GAP Coinvestments CDA, L.P. 4

What Happened

• General Atlantic GenPar (Bermuda), L.P., a 10% owner through affiliated funds, acquired 1,975,000 shares of Alkami Technology (ALKT) in open-market purchases across May 12–14, 2026. Transactions: 750,000 shares @ $16.87 (May 12, ~$12.65M), 550,000 shares @ $16.63 (May 13, ~$9.15M), and 675,000 shares @ $16.49 (May 14, ~$11.13M). Total cash outlay ≈ $32.93M. These were purchases (transaction code P), which are generally considered a bullish signal versus sales.

Key Details

• Transaction dates & reported weighted-average prices:
  • May 12, 2026: 750,000 shares @ $16.87 (range $16.82–$16.91)
  • May 13, 2026: 550,000 shares @ $16.63 (range $16.51–$16.72)
  • May 14, 2026: 675,000 shares @ $16.49 (range $16.33–$16.62)
• Total shares purchased: 1,975,000; approximate total value: $32,929,750.
• Beneficial ownership details (per filing footnotes): GA AL Holding II and related General Atlantic entities hold multi‑millions of ALKT shares (e.g., GA AL Holding II reported 7,387,558 shares), and several affiliated funds share beneficial ownership. See footnotes for the full ownership structure.
• Filing: Reported on May 14, 2026 for transactions through May 12–14 — filed within the typical Form 4 reporting window (timely).
• Transaction type: Open-market purchases (P). No options exercised, awards, gifts, or tax withholding noted.

Context

• This was institutional buying by a large investment group (General Atlantic and affiliated funds), not an individual executive. Institutional purchases can reflect confidence from an investment firm but do not necessarily indicate insider knowledge. The filing provides weighted-average prices and ranges; the reporting person offers to supply per-trade price breakdowns on request.