Alkami Technology, Inc. has 13 Schedule 13D or 13G filings on record since 2025-07-17. 4 holders' latest filing reports 5% or more of common stock, $0.001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| General Atlantic, L.P. | 18.1% | 19,420,994 | SCHEDULE 13D/A, 2026-05-15 | 2026-05-13 |
| North Reef Capital Management LP | 8.62% | 9,225,000 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| JANA Partners Management, LP | 6.3% | 6,747,707 | SCHEDULE 13D, 2026-06-29 | 2026-06-22 |
| BlackRock, Inc. | 5.2% | 5,362,012 | SCHEDULE 13G, 2025-07-17 | 2025-06-30 |
| Capital International Investors | 0% | 0 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
General Atlantic, L.P.
No material change.Item 4 of the SCHEDULE 13D/A filed 2026-05-15
JANA Partners Management, LP
The Reporting Person acquired the Shares because it believes the Shares are undervalued and represent an attractive investment opportunity. The Reporting Person has had, and intends to have, discussions with the Issuer's board of directors and management regarding: (1) exploring a sale, including by engaging with multiple parties interested in a potential acquisition of the Issuer, and doing so with grounded views of the Issuer's ability to realize value in the public market and realistic views of its intrinsic value; (2) corporate governance; and (3) board leadership.Item 4 of the SCHEDULE 13D filed 2026-06-29
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 5.2% | SCHEDULE 13G |
| 2025-08-13 | Capital International Investors | 5.3% | SCHEDULE 13G |
| 2025-08-20 | General Atlantic, L.P. | 11.6% | SCHEDULE 13D |
| 2026-02-13 | Capital International Investors | 0% | SCHEDULE 13G/A |
| 2026-03-11 | General Atlantic, L.P. | 14% | SCHEDULE 13D/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-01 | Jana Partners Management, LP | 5.1% | SCHEDULE 13D |
| 2026-05-07 | General Atlantic, L.P. | 16.3% | SCHEDULE 13D/A |
| 2026-05-12 | JANA Partners Management, LP | 4.99% | SCHEDULE 13D/A |
| 2026-05-15 | General Atlantic, L.P. | 18.1% | SCHEDULE 13D/A |
| 2026-05-15 | North Reef Capital Management LP | 7.15% | SCHEDULE 13G |
| 2026-06-29 | JANA Partners Management, LP | 6.3% | SCHEDULE 13D |
| 2026-08-14 | North Reef Capital Management LP | 8.62% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.