Alkami Technology, Inc. filings document the public-company disclosures of a cloud-based digital banking software provider serving U.S. banks and credit unions. The company’s 8-K reports cover operating results, Regulation FD investor presentations, material agreements, credit agreement amendments, and capital actions involving its common stock.
Alkami’s proxy and governance filings address annual meeting matters, board composition, committee assignments, director compensation, executive compensation, and related corporate-governance disclosures. The filing record also documents capital-structure matters, share repurchase authorization, and formal exhibits tied to its financing arrangements and SaaS-based digital sales and service business.
General Atlantic-affiliated investment funds have amended their Schedule 13D for Alkami Technology, Inc. They report beneficial ownership of 17,445,994 shares of Alkami common stock, representing 16.3% of 107,019,174 shares outstanding as of March 31, 2026.
The group, made up of multiple General Atlantic and co-investment vehicles, holds all voting and dispositive power on a shared basis and acquired the position for investment purposes. They may buy or sell additional shares, engage with Alkami’s management and board on strategy and governance matters, and may use derivatives. Alkami’s board granted the group a waiver from Section 203 of the Delaware General Corporation Law for purchases up to a 19.9% beneficial ownership level. A director, Raphael Osnoss, also holds 34,731 common shares and 7,225 restricted stock units for the benefit of a General Atlantic service entity.
Investment funds affiliated with General Atlantic increased their indirect stake in Alkami Technology through open market purchases. GA AL Holding II, L.P. acquired 521,771 shares of Common Stock on May 4, 2026 at a weighted average price of $16.92, 700,000 shares on May 5, 2026 at $16.84, and 844,772 shares on May 6, 2026 at $16.63, for a total of 2,066,543 shares. After these trades, entities in the General Atlantic structure indirectly held 17,445,994 Alkami shares through various affiliated limited partnerships and investment funds, with economic interests ultimately allocated across multiple General Atlantic vehicles.
ALKAMI TECHNOLOGY, INC. received significant additional investment from General Atlantic–affiliated entities through a series of open‑market purchases of Common Stock. GA AL Holding II, L.P. acquired 521,771 shares on May 4, 700,000 shares on May 5, and 844,772 shares on May 6, 2026, totaling 2,066,543 shares. Following these transactions, affiliated investment vehicles collectively reported 17,445,994 shares of Alkami common stock held indirectly.
Alkami Technology, Inc. entered into a Fifth Amendment to its Amended and Restated Credit Agreement on May 1, 2026. The amendment permits the company to use up to $100,000,000 of its cash to repurchase its common stock.
Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, continues as Administrative Agent, with other lenders party to the agreement. Except for this new repurchase flexibility, the remaining terms of the credit agreement remain in full force and effect.
Alkami Technology, Inc. reports strong growth but continued losses for the quarter ended March 31, 2026. Revenue rose to $126.1 million from $97.8 million, driven by more users on its digital banking platform, additional products sold to clients, and contribution from the 2025 MANTL acquisition.
Annual Recurring Revenue increased to $493.6 million, with 23,001 registered users and higher revenue per user. Despite this, Alkami posted a net loss of $10.0 million, or $(0.09) per share, as it continues to invest heavily in research, development, sales, and administrative functions.
Cash, cash equivalents and marketable securities totaled $77.6 million. The company has $345 million of 1.50% convertible notes due 2030 and an undrawn $225 million revolving credit facility. After quarter-end, the board authorized a share repurchase program of up to $100 million of common stock.
Alkami Technology, Inc. reported strong growth for the quarter ended March 31, 2026, alongside a new share repurchase program. GAAP revenue reached $126.1 million, up 28.9% from a year earlier, with GAAP gross margin of 58.6% and non-GAAP gross margin of 64.4%. The company recorded a GAAP net loss of $10.0 million, while Adjusted EBITDA increased to $22.3 million from $12.1 million, reflecting improved operating leverage.
Alkami ended the quarter with Annual Recurring Revenue of $493.6 million, up 22% year over year, and 23.0 million registered digital banking users, with revenue per registered user of $21.46, up 9%. The Board authorized a share repurchase program of up to $100 million of common stock, with purchases to be made opportunistically via open market and privately negotiated transactions, including potential Rule 10b5-1 trading plans.
Alvarez Maria Ines reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY, INC. director Maria Ines Alvarez received an award of 674 shares of Common Stock on April 5, 2026 at a stated price of $0.00 per share. This was a grant under the company’s 2021 Incentive Award Plan, and she elected to defer receipt of these shares under that plan. Following this award, she directly holds 58,552 shares of Common Stock.
SMITH BRIAN R reported acquisition or exercise transactions in this Form 4 filing.
ALKAMI TECHNOLOGY director and 10% owner Brian R. Smith received a grant of 1,160 shares of Common Stock as a compensation award. The shares were granted at no cost under the 2021 Incentive Award Plan, and he elected to defer receipt of these shares.
After this award, Smith holds 553,185 shares directly. In addition, 14,218,240 shares are held indirectly through S3 Ventures Fund III, L.P., where related S3 entities and Smith may be deemed to share beneficial ownership, although each disclaims beneficial ownership beyond their pecuniary interest.
Mitchell Steven R reported acquisition or exercise transactions in this Form 4 filing.
Alkami Technology, Inc. director Mitchell Steven R received a grant of 524 shares of common stock at no cost as a stock award. These shares were elected to be deferred under the company’s 2021 Incentive Award Plan, so he will receive them at a later time.
After this award, his directly held common stock totals 86,136 shares. Separately, 2,521,611 shares are held by ARG Private Equity II, LLC, where he serves as an adviser and may be deemed to have beneficial ownership only to the extent of his pecuniary interest.