NASDAQ · Technology

ALKAMI TECHNOLOGY INC ALKT

Alkami Technology, Inc. provides a cloud-based digital sales and service platform for financial institutions in the United States. The company offers the Alkami digital sales & service platform, which includes the Alkami digital banking platform, onboarding & account opening, and data & marketing modules.

Computer Software: Prepackaged Software

Company profile

Business mix

  • The company offers the Alkami digital sales & service platform, which includes the Alkami digital banking platform, onboarding & account opening, and data & marketing modules.
  • Its solutions enable financial institutions to onboard and engage new users, accelerate revenues, and enhance operational efficiency, with the support of proprietary, cloud-based, and multi-tenant architecture.
  • It serves community, regional, super-regional credit unions, and banks. The company was founded in 2009 and is based in Plano, Texas.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 2.49% Buyback -4.61%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.1% $36.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $24.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +213.2% +1,571,211 / 736,825
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 80.6% 13F value change +$20.8M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 80.0% 13F value change +$19.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 24.6% 13F value change +$9.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -22.6% 13F value change -$32.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 736,825 Last 4 periods +1,571,211 (+213.2%) Total shares 2,308,036 Value $36.2M
Whale Rock Capital Management Alex Sacerdote 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$20.1M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$20.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.