<p>作者：Svea Herbst-Bayliss</p>
<p>纽约，11 月 14 日（路透社）- 激进投资者 Jana Partners 在第三季度增持了美国银行科技公司 Alkami Technology（ALKT.O）的新股份，三位知情人士向路透社透露。通过增持股份，这家对冲基金表明了对该公司的兴趣，并已投入了大量资源。一些激进投资者一直在推动其目标公司考虑战略选择，包括出售，而在 Alkami 所处的金融科技领域，买家们也表现出了兴趣。具体情况</p>
<ul>
<li>Alkami Technology 提供基于云的数字银行解决方案，可用于开户、欺诈保护和数据分析。</li>
</ul>
<ul>
<li>Jana 的股份规模尚无法确定。</li>
</ul>
<ul>
<li>目前尚不清楚 Jana 是否会推动变革或其请求可能是什么。</li>
</ul>
<ul>
<li>该股份可能在周五晚些时候得到确认，当时 Jana 将提交其季度 13-F 文件，显示其在上个季度末持有的美国股票资产。</li>
</ul>
<ul>
<li>Jana 的代表拒绝对此发表评论，而 Alkami Technology 则未能立即联系到以作回应。数字情况</li>
</ul>
<ul>
<li>总部位于德克萨斯州普莱诺的 Alkami 市值约为 20 亿美元。</li>
</ul>
<ul>
<li>其股价在过去 12 个月内下跌了 46%，周五交易价格接近 20 美元。</li>
</ul>
<ul>
<li>在 Alkami 支付收购开户解决方案提供商 MANTL 后，股价暴跌，第二季度增长放缓，并在第三季度下调了收入指引。</li>
</ul>
<ul>
<li>华尔街分析师对该公司的产品持乐观态度，已将其股票的中位目标价定为 32.56 美元，较其当前股价溢价约 60%。背景情况</li>
</ul>
<ul>
<li>Alkami 的投资者 General Atlantic 拥有该公司 11% 的股份，并在董事会中占有一席之地，已于 8 月提交了更新的监管文件，将其持股状态从被动转为主动。</li>
</ul>
<ul>
<li>General Atlantic 在 8 月的文件中表示，计划寻求对 Alkami 的变更或影响控制，包括通过可能的战略交易。</li>
</ul>
<ul>
<li>买家对金融科技领域表现出了兴趣，Centerbridge 在 8 月宣布以 20 亿美元收购 MeridianLink。</li>
</ul>
<ul>
<li>Jana 在该领域成功推动了公司的变革。New Relic 在 Jana 赢得董事会席位的和解后被 TPG 和 Francisco Partners 收购，而 Jana 呼吁出售的 Frontier Communications Corp.正在被 Verizon Communications 收购。</li>
</ul>

