ALKAMI TECHNOLOGY INC ALKT
COM · Common Stock · CUSIP 01644J108
American digital banking software company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersPlano, TX
- Founded2009
- Websitealkami.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($93.6k this quarter). Holder counts are more reliable. Shares outstanding: 106.9m as of 2026-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.11. Options: 9 managers hold calls ($40.1m notional), 7 hold puts ($8.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 90 |
| Q4 2022 | 91 |
| Q1 2023 | 107 |
| Q2 2023 | 100 |
| Q3 2023 | 107 |
| Q4 2023 | 134 |
| Q1 2024 | 155 |
| Q2 2024 | 172 |
| Q3 2024 | 202 |
| Q4 2024 | 249 |
| Q1 2025 | 241 |
| Q2 2025 | 236 |
| Q3 2025 | 222 |
| Q4 2025 | 227 |
| Q1 2026 | 210 |
| Q2 2026 | 205 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 129 | 63 |
| Q4 2024 | 146 | 75 |
| Q1 2025 | 151 | 115 |
| Q2 2025 | 155 | 112 |
| Q3 2025 | 127 | 118 |
| Q4 2025 | 111 | 117 |
| Q1 2026 | 98 | 133 |
| Q2 2026 | 96 | 102 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $54.8m | $2.2m | 0.04 |
| Q4 2025 | $50.6m | $1.1m | 0.02 |
| Q1 2026 | $36.2m | $6.6m | 0.18 |
| Q2 2026 | $40.1m | $8.5m | 0.21 |
Biggest buyers
| GENERAL ATLANTIC, L.P. | Added | +4.0m |
| North Reef Capital Management LP | Added | +1.6m |
| JANA Partners Management, LP | Added | +1.3m |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | New | +937.0k |
| First Eagle Investment Management, LLC | New | +851.5k |
| UBS Group AG | Added | +654.1k |
| Tetragon Partners GP Ltd | New | +600.3k |
| NOMURA HOLDINGS INC | Added | +583.7k |
| Select Equity Group, L.P. | Added | +466.1k |
| Long Path Partners LP | Added | +440.3k |
Biggest sellers
| BAMCO INC /NY/ | Sold out | -2.3m |
| ArrowMark Colorado Holdings LLC | Reduced | -1.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.3m |
| FRANKLIN RESOURCES INC | Sold out | -1.2m |
| MARSHALL WACE, LLP | Reduced | -749.6k |
| Champlain Investment Partners, LLC | Reduced | -712.9k |
| Praesidium Investment Management Company, LLC | Reduced | -691.5k |
| RIVERBRIDGE PARTNERS LLC | Sold out | -689.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -337.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -291.5k |
Biggest calls
| UBS Group AG | Unchanged | $38.1m2.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $472.9k26.1k shares |
| IMC-Chicago, LLC | Added | $472.9k26.1k shares |
| DRW Securities, LLC | New | $366.0k20.2k shares |
| Walleye Capital LLC | New | $271.8k15.0k shares |
| CITADEL ADVISORS LLC | New | $230.1k12.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $159.5k8.8k shares |
| SUMMIT SECURITIES GROUP LLC | New | $72.5k4.0k shares |
| GROUP ONE TRADING LLC | Reduced | $5.4k300 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $2.9m159.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m134.0k shares |
| IMC-Chicago, LLC | New | $1.2m63.5k shares |
| CITADEL ADVISORS LLC | Added | $944.1k52.1k shares |
| GROUP ONE TRADING LLC | Added | $933.2k51.5k shares |
| Walleye Capital LLC | New | $172.1k9.5k shares |
| WOLVERINE ASSET MANAGEMENT LLC | New | $32.6k1.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
GENERAL ATLANTIC, L.P.
