ALKTNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
ALKAMI TECHNOLOGY, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$14.01+0.28 (+2.04%)
Close on Oct 19, 2026
- Market cap
- $1.50B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.0%
98M of 107M shares
Institutional holders
205
34 new, 35 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
21 buys · 7 sales
Net bought $253.21M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| James Hanna, III | 9,225,000 | 8.62% | 13G (passive) amendment | Jun 30, 2026 |
| North Reef Capital Management GP LLC | 7,650,000 | 7.15% | 13G (passive) | Mar 31, 2026 |
| JANA Partners Management, LP | 6,747,707 | 6.30% | 13D (active) amendment | Oct 14, 2026 |
| Kaiser George B | 6,566,395 | 6.53% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 5,362,012 | 5.20% | 13G (passive) | Jun 30, 2025 |
| General Atlantic, L.P. | 19,420,994 | 18.10% | 13D (active) amendment | May 13, 2026 |
| GAP (Bermuda) L.P. | 17,445,994 | 16.30% | 13D (active) amendment | May 5, 2026 |
| Brian R. Smith | 14,759,550 | 14.69% | 13G (passive) amendment | Dec 31, 2024 |
| General Atlantic (Lux) S.a r.l. | 12,033,436 | 11.60% | 13D (active) | Aug 13, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ALKT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| General Atlantic, L.P. | 19,379,038 | 18.12% | $351.15M | +4,041,543 | 12.08% |
| North Reef Capital Management LP | 9,225,000 | 8.63% | $167.16M | +1,575,000 | 6.41% |
| JANA Partners Management, LP | 6,747,707 | 6.31% | $122.27M | +1,316,319 | 6.43% |
| BlackRock, Inc. | 6,128,251 | 5.73% | $111.04M | +243,048 | 0.00% |
| UBS Group AG | 4,358,689 | 4.08% | $78.98M | +654,071 | 0.01% |
| Vanguard Portfolio Management LLC | 4,344,848 | 4.06% | $78.73M | −337,437 | 0.00% |
| Algebris (UK) Ltd | 3,430,009 | 3.21% | $61.96M | +302,970 | 4.08% |
| Vanguard Capital Management LLC | 2,909,945 | 2.72% | $52.73M | −291,543 | 0.00% |
| Irenic Capital Management LP | 2,675,151 | 2.50% | $48.47M | – | 2.33% |
| Manufacturers Life Insurance Company, The | 2,589,800 | 2.42% | $46.93M | +391,531 | 0.04% |
| Long Path Partners LP | 2,239,524 | 2.09% | $40.58M | +440,308 | 17.29% |
| Geode Capital Management, LLC | 1,944,209 | 1.82% | $35.24M | +102,507 | 0.00% |
| State Street Corp | 1,931,864 | 1.81% | $34.94M | +93,885 | 0.00% |
| Citadel Advisors LLC | 1,567,060 | 1.47% | $28.40M | −19,020 | 0.00% |
| Goldman Sachs Group Inc | 1,553,600 | 1.45% | $28.15M | +402,673 | 0.00% |
| Cadian Capital Management, LP | 1,476,832 | 1.38% | $26.76M | +141,832 | 2.03% |
| FMR LLC | 1,459,967 | 1.37% | $26.45M | −458 | 0.00% |
| Select Equity Group, L.P. | 1,450,006 | 1.36% | $26.27M | +466,056 | 0.13% |
| Morgan Stanley | 1,209,526 | 1.13% | $21.92M | −255,771 | 0.00% |
| GW&K Investment Management, LLC | 1,173,716 | 1.10% | $21.27K | +7,065 | 0.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 205 | 98M | 92.0% | 34 / 68 | 68 / 35 | 16M | 13M |
| Q1 2026 | 210 | 99M | 92.4% | 42 / 63 | 78 / 55 | 30M | 20M |
| Q4 2025 | 227 | 97M | 90.4% | 41 / 77 | 83 / 34 | 17M | 17M |
