fox and Judson (Jud) Linville to its board, increasing the total number of directors from nine to 11.
Mr. Linville will serve as a Class III director with a term running to the 2027 annual meeting, while Mr. Fox will serve as a Class I director with a term running to the 2028 annual meeting. Each will receive compensation in line with Alkami’s existing program for non-employee directors, and the board will later decide which committees they will join.
The company states there are no relationships or transactions between the new directors and Alkami that require disclosure under Regulation S-K Item 404(a). Both appointees bring extensive leadership experience from prior roles in financial services, technology, and public company governance.
Alkami Technology Inc ownership update: The Vanguard Group filed Amendment No. 3 to its Schedule 13G/A reporting that it beneficially owns 0% of Alkami common stock, representing 0 shares as reported. The filing notes an internal realignment on January 12, 2026 that led certain Vanguard subsidiaries to report ownership separately.