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.

L.P. General Atlantic (Director) purchases 2,066,543 shares for $34,664,923.68 at blended avg $16.77 across 3 transactions (May 4-6, 2026).

L.P. General Atlantic acquired 2,066,543 shares (2.07M shares) for $34,664,923.68 ($34.7M) across 3 separate purchases on May 4-6, 2026, raising holdings from 15,379,451 to 17,445,994 shares (+13.4%). The blended transaction price of $16.77 sits just above the current price of $16.75, but notably stands 46.3% below the 52-week high of $31.19, placing the purchase in a period of significant valuation compression. The underlying company posted annualized revenue of $322,848,000.00 ($322.8M) with annual growth of +35.7%, yet remains unprofitable with a net income of $-36,211,000.00 ($-36.2M) over the most recent full fiscal year. Prior trades at ALKT show only buys (5 trades in recent months with 4 in March 2026) but no measurable outcomes yet. This accumulation—executed at compressed valuation in a high-growth but currently unprofitable business—merits investor attention to understand the strategic context and underlying operational metrics.

Director General Atlantic bought 500,000 shares at $18.33 amid cluster buying; stock down -43.5% from 52-week high

General Atlantic, L.P., a director holding 15.38M shares post-transaction, purchased 500,000 shares at $18.33 on 2026-03-12, representing a +3.4% increase to holdings. The purchase occurs as the stock trades 43.5% below its 52-week high of $31.19, with the current price at $17.61 (below the transaction price), and within a cluster of 2 other insider buys in the past 14 days. However, this director's own same-ticker history at ALKT shows 0 of 2 prior buys were well-timed at the 90-day mark (both prior purchases in August 2025 delivered negative 90-day returns), and cross-ticker track record shows a 0.00% 90-day win rate on 8 prior buys across all securities. The company remains unprofitable (net income $-14.8M on latest quarterly revenue of $113.0M) despite strong annual growth of +32.9%, warranting scrutiny of whether the purchase reflects conviction or a routine rebalancing within a large position.

General Atlantic director purchases 500,000 ALKT shares at $18.33; stock now $17.61 after cluster of three insider buys in 14 days

General Atlantic (BERMUDA), L.P. purchased 500,000 shares of Alkami at $18.33 on 2026-03-12, expanding holdings by +3.4% to 15.38M shares total. The purchase occurred as part of a cluster pattern: 2 other insiders also bought within the past 14 days, including purchases on 2026-03-11 and 2026-03-10 by the same entity. However, the broader context is mixed: stock is down 43.5% from its 52-week high of $31.19, trading at $17.61 (below the purchase price), and the company is unprofitable with net income of -$14.8M on latest quarterly revenue of $113.0M. At this ticker specifically, prior buys on 2025-08-13 produced 0 of 2 with positive 90-day returns, showing poor timing historically at Alkami.

Director Payne Joseph P. purchases 5,500 ALKT shares at $18.22 on 2026-03-11; stock now at $18.00, -42.3% from 52-week high.

Payne Joseph P. (Director) purchased 5,500 shares at $18.22, increasing his holdings by 26.0% to 26,628 shares. The purchase occurred at a price only slightly above the current market level of $18.00, but well below the 52-week high of $31.19. His cross-ticker track record shows limited predictive power: 1 prior open-market buy with an average 90-day return of -25.8%, and his prior purchase at ALKT on 2025-05-15 was poorly timed (30d return -12.4%, 90d return -25.8%). Notably, 2 other insiders also bought within the past 14 days, forming a cluster pattern. Against this backdrop, ALKT remains unprofitable (net income of $-14,804,000.00 in the latest quarter) despite strong revenue growth of 32.9% year-over-year, suggesting the buy activity may reflect confidence in a turnaround trajectory rather than established fundamental strength.

GA Bermuda L.P. (Director) acquired 2,846,015 shares for $50,564,147.54 across 3 trades at avg $17.77

General Atlantic Genpar (Bermuda), L.P. executed 3 purchases totaling 2,846,015 shares (2.85M shares) for $50,564,147.54 between March 9–11, 2026, at prices ranging from $17.35 to $18.41, increasing holdings by +23.7% from 12,033,436 to 14,879,451 shares. The purchases occurred while the stock traded -40.5% from its 52-week high of $31.19 and experienced a +8.2% gain over the prior 30 days, though down -17.4% over 90 days. At ALKT specifically, the insider's prior 5 buys (August 2025) showed positive 30-day returns averaging +17.4% but negative 90-day outcomes (0 of 5 well-timed), establishing a pattern of immediate strength followed by longer-term weakness on this ticker. The company remains unprofitable ($-14.8M net income latest quarter) despite strong annual revenue growth of +32.9%, presenting a growth-but-unprofitable profile. This purchase coincides with a cluster pattern of 2 other insiders buying within 14 days, signaling coordinated appetite, though the insider's historical performance on ALKT buys offers no evidence of predictive timing accuracy at the 90-day horizon.

General Atlantic purchased 2,846,015 shares at blended $17.77 across 3 days; now holds 14,879,451 shares; stock -40.5% from 52-week high.

General Atlantic, L.P. (Director) executed 3 separate purchases totaling 2,846,015 shares for $50,564,147.54 between March 9–11, 2026, at prices ranging from $17.35 to $18.41, increasing its stake by 23.7%. The accumulation occurs while the stock trades at $18.57, down 40.5% from its 52-week high of $31.19, though up 8.2% over the past 30 days. The company remains unprofitable (net income $-14,804,000.00 for the latest quarter) despite strong annual revenue growth of 32.9%, creating a mixed risk-reward backdrop. Notably, 2 other insiders also bought within the past 14 days, forming a cluster pattern; however, General Atlantic's own prior 5 buys at ALKT all posted negative 90-day returns (0 of 5 well-timed), suggesting past accumulations at this ticker have not been rewarded by subsequent share-price appreciation.

CEO Shootman Alex sold 75,000 ALKT shares at $25.20; stock down -39.2% from 52-week high of $42.22.

CEO Shootman Alex sold 75,000 shares (75.0K shares) on 2025-08-27 for $1,889,655.00 ($1.9M), reducing his holdings from 914.5K to 839.5K shares. The stock has declined significantly: -39.2% from its 52-week high of $42.22 and -3.5% over the prior 30 days. Across his cross-ticker track record, his 9 prior sells showed a 62.50% well-timed rate at the 90-day mark, but at ALKT specifically, only 3 of 4 measurable prior sales aligned with subsequent declines, and his most recent ALKT sale on 2025-06-09 has yet to produce a measurable 90-day outcome. The company remains unprofitable with net income of $-13.6M on revenue of $112.1M, though it posted +26.1% annual revenue growth. The CEO's large sale into a materially depressed valuation warrants scrutiny regarding management's assessment of near-term prospects.