| Q3 2025 | 222 | 96M | 90.2% | 38 / 91 | 71 / 48 | 21M | 12M |
| Q2 2025 | 234 | 88M | 82.5% | 51 / 105 | 56 / 56 | 18M | 10M |
| Q1 2025 | 240 | 80M | 75.1% | 45 / 108 | 66 / 51 | 15M | 7M |
| Q4 2024 | 249 | 73M | 68.1% | 65 / 97 | 58 / 17 | 19M | 9M |
| Q3 2024 | 202 | 63M | 58.9% | 50 / 83 | 46 / 17 | 14M | 6M |
| Q2 2024 | 171 | 58M | 54.1% | 38 / 77 | 44 / 20 | 6M | 4M |
| Q1 2024 | 154 | 56M | 52.5% | 37 / 51 | 43 / 16 | 5M | 3M |
| Q4 2023 | 133 | 55M | 51.0% | 41 / 46 | 32 / 14 | 9M | 4M |
| Q3 2023 | 106 | 50M | 46.7% | 25 / 42 | 28 / 18 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ALKT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Small Cap Core Fund | 1,927,944 | 1.80% | $35.03M | 1.80% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,877,658 | 1.76% | $34.02M | 0.00% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,813,448 | 1.70% | $32.95M | 0.02% | May 31, 2026 |
| iShares Russell 2000 ETF | 1,745,277 | 1.63% | $31.62M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,348,993 | 1.26% | $24.44M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 968,760 | 0.91% | $17.60M | 0.20% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 918,245 | 0.86% | $16.64M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 774,329 | 0.72% | $14.03M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 742,778 | 0.69% | $13.50M | 0.04% | Jul 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | 637,429 | 0.60% | $11.55M | 0.31% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 627,622 | 0.59% | $11.37M | 0.07% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 553,784 | 0.52% | $10.06M | 0.35% | Jul 31, 2026 |
| Fidelity Small Cap Growth K6 Fund | 485,354 | 0.45% | $8.82M | 0.19% | Jul 31, 2026 |
| Calvert Small Cap Fund | 475,067 | 0.44% | $8.61M | 0.67% | Jun 30, 2026 |
| iShares Expanded Tech-Software Sector ETF | 414,490 | 0.39% | $7.51M | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Alex Shootman | Chief Executive Officer, Director | 1,169,409 | 1.09% | Sep 9, 2026 |
| Cassandra Hudson | Chief Financial Officer | 324,458 | 0.30% | Sep 3, 2026 |
| Prerna Sachdeva | Chief Accounting Officer | 85,001 | 0.08% | Sep 3, 2026 |
| Douglas A. Linebarger | Chief Legal Officer | 337,265 | 0.32% | Sep 3, 2026 |
| W. Bryan Hill | Chief Financial Officer | 409,889 | 0.38% | Sep 4, 2025 |
| Stephen Bohanon | Chief Strategy & Product Offr. | 1,017,944 | 0.95% | Dec 9, 2024 |
| Judson C. Linville | Director | 20,780 | 0.02% | Jul 7, 2026 |
| Jeffrey H. Fox | Director | 20,780 | 0.02% | Jul 7, 2026 |
| Steven R. Mitchell | Director | 2,619,637 | 2.45% | Jul 7, 2026 |
| S3 Ventures Iii, L.L.C. | Director, 10% owner | 14,771,425 | 13.81% | Jul 7, 2026 |
| Maria Ines Alvarez | Director | 70,594 | 0.07% | Jul 7, 2026 |
| Brian R. Smith | Director, 10% owner | 14,783,962 | 13.82% | Jul 7, 2026 |
| S3 Ventures Gplp Iii, L.P. | Director, 10% owner | 14,770,265 | 13.81% | Jul 7, 2026 |
| S3 Ventures Fund III, L.P. | Director, 10% owner | 14,782,782 | 13.82% | Jul 7, 2026 |
| Joseph P. Payne | Director | 37,985 | 0.04% | May 21, 2026 |
| Susanna Morgan | Director | 23,126 | 0.02% | May 21, 2026 |
| Barbara A. Yastine | Director | 92,113 | 0.09% | May 21, 2026 |
| Charles Kane | Director | 54,646 | 0.05% | May 21, 2026 |
| Raphael Osnoss | Director | 53,313 | 0.05% | May 21, 2026 |
| General Atlantic (AL) SPV, L.P. | Director, 10% owner | 19,420,994 | 18.16% | May 14, 2026 |
| Gap Coinvestments Iii, Llc | Director, 10% owner | 15,379,451 | 14.38% | May 14, 2026 |
| General Atlantic, L.P. | Director, 10% owner | 18,729,806 | 17.51% | May 14, 2026 |
| GAP Coinvestments CDA, L.P. | Director, 10% owner | – | – | May 14, 2026 |
| Gap Coinvestments Iv, Llc | Director, 10% owner | 9,680,049 | 9.05% | May 14, 2026 |
| (Bermuda) L.P. GAP | Director, 10% owner | 11,904,045 | 11.13% | May 14, 2026 |
| General Atlantic Genpar (Bermuda), L.P. | Director, 10% owner | 9,680,049 | 9.05% | May 14, 2026 |
| General Atlantic Genpar, L.P. | Director, 10% owner | 13,055,049 | 12.21% | May 14, 2026 |
| GAP Coinvestments V, LLC | Director, 10% owner | – | – | May 14, 2026 |
| General Atlantic (SPV) GP, LLC | Director, 10% owner | 17,445,994 | 16.31% | May 14, 2026 |
| General Atlantic (AL), L.P. | Director, 10% owner | 10,637,274 | 9.95% | May 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alex Shootman Chief Executive Officer, Director | Sep 8, 2026 | Tax withholding | −16,188 | $19.38 | $313.72K | 1,169,409 |
| Cassandra Hudson Chief Financial Officer | Sep 1, 2026 | Tax withholding | −8,293 | $19.44 | $161.22K | 324,458 |
| Douglas A. Linebarger Chief Legal Officer | Sep 1, 2026 | Tax withholding | −7,381 | $19.44 | $143.49K | 337,265 |
| Alex Shootman Chief Executive Officer, Director | Sep 1, 2026 | Tax withholding | −5,205 | $19.44 | $101.19K | 1,185,597 |
| Prerna Sachdeva Chief Accounting Officer | Sep 1, 2026 | Tax withholding | −1,421 | $19.44 | $27.62K | 85,001 |
| Cassandra Hudson Chief Financial Officer | Aug 7, 2026 | Award | +52,116 | – | – | 332,751 |
| Jeffrey H. Fox Director | Jul 5, 2026 | Award | +457 | – | – | 20,780 |
| Judson C. Linville Director | Jul 5, 2026 | Award | +457 | – | – | 20,780 |
| Maria Ines Alvarez Director | Jul 5, 2026 | Award | +685 | – | – | 70,594 |
| Steven R. Mitchell Director | Jul 5, 2026 | Award | +533 | – | – | 98,026 |
| Brian R. Smith Director, 10% owner | Jul 5, 2026 | Award | +1,180 | – | – | 565,722 |
| Alex Shootman Chief Executive Officer, Director | Jun 8, 2026 | Tax withholding | −16,188 | $15.85 | $256.58K | 1,190,802 |
| Prerna Sachdeva Chief Accounting Officer | Jun 1, 2026 | Tax withholding | −1,370 | $18.95 | $25.96K | 86,422 |
| Alex Shootman Chief Executive Officer, Director | Jun 1, 2026 | Tax withholding | −5,205 | $18.95 | $98.63K | 1,206,990 |
| Cassandra Hudson Chief Financial Officer | Jun 1, 2026 | Tax withholding | −6,122 | $18.95 | $116.01K | 280,635 |
| Douglas A. Linebarger Chief Legal Officer | Jun 1, 2026 | Tax withholding | −5,819 | $18.95 | $110.27K | 344,646 |
| Steven R. Mitchell Director | May 19, 2026 | Award | +11,357 | – | – | 97,493 |
| Jeffrey H. Fox Director | May 19, 2026 | Award | +20,323 | – | – | 20,323 |
