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Alkami Technology, Inc. (ALKT) stock

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NASDAQ: ALKT Nasdaq Application Software Next results ~January 27, 2027

Alkami Technology, Inc. is a US-listed company in the application software industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: data-quality checks not passed.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Alkami Technology files

Where Alkami Technology stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $444m, up 32.9% on a year earlier, faster than the 30.7% growth a quarter earlier. Free-cash-flow margin rose to 9.3% from 5.2% a year earlier. The diluted share count is up 5.1% on a year earlier, which dilutes existing holders. It passes 1 of our 2 financial-health checks.

Our model value for Alkami Technology is under review, so past values are not shown until it is resolved.

Source: 10-Q filed July 30, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 27, 2027 (estimated)

Alkami Technology, Inc.'s trailing-twelve-month revenue grew 32.9% year on year, with a free-cash-flow margin of 9.3%.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 137.7% while net income fell 16.7%: a 154pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Fast growth. Revenue grew 32.9% over the last 12 months.
  • Net cash. Cash exceeds long-term debt by $0.1bn.

Things to watch

  • Loss-making. Operating margin is -12.1%: costs exceed revenue.
  • Heavy stock-based pay. Stock pay equals 17.2% of revenue: a real cost that cash-flow figures leave out.
  • Share dilution. Diluted shares rose 5.1% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 54% and a beta of 0.9 against the S&P 500.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 3 of the last four quarters.

Latest results: FY2026 Q3

Filed October 29, 2026
Earnings per share
$0.20 against an average estimate of $0.20: missed by 1.9%
Revenue
$135m, up 19.4% on a year earlier
Share reaction
-17.4% in the first session after the results on October 28, 2026, against 0.0% for the S&P 500
Guidance given
GAAP total revenue $139.7m to $141.2m (fourth quarter ending December 31, 2026); adjusted EBITDA $30m to $31m (fourth quarter ending December 31, 2026)
Next report
October 28, 2026; average EPS estimate $0.27

Alkami Technology's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+7.6%
  • 1 week-15.1%
  • 1 month-4.0%
  • This year-42.2%
  • 1 year-34.3%
  • 5 years-56.6%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$444M
Operating margin
-12.1%
Net margin
-10.7%
EPS (TTM, diluted)
$-0.46

Growth

Revenue growth
+32.9%
Change in growth rate
+2.2 pts
Share count change
+5.1%

Cash

Free cash flow (TTM)
$41.4M
FCF margin
9.3%
Stock pay % of revenue
17.2%

Earnings

Last results
October 28, 2026
Next results (est.)
January 27, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Guidance
  3. Leadership
  4. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

Valuation multiples over time Market data may be delayed

Alkami Technology, Inc.: market value and multiples by fiscal year
At fiscal year end 20212022202320242025
Share price$20.06$14.59$24.25$36.68$23.07
Market value$1.3bn$1.3bn$2.3bn$3.6bn$2.4bn
+ Net debt (− = net cash)−$284m−$24m−$41m−$94m$273m
Enterprise value$1.0bn$1.3bn$2.2bn$3.5bn$2.7bn
Multiples
Price / sales 8.5x6.5x8.6x10.9x5.4x
Price / earnings —————
Price / free cash flow ———n/m57.9x
EV / EBITDA —————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

30 /100

Weak moat

How hard Alkami Technology's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 4 / 20

    Cash operating profit has been a median 4.9% of total assets over 5 years.

  • Pricing power 18 / 20

    Gross margin has been a median 54.7%, moving by 2.3 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -26.1%; its worst year was -31.3%.

  • Cash conversion 3 / 20

    Free cash flow was positive in 2 of 6 years, at a median -13.1% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (45 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Alkami Technology, Inc.: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $0.84 +303% $531m +20%
Next $1.09 +30% $606m +14%

Next year's EPS estimate has moved +0.4% in 90 days, across 7 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +10.8% on 90 days ago. In the last 30 days, 0 analysts raised Alkami Technology, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Alkami Technology, Inc., last 90 days
$0.70 $0.80 $0.90 $1.00 $1.10 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.76 Current fiscal year, 60 days ago: $0.76 Current fiscal year, 30 days ago: $0.81 Current fiscal year, 7 days ago: $0.81 Current fiscal year, Now: $0.84 $0.84 Next fiscal year, 90 days ago: $1.09 Next fiscal year, 60 days ago: $1.09 Next fiscal year, 30 days ago: $1.10 Next fiscal year, 7 days ago: $1.10 Next fiscal year, Now: $1.09 $1.09

