Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Akamai Technologies Inc (AKAM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +88
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — AKAM

Based on 770 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
770 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+118 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

452 buying343 selling
Last quarter: 452 funds bought or added vs 343 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 (+45 vs last Q)

new funds entering per quarter
Funds opening a new AKAM position: 93 → 86 → 140 → 185. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 14% medium 24% new
476 out of 770 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.
💰

Value +38% but shares only +8% — price-driven

Value
+38%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

83 → 93 → 86 → 140 → 185 new funds/Q
New funds entering each quarter: 93 → 86 → 140 → 185. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 70% veterans vs 24% newcomers

70% veterans 6% 1-2yr 24% new
Entry-cohort mix of 816 holders: 575 (70%) are 2+ year veterans, 48 entered 1–2 years ago, and 193 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
58 of 759 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 452 hedge funds were net buyers of AKAM (185 opened a new position, 267 added to an existing one), while 343 reduced or exited (246 trimmed, 97 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 45% of total institutional value in AKAM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +88 funds (more new holders than closures). Total institutional holders: 770.

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

-- --

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

Is It Too Late to Buy Akamai Technologies Inc (AKAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AKAM has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
AKAM
+8.8%
XLK
+39.8%

AKAM outperformed XLK by -31.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
AKAM
-17.2%
XLK
+5.4%

Since the filing became public, AKAM outperformed XLK by -22.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

53 top-rated funds 11 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: AKAM
764 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 764 682 12.02%
13F Shares 166M 154M 8.18%
Total Value $18.59B $13.46B 38.09%
New Positions 183 140 +43
Increased Positions 252 222 +30
Closed Positions 101 106 -5
Reduced Positions 233 247 -14
Total Calls 28 24 16.67%
Total Puts 29 27 7.41%
PUT/CALL Ratio 1.04 1.12 Neutral

Statistics: AKAM

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Financial Highlights

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Institutional Holders (2026 Q1)

764 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Grotto Capital, LLC 7.94% 600,192 $68.9M
2 Crestwood Capital Management, L.P. 6.91% 87,500 $10.0M
3 Parsifal Capital Management, LP 6.43% 475,700 $54.6M
4 Analog Century Management LP 5.08% 927,023 $106.5M
5 Lightrock Netherlands B.V. 4.18% 170,470 $19.6M
6 Edmond de Rothschild Holding S.A. 4.03% 2,426,777 $278.7M
7 Disciplined Growth Investors Inc /Mn 3.90% 1,658,792 $190.5M
8 Talos Eurisko Asset Management LP 3.72% 189,800 $21.8M
9 Benchstone Capital Management LP 2.94% 220,149 $25.3M
10 Cypress Point Investment Management LP 2.63% 97,199 $11.2M
11 Portolan Capital Management, LLC 2.59% 423,442 $48.6M
12 Triodos Investment Management BV 2.59% 297,924 $34.2M
13 Hidden Lake Asset Management LP 2.56% 73,721 $8.5M
14 Arvin Capital Management LP 2.24% 160,000 $18.4M
15 Metavasi Capital LP 2.15% 51,798 $5.9M
16 Invenomic Capital Management LP 2.14% 405,632 $46.6M
17 Palouse Capital Management, Inc. 2.02% 26,594 $3.1M
18 Arvin Capital Management LP 1.90% 135,152 $15.5M
19 Rock Point Advisors, LLC 1.89% 60,924 $7.0M
20 Southpoint Capital Advisors LP 1.89% 800,000 $91.9M
21 Broad Bay Capital Management, LP 1.84% 188,000 $21.6M
22 Contour Asset Management LLC 1.82% 488,809 $56.1M
23 Hillman Capital Management, Inc. 1.82% 22,825 $2.6M
24 Maytus Capital Management, LLC 1.82% 88,912 $10.2M
25 Summit Partners Public Asset Management, LLC 1.80% 583,000 $67.0M
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 — 2 quarters in a row: For 2 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 — 57% buying: Last quarter: 452 funds bought or added vs 343 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 — 45% AUM from top-100 funds: 58 of 759 holders are among the 100 largest funds by AUM, controlling 45% 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?

62% of holders stayed for 2+ years: 476 out of 770 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.

Is it too late to buy Akamai Technologies Inc (AKAM) following the 2026 Q1 hedge fund 13F filings?

As of today, AKAM has moved -17.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of -22.6%. Since the quarter end (March 31, 2026), AKAM has gained +8.8% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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