| Barbara A. Yastine Director | May 19, 2026 | Award | +11,357 | – | – | 92,113 |
| Maria Ines Alvarez Director | May 19, 2026 | Award | +11,357 | – | – | 69,909 |
| Charles Kane Director | May 19, 2026 | Award | +11,357 | – | – | 54,646 |
| Susanna Morgan Director | May 19, 2026 | Award | +11,357 | – | – | 23,126 |
| S3 Ventures Fund III, L.P. Director, 10% owner | May 19, 2026 | Award | +11,357 | – | – | 564,542 |
| Raphael Osnoss Director | May 19, 2026 | Award | +11,357 | – | – | 53,313 |
| Joseph P. Payne Director | May 19, 2026 | Award | +11,357 | – | – | 37,985 |
| Judson C. Linville Director | May 19, 2026 | Award | +20,323 | – | – | 20,323 |
| General Atlantic Partners (Lux), SCSp Director, 10% owner | May 14, 2026 | Buy | +675,000 | $16.49 | $11.13M | 19,420,994 |
| General Atlantic (AL) SPV, L.P. Director, 10% owner | May 14, 2026 | Buy | +675,000 | $16.49 | $11.13M | 19,420,994 |
| General Atlantic Partners (Lux), SCSp Director, 10% owner | May 13, 2026 | Buy | +550,000 | $16.63 | $9.15M | 18,745,994 |
| General Atlantic (AL) SPV, L.P. Director, 10% owner | May 13, 2026 | Buy | +550,000 | $16.63 | $9.15M | 18,745,994 |
| General Atlantic Partners (Lux), SCSp Director, 10% owner | May 12, 2026 | Buy | +750,000 | $16.87 | $12.65M | 18,195,994 |
| General Atlantic (AL) SPV, L.P. Director, 10% owner | May 12, 2026 | Buy | +750,000 | $16.87 | $12.65M | 18,195,994 |
| General Atlantic (SPV) GP, LLC Director, 10% owner | May 6, 2026 | Buy | +844,772 | $16.63 | $14.05M | 17,445,994 |
| Atlantic GenPar (Lux) SCSp General Director, 10% owner | May 6, 2026 | Buy | +844,772 | $16.63 | $14.05M | 17,445,994 |
| General Atlantic (SPV) GP, LLC Director, 10% owner | May 5, 2026 | Buy | +700,000 | $16.84 | $11.79M | 16,601,222 |
| Atlantic GenPar (Lux) SCSp General Director, 10% owner | May 5, 2026 | Buy | +700,000 | $16.84 | $11.79M | 16,601,222 |
| General Atlantic (SPV) GP, LLC Director, 10% owner | May 4, 2026 | Buy | +521,771 | $16.92 | $8.83M | 15,901,222 |
| Atlantic GenPar (Lux) SCSp General Director, 10% owner | May 4, 2026 | Buy | +521,771 | $16.92 | $8.83M | 15,901,222 |
| S3 Ventures Iii, L.L.C. Director, 10% owner | Apr 5, 2026 | Award | +1,160 | – | – | 553,185 |
| Steven R. Mitchell Director | Apr 5, 2026 | Award | +524 | – | – | 86,136 |
| Maria Ines Alvarez Director | Apr 5, 2026 | Award | +674 | – | – | 58,552 |
| Gap Coinvestments Iii, Llc Director, 10% owner | Mar 12, 2026 | Buy | +500,000 | $18.33 | $9.17M | 15,379,451 |
| General Atlantic (SPV) GP, LLC Director, 10% owner | Mar 12, 2026 | Buy | +500,000 | $18.33 | $9.17M | 15,379,451 |
| Joseph P. Payne Director | Mar 11, 2026 | Buy | +5,500 | $18.23 | $100.27K | 26,628 |
| General Atlantic Partners (Bermuda) EU, L.P. Director, 10% owner | Mar 11, 2026 | Buy | +900,000 | $18.41 | $16.57M | 14,879,451 |
| General Atlantic Partners (Bermuda) IV, L.P. Director, 10% owner | Mar 11, 2026 | Buy | +900,000 | $18.41 | $16.57M | 14,879,451 |
| General Atlantic Partners (Bermuda) EU, L.P. Director, 10% owner | Mar 10, 2026 | Buy | +1,103,749 | $17.56 | $19.38M | 13,979,451 |
