General Atlantic Genpar (Bermuda), 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.

Director General Atlantic sold 3.00M ALKT shares ($119.2M) at $39.75; reduced stake 23.7% to 9.68M shares

General Atlantic GENPAR, a director with significant ALKI holdings, executed a substantial 3,000,000-share sale on 2024-11-25 for $119,250,000.00, reducing its stake by 23.7% to 9.68M shares post-transaction. This represents a material reduction in a concentrated position at $39.75, only 1.4% below the current price of $39.28 and within 6.4% of the 52-week high of $42.22. The company's fundamentals show unprofitability (net income $-9.4M in the latest quarter) despite strong revenue growth of 29.6% year-over-year, a context in which large position reductions warrant investor attention. Reviewing this director's same-ticker history at ALKT: prior sells executed on 2024-08-12 and 2024-05-07 both experienced positive 90-day returns (+21.5% and +16.9%, respectively), indicating those sales preceded stock appreciation rather than declines—a pattern inconsistent with well-timed exits for this insider at this security.

Director General Atlantic sells 375,000 ALKT shares at $37.50; holds 12.68M shares post-sale

GENERAL ATLANTIC GENPAR (BERMUDA), L.P. as Director sold 375,000 shares for $14,062,500.00 on 2024-11-12 at $37.50, reducing holdings by 2.9% to 12.68M shares. This follows two other sales at ALKT in the past four months (2024-11-08 and 2024-08-12); of the two prior same-ticker sales with measurable outcomes, neither was well-timed at the 90-day mark—the stock returned +21.5% and +16.9% respectively after those sales. The company remains unprofitable with net income of $-9,442,000.00 despite revenue growth of 29.6%, and the stock has appreciated 23.5% over 90 days while trading 5.7% below its 52-week high. The series of sequential sales without a pattern of well-timed exits warrants monitoring of whether additional dispositions follow.

General Atlantic sold 2,500,000 ALKT shares at $37.50 for $93.8M, reducing stake to 13.06M shares (-16.1%).

General Atlantic, a significant shareholder of Alkami Technology, executed a substantial reduction of its position, selling 2,500,000 shares (2.50M shares) for $93,750,000.00 ($93.8M) and cutting its holdings by 16.1% from 15,555,049 to 13,055,049 shares. The sale occurred near the high end of the 52-week range ($37.50 vs. 52-week high $39.86), only 5.0% below peak, in a stock that has rallied 14.7% over 30 days and 21.6% over 90 days. At the prior ticker-specific sale on 2024-05-07, the 90-day post-sale return was positive at +16.9%, meaning the stock advanced after that insider sale—a poorly-timed outcome by the metric of advance notice. The company, while revenue-positive at $85.9M and growing at 29.6% annually, remains unprofitable with net income of $-9.4M on a market cap of $3.8B. This large, discounted sale by a major institutional director during a period of strong near-term price momentum and persistent unprofitability merits close attention to whether it signals a shift in confidence among the company's largest stakeholders.

Director GA GenPar sells 1,666,667 shares (1.67M) of ALKT for $52.0M at $31.17; retains 15,555,049 shares post-transaction.

GENERAL ATLANTIC GENPAR (BERMUDA), L.P. executed a $52.0M sale of 1,666,667 shares on 2024-08-12 at $31.17, reducing holdings by 9.7% to 15,555,049 shares. The company is unprofitable with a net income of $-12,317,000 for its most recent full fiscal year, though it grew revenue 29.6% year-over-year to $82,160,000 in the latest quarter. At the time of sale, the stock was trading 8.4% below its 52-week high of $34.10. The insider's prior sale at ALKT on 2024-05-07 produced a 90-day return of +16.9%, indicating the prior sale was not well-timed; the current sale timing cannot yet be assessed as 90-day outcomes remain pending. The substantial scale of this divestiture by a significant shareholder warrants monitoring given the company's ongoing unprofitability despite strong revenue growth.