Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AKAMAI TECHNOLOGIES INC (AKAM)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — AKAM

Based on 651 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
651 funds currently hold this stock — 94% of the 3.0-year high of 691 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AKAM is almost the same as a year ago (+16 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

365 buying345 selling
Last quarter: 365 funds bought or added vs 345 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.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new AKAM position: 79 → 90 → 81 → 137. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

69% conviction (2yr+) 13% medium 18% new
449 out of 651 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.
💰

Price up while funds trimmed (+24% value, -34% shares)

Value
+23%
Shares
-33%
Last quarter: total value of institutional AKAM holdings rose +24% even though funds reduced share count by 34%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

77 → 79 → 90 → 81 → 137 new funds/Q
New funds entering each quarter: 79 → 90 → 81 → 137. A growing number of institutions are discovering AKAM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 8% 1-2yr 20% new
Of 699 current holders: 509 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
46 of 651 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 2 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: AKAM
2026 Q1 Stats Unlock in 20 days 699 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 699 661 5.75%
13F Shares 152M 230M -33.87%
Total Value $13.40B $10.84B 23.62%
New Positions 143 81 +62
Increased Positions 295 301 -6
Closed Positions 105 92 +13
Reduced Positions 299 312 -13
Total Calls 24 24 -
Total Puts 27 27 -
PUT/CALL Ratio 1.12 1.12 Neutral

Statistics: AKAM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

699 + investors

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

Top 25 institutional holders of AKAM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palouse Capital Management, Inc. 2.02% 26,594 $3.1M
2 Portman Square Capital LLP 1.52% 344,200 $39.5M
3 Cascade Investment Advisors, Inc. 1.10% 16,187 $1.9M
4 Davis Capital Management 1.03% 13,277 $1.5M
5 Pacific Capital Partners Ltd 1.02% 9,000 $1.0M
6 LMCG INVESTMENTS, LLC 0.87% 127,097 $14.6M
7 Leeward Investments, LLC - MA 0.81% 143,156 $16.4M
8 FARMERS TRUST CO 0.81% 44,877 $5.2M
9 WASHINGTON CAPITAL MANAGEMENT, INC 0.61% 6,300 $724K
10 CORBYN INVESTMENT MANAGEMENT INC/MD 0.52% 13,554 $1.6M
11 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.49% 120,419 $13.8M
12 Torrey Growth & Income Advisors 0.48% 10,211 $1.1M
13 Oak Harvest Investment Services 0.47% 39,324 $4.5M
14 Employees Provident Fund Board 0.43% 181,000 $10.1M
15 E. Ohman J:or Asset Management AB 0.42% 138,000 $15.8M
16 REXFORD CAPITAL INC 0.42% 5,108 $587K
17 Sterling Capital Management LLC 0.40% 184,551 $21.2M
18 Traub Capital Management LLC 0.34% 2,995 $344K
19 JB Capital LLC 0.33% 71,474 $8.2M
20 Retirement Systems of Alabama 0.32% 839,359 $96.4M
21 M.E. ALLISON & CO., INC. 0.30% 3,915 $450K
22 HIGHLAND CAPITAL MANAGEMENT, LLC 0.28% 46,040 $5.3M
23 Kercheville Advisors, LLC 0.26% 6,950 $798K
24 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0.24% 10,201 $1.2M
25 Whalen Wealth Management Inc. 0.19% 3,161 $363K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 365 funds bought or added vs 345 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 — 47% AUM from top-100 funds: 46 of 651 holders are among the 100 largest funds by AUM, controlling 47% 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?

69% of holders stayed for 2+ years: 449 out of 651 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.