Right. So, Long Path Partners. They’ve been poking around in Alkami Technology. 572,292 shares, to be precise. Filed with the SEC on February 13th, 2026. Honestly, the sheer volume of paperwork these things generate… it’s enough to make you consider a life of quiet desperation. But no, we’re here, dissecting stock filings. Because that’s…normal. Isn’t it?
Let’s Be Honest
They increased their position, apparently. A tidy $8.6 million bump to a $72.5 million stake. It’s not exactly throwing caution to the wind, but it’s a signal. A little whisper saying, “We see something you don’t.” Or maybe they just had a good week. Who am I to judge? I’m just a woman, standing before a financial report, asking it to make sense.
The Usual Suspects
Here’s the thing. Long Path isn’t spreading the love. They’re concentrated. Seven stocks. Seven! That’s… intense. Alkami currently accounts for about 25% of their AUM. Which means, if Alkami sneezes, Long Path catches a cold. A potentially very expensive cold. They also like NCNO (32.1%), CPAY (13.9%), IIIV (9.4%) and DCBO (7.4%). A curated portfolio. A bit like choosing which regrets you’re willing to live with.
As of February 13th, 2026, Alkami was trading at $16.27. Down 50.4% year-over-year. Ouch. Underperforming the S&P 500 by a rather embarrassing 62.2 percentage points. It’s… not ideal. It’s the kind of performance that makes you question all your life choices. But here’s where it gets interesting.
The Numbers, Because We Have To
| Metric | Value |
|---|---|
| Market capitalization | $1.71 billion |
| Revenue (TTM) | $443 million |
| Net income (TTM) | ($47 million) |
| Price (as of market close February 13, 2026) | $16.27 |
What Alkami Actually Does
They provide a cloud-based digital banking platform. Alkami Platform, Retail Banking Solutions, Business Banking Solutions. It’s all very… platform-y. They make software for banks. Apparently, banks need software. Who knew? Revenue comes from SaaS subscriptions and platform usage fees. It’s a recurring revenue model. Which, let’s be honest, is just a fancy way of saying they hope people keep paying them every month. They serve community banks, regional banks, credit unions. The backbone of the American financial system. And a lot of paperwork, I imagine.
So, What’s the Play?
Long Path is a concentrated fund. They do their homework. They’re not just throwing darts at a board (although, honestly, sometimes that feels like a valid strategy). The fact that they increased their position in Alkami, after a pretty brutal year, suggests they see something others don’t. Or they’re exceptionally stubborn. Either way, it’s a conviction buy. Which, in this market, is practically a declaration of war.
Revenue grew 33% in 2025. That’s… good. Actually, that’s really good. But they’re still operating at a loss. Which, naturally, is a bit of a problem. Volatility is high. But that’s often where the opportunity lies, isn’t it? Banks are shifting to digital. Alkami is positioned to benefit. They’re even dabbling in AI-powered fraud detection. Because, apparently, everything needs to be AI-powered now. It’s the law.
Look, I’m not saying this is a sure thing. Nothing is a sure thing. Especially in the stock market. But Long Path isn’t easily swayed. They’ve done their due diligence. And they’re betting on Alkami. Which, frankly, is more than I can say for most of my life choices.
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2026-03-06 01:55