Latest revenue
$126.1M
as of 2026-03-31
Latest net income
$-10.0M
as of 2026-03-31
Net margin
-7.9%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Prepackaged Software (227 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Community sentiment
Where do you think ALKT is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $1.69B
- Enterprise value
- $1.65B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 4.55×
- Dividend yield
- 0.0%
- 52-wk high
- $31.08
- 52-wk low
- $14.11
- Beta
- —
- Shares out
- 106.1M
5-year trend
What this company does
Table of Contents Item 1. Business. Overview Alkami is a cloud-based digital sales and service platform provider. We inspire and empower community, regional and super-regional financial institutions (“FIs”) to compete with large, technologically advanced and well-resourced banks in the United States. Our solution, the Alkami Digital Sales & Service Platform, consisting of the Alkami Digital Banking Platform (“Platform”), Onboarding & Account Opening, and Data & Marketing, allows FIs to onboard, engage and grow new users, accelerate revenues and meaningfully improve operational efficiency, all with the support of a proprietary, true cloud-based, multi-tenant architecture. We cultivate deep…
AI summary unavailable — showing raw filing excerpt
Generated from ALKT's filing dated 2026-02-26
Key risks
Item 1A. Risk Factors. RISK FACTOR SUMMARY Our business, prospects, financial condition, operating results and the trading price of our common stock could be materially adversely affected by a variety of risks and uncertainties, including those described below, as well as other risks not currently known to us or that are currently considered immaterial. In assessing these risks, you should also refer to the other information contained in this Annual Report on Form 10-K, including our consolidated financial statements and related notes. Our principal risks include risks associated with: •managing our rapid growth; •attracting new clients and retaining and broadening our existing clients’ use…
AI summary unavailable — showing raw filing excerpt
Generated from ALKT's filing dated 2026-02-26
Profitability
Gross margin
57.8%
1.8%Operating margin
-12.1%
9.6%Net margin
-10.7%
12.2%Return on equity
-13.2%
4.7%Return on assets
-5.6%
39.8%Leverage
Debt / equity
1.34×
287.6%Long-term debt / equity
0.04×
Debt / assets
57.3%
122.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $126.1M | +28.9% | $-10.0M | -27.5% | -7.9% |
Q4 2025 2025-12-31 | $120.8M | +34.7% | $-11.4M | -49.7% | -9.5% |
Q3 2025 2025-09-30 | $113.0M | +31.5% | $-14.8M | -56.8% | -13.1% |
Q2 2025 2025-06-30 | $112.1M | +36.4% | $-13.6M | -10.3% | -12.1% |
Q1 2025 2025-03-31 | $97.8M | +28.5% | $-7.8M | +31.6% | -8.0% |
Q4 2024 2024-12-31 | $89.7M | — | $-7.6M | — | -8.5% |
Q3 2024 2024-09-30 | $85.9M | +26.9% | $-9.4M | +39.0% | -11.0% |
Q2 2024 2024-06-30 | $82.2M | +24.9% | $-12.3M | +30.7% | -15.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Prepackaged Software · SIC 7372
Your notes
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Insider activity
Insider buying
$314.1M
Insider selling
$6.4M
Net activity
+$307.7M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ALKT
Institutional value
$476.1M
Total shares held
31.7M
Distinct holders
119
-104 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.9M | $92.2M | +208.0K (+3.7%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7M | $73.4M | — | New |
| 3 | UBS Group AG | 3.7M | $58.1M | +2.4M (+174.2%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $50.2M | — | New |
| 5 | Algebris (UK) Ltd | 3.1M | $48.9M | +659.9K (+26.7%) | Added |
| 6 | Champlain Investment Partners, LLC | 1.6M | $25.1M | -381.7K (-19.2%) | Trimmed |
| 7 | FRANKLIN RESOURCES INC | 1.2M | $18.4M | -729.7K (-38.3%) | Trimmed |
| 8 | RIVERBRIDGE PARTNERS LLC | 689.0K | $10.8M | -1.1M (-61.4%) | Trimmed |
| 9 | VANGUARD FIDUCIARY TRUST CO | 530.8K | $8.3M | — | New |
| 10 | Herald Investment Management Ltd | 500.0K | $7.8M | +0 (+0.0%) | No change |
| 11 | Bank of New York Mellon Corp | 431.0K | $6.8M | +10.3K (+2.4%) | Added |
| 12 | DEUTSCHE BANK AG\ | 371.2K | $5.8M | -12.8K (-3.3%) | Trimmed |
| 13 | CITIGROUP INC | 352.7K | $5.5M | +129.0K (+57.7%) | Added |
| 14 | NICHOLAS COMPANY, INC. | 346.6K | $5.4M | +34.3K (+11.0%) | Added |
| 15 | Hodges Capital Management Inc. | 344.4K | $5.4M | +63.1K (+22.4%) | Added |
| 16 | CONGRESS ASSET MANAGEMENT CO | 340.7K | $5.3M | +49.2K (+16.9%) | Added |
| 17 | JPMORGAN CHASE & CO | 257.8K | $4.0M | +189.1K (+275.5%) | Added |
| 18 | DIMENSIONAL FUND ADVISORS LP | 187.5K | $2.9M | -11.4K (-5.7%) | Trimmed |
| 19 | Roubaix Capital, LLC | 161.1K | $2.5M | — | New |
| 20 | SEI INVESTMENTS CO | 151.0K | $2.4M | -12.8K (-7.8%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ALKT's latest filing finishes processing.
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