SCHEDULE 13D/A Filed 2026-10-30 Event 2026-10-28 SEC 0000902664-26-004338 →

JANA Partners Management, LP → ALKAMI TECHNOLOGY, INC. ALKT

Stake: 4.98% Shares: 5,335,707 CUSIP: 01644J108 Class: Common Stock, par value $0.001 per share

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 24/100 · Filer 90d Win Rate: 11% · Hist. 90d Edge: -3.8%

Filer track record (9 filings): 11% 90d win rate, +0.0% 90d edge
10 NPORT-P mutual funds holding CUSIP
Moderate short days-to-cover (4.2 DTC)

Item 4 — Purpose of Transaction

Item 4 is hereby amended and supplemented as follows: The Reporting Person reduced its ownership of the Issuer to below the applicable reporting threshold, providing greater flexibility to engage in private discussions with the Board.

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

6 13D/G filings on this issuer

5 other filings besides this one

Filer Track Record

12 filings by this filer

11 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 4.24

6,520,283 shares short · -0.9% vs prior

Other 13D/G Filings on ALKAMI TECHNOLOGY, INC.

Filed	Form	Filer	Stake	Shares
2026-10-16	SCHEDULE 13D/A	JANA Partners Management, LP	6.30%	6,747,707	view →
2026-06-29	SCHEDULE 13D	JANA Partners Management, LP	6.30%	6,747,707	view →
2026-05-15	SCHEDULE 13D/A	GENERAL ATLANTIC, L.P.	18.10%	19,420,994	view →
2026-05-12	SCHEDULE 13D/A	JANA Partners Management, LP	—	5,339,388	view →
2026-04-01	SCHEDULE 13D	JANA Partners Management, LP	5.10%	5,431,388	view →

Other Filings by JANA Partners Management, LP

Filed	Form	Issuer	Stake	Shares
2026-10-16	SCHEDULE 13D/A	ALKAMI TECHNOLOGY, INC.	6.30%	6,747,707	view →
2026-06-29	SCHEDULE 13D	ALKAMI TECHNOLOGY, INC. ALKT	6.30%	6,747,707	view →
2026-05-12	SCHEDULE 13D/A	ALKAMI TECHNOLOGY, INC. ALKT	—	5,339,388	view →
2026-04-01	SCHEDULE 13D	ALKAMI TECHNOLOGY, INC. ALKT	5.10%	5,431,388	view →
2025-06-10	SCHEDULE	Lamb Weston Holdings, Inc. LW	5.40%	7,557,519	view →
2025-04-01	SCHEDULE	Lamb Weston Holdings, Inc. LW	5.60%	7,985,426	view →
2025-03-24	SCHEDULE	Rapid7, Inc. RPD	6.00%	3,867,463	view →
2025-03-13	SCHEDULE	Rapid7, Inc. RPD	5.80%	3,690,129	view →
2025-03-07	SCHEDULE	Lamb Weston Holdings, Inc. LW	5.60%	7,985,426	view →
2025-01-28	SCHEDULE	Lamb Weston Holdings, Inc. LW	5.00%	7,168,249	view →
2024-01-11	SC	Freshpet, Inc. FRPT	—	—	view →

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