<p>作者：Svea Herbst-Bayliss</p>
<p>紐約，11 月 14 日（路透社）- 激進投資者 Jana Partners 在第三季度增持了美國銀行科技公司 Alkami Technology（ALKT.O）的新股份，三位知情人士向路透社透露。通過增持股份，這家對沖基金表明了對該公司的興趣，並已投入了大量資源。一些激進投資者一直在推動其目標公司考慮戰略選擇，包括出售，而在 Alkami 所處的金融科技領域，買家們也表現出了興趣。具體情況</p>
<ul>
<li>Alkami Technology 提供基於雲的數字銀行解決方案，可用於開户、欺詐保護和數據分析。</li>
</ul>
<ul>
<li>Jana 的股份規模尚無法確定。</li>
</ul>
<ul>
<li>目前尚不清楚 Jana 是否會推動變革或其請求可能是什麼。</li>
</ul>
<ul>
<li>該股份可能在週五晚些時候得到確認，當時 Jana 將提交其季度 13-F 文件，顯示其在上個季度末持有的美國股票資產。</li>
</ul>
<ul>
<li>Jana 的代表拒絕對此發表評論，而 Alkami Technology 則未能立即聯繫到以作回應。數字情況</li>
</ul>
<ul>
<li>總部位於德克薩斯州普萊諾的 Alkami 市值約為 20 億美元。</li>
</ul>
<ul>
<li>其股價在過去 12 個月內下跌了 46%，週五交易價格接近 20 美元。</li>
</ul>
<ul>
<li>在 Alkami 支付收購開户解決方案提供商 MANTL 後，股價暴跌，第二季度增長放緩，並在第三季度下調了收入指引。</li>
</ul>
<ul>
<li>華爾街分析師對該公司的產品持樂觀態度，已將其股票的中位目標價定為 32.56 美元，較其當前股價溢價約 60%。背景情況</li>
</ul>
<ul>
<li>Alkami 的投資者 General Atlantic 擁有該公司 11% 的股份，並在董事會中佔有一席之地，已於 8 月提交了更新的監管文件，將其持股狀態從被動轉為主動。</li>
</ul>
<ul>
<li>General Atlantic 在 8 月的文件中表示，計劃尋求對 Alkami 的變更或影響控制，包括通過可能的戰略交易。</li>
</ul>
<ul>
<li>買家對金融科技領域表現出了興趣，Centerbridge 在 8 月宣佈以 20 億美元收購 MeridianLink。</li>
</ul>
<ul>
<li>Jana 在該領域成功推動了公司的變革。New Relic 在 Jana 贏得董事會席位的和解後被 TPG 和 Francisco Partners 收購，而 Jana 呼籲出售的 Frontier Communications Corp.正在被 Verizon Communications 收購。</li>
</ul>

ALKT

<p>獨家消息 - 消息人士稱，激進投資者 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>紐約，11 月 14 日（路透社）- 激進投資者 Jana Partners 在第三季度增持了美國銀行科技公司 Alkami Technology（ALKT.O）的新股份，三位知情人士向路透社透露。通過增持股份，這家對沖基金表明了對該公司的興趣，並已投入了大量資源。一些激進投資者一直在推動其目標公司考慮戰略選擇，包括出售，而在 Alkami 所處的金融科技領域，買家們也表現出了興趣。具體情況</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 提供基於雲的數字銀行解決方案，可用於開户、欺詐保護和數據分析。</li>
</ul>
</div><ul>
<li>The size of Jana’s stake could not be determined.</li>
</ul>
<div class="lb-trans"><ul>
<li>Jana 的股份規模尚無法確定。</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 是否會推動變革或其請求可能是什麼。</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>該股份可能在週五晚些時候得到確認，當時 Jana 將提交其季度 13-F 文件，顯示其在上個季度末持有的美國股票資產。</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 的代表拒絕對此發表評論，而 Alkami Technology 則未能立即聯繫到以作回應。數字情況</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>總部位於德克薩斯州普萊諾的 Alkami 市值約為 20 億美元。</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>其股價在過去 12 個月內下跌了 46%，週五交易價格接近 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 支付收購開户解決方案提供商 MANTL 後，股價暴跌，第二季度增長放緩，並在第三季度下調了收入指引。</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>華爾街分析師對該公司的產品持樂觀態度，已將其股票的中位目標價定為 32.56 美元，較其當前股價溢價約 60%。背景情況</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 的投資者 General Atlantic 擁有該公司 11% 的股份，並在董事會中佔有一席之地，已於 8 月提交了更新的監管文件，將其持股狀態從被動轉為主動。</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，計劃尋求對 Alkami 的變更或影響控制，包括通過可能的戰略交易。</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>買家對金融科技領域表現出了興趣，Centerbridge 在 8 月宣佈以 20 億美元收購 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 在該領域成功推動了公司的變革。New Relic 在 Jana 贏得董事會席位的和解後被 TPG 和 Francisco Partners 收購，而 Jana 呼籲出售的 Frontier Communications Corp.正在被 Verizon Communications 收購。</li>
</ul>
</div>

獨家消息——據消息人士透露，激進投資者 Jana Partners 在第三季度增持了 Alkami Tech 的股份