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.76$1.09
60 days ago $0.76$1.09
30 days ago $0.81$1.10
7 days ago $0.81$1.10
Now $0.84$1.09

Earnings against estimates

Alkami Technology, Inc.: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Sept 2026 $0.20 $0.20 −1.9%
Jun 2026 $0.16 $0.16 +2.0%
Mar 2026 $0.18 $0.17 −9.3%
Dec 2025 $0.14 $0.09 −37.5%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, October 28, 2026
  • GAAP total revenue fiscal year ending December 31, 2026 $531m to $532m GAAP
    “GAAP total revenue in the range of $530.5 million to $532.0 million;” source
  • GAAP total revenue fourth quarter ending December 31, 2026 $140m to $141m GAAP
    “GAAP total revenue in the range of $139.7 million to $141.2 million;” source
  • Adjusted EBITDA fiscal year ending December 31, 2026 $98m to $99m Non-GAAP
    “Adjusted EBITDA in the range of $98.0 million to $99.0 million.” source
  • Adjusted EBITDA fourth quarter ending December 31, 2026 $30m to $31m Non-GAAP
    “Adjusted EBITDA in the range of $30.0 million to $31.0 million.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

8 analysts, Oct 2026
Buy225%
Hold563%
Sell113%

Monthly trend

  1. Oct 202611518
  2. Sep 202624118
  3. Aug 20263418
  4. Jul 20263418

Counts of recommendations published by analysts covering Alkami Technology, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
8.8%
of tradable shares
Days to cover
3.14
at average volume
Short interest, 1 month
−2%
to October 15, 2026
Held by institutions
94%
of shares
Held by insiders
17.7%
of shares
Employees
1,225
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −34.3%

$20.29 on October 31, 2025 to $13.34

Alkami Technology, Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $385m $444m +15.1%
P/S multiple 5.3x 3.2x −41.0%
Share count 102m 105m −3.3%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −33.3%

$20.01 on November 3, 2023 to $13.34

Alkami Technology, Inc.: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $235m $444m +89.0%
P/S multiple 7.9x 3.2x −59.8%
Share count 92m 105m −12.2%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Alkami Technology, Inc.: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 20222023202420252026 to date
Return
ALKT−27%+66%+51%−37%−42%
Industry peers (median)−50%+19%+2%−20%−14%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
ALKT58%67%67%50%46%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
ALKT−52%−37%−15%−49%−48%
S&P 500−25%−10%−8%−19%−9%

Worst fall since April 14, 2021: 79% from April 30, 2021 to May 11, 2022. Getting back needed a 377% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$12.40 – $23.67
From 52-week high
−43.6%
vs 50-day average
−19.0%
vs 200-day average
−22.4%
Volatility (1 year)
54%
Beta vs S&P 500
0.88

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
4 up, 8 down
typical move ±6.5%
After a week
6 up, 5 down
typical move ±7.5%
After a month
7 up, 4 down
typical move ±7.4%
Alkami Technology, Inc.: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
October 28, 2026 −17.4% 0.0% — —
July 29, 2026 −2.0% +0.1% +3.5% +12.0%
April 29, 2026 −3.0% +1.0% +3.0% +11.7%
February 25, 2026 +0.2% +0.3% +5.7% +3.8%
October 30, 2025 −10.2% −0.8% −15.5% −8.0%
July 30, 2025 −16.3% −0.5% −19.6% −3.5%
April 30, 2025 −1.3% +0.7% +6.0% +8.4%
February 27, 2025 +4.5% −0.1% −5.2% −10.5%
October 30, 2024 −5.3% −2.3% +3.2% +2.1%
July 31, 2024 +3.6% +0.2% −2.0% +2.5%
May 1, 2024 +10.9% +0.6% +10.4% +14.0%
February 28, 2024 −3.0% +0.2% −8.6% −4.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Alkami Technology, Inc.
$200M $300M $400M $500M FY23 Q1 FY23 Q4 FY24 Q3 FY25 Q4 Revenue (TTM), FY23 Q1: $219.5M Revenue (TTM), FY23 Q2: $234.7M Revenue (TTM), FY23 Q3: $249M Revenue (TTM), FY23 Q4: $264.8M Revenue (TTM), FY24 Q1: $281M Revenue (TTM), FY24 Q2: $297.4M Revenue (TTM), FY24 Q3: $315.6M Revenue (TTM), FY24 Q4: $333.8M Revenue (TTM), FY25 Q1: $355.6M Revenue (TTM), FY25 Q2: $385.5M Revenue (TTM), FY25 Q3: $412.5M Revenue (TTM), FY25 Q4: $443.6M $443.6M

