# EDGAR Filing Document

**Accession Number:** 0001529274
**File Stem:** 0000902664-26-002944
**Filing Date:** 2026-6
**Character Count:** 9194
**Document Hash:** 66206eef43d99a7d78d328d60109271b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-26-002944.hdr.sgml**: 20260629

**ACCESSION NUMBER**: 0000902664-26-002944

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20260629

**DATE AS OF CHANGE**: 20260629

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ALKAMI TECHNOLOGY, INC.
- **CENTRAL INDEX KEY:** 0001529274
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 453060776
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-93377
- **FILM NUMBER:** 261135997

**BUSINESS ADDRESS:**
- **STREET 1:** 5601 GRANITE PARKWAY
- **STREET 2:** SUITE 120
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024
- **BUSINESS PHONE:** 972-200-1937

**MAIL ADDRESS:**
- **STREET 1:** 5601 GRANITE PARKWAY
- **STREET 2:** SUITE 120
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ALKAMI TECHNOLOGY, INC,
- **DATE OF NAME CHANGE:** 20110906
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JANA Partners Management, LP
- **CENTRAL INDEX KEY:** 0001998597

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D

**BUSINESS ADDRESS:**
- **STREET 1:** 888 SEVENTH AVENUE
- **STREET 2:** 24TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10106
- **BUSINESS PHONE:** 212-455-0900

**MAIL ADDRESS:**
- **STREET 1:** 888 SEVENTH AVENUE
- **STREET 2:** 24TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10106

## Ex-99

**<u>SCHEDULE A</u>**

**Transactions in the Shares of the Issuer During the Past Sixty (60) Days**

The following tables set forth all transactions in the Shares effected during the past sixty (60) days by the Reporting Person. Except as noted below, all such transactions were effected in the open market through brokers and the price per share includes commissions. Where a price range is provided in the column Price Range ($), the price reported in that row's Price Per Share ($) column is a weighted average price. These Shares were purchased/sold in multiple transactions at prices between the price ranges indicated in the Price Range ($) column. The Reporting Person will undertake to provide to the staff of the SEC, upon request, full information regarding the number of Shares purchased/sold at each separate price.

---

| | | | |
|:---|:---|:---|:---|
| &nbsp;&nbsp;**Trade Date** | &nbsp;&nbsp;**Shares Purchased (Sold)** | &nbsp;&nbsp;**Price Per Share ($)** | &nbsp;&nbsp;**Price Range ($)** |
| &nbsp;&nbsp;5/7/2026 | &nbsp;&nbsp;(80000) | &nbsp;&nbsp;17.34 |  |
| &nbsp;&nbsp;5/8/2026 | &nbsp;&nbsp;(12000) | &nbsp;&nbsp;17.84 |  |
| &nbsp;&nbsp;6/22/2026 | &nbsp;&nbsp;1013482 | &nbsp;&nbsp;14.56 | &nbsp;&nbsp;14.28-14.58 |
| &nbsp;&nbsp;6/23/2026 | &nbsp;&nbsp;90122 | &nbsp;&nbsp;15.05 | &nbsp;&nbsp;14.99-15.05 |
| &nbsp;&nbsp;6/24/2026 | &nbsp;&nbsp;250000 | &nbsp;&nbsp;15.39 |  |
| &nbsp;&nbsp;6/25/2026 | &nbsp;&nbsp;29715 | &nbsp;&nbsp;16.08 | &nbsp;&nbsp;15.87-16.12 |
| &nbsp;&nbsp;6/26/2026 | &nbsp;&nbsp;25000 | &nbsp;&nbsp;16.46 |  |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**ALKAMI TECHNOLOGY, INC.**

*(Name of Issuer)*

**Common Stock, par value $0.001 per share**

*(Title of Class of Securities)*

**—**

*(CUSIP Number)*

**Eleazer Klein and Brandon Gold**<br>McDermott Will & Schulte LLP<br>919 Third Avenue<br>New York NY 10022<br>212-756-2000

*(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)*

**06/22/2026**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **—** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**JANA Partners Management, LP** | Name of reporting person<br>**JANA Partners Management, LP** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**AF** | Source of funds (See Instructions)<br>**AF** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**DELAWARE** | Citizenship or place of organization<br>**DELAWARE** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**6747707.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**6747707.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**6747707.00** | Aggregate amount beneficially owned by each reporting person<br>**6747707.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**6.3%** | Percent of class represented by amount in Row (11)<br>**6.3%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**IA** | Type of Reporting Person (See Instructions)<br>**IA** | |

---

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Common Stock, par value $0.001 per share

**(b) Name of Issuer:**
ALKAMI TECHNOLOGY, INC.

**(c) Address of Issuer's Principal Executive Offices:**
5601 GRANITE PARKWAY, SUITE 120, PLANO, TX, 75024

**Item 4. Purpose of Transaction**

The Reporting Person acquired the Shares because it believes the Shares are undervalued and represent an attractive investment opportunity. The Reporting Person has had, and intends to have, discussions with the Issuer's board of directors and management regarding: (1) exploring a sale, including by engaging with multiple parties interested in a potential acquisition of the Issuer, and doing so with grounded views of the Issuer's ability to realize value in the public market and realistic views of its intrinsic value; (2) corporate governance; and (3) board leadership.

**Item 5. Interest in Securities of the Issuer**

**(a)**
See rows (11) and (13) of the cover page to this Schedule 13D for the aggregate number of Shares and percentage of Shares beneficially owned by the Reporting Person.  The percentage of Shares reported to be beneficially owned by the Reporting Person is based upon 107,019,174 Shares outstanding as of March 31, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026, filed with the Securities and Exchange Commission (the "SEC") on April 30, 2026.

**(b)**
See rows (7) through (10) of the cover page to this Schedule 13D for the number of Shares as to which the Reporting Person has the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition.

**(c)**
All transactions in the Shares effected by the Reporting Person during the past sixty (60) days, which were all in the open market, are set forth in Schedule A and are incorporated herein by reference.

**Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.**

Certain accounts under JANA's management and control have entered into notional principal amount derivative agreements in the form of cash settled swaps with respect to an aggregate of 4,195,027 Shares (collectively representing economic exposure comparable to 3.9% of the Shares) with expiration dates ranging from October 16, 2028 to April 15, 2030.

Except as set forth herein, the Reporting Person has no contracts, arrangements, understandings or relationships (legal or otherwise) with respect to any securities of the Issuer, including any class of the Issuer's securities used as a reference security, in connection with any of the following: call options, put options, security-based swaps or any other derivative securities, transfer or voting of any of the securities, finder's fees, joint ventures, loan or option arrangements, guarantees of profits, division of profits or loss, or the giving or withholding of proxies.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** JANA Partners Management, LP

**Signature:** /s/ Jennifer Fanjiang

**Name/Title:** Jennifer Fanjiang, Partner, Chief Legal Officer and Chief Compliance Officer

**Date:** 06/29/2026