ALKT
ALKAMI TECHNOLOGY, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 Alkami Technology reported strong Q4 2025 financial results with 34.…
- R Mar 2 General Atlantic, L.P., a director-level entity, purchased over $50.…
- R Mar 9 A significant insider buying cluster emerged at Alkami Technology, w…
- B Mar 11 to Mar 12 2 days of insider buys: $35.0M by 3 insiders, avg $18.37
- B May 4 to May 14 6 days of insider buys: $135.2M by 2 insiders, avg $16.72
- R May 15 Two 10% owner/director entities tied to General Atlantic purchased 1…
- R Jun 11 In Q3 2024, 18 institutional investors accumulated $105M in ALKT wit…
- A Sep 24 JP Morgan downgrades
Signal stack
Where each data set points today.
- InsidersBULLISH
3 insiders bought $170.2M at an average $17.04. No open-market sales. Price is 9% below their cost.
- InstitutionsMIXED
Q2 2026: 14 added (0 new), 17 trimmed or exited.
- AnalystsBULLISH
11 of 14 rate it Buy or better.
- EstimatesFALLING
Current-quarter EPS estimate $0.223 → $0.204 over 90 days.
- TrendDOWNTREND
9% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | $28.2M |
| Select Equity Group, L.P. | ADD | $26.3M |
| NOMURA HOLDINGS INC | DOUBLED | $14.0M |
| DIMENSIONAL FUND ADVISORS LP | ADD | $6.1M |
| MARSHALL WACE, LLP | TRIM | $5.3M |
| ROYCE & ASSOCIATES LP | DOUBLED | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | $4.4M |
| CITIGROUP INC | TRIM | $3.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | Barclays MAINTAIN | Equal-Weight |
| Sep 24, 2026 | JP Morgan DOWNGRADE | Underweight |
| Sep 24, 2026 | Citizens REITERATE | Market Outperform |
| Aug 24, 2026 | JP Morgan MAINTAIN | Overweight |
| Aug 24, 2026 | Needham MAINTAIN | Buy |
| Jun 22, 2026 | JP Morgan MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 5, 2026 | SMITH BRIAN R Director | AWARD | 1,085 sh |
| Oct 5, 2026 | FOX JEFFREY H Director | AWARD | 420 sh |
| Oct 5, 2026 | Linville Judson C Director | AWARD | 420 sh |
| Oct 5, 2026 | Alvarez Maria Ines Director | AWARD | 630 sh |
| Oct 5, 2026 | Mitchell Steven R Director | AWARD | 490 sh |
| Sep 8, 2026 | Shootman Alex Chief Executive Officer | TAX W/H | $313.7K |
| Sep 1, 2026 | Linebarger Douglas A. Chief Legal Officer | TAX W/H | $143.5K |
| Sep 1, 2026 | Sachdeva Prerna Chief Accounting Officer | TAX W/H | $27.6K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.20 | $0.19–$0.22 | +3.4% | $133.5M |
| Next Q | $0.26 | $0.22–$0.29 | +0.0% | $140.3M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
14 filings · 8 bullish · 0 bearish · 6 neutral- NEUTRAL SC 13D/AOct 16, 2026
JANA Partners Management filed an amended Schedule 13D for Alkami Technology, disclosing a 6.3%…
JANA's addition of AI partnership opportunities to its discussion agenda signals a potential push for strategic partnerships or M&A. Monitor for further 13D amendments or public letters outlining…
- NEUTRAL 8-KOct 7, 2026
Alkami Technology's Chief Accounting Officer, Prerna Sachdeva, resigned on October 2, 2026, to…
Monitor the search for a permanent Chief Accounting Officer. No immediate trading signal — this is a routine administrative change with a smooth transition plan.
- NEUTRAL PRESS-RELEASEJul 14, 2026
Alkami Technology, Inc. announced it will report its Q2 2026 results.
- BULLISH INST-CLUSTERJun 11, 2026
In Q3 2024, 18 institutional investors accumulated $105M in ALKT with active managers leading the…
The strong accumulation by multiple active managers suggests growing institutional conviction in Alkami's revenue growth and margin expansion story. Monitor upcoming quarterly earnings for…
All ALKT filing & press-release reports (14)
- SC 13D/A reportOct 16, 2026
- 8-K reportOct 7, 2026
- PRESS-RELEASE reportJul 14, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportMay 14, 2026
- 3 reportMay 21, 2026
- 3 reportMay 21, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportMay 4, 2026
- DEFA14A reportApr 7, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportMar 2, 2026
- 8-K reportFeb 25, 2026