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue (TTM)
FY23 Q1 $219.5M
FY23 Q2 $234.7M
FY23 Q3 $249M
FY23 Q4 $264.8M
FY24 Q1 $281M
FY24 Q2 $297.4M
FY24 Q3 $315.6M
FY24 Q4 $333.8M
FY25 Q1 $355.6M
FY25 Q2 $385.5M
FY25 Q3 $412.5M
FY25 Q4 $443.6M
Revenue growth, TTM YoY Alkami Technology, Inc.
25% 30% 35% FY23 Q1 FY23 Q4 FY24 Q3 FY25 Q4 Revenue growth, TTM YoY, FY23 Q1: 34.1% Revenue growth, TTM YoY, FY23 Q2: 32.2% Revenue growth, TTM YoY, FY23 Q3: 30.3% Revenue growth, TTM YoY, FY23 Q4: 29.6% Revenue growth, TTM YoY, FY24 Q1: 28.0% Revenue growth, TTM YoY, FY24 Q2: 26.7% Revenue growth, TTM YoY, FY24 Q3: 26.7% Revenue growth, TTM YoY, FY24 Q4: 26.1% Revenue growth, TTM YoY, FY25 Q1: 26.5% Revenue growth, TTM YoY, FY25 Q2: 29.6% Revenue growth, TTM YoY, FY25 Q3: 30.7% Revenue growth, TTM YoY, FY25 Q4: 32.9% 32.9%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q1 34.1%
FY23 Q2 32.2%
FY23 Q3 30.3%
FY23 Q4 29.6%
FY24 Q1 28.0%
FY24 Q2 26.7%
FY24 Q3 26.7%
FY24 Q4 26.1%
FY25 Q1 26.5%
FY25 Q2 29.6%
FY25 Q3 30.7%
FY25 Q4 32.9%
Operating margin (TTM) Alkami Technology, Inc.
-30% -20% -10% 0% FY23 Q1 FY23 Q4 FY24 Q3 FY25 Q4 Operating margin (TTM), FY23 Q1: -28.1% Operating margin (TTM), FY23 Q2: -25.6% Operating margin (TTM), FY23 Q3: -22.5% Operating margin (TTM), FY23 Q4: -24.1% Operating margin (TTM), FY24 Q1: -21.0% Operating margin (TTM), FY24 Q2: -18.3% Operating margin (TTM), FY24 Q3: -15.6% Operating margin (TTM), FY24 Q4: -13.4% Operating margin (TTM), FY25 Q1: -13.4% Operating margin (TTM), FY25 Q2: -13.1% Operating margin (TTM), FY25 Q3: -12.8% Operating margin (TTM), FY25 Q4: -12.1% -12.1%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q1 -28.1%
FY23 Q2 -25.6%
FY23 Q3 -22.5%
FY23 Q4 -24.1%
FY24 Q1 -21.0%
FY24 Q2 -18.3%
FY24 Q3 -15.6%
FY24 Q4 -13.4%
FY25 Q1 -13.4%
FY25 Q2 -13.1%
FY25 Q3 -12.8%
FY25 Q4 -12.1%
FCF margin (TTM) Alkami Technology, Inc.
-20% -10% 0% 10% FY23 Q1 FY23 Q4 FY24 Q3 FY25 Q4 FCF margin (TTM), FY23 Q1: -18.4% FCF margin (TTM), FY23 Q2: -14.9% FCF margin (TTM), FY23 Q3: -10.9% FCF margin (TTM), FY23 Q4: -7.0% FCF margin (TTM), FY24 Q1: -2.9% FCF margin (TTM), FY24 Q2: -0.7% FCF margin (TTM), FY24 Q3: 1.9% FCF margin (TTM), FY24 Q4: 5.2% FCF margin (TTM), FY25 Q1: 3.0% FCF margin (TTM), FY25 Q2: 2.9% FCF margin (TTM), FY25 Q3: 7.5% FCF margin (TTM), FY25 Q4: 9.3% 9.3%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q1 -18.4%
FY23 Q2 -14.9%
FY23 Q3 -10.9%
FY23 Q4 -7.0%
FY24 Q1 -2.9%
FY24 Q2 -0.7%
FY24 Q3 1.9%
FY24 Q4 5.2%
FY25 Q1 3.0%
FY25 Q2 2.9%
FY25 Q3 7.5%
FY25 Q4 9.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Alkami Technology, Inc.: annual financial statements
Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025
Income
Revenue 74 112 152 204 265 334 444
Gross profit 30 59 84 108 144 197 257
