General Atlantic (Spv) Gp, LLC

Director General Atlantic (Lft) LP acquired 1,304,347 shares at $23.00 in LFTO private placement for $29,999,981.00

General Atlantic (Lft), LP, a Director of Liftoff Mobile, purchased 1,304,347 shares at $23.00 on 2026-06-05 for a total value of $29,999,981.00. This transaction was a private placement allocation, not a discretionary open-market purchase, and therefore should not be interpreted as a buying signal driven by insider conviction. The acquisition increased the director's holdings from 24,011,299 shares to 25,315,646 shares, representing a net addition of 1,304,347 shares (+5.4% vs pre-transaction holdings). At the current price of $25.77 as of 2026-06-09, the transaction occurred within three trading days of the recent IPO listing, a period in which 52-week metrics are not yet meaningful for comparative analysis.

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 sells 11,119,494 (11.12M) ALHC shares at $18.57 for $206.5M, reducing stake to 13,476,585 (13.48M) shares (-45.2%).

A major institutional stakeholder divested nearly half its position at $18.57, realizing $206,489,003.58 in proceeds. The sale occurred near the 52-week high of $19.78, with the stock currently trading at $19.36 (+2.1% above transaction price). Within the same ticker, General Atlantic's 10 prior sells across all instruments averaged +2.5% 30-day and +4.1% 90-day returns, with a 44.44% well-timed rate; at ALHC specifically, the prior two measurable sales posted 30-day gains of +6.9% and +8.1%, though the 90-day outcome of the most recent trade (2025-09-17) remains unmeasurable. The company is growing revenue at +48.2% annually but remains unprofitable on a full-year basis ($3.7M net income on $993.7M quarterly revenue), creating divergence between growth trajectory and profitability that may factor in a partial exit by a long-term holder.

General Atlantic sold 6,246,096 ALHC shares at $16.01 on 2025-09-17; shares valued at $99,999,996.96; post-sale holdings 24,596,079 shares (-20.3%).

General Atlantic, L.P. executed a large equity sale totaling $99,999,996.96, reducing its stake by 20.3% to 24,596,079 shares. This represents a material reduction in ownership at a stock price that is -16.4% from the 52-week high of $19.78, though the stock is up 10.1% over the past 30 days and 18.5% over 90 days. Notably, this is the insider's second ALHC sale in one week (following a September 12 sale), suggesting an active liquidation pattern at this ticker. Across all prior ALHC trades, timing has been mixed: the May 2025 sale resulted in -1.5% returns over 90 days (well-timed), but sample size is minimal and one recent outcome remains unmeasurable. The company's fundamentals show strong revenue growth (+48.2% annually) and $1.0B in recent quarterly revenue, yet it remains unprofitable on a full-year basis, which may warrant scrutiny of the valuation relative to near-term profitability prospects.

General Atlantic sells 13,460,000 ALHC shares (30.4% of holdings) at $16.01 for $215.5M on 2025-09-12

General Atlantic, L.P., a director of Alignment Healthcare, liquidated 13,460,000 shares at $16.01 on 2025-09-12, reducing its stake by 30.4% to 30,842,175 shares. The sale proceeded at a price slightly below the current market rate ($16.54) and well below the 52-week high ($19.78), representing a 16.4% discount to peak valuation. Across General Atlantic's cross-ticker insider history, prior sells have averaged a 2.0% positive 90-day return with a 50.00% well-timed rate, but at ALHC specifically, the director's only prior sell (2025-05-19) proved well-timed with a 90-day decline of -1.5%, suggesting some pattern of exits ahead of weakness. The company remains unprofitable on a full-year basis despite strong revenue growth of +48.2% and a recent quarterly revenue of $1,015,288,000.00, creating a structural tension between expansion momentum and profitability that may have influenced this material portfolio reduction.

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.