| General Atlantic Partners (Bermuda) IV, L.P. Director, 10% owner | Mar 10, 2026 | Buy | +1,103,749 | $17.56 | $19.38M | 13,979,451 |
| General Atlantic Partners (Bermuda) EU, L.P. Director, 10% owner | Mar 9, 2026 | Buy | +842,266 | $17.35 | $14.61M | 12,875,702 |
| General Atlantic Partners (Bermuda) IV, L.P. Director, 10% owner | Mar 9, 2026 | Buy | +842,266 | $17.35 | $14.61M | 12,875,702 |
| Alex Shootman Chief Executive Officer, Director | Mar 9, 2026 | Sale | −10,876 | $16.59 | $180.43K | 1,210,974 |
| Prerna Sachdeva Chief Accounting Officer | Mar 4, 2026 | Award | +24,184 | – | – | 87,792 |
| Alex Shootman Chief Executive Officer, Director | Mar 4, 2026 | Award | +211,608 | – | – | 1,221,850 |
| Alex Shootman Chief Executive Officer, Director | Mar 4, 2026 | Award | +211,609 | – | – | 1,010,242 |
| Douglas A. Linebarger Chief Legal Officer | Mar 4, 2026 | Award | +66,505 | – | – | 349,244 |
| Douglas A. Linebarger Chief Legal Officer | Mar 4, 2026 | Award | +66,506 | – | – | 282,739 |
| Prerna Sachdeva Chief Accounting Officer | Mar 2, 2026 | Sale | −1,352 | $16.90 | $22.85K | 63,608 |
| Cassandra Hudson Chief Financial Officer | Mar 2, 2026 | Sale | −6,869 | $16.90 | $116.09K | 286,757 |
| Douglas A. Linebarger Chief Legal Officer | Mar 2, 2026 | Sale | −5,518 | $16.90 | $93.25K | 216,233 |
| Steven R. Mitchell Director | Jan 5, 2026 | Award | +396 | – | – | 85,612 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| A. Yastine Barbara Director | May 14, 2026 | 20,552 | $335.84K | May 14, 2026 | Restricted stock vesting under a registered plan |
| Bryan Hill William Officer | Nov 4, 2025 | 7,350 | $145.13K | Nov 4, 2025 | Exercise of options under a registered plan |
| Shootman Alex Director, Officer | May 28, 2025 | 150,000 | $4.39M | May 28, 2025 | Restricted Stock Units |
| Shootman Alex Director, Officer | Feb 26, 2025 | 75,000 | $2.24M | Feb 26, 2025 | Restricted Stock Units |
| Carl Bohanon Stephen Officer | Jan 15, 2025 | 40,000 | $1.39M | Jan 15, 2025 | Acquired as a gift |
| Bryan Hill W. Officer | Dec 16, 2024 | 200,000 | $7.92M | Dec 16, 2024 | Exercise of Stock Options |
| A. Linebarger Douglas Officer | Dec 12, 2024 | 50,000 | $2.00M | Dec 12, 2024 | Restricted Stock |
| Carl Bohanon Stephen Officer | Dec 5, 2024 | 18,492 | $728.40K | Dec 5, 2024 | Acquired as compensation -- Restricted Stock Units |
| C. Bohanon Stephen Officer | Dec 5, 2024 | 2,576 | $101.75K | Dec 5, 2024 | Restricted Stock |
| Shootman Alex Director, Officer | Nov 27, 2024 | 75,000 | $2.98M | Nov 27, 2024 | Restricted Stock Units |
| B. Hill William Officer | Nov 25, 2024 | 99,755 | $4.18M | Nov 25, 2024 | Restricted Stock |
| General Atlantic (AL), L.P. Affiliate | Nov 25, 2024 | 3,000,000 | $119.25M | Nov 25, 2024 | Conversion |
| C. Bohanon Stephen Officer | Nov 22, 2024 | 64,605 | $2.63M | Nov 22, 2024 | Stock Option Exercise |
| A. Linebarger Douglas Officer | Nov 21, 2024 | 43,336 | $1.67M | Nov 21, 2024 | Stock Option Exercise |
| B. Hill William Officer | Nov 21, 2024 | 110,250 | $4.26M | Nov 21, 2024 | Stock Option Exercise |