Jana Partners has disclosed a 5.1% stake in Alkami Technology, as the activist investor positions for potential strategic changes at the fintech company, including a possible sale to private equity, Reuters reported.

The firm holds approximately 5.4m shares in Alkami, according to a recent regulatory filing, signalling its conviction that the company is undervalued.

The move follows earlier reports that Jana has urged Alkami to explore a sale, including to private equity buyers, highlighting growing interest in the fintech sector from financial sponsors.

Alkami provides digital banking solutions to banks and credit unions, positioning it within a segment that continues to attract investor attention due to its recurring revenue models and growth potential.

Jana’s investment underscores the increasing role of activist investors in driving strategic outcomes, often acting as catalysts for transactions involving private equity firms.

The development also reflects broader dealmaking dynamics, where public market dislocations are creating opportunities for take-private transactions and sponsor-led acquisitions.

The situation will be closely watched by private equity firms, as activist-driven processes continue to generate potential entry points into listed technology businesses.

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