ALKT

<p>独家消息 - 消息人士称，激进投资者 Jana Partners 在第三季度增持了 Alkami Technology 的股份</p>

<p>By Svea Herbst-Bayliss</p>
<div class="lb-trans"><p>作者：Svea Herbst-Bayliss</p>
</div><p>NEW YORK, Nov 14 (Reuters) - Activist investor Jana Partners built a new stake in U.S. banking technology company Alkami Technology (ALKT.O) during the third quarter, three people familiar with the matter told Reuters. By building the position, the hedge fund is signaling its interest in the company and that it has committed significant resources. Some activist investors have been pushing their target companies to consider strategic alternatives, including a sale, and there has been interest among buyers in the financial technology space in which Alkami operates. THE DETAILS</p>
<div class="lb-trans"><p>纽约，11 月 14 日（路透社）- 激进投资者 Jana Partners 在第三季度增持了美国银行科技公司 Alkami Technology（ALKT.O）的新股份，三位知情人士向路透社透露。通过增持股份，这家对冲基金表明了对该公司的兴趣，并已投入了大量资源。一些激进投资者一直在推动其目标公司考虑战略选择，包括出售，而在 Alkami 所处的金融科技领域，买家们也表现出了兴趣。具体情况</p>
</div><ul>
<li>Alkami Technology offers cloud-based digital banking solutions that can be used to open accounts, fraud protection and data analytics.</li>
</ul>
<div class="lb-trans"><ul>
<li>Alkami Technology 提供基于云的数字银行解决方案，可用于开户、欺诈保护和数据分析。</li>
</ul>
</div><ul>
<li>The size of Jana’s stake could not be determined.</li>
</ul>
<div class="lb-trans"><ul>
<li>Jana 的股份规模尚无法确定。</li>
</ul>
</div><ul>
<li>It is unclear whether Jana will press for changes or what its requests may be.</li>
</ul>
<div class="lb-trans"><ul>
<li>目前尚不清楚 Jana 是否会推动变革或其请求可能是什么。</li>
</ul>
</div><ul>
<li>The stake may be confirmed later on Friday when Jana files its quarterly 13-F filing, which shows what assets managers held in U.S. stocks at the end of the previous quarter.</li>
</ul>
<div class="lb-trans"><ul>
<li>该股份可能在周五晚些时候得到确认，当时 Jana 将提交其季度 13-F 文件，显示其在上个季度末持有的美国股票资产。</li>
</ul>
</div><ul>
<li>A representative for Jana declined to comment while Alkami Technology could not be immediately reached for comment. THE NUMBERS</li>
</ul>
<div class="lb-trans"><ul>
<li>Jana 的代表拒绝对此发表评论，而 Alkami Technology 则未能立即联系到以作回应。数字情况</li>
</ul>
</div><ul>
<li>Plano, Texas-headquartered Alkami has a market value of roughly $2 billion.</li>
</ul>
<div class="lb-trans"><ul>
<li>总部位于德克萨斯州普莱诺的 Alkami 市值约为 20 亿美元。</li>
</ul>
</div><ul>
<li>Its shares have fallen 46% over the last 12 months and traded at nearly $20 on Friday.</li>
</ul>
<div class="lb-trans"><ul>
<li>其股价在过去 12 个月内下跌了 46%，周五交易价格接近 20 美元。</li>
</ul>
</div><ul>
<li>The stock price tumbled after Alkami paid to acquire account opening solution provider MANTL, saw growth decelerate in the second quarter and cut revenue guidance in the third quarter.</li>
</ul>
<div class="lb-trans"><ul>
<li>在 Alkami 支付收购开户解决方案提供商 MANTL 后，股价暴跌，第二季度增长放缓，并在第三季度下调了收入指引。</li>
</ul>
</div><ul>
<li>Wall Street analysts, who believe in the company’s products, have assigned a median price target of $32.56, a premium of roughly 60% on its current stock price. THE BACKGROUND</li>
</ul>
<div class="lb-trans"><ul>
<li>华尔街分析师对该公司的产品持乐观态度，已将其股票的中位目标价定为 32.56 美元，较其当前股价溢价约 60%。背景情况</li>
</ul>
</div><ul>
<li>Alkami investor General Atlantic, which owns 11% of the company and has a seat on the board, made an updated regulatory filing in August, switching from a passive ownership position to an active one.</li>
</ul>
<div class="lb-trans"><ul>
<li>Alkami 的投资者 General Atlantic 拥有该公司 11% 的股份，并在董事会中占有一席之地，已于 8 月提交了更新的监管文件，将其持股状态从被动转为主动。</li>
</ul>
</div><ul>
<li>General Atlantic’s August filing says it plans to seek change or influence control at Alkami, including through a possible strategic transaction.</li>
</ul>
<div class="lb-trans"><ul>
<li>General Atlantic 在 8 月的文件中表示，计划寻求对 Alkami 的变更或影响控制，包括通过可能的战略交易。</li>
</ul>
</div><ul>
<li>Buyers have been interested in the financial technology space, with Centerbridge announcing a $2 billion acquisition of MeridianLink in August.</li>
</ul>
<div class="lb-trans"><ul>
<li>买家对金融科技领域表现出了兴趣，Centerbridge 在 8 月宣布以 20 亿美元收购 MeridianLink。</li>
</ul>
</div><ul>
<li>Jana has successfully pushed for changes at companies in the space. New Relic, in which Jana won board seats in a settlement, was acquired by TPG and Francisco Partners, and Frontier Communications Corp., in which Jana called for a sale, is being acquired by Verizon Communications.</li>
</ul>
<div class="lb-trans"><ul>
<li>Jana 在该领域成功推动了公司的变革。New Relic 在 Jana 赢得董事会席位的和解后被 TPG 和 Francisco Partners 收购，而 Jana 呼吁出售的 Frontier Communications Corp.正在被 Verizon Communications 收购。</li>
</ul>
</div>

独家消息——据消息人士透露，激进投资者 Jana Partners 在第三季度增持了 Alkami Tech 的股份