AKAM β€” AKAMAI TECHNOLOGIES

Ownership history in Wiser Advisor Group LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in AKAMAI TECHNOLOGIES (AKAM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.13% (2023 Q4)
πŸ“Š Avg. % of fund
0.09%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Wiser Advisor Group LLC Γ— AKAM AI Analytics

πŸ“‰ Wiser Advisor Group LLC underperformed the S&P 500 by –48.2% annually on this AKAM position. Maximum drawdown during holding period: –30.3%.

πŸ“ˆ Position Alpha vs SPY
-48.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 48.2% ann.
5 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–30.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.06% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AKAM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 655 β€” 0% 0.06% $50K $75.76
2025 Q1 UNCHANGED 655 β€” 0% 0.08% $53K $80.50
2024 Q4 UNCHANGED 655 β€” 0% 0.09% $63K $95.65
2024 Q3 UNCHANGED 655 β€” 0% 0.10% $66K $100.95
2024 Q2 UNCHANGED 655 β€” 0% 0.09% $59K $90.08
2024 Q1 UNCHANGED 655 β€” 0% 0.11% $71K $108.76
2023 Q4 INITIATED 655 β€” β€” 0.13% $78K β€”

🏒 Other funds also holding AKAM

As of 2025 Q4 β€” sorted by position size

Crestwood Capital Management, L.P. 3Y 7Y 4.83% EDMOND DE ROTHSCHILD HOLDING S.A. 3Y 7Y 3.2% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 2.96% Invenomic Capital Management LP 3Y 2.73% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 2.6% Portolan Capital Management, LLC 3Y 7Y 2.45% Styrax Capital, LP 3Y 2.26% Triodos Investment Management BV 3Y 7Y 1.89% Hillman Capital Management, Inc. 3Y 7Y 1.76% Rock Point Advisors, LLC 3Y 7Y 1.68%
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