ALKAMI TECHNOLOGY, INC.
At today's price, ALKAMI TECHNOLOGY, INC. (ALKT) is priced for +23.2% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Alkami sells a single cloud platform that runs the digital banking front end for credit unions and community banks, and the model compounds on two levers at once: more registered users and more revenue per user, which together drove annual recurring revenue to $493.6 million, up 22% [Source: Q1 FY2026 earnings release]. • The headline net loss hides the real shape of the business: adjusted EBITDA roughly doubled year over year to $22.3 million at a 17.7% margin, so the company is profitable on
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201 institutional managers reported holding ALKT in 13F filings for the quarter ended 2026-03-31. Together they hold about 95% of the company; the top 10 hold 56%. 34 opened new positions that quarter. Held by Vanguard Group, BlackRock, JANA Partners, among others. On the short side, 9.3M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (5.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ALKT's share count grew 39.4% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ALKT over the trailing three years: 2025: 11 buys totaling $59.63M; 2026: 9 buys totaling $119.56M. 38 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ALKT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-05 | +4.7% | +29.8% |
| 2023-08-04 | -1.7% | +8.7% |
| 2023-11-03 | +8.1% | +15.3% |
| 2024-03-01 | -3.0% | +10.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ALKT's latest 8-K filings: 2026-05-20 (items 5.07); 2026-05-06 (items 1.01, 9.01); 2026-04-29 (items 2.02, 7.01, 8.01, 9.01); 2026-04-01 (items 5.02); 2026-02-25 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.