EBITDA −40 −32 −39 −50 −53 −34 −27
Operating income −43 −35 −43 −58 −64 −45 −54
Net income −42 −51 −47 −59 −63 −41 −48
Diluted EPS −$9.91 −$11.78 −$0.73 −$0.64 −$0.67 −$0.41 −$0.46
Growth (year on year)
Revenue — +52.5% +35.7% +34.2% +29.6% +26.1% +32.9%
Margins
Gross margin 41.4% 52.8% 55.1% 53.0% 54.4% 58.9% 57.8%
EBITDA margin −54.8% −28.8% −25.9% −24.3% −20.0% −10.2% −6.0%
Operating margin −57.8% −31.3% −28.2% −28.2% −24.1% −13.4% −12.1%
Net margin −56.9% −45.8% −30.8% −28.7% −23.8% −12.2% −10.7%
Free-cash-flow margin −58.2% −35.9% −19.8% −19.1% −7.0% 5.2% 9.3%
Cash flow
Cash from operations −39 −38 −29 −38 −18 19 43
Capital spending 4 2 1 1 1 1 2
Free cash flow −43 −40 −30 −39 −19 17 41
Stock-based pay 1 2 15 45 51 59 76
Free cash flow after stock pay −44 −42 −45 −84 −70 −42 −35
Balance sheet
Cash 12 167 309 109 41 94 63
Total debt 0 25 25 85 0 0 336
Net debt (negative = net cash) −12 −142 −284 −24 −41 −94 273
Diluted shares 4m 5m 65m 91m 94m 99m 104m
Returned to shareholders
Dividends 0 0 5 0 0 — —
Buybacks 0 3 3 0 0 — —
Total returned 0 3 8 0 0 — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 2 checks passed · September 30, 2026
What it owns · $835m
Short-term assets $186mLonger-term assets $649m
What it owes, and who funded it · $835m
Short-term liabilities $91mLonger-term liabilities $384mShareholders' equity $360m
  • Short-term assets cover short-term liabilities $186m of assets due within a year against $91m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $186m short-term assets against $384m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Alkami Technology, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+5.1%
year over year
R&D spending
26.7%
of revenue
Days sales outstanding
42 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in application software
Growth, margins and cash generation against peers
Last 12 months unless stated ALKT YEXT AVPT ADEA CLBT SPT Median
Revenue, last 12 months $444m $443m $466m $471m $476m $482m $479m
Revenue growth, last 12 months 32.9% −1.5% 25.0% 24.3% 18.6% 11.8% 12.0%
Revenue growth, 3-year average 29.5% 3.2% 23.0% 6.2% — 18.5% 11.2%
Revenue growth, latest quarter 19.4% −1.8% 22.0% 12.1% — 10.8% 11.9%
Gross margin 57.8% 74.0% 73.4% — 84.2% 77.4% 69.2%
Operating margin −12.1% 8.3% 9.8% 41.6% 14.0% −5.9% 1.1%
Operating margin, 3-year average −16.5% 2.5% 4.8% 34.7% — −12.6% −1.0%
Net margin −10.7% 5.9% 15.3% 26.1% 16.5% −6.1% 1.6%
Cash from operations / revenue 9.7% 12.4% 22.5% 40.6% 36.5% 11.2% 18.1%
Free-cash-flow margin 9.3% 12.0% 21.7% 40.0% 33.7% 10.5% 14.9%
Free-cash-flow margin, 3-year average 2.5% 13.3% 19.7% 44.8% — 6.2% 15.9%
Stock pay / revenue 17.2% 9.7% 7.6% 7.8% 9.4% 15.1% 9.3%
Change in share count 5.1% −8.5% 10.4% 0.5% 19.3% 3.2% 2.3%

