STOCK TITAN

North Reef Capital (ALKT) discloses 8.48% Alkami Technology ownership in 13G/A

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(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Alkami Technology, Inc. received an updated ownership report from North Reef Capital Management LP, North Reef Capital Management GP LLC, and James Hanna, III. The group reports beneficial ownership of 9,075,000 shares of Alkami common stock, representing 8.48% of the outstanding class. All reported shares are held with shared voting and dispositive power and no sole voting or dispositive authority. The filing is made on a joint basis under a joint filing agreement.

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Shares beneficially owned 9,075,000 shares Beneficial ownership of Alkami common stock reported by the filing group
Percent of class 8.48% Percentage of Alkami common stock class reported as beneficially owned
Shared voting power 9,075,000 shares Number of shares over which the filers have shared power to vote
Sole voting power 0 shares Number of shares over which the filers have sole power to vote
Shared dispositive power 9,075,000 shares Number of shares over which the filers have shared power to dispose
Sole dispositive power 0 shares Number of shares over which the filers have sole power to dispose
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 9,075,000"
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.
shared voting power financial
"Shared power to vote or to direct the vote: 9,075,000"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared power to dispose or to direct the disposition of: 9,075,000"
percent of class financial
"(b) | Percent of class: 8.48%"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G regulatory
"SCHEDULE 13G/A"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What ownership stake in ALKT does North Reef Capital report in this Schedule 13G/A?

North Reef Capital and related filers report beneficial ownership of 9,075,000 shares of Alkami Technology, Inc. common stock, representing 8.48% of the class, all held with shared voting and dispositive power.

Who are the reporting persons in Alkami Technology (ALKT)'s Schedule 13G/A?

The reporting persons are North Reef Capital Management LP, North Reef Capital Management GP LLC, and James Hanna, III, who together report shared voting and dispositive power over Alkami Technology common stock.

How many ALKT shares do the filers have voting power over?

The filers report shared power to vote 9,075,000 shares of Alkami Technology common stock and no sole voting power, indicating all voting authority is exercised jointly for these shares.

What dispositive power over ALKT shares is disclosed in this Schedule 13G/A?

The group reports shared power to dispose of 9,075,000 shares of Alkami Technology common stock, with no sole dispositive power, meaning decisions to sell or transfer these shares are made jointly.

When was the amended beneficial ownership report for ALKT signed?

The amended ownership report was signed on 08/14/2026 by representatives including Daniel Locasto, Chief Compliance Officer, and James Hanna, III, in his reporting capacities.

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

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Learn about SEC filing dates





01644J108

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G




Comment for Type of Reporting Person: Limited Liability Company


SCHEDULE 13G





SCHEDULE 13G



North Reef Capital Management LP
Signature:/s/ Daniel Locasto
Name/Title:Chief Compliance Officer
Date:08/14/2026
North Reef Capital Management GP LLC
Signature:/s/ James Hanna, III
Name/Title:Managing Member
Date:08/14/2026
James Hanna, III
Signature:/s/ James Hanna, III
Name/Title:James Hanna, III
Date:08/14/2026
Exhibit Information

EXHIBIT 99.1 - JOINT FILING AGREEMENT