Follow-The-Filings

Security · featured owners

ALKT Alkami Technology Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 6.4%
  • $130M
  • 1 new 1 add 2 exits

ALKT (Alkami Technology Inc.) is held in 2 featured 13F books as of 2026 Q2. Jana Partners Management is the largest tracked holder by portfolio weight (6.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 6.4% (Jana Partners Management) · not free-float ownership

  1. Jana Partners Management add 6.4%
  2. First Eagle Investment Manage... new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Jana Partners Management 2026 Q2 6.4% Add +24.2% 6,747,707 $122M history
First Eagle Investment Management 2026 Q2 0.01% New 0.01% 425,728 $8M history
Ron Baron - Bamco Inc. (Baron Capital) exited 2026 Q2 last 2026 Q1 0.11% Exit −0.11% 2,308,036 $36M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.12% Exit −0.12% 564,030 $9M history

2 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
8-K 1.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 7 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026 Filing Doc
4 Period Sep 1, 2026 · 4 forms Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Jul 5, 2026 · 5 forms Filing Doc
4 Period Jun 8, 2026 Filing Doc
4 Period Jun 1, 2026 · 4 forms Filing Doc
4 Period May 19, 2026 · 9 forms Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $264.83M $333.85M $443.64M
Gross profit $144.11M $196.63M $256.6M
Gross margin * 54.4% 58.9% 57.8%
Net income -$62.91M -$40.84M -$47.65M
Net margin * -23.8% -12.2% -10.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $148.58M $181.38M $187.22M
Total non-current assets * $251.24M $255.9M $660.01M
Total assets $399.82M $437.28M $847.23M
Total current liabilities $39.43M $45.57M $89.55M
Total non-current liabilities * $35.45M $34.68M $395.63M
Total equity $324.94M $357.03M $362.05M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$17.5M $18.6M $42.91M
Cash from investing $33.91M $23.04M -$397.59M
Cash from financing -$87.82M $11.79M $323.79M
Net change in cash -$71.41M $53.43M -$30.9M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders