ALKT ALKAMI TECHNOLOGY, INC. Insider Trading

General Atlantic Genpar bought 1.98M shares at $16.67 avg; stock -47.5% from 52-week high; 0 of 5 prior ALKT buys well-timed at 90d.

General Atlantic Genpar (Bermuda), LP, a Director, acquired 1,975,000 shares across three days (May 12–14, 2026) for $32,929,750.00 at a blended average price of $16.67. The current price of $16.62 sits -47.5% below the 52-week high of $31.66, indicating a substantial valuation decline. However, the insider's prior trade history at ALKT is concerning: 0 of 5 prior buys at this ticker were well-timed at the 90-day mark, suggesting a pattern of purchasing ahead of further weakness rather than near inflection points. The company remains unprofitable with negative net income, though it shows strong annual revenue growth of +32.9%, adding fundamental uncertainty to the timing signal.

General Atlantic LP acquired 1,975,000 shares (1.98M) at $16.67 avg in 3 tranches for $32,929,750.00 (May 12-14); stock -47.5% from 52-week high, prior ALKT buys 0 of 5 well-timed at 90-day mark.

General Atlantic LP executed 3 separate open-market purchases totaling 1,975,000 shares for $32,929,750.00 over May 12–14, raising its stake in ALKT from 17,445,994 to 19,420,994 shares (+11.3%). The stock is currently at $16.62, down 47.5% from its 52-week high of $31.66, providing a price environment for accumulation. However, his prior trades at ALKT reveal a concerning pattern: all 5 prior buy transactions declined at the 90-day mark, with 0 of 5 well-timed outcomes at that horizon. Additionally, his cross-ticker buy history shows an average 90-day return of -6.1% with a 0.00% 90-day win rate across 12 prior buys, suggesting persistence of unfavorable timing outcomes independent of ticker. The company itself remains unprofitable (net income of $-14,804,000.00 in the latest quarter), though revenue growth stands at +32.9% year-over-year.

General Atlantic Genpar (Bermuda) accumulates 2.07M ALKT shares across three days amid depressed valuation; fund's prior buys in this stock have struggled.

General Atlantic Genpar (Bermuda), a director and 10% beneficial owner, executed three substantial purchases of Alkami shares over consecutive trading days, accumulating more than 2 million shares while the stock trades significantly below its recent highs. This represents the fund's most aggressive buying sequence in Alkami to date, following a pattern of repeated acquisitions over the past year. However, the fund's track record with this specific stock is notably unfavorable—prior purchases in Alkami have consistently underperformed over the subsequent quarter, with the most recent buy in March showing substantial declines. The company itself remains unprofitable despite strong revenue growth, which means the fund is betting on a turnaround rather than a cash-generative business. General Atlantic's sustained buying at depressed levels suggests either conviction in a recovery narrative or portfolio rebalancing, but the repeated negative outcomes from prior purchases in this name creates tension between the fund's actions and its historical accuracy with Alkami specifically.

10% owner L.P. General Atlantic accumulates 2.1M ALKT shares over three days at depressed valuations despite poor track record on prior purchases.

L.P. General Atlantic, a director and 10% owner, deployed substantial capital to acquire approximately 2.1 million shares across three consecutive trading days in early May. The stock was trading well below its 52-week highs at the time of purchase, placing this accumulation at a significant discount to recent peaks. This matters because it represents a bold doubling-down after prior disappointment: General Atlantic bought shares on multiple occasions in mid-March, but all of those previous purchases fell in value over the following months, with declines ranging from modest to material. The current multi-day buying spree at even lower price levels suggests the fund either believes the company has reset to a more attractive entry point or sees a catalyst the market has missed. However, the company remains unprofitable with significant quarterly operating losses, despite strong revenue growth—General Atlantic is betting on a turnaround rather than buying a fundamentally sound business.