Alkami Technology: JANA reports 6.3% ownership

The amendment reports no share transactions by JANA during the past 60 days and no securities-related contracts or arrangements.

Rhea-AI Filing Summary

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.

Key Figures

Beneficial ownership: 6,747,707 shares Percentage of class beneficially owned: 6.3% Shares outstanding: 106,941,980 shares

3 metrics

Beneficial ownership 6,747,707 shares Reported by JANA Partners Management

Percentage of class beneficially owned 6.3% Based on shares outstanding as of June 30, 2026

Shares outstanding 106,941,980 shares As of June 30, 2026

Key Terms

beneficially owned, Sole Voting Power, Sole Dispositive Power, security-based swaps

4 terms

beneficially owned financial

"aggregate amount beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole Voting Power financial

"Sole Voting Power 6,747,707.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"Sole Dispositive Power 6,747,707.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

security-based swaps financial

"call options, put options, security-based swaps"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many ALKT shares did JANA Partners Management report beneficially owning?

JANA Partners Management reported beneficial ownership of 6,747,707 ALKT shares, equal to 6.3% of the class. The percentage was based on 106,941,980 shares outstanding as of June 30, 2026.

What does JANA Partners Management intend to discuss with Alkami?

JANA said it intends to discuss profitability, capital allocation and AI partnership opportunities with Alkami’s board of directors and management.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 10/16/2026 - 06:00 PM EDT Accepted by SEC EDGAR 10/16/2026 - 06:00 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 1)

ALKAMI TECHNOLOGY, INC.

(Name of Issuer)

Common Stock, par value $0.001 per share

(Title of Class of Securities)

01644J108

(CUSIP Number)

Ele Klein & Brandon Gold
McDermott Will & Schulte LLP, 919 Third Avenue
New York, NY, 10022
212-756-2000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

10/14/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 01644J108

1

Name of reporting person

JANA Partners Management, LP

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 6,747,707.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 6,747,707.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

6,747,707.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

6.3 %

14

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, par value $0.001 per share
(b)	Name of Issuer: ALKAMI TECHNOLOGY, INC.
(c)	Address of Issuer's Principal Executive Offices: 5601 GRANITE PARKWAY, SUITE 120, PLANO, TEXAS , 75024.
Item 1 Comment: This Amendment No. 1 ("Amendment No. 1") amends the statement on Schedule 13D filed with the SEC on June 29, 2026 (as amended from time to time, the "Schedule 13D") with respect to the Shares of the Issuer. This Amendment No. 1 amends Items 4, 5(a)-(c) and 6 as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 1 have the meanings set forth in the Schedule 13D.
Item 4.	Purpose of Transaction
	Item 4 is hereby amended and supplemented as follows: The Reporting Person also intends to have discussions with the Issuer's board of directors and management regarding profitability, capital allocation and AI partnership opportunities.
Item 5.	Interest in Securities of the Issuer
(a)	Item 5(a) is hereby amended and restated in its entirety as follows: See rows (11) and (13) of the cover page to this Schedule 13D for the aggregate number of Shares and percentage of Shares beneficially owned by the Reporting Person. The percentage of Shares reported to be beneficially owned by the Reporting Person is based upon 106,941,980 Shares outstanding as of June 30, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2026, filed with the Securities and Exchange Commission (the "SEC") on July 30, 2026.
(b)	Item 5(b) is hereby amended and restated in its entirety as follows: See rows (7) through (10) of the cover page to this Schedule 13D for the number of Shares as to which the Reporting Person has the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition.
(c)	Item 5(c) is hereby amended and restated in its entirety as follows: No transactions in the Shares have been effected by the Reporting Person during the past sixty (60) days.
Item 6.	Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer
	Item 6 is hereby amended and restated in its entirety as follows: The Reporting Person has no contracts, arrangements, understandings or relationships (legal or otherwise) with respect to any securities of the Issuer, including any class of the Issuer's securities used as a reference security, in connection with any of the following: call options, put options, security-based swaps or any other derivative securities, transfer or voting of any of the securities, finder's fees, joint ventures, loan or option arrangements, guarantees of profits, division of profits or loss, or the giving or withholding of proxies.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

JANA Partners Management, LP

Signature:	/s/ Jennifer Fanjiang
Name/Title:	Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer
Date:	10/16/2026