The combination of a $100M buyback authorization and $17.66M in insider purchases by a major 10% owner signals strong conviction. Monitor for additional insider purchases and the pace of the buyback program.
Price Chart
Executive Summary
General Atlantic entities purchased $17.66M of ALKT stock over two days at ~$16.92/share, the same day the company amended its credit agreement to permit up to $100M in share repurchases. The cluster represents ~1% of market cap, a significant insider buy signal, and the credit amendment provides a clear catalyst for the purchases.
Key Financial Metrics
Key Facts
- General Atlantic entities purchased 1.04M shares for $17.66M at $16.92/share on May 4, 2026
- On May 1, 2026, Alkami amended its credit agreement to permit up to $100M in share repurchases
- Total insider buying in the last 30 days is $69.3M, including this $17.66M cluster
- The $17.66M cluster represents approximately 1% of Alkami's $1.8B market cap
- Both buying entities are 10% owners and directors, not C-suite executives
Financial Impact
$17.66M insider purchase cluster, representing ~1% of market cap, alongside a $100M share repurchase authorization
Risk Factors
- The insider buying is from a 10% owner (General Atlantic), not C-suite executives who have more direct operational insight
- The buyback authorization is permissive, not mandatory — the company may not execute it aggressively
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ALKT-1778116257762 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | SC 13D/A | $14.01 | awaiting T+60 | — | $15.71 (+12.13%) |
Oct 7, 2026 19d ago | 8-K | $14.15 | awaiting T+60 | — | $15.71 (+11.02%) |
Jul 14, 2026 14w ago | Press Release | $17.06 $14.15 | ▼ −17.06% | ▼ −20.43% | $15.71 (−7.91%) |
Jun 11, 2026 19w ago | Institutional Cluster | $15.19 $19.38 | ▲ +27.58% | ▲ +24.32% | $15.71 (+3.42%) |
May 21, 2026 22w ago | 3 | $16.80 $20.14 | ▲ +19.88% | ▲ +16.69% | $15.71 (−6.49%) |
May 21, 2026 22w ago | 3 | $16.80 $20.14 | ▲ +19.88% | ▲ +16.69% | $15.71 (−6.49%) |
May 14, 2026 23w ago | Insider Cluster | $16.61 $19.83 | ▲ +19.39% | ▲ +14.87% | $15.71 (−5.42%) |
May 6, 2026 24w ago | Insider Cluster | $16.75 $18.17 | ▲ +8.48% | ▲ +6.42% | $15.71 (−6.21%) |
May 4, 2026 25w ago | Insider Cluster | $17.17 $18.33 | ▲ +6.76% | ▲ +4.90% | $15.71 (−8.50%) |
Apr 7, 2026 28w ago | DEFA14A | $16.47 $19.02 | ▲ +15.48% | ▲ +5.03% | $15.71 (−4.61%) |
US Market Status
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