General Atlantic's aggressive accumulation at $16.49-$16.87, combined with the newly authorized $100M buyback, creates a strong floor near current levels. Watch for additional insider buying or a formal buyback program announcement. The cluster's size and timing suggest the insider sees material upside from here.
Price Chart
Executive Summary
General Atlantic, a major 10% owner and director, purchased 1.975M shares of Alkami Technology for ~$32.9M in open-market transactions over May 6-14, 2026. This cluster follows an 8-K filed May 6 disclosing a credit agreement amendment permitting up to $100M in stock buybacks, suggesting the insider is signaling confidence in the company's value at current levels. The buying represents ~1.8% of market cap, a highly material signal from a sophisticated institutional insider.
Key Financial Metrics
Key Facts
- General Atlantic (Director, 10% Owner) purchased 1.975M shares total across three open-market buys: 750K @ $16.87 (May 12), 550K @ $16.63 (May 13), 675K @ $16.49 (May 14)
- Total insider purchase value: ~$32.9M, representing ~1.8% of Alkami's $1.8B market cap
- Cluster follows May 6 8-K: credit agreement amendment allows up to $100M in stock repurchases
- General Atlantic GenPar (Bermuda), L.P. also bought 844.8K shares @ $16.63 on May 6 ($14.05M)
- Recent insider activity (30d): 9 buys totaling $102.3M, including this cluster
Financial Impact
~$32.9M in open-market purchases by a single 10% owner/director, ~1.8% of market cap
Risk Factors
- General Atlantic may be accumulating for strategic/board reasons rather than pure valuation conviction
- Buyback authorization is permissive, not mandatory — actual repurchases may not materialize
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-1778804429293 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 9d 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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers