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ALKT Alkami Technology Inc.

Information Technology, filed as ALKAMI TECHNOLOGY INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

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

In 2026 Q2 First Eagle Investment Management opened a position in Alkami Technology, Jana Partners Management added, and Davidson Kempner Capital Management and Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 6.4% (Jana Partners Management). Not free-float ownership.

  1. Jana Partners Management Add 6.4%
  2. First Eagle Investment Manage... New 0.01%

Who owns ALKT

Sorted by value, long equity only, as of 2026 Q2.

History
Jana Partners Management 6.4%, was 5.3% Add +24.2% 6,747,707 $122M History
First Eagle Investment Management 0.01% New 0.01% 425,728 $7.7M 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 $8.8M History

2 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ALKT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ALKT insider trades
  • $255M bought by 3 insiders
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. General Atlantic Genpar (BERMUDA), L.P. Director, +8 joint filers
    Buy
    $32.9M 1,975,000 shares at $16.67
    Traded May 12–14 Filed May 14
    ↗
  2. General Atlantic Genpar (BERMUDA), L.P. Director, +8 joint filers
    Buy
    $34.7M 2,066,543 shares at $16.77
    Traded May 4–6 Filed May 6
    ↗
  3. General Atlantic Genpar (BERMUDA), L.P. Director, +8 joint filers
    Buy
    $9.2M 500,000 shares at $18.33 +3.4% to stake
    Traded Mar 12 Filed Mar 16
    ↗
  4. Joseph P. Payne Director
    Buy
    $100K 5,500 shares at $18.23 +26% to stake
    Traded Mar 11 Filed Mar 13
    ↗
  5. General Atlantic Genpar (BERMUDA), L.P. Director, +7 joint filers
    Buy
    $50.6M 2,846,015 shares at $17.77
    Traded Mar 9–11 Filed Mar 11
    ↗

Also filed in the last 12 months, not counted as buying or selling: 34 stock grants, 10 share withholdings for taxes, and 7 sales to cover taxes.

Congress

1 member of Congress traded ALKT in the last three years: 3 buys and 0 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 13, 2025 filed Dec 15, 2025
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Apr 30, 2025 filed May 6, 2025
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Apr 17, 2025 filed May 6, 2025

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
SCHEDULE 13D/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
SCHEDULE 13D — Filing Doc

Source: SEC EDGAR submissions, updated about 1 hour ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.