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’s major shareholder group made sizable open-market purchases of Common Stock. Investment entity GA AL Holding II, L.P. acquired 750,000 shares on May 12, 550,000 shares on May 13, and 675,000 shares on May 14, 2026, at weighted average prices around $16.87, $16.63, and $16.49 per share.
After these transactions, entities affiliated with General Atlantic reported indirect beneficial ownership of 19,420,994 Alkami shares, held across several related funds and vehicles. All trades were open-market buys, indicating increased exposure through these affiliated investment partnerships.
ALKAMI TECHNOLOGY, INC. reported significant insider buying by entities affiliated with General Atlantic. Through GA AL Holding II, L.P., these funds acquired a total of 1,975,000 shares of common stock in open-market purchases on May 12–14, 2026, at weighted average prices of $16.87, $16.63, and $16.49 per share. After these transactions, General Atlantic–associated entities indirectly held 19,420,994 Alkami shares across several investment funds and related vehicles.
ALKT submitted a Form 144 notice listing proposed transactions tied to restricted stock vesting under a registered plan. The filing shows 13,699 shares vesting on 05/15/2024 and 6,853 shares vesting on 05/14/2025, with an aggregate figure of 20,552 appearing in the filing. The securities are described as restricted stock vesting under a registered plan and the seller role is labeled Issuer.
JANA Partners Management filed an amended Schedule 13D reporting beneficial ownership of 5,339,388 Alkami Technology shares, equal to 4.99% of the common stock. The percentage is based on 107,019,174 shares outstanding as of March 31, 2026, from Alkami’s Form 10‑Q.
JANA states it deliberately reduced its stake below the reporting threshold to allow private discussions with Alkami’s board about “specific potential value maximizing opportunities.” JANA reports sole voting and dispositive power over all reported shares and indicates May 8, 2026 as the date referenced in the updated ownership section.
General Atlantic-affiliated investment funds have amended their Schedule 13D for Alkami Technology, Inc. They report beneficial ownership of 17,445,994 shares of Alkami common stock, representing 16.3% of 107,019,174 shares outstanding as of March 31, 2026.
The group, made up of multiple General Atlantic and co-investment vehicles, holds all voting and dispositive power on a shared basis and acquired the position for investment purposes. They may buy or sell additional shares, engage with Alkami’s management and board on strategy and governance matters, and may use derivatives. Alkami’s board granted the group a waiver from Section 203 of the Delaware General Corporation Law for purchases up to a 19.9% beneficial ownership level. A director, Raphael Osnoss, also holds 34,731 common shares and 7,225 restricted stock units for the benefit of a General Atlantic service entity.
Investment funds affiliated with General Atlantic increased their indirect stake in Alkami Technology through open market purchases. GA AL Holding II, L.P. acquired 521,771 shares of Common Stock on May 4, 2026 at a weighted average price of $16.92, 700,000 shares on May 5, 2026 at $16.84, and 844,772 shares on May 6, 2026 at $16.63, for a total of 2,066,543 shares. After these trades, entities in the General Atlantic structure indirectly held 17,445,994 Alkami shares through various affiliated limited partnerships and investment funds, with economic interests ultimately allocated across multiple General Atlantic vehicles.
ALKAMI TECHNOLOGY, INC. received significant additional investment from General Atlantic–affiliated entities through a series of open‑market purchases of Common Stock. GA AL Holding II, L.P. acquired 521,771 shares on May 4, 700,000 shares on May 5, and 844,772 shares on May 6, 2026, totaling 2,066,543 shares. Following these transactions, affiliated investment vehicles collectively reported 17,445,994 shares of Alkami common stock held indirectly.
Alkami Technology, Inc. entered into a Fifth Amendment to its Amended and Restated Credit Agreement on May 1, 2026. The amendment permits the company to use up to $100,000,000 of its cash to repurchase its common stock.
Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, continues as Administrative Agent, with other lenders party to the agreement. Except for this new repurchase flexibility, the remaining terms of the credit agreement remain in full force and effect.
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.