Daily notes / October 16, 2026

JANA Partners filed an amended ownership report on Alkami Technology

Written by a model from the facts OQRO holds and checked against them, sentence by sentence of . Published . 2 min read.

Tall office buildings around Trinity Church in lower Manhattan seen from above, with the church spire between the towers.
Skyscrapers around Trinity Church, New York, 1905. Photo: Detroit Publishing Company (scan by the New York Public Library), Public domain (scan of a 1905 photograph, New York Public Library Digital Collections). Original

The short answer

JANA Partners Management, LP filed a Schedule 13D/A on Oct 16, 2026, reporting 6,747,707 shares, 6.3% of the class of Alkami Technology (ALKT). The filing is an ownership disclosure, not a record of when shares were bought. It was filed 77 days after the company’s results announcement on Jul 29, 2026, with other filings, coverage and share-price data on record around that period.

What did JANA Partners report?

The SEC Schedule 13D identifies JANA Partners Management, LP as the filer and reports 6,747,707 shares, 6.3% of the class of Alkami Technology (ALKT).

A Schedule 13D or 13G is an ownership filing, not a trade record. It does not say when shares were bought.

When was the filing made relative to company results?

The filing was made on Oct 16, 2026, 77 days after the company's results announcement on Jul 29, 2026, recorded under 8-K Item 2.02. The dates provide context and do not explain the reported ownership.

What other ownership and short-interest records are available?

FINRA short interest for ALKT on the settlement date of Sep 30, 2026 was 6,580,790 shares (-1.33% on the previous report), about 2.54 days of average volume.

In 13F filings for the quarter ended Jun 30, 2026, the largest positions that grew were Select Equity Group, L.P. (increased, 466,056 shares) and Congress Asset Management Co (increased, 75,231 shares). The largest position that shrank was BAMCO Inc (sold out). A 13F is a quarter-end snapshot with no trade date.

What was on record around the filing date?

Alkami Technology filed a Form 8-K of Oct 7, 2026 (Item 5.02, 7 days before) that OQRO classes as: changed a top executive or board member.

Finnhub listed the Yahoo headline “Texans Credit Union Grows Active Digital Banking Users by 42% with Alkami” and “Alkami to Announce Third Quarter 2026 Financial Results”, both dated Oct 13, 2026. Finnhub also listed the Yahoo headline “Alkami Customers Prevent Over $263 Million in Fraud with BioCatch”, dated Oct 9, 2026. OQRO has not checked these headlines and does not summarise the articles.

What does the share-price record show?

ALKT closed at $13.81 on Oct 14, 2026, the last session on or before the filing date. From Sep 14, 2026 to Oct 14, 2026, the close moved from $19.88 to $13.81, a change of −30.5%.

Share-price moves are context only. The filing does not explain them, and other news can move a price. More public filing information is available on Alkami Technology on OQRO.

What this does not tell you?

The Schedule 13D/A does not say when shares were bought. An 8-K item says what the company reported, not what it means for the share price. The filing does not explain share-price moves, and other news can move a price.

The headlines are listed as published by the outlets; OQRO has not checked them and does not summarise the articles. This describes public filings. It is not investment advice.

Sources

A model wrote this page from the facts OQRO holds; every number, date, name and link in it was checked against those facts before publication, and a text that failed the check was not published. It describes what was filed, not why, and it is not investment advice. How OQRO treats data

Explore the data

More daily notes