$ALKT

$15.71 -$0.32 (2.0%) Close

$ALKT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 106.9M shares outstanding

Who owns ALKT?

By type of holder

Institutions 91.4% Insiders 8.6% Everyone else 0.0%

Concentration Top 10 holders own 63.3%

General Atlantic, L.P. 18.1% · North Reef Capital Management LP 8.6%

Institutional ownership

91.4%

-1.1 pts vs last qtr

Institutional holders

202

-9 vs last qtr

Net shares bought

−1.1M

by institutions in Q2 2026

New / sold out

31 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

General Atlantic, L.P. +4.0M
North Reef Capital Management LP +1.6M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −3.9M
Bamco Inc /ny/ SOLD OUT −2.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$481K

2 notices from 2 people

Shares covered

27.9K

0.03% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Barbara A. Yastine Director $336K
William Bryan Hill Officer $145K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+2290.1%

+69.72% a year

Each share's claim on the business

−95.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$6.7M vs $249M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years49% 3–5 years8% 1–3 years21% Under 1 year22%

Quarterly turnover

16.5%

of institutional shares changed hands

Top 10 managers, median time held

4.5 years

Super Investors

Investment managers reporting ALKT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
GA General Atlantic, L.P. 13D · 18.1%	19.4M	18.12%	+4.0M (+26.4%)	≤2021	12.1%
Shares held by quarter Peak holding19.4M (Q2'26) Change over 8 quarters+3.9M Share of the company18.120% Disclosed stake13D · 18.1% General Atlantic, L.P.'s full portfolio →
NR North Reef Capital Management LP	9.2M	8.63%	+1.6M (+20.6%)	2024	6.4%
Shares held by quarter Peak holding9.2M (Q2'26) Change over 8 quarters+9.0M Share of the company8.630% North Reef Capital Management LP's full portfolio →

General Atlantic, L.P.

13D · 18.1%

19.4M

% of company

18.12%

Change vs last qtr

+4.0M (+26.4%)

Held since

≤2021

North Reef Capital Management LP

9.2M

% of company

8.63%

Change vs last qtr

+1.6M (+20.6%)

Held since

2024

28 more super investors behind a free account

See every manager holding Alkami Technology, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ALKT on Form N-PORT; together they hold 26.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SC Small Cap Core Fund John Hancock Investment Trust	$35M	1.9M	1.80%	1.80%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$34M	1.9M	1.76%	0.00%	June 30, 2026

Small Cap Core Fund

John Hancock Investment Trust

Position value

$35M

% of company

1.80%

% of the fund

1.80%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$34M

% of company

1.76%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Alkami Technology, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KG Kaiser George B Insider	8.4M	7.89%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.890% Kaiser George B's insider activity →
MS Mitchell Steven R Insider	2.6M	2.45%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.450% Mitchell Steven R's insider activity →

Kaiser George B

Insider

8.4M

% of company

7.89%

Change vs last qtr

—

Held since

—

Mitchell Steven R

Insider

2.6M

% of company

2.45%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Alkami Technology, Inc..

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