ALKT

Alkami Technology, Inc.

A cloud-based digital banking platform that helps community and regional banks and credit unions compete with the biggest banks. Its software powers digital banking, account opening, and data and marketing tools, and it integrates with hundreds of back-office systems; acquired brands like MANTL, Segmint, and ACH Alert round out its offerings. Founded in 2009 and headquartered in Plano, Texas, the company's name is a play on "alchemy"—the ancient art of turning base metals into gold—reflecting its mission to transform the ordinary into the extraordinary.

CUSIP: 01644J108TechnologyUS2 holders

Ownership Activity Financials Filings

Schedule 13D / 13G filings

North Reef Capital Management LP

13G/APassive

% of class8.62%

Shares9.22M

FiledAug 14, 2026

North Reef Capital Management GP LLC

13G/APassive

% of class8.62%

Shares9.22M

FiledAug 14, 2026

James Hanna, III

13G/APassive

% of class8.62%

Shares9.22M

FiledAug 14, 2026

JANA Partners Management, LP

13DActivist

% of class6.3%

Shares6.75M

FiledJun 29, 2026

The Reporting Person acquired the Shares because it believes the Shares are undervalued and represent an attractive investment opportunity. The Reporting Person has had, and intends to have, discussions with the Issuer's board of directors and management regarding: (1) exploring a sale, including by engaging with multiple parties interested in a potential acquisition of the Issuer, and doing so with grounded views of the Issuer's ability to realize value in the public market and realistic views of its intrinsic value; (2) corporate governance; and (3) board leadership.

General Atlantic, L.P.

13D/AActivist

% of class18.1%

Shares19.42M

FiledMay 15, 2026

No material change.

General Atlantic Partners (Lux) SCSp

13D/AActivist

% of class18.1%

Shares19.38M

FiledMay 15, 2026

No material change.

GAP Coinvestments III, LLC

13D/AActivist

% of class18.1%

Shares19.38M

FiledMay 15, 2026

No material change.

GAP Coinvestments IV, LLC

13D/AActivist

% of class18.1%

Shares19.38M

FiledMay 15, 2026

No material change.

GAP Coinvestments V, LLC

13D/AActivist

% of class18.1%

Shares19.38M

FiledMay 15, 2026

No material change.

GAP Coinvestments CDA, L.P.

13D/AActivist

% of class18.1%

Shares19.38M

FiledMay 15, 2026

No material change.

Holder	Schedule	% of class	Shares	Filed
North Reef Capital Management LP	13G/APassive	8.62%	9.22M	Aug 14, 2026
North Reef Capital Management GP LLC	13G/APassive	8.62%	9.22M	Aug 14, 2026
James Hanna, III	13G/APassive	8.62%	9.22M	Aug 14, 2026
JANA Partners Management, LP	13DActivist	6.3%	6.75M	Jun 29, 2026
The Reporting Person acquired the Shares because it believes the Shares are undervalued and represent an attractive investment opportunity. The Reporting Person has had, and intends to have, discussions with the Issuer's board of directors and management regarding: (1) exploring a sale, including by engaging with multiple parties interested in a potential acquisition of the Issuer, and doing so with grounded views of the Issuer's ability to realize value in the public market and realistic views of its intrinsic value; (2) corporate governance; and (3) board leadership.
General Atlantic, L.P.	13D/AActivist	18.1%	19.42M	May 15, 2026
No material change.
General Atlantic Partners (Lux) SCSp	13D/AActivist	18.1%	19.38M	May 15, 2026
No material change.
GAP Coinvestments III, LLC	13D/AActivist	18.1%	19.38M	May 15, 2026
No material change.
GAP Coinvestments IV, LLC	13D/AActivist	18.1%	19.38M	May 15, 2026
No material change.
GAP Coinvestments V, LLC	13D/AActivist	18.1%	19.38M	May 15, 2026
No material change.
GAP Coinvestments CDA, L.P.	13D/AActivist	18.1%	19.38M	May 15, 2026
No material change.