13D · may seek influence
+1.8 pts · filed 2026-05-15
Stated purposeNo material change. Full filing |
18.1% |
| S3 Ventures Fund III, L.P. 13G · exempt (held before listing) filed 2025-02-06 | 14.7% |
| North Reef Capital Management LP 13G · institution +1.5 pts · filed 2026-08-14 | 8.6% |
| ARG Private Equity II, LLC 13G · passive investor filed 2025-02-06 | 6.5% |
JANA Partners Management, LP
13D · may seek influence
no change · filed 2026-10-16
Stated purposeItem 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. Full filing |
6.3% |
| BlackRock, Inc. 13G · institution new · filed 2025-07-17 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Capital International Investors (0.0%, 2026-02-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 7 | $364.8m | $11.4m |
| Q1 2025 | 0 | — | 3 | $7.1m | $5.6m |
| Q2 2025 | 1 | $249.8k | 4 | $4.3m | $2.2m |
| Q3 2025 | 2 | $29.7m | 3 | $3.6m | — |
| Q4 2025 | 0 | — | 3 | $1.1m | — |
| Q1 2026 | 3 | $59.8m | 4 | $412.6k | — |
| Q2 2026 | 2 | $67.6m | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-14 | GENERAL ATLANTIC, L.P. +9 Director · See footnote | Bought | $11.1m675.0k shares |
| 2026-05-14 | GAP Coinvestments CDA, L.P. +8 Director · See footnote | Bought | $11.1m675.0k shares |
| 2026-05-13 | GENERAL ATLANTIC, L.P. +9 Director · See footnote | Bought | $9.1m550.0k shares |
| 2026-05-13 | GAP Coinvestments CDA, L.P. +8 Director · See footnote | Bought | $9.1m550.0k shares |
| 2026-05-12 | GENERAL ATLANTIC, L.P. +9 Director · See footnote | Bought | $12.7m750.0k shares |
| 2026-05-12 | GAP Coinvestments CDA, L.P. +8 Director · See footnote | Bought | $12.7m750.0k shares |
| 2026-05-06 | GENERAL ATLANTIC, L.P. +9 Director · See footnote | Bought | $14.0m844.8k shares |
| 2026-05-06 | GAP Coinvestments CDA, L.P. +8 Director · See footnote | Bought | $14.0m844.8k shares |
| 2026-05-05 | GENERAL ATLANTIC, L.P. +9 Director · See footnote | Bought | $11.8m700.0k shares |
| 2026-05-05 | GAP Coinvestments CDA, L.P. +8 Director · See footnote | Bought | $11.8m700.0k shares |
| 2026-05-04 | GENERAL ATLANTIC, L.P. +9 Director · See footnote | Bought | $8.8m521.8k shares |
| 2026-05-04 | GAP Coinvestments CDA, L.P. +8 Director · See footnote | Bought | $8.8m521.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| GENERAL ATLANTIC, L.P. 12.08% of their portfolio | 19.4m $351.1m | Added +4.0m |
| North Reef Capital Management LP 6.41% of their portfolio | 9.2m $167.2m | Added +1.6m |
| JANA Partners Management, LP 6.43% of their portfolio | 6.7m $122.3m | Added +1.3m |
| BlackRock, Inc. 0.00% of their portfolio | 6.1m $111.0m | Added +243.0k |
| UBS Group AG 0.01% of their portfolio | 4.4m $79.0m | Added +654.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.3m $78.7m | Reduced -337.4k |
| ALGEBRIS (UK) LTD 4.08% of their portfolio | 3.4m $62.0m | Added +303.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.9m $52.7m | Reduced -291.5k |
| Irenic Capital Management LP 3.49% of their portfolio | 2.7m $48.5m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 2.6m $46.9m | Added +391.5k |
| Long Path Partners LP 17.29% of their portfolio | 2.2m $40.6m | Added +440.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.9m $35.2m | Added +102.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $34.9m | Added +93.9k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.6m $28.4m | Reduced -19.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.6m $28.2m | Added +402.7k |
| CADIAN CAPITAL MANAGEMENT, LP 2.03% of their portfolio | 1.5m $26.8m | Added +141.8k |
| FMR LLC 0.00% of their portfolio | 1.5m $26.5m | Reduced -458 |
| Select Equity Group, L.P. 0.14% of their portfolio | 1.5m $26.3m | Added +466.1k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $21.9m | Reduced -255.8k |
| GW&K Investment Management, LLC 0.17% of their portfolio | 1.2m $21.3m | Added +7.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $18.5m | Reduced -114.5k |
| CYPRESS POINT INVESTMENT MANAGEMENT LP 3.08% of their portfolio | 937.0k $17.0m | New |
| Champlain Investment Partners, LLC 0.41% of their portfolio | 889.7k $16.1m | Reduced -712.9k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 851.5k $15.4m | New |
| NOMURA HOLDINGS INC 0.06% of their portfolio | 773.6k $14.0m | Added +583.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 719.1k $13.0m | Reduced -122.5k |
| Praesidium Investment Management Company, LLC 5.95% of their portfolio | 704.5k $12.8m | Reduced -691.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 685.6k $12.4m | Added +25.9k |
| ArrowMark Colorado Holdings LLC 0.52% of their portfolio | 682.7k $12.4m | Reduced -1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 642.5k $11.6m | Added +6.7k |
| Granahan Investment Management, LLC 0.41% of their portfolio | 627.8k $11.4m | Added +374.9k |
| Tetragon Partners GP Ltd 1.77% of their portfolio | 600.3k $10.9m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 544.1k $9.9m | Added +13.3k |
| Clearline Capital LP 0.53% of their portfolio | 451.5k $8.2m | Reduced -3.6k |
| MONIMUS CAPITAL MANAGEMENT, LP 2.02% of their portfolio | 437.7k $7.9m | New |
| CONGRESS ASSET MANAGEMENT CO 0.05% of their portfolio | 416.0k $7.5m | Added +75.2k |
