# EDGAR Filing Document

**Accession Number:** 0001529274
**File Stem:** 0000902664-26-002393
**Filing Date:** 2026-5
**Character Count:** 7514
**Document Hash:** 8b329b55093a32aea5f7647e72886422
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-26-002393.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0000902664-26-002393

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**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/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-93377
- **FILM NUMBER:** 26969631

**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/A

**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

## Exhibit 99.1

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

**Transactions in the Shares of the Issuer Since the Filing of the Schedule 13D**

The following tables set forth all transactions in the Shares effected since the filing of the Schedule 13D 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.

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;**Trade Date** | &nbsp;&nbsp;**Shares Purchased (Sold)** | &nbsp;&nbsp;**Price Per Share ($)** |
| &nbsp;&nbsp;5/7/2026 | &nbsp;&nbsp;(80000) | &nbsp;&nbsp;17.34 |
| &nbsp;&nbsp;5/8/2026 | &nbsp;&nbsp;(12000) | &nbsp;&nbsp;17.84 |

---

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

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 1)**

**ALKAMI TECHNOLOGY, INC.**

*(Name of Issuer)*

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

*(Title of Class of Securities)*

**—**

*(CUSIP Number)*

**Ele Klein & 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)*

**05/12/2026**

*(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>**5339388.00** |
| 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>**5339388.00** |
| 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>**5339388.00** | Aggregate amount beneficially owned by each reporting person<br>**5339388.00** | |
| 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>**4.99%** | Percent of class represented by amount in Row (11)<br>**4.99%** | |
| 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

This Amendment No. 1 ("Amendment No. 1") amends the statement on Schedule 13D filed with the SEC on April 1, 2026 (as amended from time to time, the "Schedule 13D") with respect to the Shares of the Issuer. This Amendment No. 1 amends Items 4 and 5 as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 1 have the meanings set forth in the Schedule 13D.

**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 reporting threshold to allow for private discussions with the Board regarding specific potential value maximizing opportunities.

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

**(a)**
Item 5(a) is hereby amended and restated in its entirety as follows:

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 aggregate 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, 2025, filed with the SEC on April 30, 2026.

**(b)**
Item 5(b) is hereby amended and restated in its entirety as follows:

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)**
Item 5(c) is hereby amended and supplemented as follows:

All transactions in the Shares effected by the Reporting Person since the filing of the Schedule 13D, which were all in the open market, are set forth in Schedule A and are incorporated herein by reference.

### 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:** 05/12/2026