# Alkami Technology, Inc.: overview

ALKT · Nasdaq · CIK 1529274 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/alkt.md) · [Financials](/companies/alkt/financials.md) · [Filings](/companies/alkt/filings.md) · [Insiders](/companies/alkt/insiders.md)

Latest reported revenue: [$129.8m](/filings/0001529274-26-000052.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Jul 30, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001529274-26-000052).

## Last eight quarters

| Line item | Unit | Q2 FY2024 (2024-06-30) | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [82.2](/filings/0001529274-25-000152.md) | [85.9](/filings/0001529274-25-000162.md) | [89.7 d](/filings/0001529274-26-000009.md) | [97.8](/filings/0001529274-25-000074.md) | [112](/filings/0001529274-26-000052.md) | [113](/filings/0001529274-25-000162.md) | [121 d](/filings/0001529274-26-000009.md) | [130](/filings/0001529274-26-000052.md) |
| Gross margin | % | [59.4%](/filings/0001529274-25-000152.md) | [58.9%](/filings/0001529274-25-000162.md) | [59.3% d](/filings/0001529274-26-000009.md) | [59.0%](/filings/0001529274-25-000074.md) | [58.6%](/filings/0001529274-26-000052.md) | [56.8%](/filings/0001529274-25-000162.md) | [57.2% d](/filings/0001529274-26-000009.md) | [56.8%](/filings/0001529274-26-000052.md) |
| Operating margin | % | [(16.1%)](/filings/0001529274-25-000152.md) | [(12.1%)](/filings/0001529274-25-000162.md) | [(9.6%) d](/filings/0001529274-26-000009.md) | [(15.7%)](/filings/0001529274-25-000074.md) | [(14.2%)](/filings/0001529274-26-000052.md) | [(11.4%)](/filings/0001529274-25-000162.md) | [(7.9%) d](/filings/0001529274-26-000009.md) | [(5.9%)](/filings/0001529274-26-000052.md) |
| Net margin | % | [(15.0%)](/filings/0001529274-25-000152.md) | [(11.0%)](/filings/0001529274-25-000162.md) | [(8.5%) d](/filings/0001529274-26-000009.md) | [(8.0%)](/filings/0001529274-25-000074.md) | [(12.1%)](/filings/0001529274-26-000052.md) | [(13.1%)](/filings/0001529274-25-000162.md) | [(9.5%) d](/filings/0001529274-26-000009.md) | [(6.9%)](/filings/0001529274-26-000052.md) |
| Diluted EPS | $ per share | [(0.13)](/filings/0001529274-25-000152.md) | [(0.09)](/filings/0001529274-25-000162.md) | not reported | [(0.08)](/filings/0001529274-25-000074.md) | [(0.13)](/filings/0001529274-26-000052.md) | [(0.14)](/filings/0001529274-25-000162.md) | not reported | [(0.08)](/filings/0001529274-26-000052.md) |
| Free cash flow | $m | [0.1 d](/filings/0001529274-25-000152.md) | [10.7 d](/filings/0001529274-25-000162.md) | [6.0 d](/filings/0001529274-26-000009.md) | [(6.1)](/filings/0001529274-25-000074.md) | [0.8 d](/filings/0001529274-26-000052.md) | [30.5 d](/filings/0001529274-25-000162.md) | [16.2 d](/filings/0001529274-26-000009.md) | not reported |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [152](/filings/0001529274-24-000029.md) | [204](/filings/0001529274-25-000031.md) | [265](/filings/0001529274-26-000009.md) | [334](/filings/0001529274-26-000009.md) | [444](/filings/0001529274-26-000009.md) |
| Gross margin | % | [55.1%](/filings/0001529274-24-000029.md) | [53.0%](/filings/0001529274-25-000031.md) | [54.4%](/filings/0001529274-26-000009.md) | [58.9%](/filings/0001529274-26-000009.md) | [57.8%](/filings/0001529274-26-000009.md) |
| Operating margin | % | [(28.2%)](/filings/0001529274-24-000029.md) | [(28.2%)](/filings/0001529274-25-000031.md) | [(24.1%)](/filings/0001529274-26-000009.md) | [(13.4%)](/filings/0001529274-26-000009.md) | [(12.1%)](/filings/0001529274-26-000009.md) |
| Net margin | % | [(30.8%)](/filings/0001529274-24-000029.md) | [(28.7%)](/filings/0001529274-25-000031.md) | [(23.8%)](/filings/0001529274-26-000009.md) | [(12.2%)](/filings/0001529274-26-000009.md) | [(10.7%)](/filings/0001529274-26-000009.md) |
| Diluted EPS | $ per share | [(0.73)](/filings/0001529274-24-000029.md) | [(0.64)](/filings/0001529274-25-000031.md) | [(0.67)](/filings/0001529274-26-000009.md) | [(0.41)](/filings/0001529274-26-000009.md) | [(0.46)](/filings/0001529274-26-000009.md) |
| Free cash flow | $m | [(30.1)](/filings/0001529274-24-000029.md) | [(39.1)](/filings/0001529274-25-000031.md) | [(18.6)](/filings/0001529274-26-000009.md) | [17.4](/filings/0001529274-26-000009.md) | [41.4](/filings/0001529274-26-000009.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/alkt/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [GENERAL ATLANTIC, L.P.](/funds/1017645.md) | 2026-06-30 | $351.1m | 19,379,038 |  | Added +4,041,543 |
| [North Reef Capital Management LP](/funds/1867831.md) | 2026-06-30 | $167.2m | 9,225,000 |  | Added +1,575,000 |
| [JANA Partners Management, LP](/funds/1998597.md) | 2026-06-30 | $122.3m | 6,747,707 |  | Added +1,316,319 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $111.0m | 6,128,251 |  | Added +243,048 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $79.0m | 4,358,689 |  | Added +654,071 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $78.7m | 4,344,848 |  | Reduced −337,437 |
| [ALGEBRIS (UK) LTD](/funds/1700286.md) | 2026-06-30 | $62.0m | 3,430,009 |  | Added +302,970 |
| [JANUS HENDERSON GROUP PLC](/funds/1274173.md) | 2026-03-31 | $60.4m | 3,855,334 |  | Not compared |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $52.7m | 2,909,945 |  | Reduced −291,543 |
| [Irenic Capital Management LP](/funds/1929389.md) | 2026-06-30 | $48.5m | 2,675,151 |  | Unchanged |

## Recent filings

[All 611 filings](/companies/alkt/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-30 | 21:30 ET | [SCHEDULE 13D/A](/filings/0000902664-26-004338.md) | Ownership report, active investor, amended | 0000902664-26-004338 |
| 2026-10-29 | 08:34 ET | [10-Q](/filings/0001529274-26-000062.md) | Quarterly report, period 2026-09-30 | 0001529274-26-000062 |
| 2026-10-28 | 16:06 ET | [8-K](/filings/0001529274-26-000060.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001529274-26-000060 |
| 2026-10-16 | 18:00 ET | [SCHEDULE 13D/A](/filings/0000902664-26-004202.md) | Ownership report, active investor, amended | 0000902664-26-004202 |
| 2026-10-07 | 09:04 ET | [8-K](/filings/0001529274-26-000056.md) | 5.02 Departure or appointment of officers or directors | 0001529274-26-000056 |
| 2026-07-30 | 08:08 ET | [10-Q](/filings/0001529274-26-000052.md) | Quarterly report, period 2026-06-30 | 0001529274-26-000052 |
| 2026-07-29 | 16:07 ET | [8-K](/filings/0001529274-26-000049.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001529274-26-000049 |
| 2026-06-29 | 16:20 ET | [SCHEDULE 13D](/filings/0000902664-26-002944.md) | Ownership report, active investor | 0000902664-26-002944 |
| 2026-05-20 | 16:04 ET | [8-K](/filings/0001529274-26-000043.md) | 5.07 Shareholder vote results | 0001529274-26-000043 |
| 2026-05-15 | 20:35 ET | [SCHEDULE 13D/A](/filings/0000950142-26-001426.md) | Ownership report, active investor, amended | 0000950142-26-001426 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001529274-26-000009.md), filed Feb 26, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, locked when the 8-K was accepted. It is scored when the 10-Q or 10-K is ingested. [See the target](/leagues/2026q3/targets/c4d599d9-1d99-4812-937c-b42de4e1c56c)

## About the filer

- CIK: 1529274
- Tickers: ALKT
- Exchange: Nasdaq
- SIC code: 7372 Services-Prepackaged Software
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 21:31 ET. No prices; not investment advice.