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 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $30.6M Estimated from net reduced shares
Net share change / base shares -36.7% -1,340,974 / 3,649,010
Baron Capital Ron Baron 1 filing periods
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 2,983,065 Last 1 periods -675,029 (-22.6%) Total shares 2,308,036 Value $36.2M
Whale Rock Capital Management Alex Sacerdote 1 filing periods
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 665,945 Last 1 periods -665,945 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.