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 reported strong growth for the fourth quarter and full year 2025 while remaining unprofitable on a GAAP basis. Fourth-quarter revenue was $120.8 million, up 34.7% year over year, with GAAP gross margin of 57.2% and non-GAAP gross margin of 63.4%. GAAP net loss was $11.4 million, but Adjusted EBITDA rose to $19.1 million from $10.2 million.
For 2025, revenue reached $443.6 million, up 32.9%, with GAAP net loss of $47.7 million and Adjusted EBITDA more than doubling to $59.1 million. Annual recurring revenue ended the year at $480.3 million, up 35%, supported by 22.4 million digital banking users and revenue per registered user of $21.44, up 20%.
The company highlighted momentum from its Digital Sales & Service Platform and the MANTL acquisition, with 301 digital banking clients and remaining performance obligation of $1.7 billion. For 2026, Alkami guides to revenue of $525.5–$530.5 million and Adjusted EBITDA of $93.5–$97.5 million, implying continued double-digit growth and margin expansion.
Capital International Investors filed an amended Schedule 13G stating it now beneficially owns 0 shares of Alkami Technology, Inc. common stock, representing 0.0% of the 105,004,011 shares believed outstanding. The filing confirms it has no sole or shared voting or dispositive power over Alkami shares and that any securities referred to were held in the ordinary course of business, not to influence control of the company.
Alkami Technology, Inc. director and 10% owner Brian R. Smith reported an acquisition of common stock. On January 5, 2026, he acquired 877 shares of Alkami common stock at $0.00 per share by electing to defer receipt of these shares under the company’s 2021 Incentive Award Plan, bringing his directly held stake to 552,025 shares.
The filing also reports 14,218,240 shares of Alkami common stock held indirectly by S3 Ventures Fund III, L.P. S3 Ventures GPLP III, L.P., S3 Ventures III, L.L.C., and Mr. Smith may be deemed to beneficially own these shares through their roles with the fund, but each disclaims beneficial ownership except to the extent of their pecuniary interest.
Alkami Technology, Inc. director Maria Ines Alvarez reported acquiring 255 shares of common stock on January 5, 2026 at a price of $0 per share. This increased her beneficial ownership to 57,878 common shares held directly. The filing indicates this was a non-derivative equity transaction coded as an acquisition, meaning no option or warrant was involved. The transaction was reported on a Form 4 filed for a single reporting person, reflecting a relatively small change in her overall share holdings.
Alkami Technology director Steven R. Mitchell reported receiving 396 shares of common stock on January 5, 2026, at a price of $0 per share. These shares were elected to be deferred under the company’s 2021 Incentive Award Plan and increased his directly held position to 85,612 common shares. In addition, 2,521,611 common shares are reported as indirectly owned through ARG Private Equity II, LLC, where he serves as an adviser. He may be deemed to have beneficial ownership of those indirect shares but expressly disclaims beneficial ownership except to the extent of his pecuniary interest.
Alkami Technology, Inc.'s Chief Accounting Officer reported a small stock sale related to equity compensation. On 12/02/2025, the officer sold 1,101 shares of common stock at $20.34 per share. According to the disclosure, this sale was made solely to cover tax withholding obligations tied to the vesting and settlement of restricted stock units, and is described as not being a discretionary trade. After this transaction, the officer beneficially owned 64,960 shares of Alkami Technology common stock.
Alkami Technology (ALKT) disclosed that its Chief Executive Officer and director, Alex Shootman, acquired 45,000 shares of common stock on November 7, 2025 at $19.45 per share.
After this transaction, Shootman beneficially owned 841,563 shares, held directly. The acquisition was from the issuer in a transaction approved by the company’s board of directors.
Alkami Technology (ALKT) filed a Form 3 disclosing initial beneficial ownership for its Chief Financial Officer, Cassandra Hudson, tied to an event on 11/01/2025. The filing states that no securities are beneficially owned.
The form was filed by one reporting person and executed under a Power of Attorney (Exhibit 24.1).
Alkami Technology (ALKT) filed its Q3 2025 10‑Q, reporting strong top-line growth with continued investment. Revenue for the quarter was $112.954 million, up from $85.906 million a year ago, while gross profit rose to $64.142 million. The company posted a net loss of $14.804 million, or $0.14 per share, as operating expenses increased to support product development, sales and the integration of recent acquisitions.
Alkami closed the MANTL acquisition in March for approximately $375 million (net of cash acquired), contributing $11.0 million of revenue in Q3. Remaining performance obligations were about $1.6 billion as of September 30, 2025, with 49.9% expected to be recognized over the next 24 months. The company issued $345 million of 1.50% convertible senior notes due 2030 and ended the quarter with $57.316 million in cash and cash equivalents, a $25 million revolver balance, and a net carrying amount of $335.717 million for the notes.
Year to date, revenue reached $322.848 million, and the business recorded an $11.6 million income tax benefit tied in part to a partial release of a valuation allowance associated with the MANTL transaction.
Alkami Technology (ALKT) appointed Cassandra Hudson as Chief Financial Officer, effective November 1, 2025. She succeeds Bryan Hill, who will retire on October 31, 2025 and serve as a consultant through December 15, 2026. The company also furnished a press release announcing financial results for the quarter ended September 30, 2025, and shared a CFO announcement and an investor presentation.
Ms. Hudson’s Employment Agreement includes an annual base salary of $460,000, a target bonus equal to 70% of base (prorated for 2025), a $25,000 signing bonus, and restricted stock units valued at $6,000,000 that vest in equal quarterly installments over four years. If terminated without “cause” or she resigns for “good reason,” severance includes 100% of base salary over 12 months and up to nine months of company‑paid healthcare; upon a qualifying change in control separation, severance includes 100% of base salary, 100% of target bonus plus a prorated target bonus over 12 months, up to 12 months of healthcare, and full vesting acceleration of equity awards.
Alkami Technology (ALKT) appointed Cassandra Hudson as Chief Financial Officer, effective November 1, 2025. She succeeds Bryan Hill, who will retire on October 31, 2025 and serve as a consultant through December 15, 2026. The company also furnished a press release announcing financial results for the quarter ended September 30, 2025, and shared a CFO announcement and an investor presentation.
Ms. Hudson’s Employment Agreement includes an annual base salary of $460,000, a target bonus equal to 70% of base (prorated for 2025), a $25,000 signing bonus, and restricted stock units valued at $6,000,000 that vest in equal quarterly installments over four years. If terminated without “cause” or she resigns for “good reason,” severance includes 100% of base salary over 12 months and up to nine months of company‑paid healthcare; upon a qualifying change in control separation, severance includes 100% of base salary, 100% of target bonus plus a prorated target bonus over 12 months, up to 12 months of healthcare, and full vesting acceleration of equity awards.