Median of all 186 companies we cover in application software. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Saa S Subscription Services $422M 95.0% ▲ 32.1%
Implementation Services $12.6M 2.8% ▲ 65.6%
Other services $9.4M 2.1% ▲ 33.8%

From Alkami Technology, Inc.'s 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$1.8B
Institutions reporting
204
Shares held vs prior quarter
▼ 0.5%
Positions opened / closed
28 / 34

Top buyers and sellers, Q2 2026: 96 institutions bought and 102 sold ; the biggest buyer was General Atlantic, L.P (+4.0M shares) and the biggest seller BAMCO Inc (−2.3M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
General Atlantic, L.P. $351M 19.4M 19.7% ▲ 26.4%
North Reef Capital Management LP $167M 9.2M 9.4% ▲ 20.6%
Jana Partners Management, LP $122M 6.7M 6.9% ▲ 24.2%
Blackrock, Inc. $111M 6.1M 6.2% ▲ 4.1%
UBS Group AG $79M 4.4M 4.4% ▲ 17.7%
Vanguard Portfolio Management LLC $78.7M 4.3M 4.4% ▼ 7.2%
Algebris (UK) Ltd $62M 3.4M 3.5% ▲ 9.7%
Vanguard Capital Management LLC $52.7M 2.9M 3.0% ▼ 9.1%
Irenic Capital Management LP $48.5M 2.7M 2.7% 0.0%
Manufacturers Life Insurance Company, The $46.9M 2.6M 2.6% ▲ 17.8%
Long Path Partners LP $40.6M 2.2M 2.3% ▲ 24.5%
Geode Capital Management, LLC $35.2M 1.9M 2.0% ▲ 5.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Alkami Technology, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
General Atlantic, L.P. Director May 14, 2026 Buy 675,000 $16.49 $11.1M
General Atlantic Genpar (Bermuda), L.P. Director May 14, 2026 Buy 675,000 $16.49 $11.1M
General Atlantic, L.P. Director May 13, 2026 Buy 550,000 $16.63 $9.1M
General Atlantic Genpar (Bermuda), L.P. Director May 13, 2026 Buy 550,000 $16.63 $9.1M
General Atlantic, L.P. Director May 12, 2026 Buy 750,000 $16.87 $12.7M
General Atlantic Genpar (Bermuda), L.P. Director May 12, 2026 Buy 750,000 $16.87 $12.7M
General Atlantic, L.P. Director May 6, 2026 Buy 844,772 $16.63 $14M
General Atlantic Genpar (Bermuda), L.P. Director May 6, 2026 Buy 844,772 $16.63 $14M
General Atlantic, L.P. Director May 5, 2026 Buy 700,000 $16.84 $11.8M
General Atlantic Genpar (Bermuda), L.P. Director May 5, 2026 Buy 700,000 $16.84 $11.8M
General Atlantic, L.P. Director May 4, 2026 Buy 521,771 $16.92 $8.8M
General Atlantic Genpar (Bermuda), L.P. Director May 4, 2026 Buy 521,771 $16.92 $8.8M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 3 trades and filings

In the last 12 months, 1 member of Congress disclosed 1 purchase and 0 sales of Alkami Technology, Inc. shares.

  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded November 13, 2025, filed December 15, 2025
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded April 30, 2025, filed May 6, 2025
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded April 17, 2025, filed May 6, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 27, 2027 estimated from the company's past filing pattern, not announced

  • October 28, 2026
  • July 29, 2026
  • April 29, 2026
  • February 25, 2026
  • October 30, 2025
  • July 30, 2025

Recent SEC filings

Data status

When each part of this page on Alkami Technology, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Alkami Technology, Inc. in brief

What does Alkami Technology, Inc. do?
Alkami Technology, Inc. is a US-listed company in the application software industry. Its financial year ends in December.
What is Alkami Technology, Inc.'s stock ticker?
Alkami Technology, Inc. trades under the ticker ALKT on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Alkami Technology, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Alkami Technology, Inc. reported revenue of $444M, 32.9% higher than a year earlier, according to its SEC filings.
What is Alkami Technology, Inc.'s free cash flow?
Alkami Technology, Inc.'s free-cash-flow margin is 9.3% of revenue over the trailing twelve months.
Who are Alkami Technology, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are General Atlantic, L.P., North Reef Capital Management LP and Jana Partners Management, LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Alkami Technology, Inc.'s market cap?
On December 31, 2025, Alkami Technology, Inc.'s market capitalisation was about $2.4B and net debt of $273M. Market figures come from third-party market data and may be delayed.
Who are Alkami Technology, Inc.'s competitors?
In our Application Software peer group, the companies closest to Alkami Technology, Inc. are Yext, Inc., Avepoint, Inc., Adeia Inc., Cellebrite DI Ltd. and Sprout Social, Inc. The side-by-side comparison below sets their revenue, margins and growth against Alkami Technology, Inc.'s.
Are insiders buying or selling Alkami Technology, Inc. stock?
Over the last 12 months, Alkami Technology, Inc.'s directors and officers reported 21 open-market purchases and 7 sales on Form 4. The insider trading page charts every trade.
When is Alkami Technology, Inc.'s next earnings date?
Around January 27, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Alkami Technology, Inc. announces its own schedule.