Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Akamai Technologies Inc (AKAM)

785 + Investors. Track Smart Money conviction in AKAM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — AKAM

Based on 798 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AKAM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
798 hedge funds hold AKAM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+140 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

440 buying420 selling
Last quarter: 440 funds bought or added vs 420 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-41 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 86 → 140 → 186 → 145. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 17% medium ■ 23% new
478 out of 798 hedge funds have held AKAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

94 → 86 → 140 → 186 → 145 new funds/Q
New funds entering each quarter: 86 → 140 → 186 → 145. A growing number of institutions are discovering AKAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 24% newcomers

■ 70% veterans ■ 7% 1-2yr ■ 24% new
Entry-cohort mix of 859 holders: 598 (70%) are 2+ year veterans, 57 entered 1–2 years ago, and 204 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
63 of 785 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AKAM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AKAM

In 2026 Q2, 440 hedge funds were net buyers of AKAM (145 opened a new position, 295 added to an existing one), while 420 reduced or exited (300 trimmed, 120 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in AKAM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 798.

Hedge Fund Ownership: AKAM

How many hedge funds hold AKAM — quarterly history vs. share price
Quarterly hedge fund ownership of AKAM vs. share price

Market Analysis: AKAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AKAM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 7 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: AKAM
785 + Investors

Track Smart Money conviction in AKAM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 785 773 1.55%
13F Shares 189M 170M 11.03%
Total Value $22.09B $18.91B 16.81%
New Positions 145 186 -41
Increased Positions 287 256 +31
Closed Positions 120 96 +24
Reduced Positions 283 235 +48
Total Calls 38 28 35.71%
Total Puts 36 29 24.14%
PUT/CALL Ratio 0.95 1.04 Neutral

Statistics: AKAM

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Institutional Holders (2026 Q2)

785 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AKAM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AKAM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Parsifal Capital Management, LP 9.81% 684,922 $81.0M
2 Crestwood Capital Management, L.P. 6.99% 90,300 $10.7M
3 Lightrock Netherlands B.V. 4.38% 187,512 $22.2M
4 Disciplined Growth Investors Inc /Mn 3.27% 1,635,207 $193.3M
5 Arvin Capital Management LP 3.02% 195,698 $23.1M
6 Edmond de Rothschild Holding S.A. 2.93% 1,878,401 $222.0M
7 Senator Investment Group LP 2.76% 640,000 $75.7M
8 Benchstone Capital Management LP 2.67% 186,670 $22.1M
9 Cypress Point Investment Management LP 2.39% 111,332 $13.2M
10 Portman Square Capital LLP 2.15% 384,300 $45.4M
11 Nia Impact Advisors, LLC 2.12% 43,312 $5.1M
12 Triodos Investment Management BV 2.11% 293,224 $34.7M
13 Slate Path Capital LP 1.96% 1,196,800 $141.5M
14 Rock Point Advisors, LLC 1.61% 55,641 $6.6M
15 Kerrisdale Advisers, LLC 1.54% 51,985 $6.1M
16 Clearline Capital LP 1.45% 206,019 $24.4M
17 Hillman Capital Management, Inc. 1.40% 16,387 $1.9M
18 Portolan Capital Management, LLC 1.37% 310,361 $36.7M
19 Westport Asset Management Inc 1.34% 27,700 $3.3M
20 Robinson Value Management, Ltd. 1.31% 20,620 $2.4M
21 Frontier Capital Management Co LLC 1.25% 1,136,573 $134.4M
22 Southpoint Capital Advisors LP 1.08% 400,000 $47.3M
23 Delta Global Management LP 1.01% 78,870 $9.3M
24 Portman Square Capital LLP 1.00% 178,077 $21.1M
25 Josh Arnold Investment Consultant, LLC 0.98% 13,225 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Akamai Technologies Inc (AKAM)

What does the Smart Money Trend signal show for AKAM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AKAM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AKAM?

Slight buying edge — 51% buying: Last quarter: 440 funds bought or added vs 420 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AKAM holders?

Elite ownership — 57% AUM from top-100 funds: 63 of 785 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AKAM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AKAM?

60% of holders stayed for 2+ years: 478 out of 798 hedge funds have held AKAM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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