General Atlantic Partners (Bermuda) Iv, LP

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 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.

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.

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 bought 1,396,162 shares at avg $21.26 across 5 purchases for $29,688,381.60; stock now -46.5% from 52-week high.

General Atlantic (Bermuda), L.P., a director of Alkami Technology, executed 5 separate purchases totaling 1,396,162 shares (1.40M shares) for $29,688,381.60 ($29.7M) between August 11–13, 2025, at prices ranging from $20.65 to $22.54, with a blended average of $21.26. The purchase increased the insider's holdings by 13.1%, from 10,637,274 to 12,033,436 shares (10.64M to 12.03M shares). This large-scale accumulation occurs in a difficult backdrop: the current share price of $22.59 is down 46.5% from the 52-week high of $42.22, and the 30-day and 90-day moves stand at -22.0% and -25.9% respectively. Alkami itself remains unprofitable (net income of $-13,591,000 for the latest quarter; negative full-year net income for the most recent fiscal year), though the company showed solid 26.1% annual revenue growth to $112,059,000. The timing and scale of this purchase—a significant dollar commitment during a period of sustained price weakness and operational losses—suggests a view on valuation or confidence in longer-term recovery; however, the insider's same-ticker track record at ALKT shows mixed outcomes, with 3 of 5 prior sells well-timed at the 90-day mark but the most recent sale in November 2024 followed by a -21.7% decline.