| HERALD INVESTMENT MANAGEMENT Ltd 0.98% of their portfolio | 400.0k $7.2m | Reduced -100.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 397.4k $7.2m | Reduced -33.6k |
| NICHOLAS COMPANY, INC. 0.11% of their portfolio | 346.6k $6.3m | Unchanged |
| Hodges Capital Management Inc. 0.41% of their portfolio | 338.2k $6.1m | Reduced -6.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 337.5k $6.1m | Added +149.9k |
| Sovereign's Capital Management, LLC 3.89% of their portfolio | 321.8k $5.8m | Reduced -5.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 294.9k $5.3m | Reduced -76.3k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 290.6k $5.3m | Reduced -749.6k |
| Jain Global LLC 0.06% of their portfolio | 277.1k $5.0m | New |
| JUPITER ASSET MANAGEMENT LTD 0.02% of their portfolio | 276.8k $5.0m | New |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 268.6k $4.9m | Added +168.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 242.8k $4.4m | Added +113.4k |
| Quantinno Capital Management LP 0.01% of their portfolio | 237.4k $4.3m | Reduced -21.2k |
| Bullseye Asset Management LLC 1.91% of their portfolio | 207.2k $3.8m | Added +67.4k |
| CITIGROUP INC 0.00% of their portfolio | 201.0k $3.6m | Reduced -151.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 186.8k $3.4m | Added +119.7k |
| Nuveen, LLC 0.00% of their portfolio | 175.0k $3.2m | Added +33.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 168.9k $3.1m | Reduced -291.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 168.0k $3.0m | Added +17.0k |
| ADVISORY RESEARCH INC 0.28% of their portfolio | 155.7k $2.8m | Reduced -5.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 153.9k $2.8m | Added +30.7k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 149.9k $2.7m | New |
| Taylor Frigon Capital Management LLC 1.27% of their portfolio | 149.3k $2.7m | Reduced -334 |
| BLUEFIN CAPITAL MANAGEMENT, LLC 0.77% of their portfolio | 147.7k $2.7m | New |
| Penbrook Management LLC 1.62% of their portfolio | 140.6k $2.5m | Added +12.9k |
| Swiss National Bank 0.00% of their portfolio | 134.2k $2.4m | Reduced -9.6k |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 132.2k $2.4m | Reduced -84.9k |
| XTX Topco Ltd 0.03% of their portfolio | 123.0k $2.2m | Added +12.2k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.11% of their portfolio | 121.7k $2.2m | Added +57.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 105.8k $1.9m | Added +5.8k |
| George Kaiser Family Foundation 0.18% of their portfolio | 105.7k $1.9m | Unchanged |
| VARCOV Co. 0.70% of their portfolio | 102.0k $1.8m | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 100.9k $1.8m | Added +2.1k |
| Galaxy Digital Capital Management GP LLC 1.05% of their portfolio | 96.6k $1.8m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 94.9k $1.7m | Reduced -2.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 93.6k $1.7m | Added +21.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 91.9k $1.7m | Added +18.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 88.9k $1.6m | Added +1.7k |
| Invesco Ltd. 0.00% of their portfolio | 78.5k $1.4m | Added +74 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 77.5k $1.2m | Reduced -146 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 77.1k $1.4m | Reduced -1.3m |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 69.6k $1.3m | Reduced -3.5k |
| Chicago Capital, LLC 0.03% of their portfolio | 69.2k $1.3m | Reduced -4.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 67.8k $1.2m | Reduced -190.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.3k $1.2m | Added +39.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 65.7k $1.2m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 53.4k $966.8k | Reduced -7.3k |
| Crescent Grove Advisors, LLC 0.08% of their portfolio | 50.0k $906.0k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 49.6k $900.0k | Added +38.0k |
| LAVELLE CAPITAL LP 0.45% of their portfolio | 48.7k $881.7k | Unchanged |
| Wealth Enhancement Trust Services, Inc. 0.09% of their portfolio | 46.3k $839.1k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.05% of their portfolio | 43.4k $787.0k | Added +6.8k |
| TECTONIC ADVISORS LLC 0.04% of their portfolio | 40.6k $735.9k | Reduced -1.6k |
| Lee Financial Co 0.09% of their portfolio | 40.5k $733.5k | Unchanged |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 40.2k $727.6k | Reduced -68.9k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 39.9k $722.7k | Added +1.3k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 38.9k $705.2k | Reduced -874 |
| Headlands Technologies LLC 0.07% of their portfolio | 34.9k $633.0k | Added +22.7k |
| MIRABELLA FINANCIAL SERVICES LLP 0.06% of their portfolio | 33.8k $611.9k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 33.6k $608.5k | Added +7.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 31.7k $574.4k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 31.3k $567.4k | Reduced -1.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 31.2k $566.1k | Reduced -75 |
| LPL Financial LLC 0.00% of their portfolio | 29.8k $539.8k | Reduced -14.3k |