Akamai Technologies Inc (AKAM) Quarterly Institutional 13F Update (Q2 2026)

AKAM ranks #632 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AKAM is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

823 institutions disclose a position in AKAM, but none treat it as a major bet — even Disciplined Growth Investors Inc /mn, its most concentrated holder, allocates just 3.3% of its own portfolio to it.

Gateway Investment Advisers LLC has added to its AKAM position for two straight quarters, increasing it by $155.7K to reach $418.9K today.

Vontobel Holding Ltd. has trimmed its AKAM position for two straight quarters, cutting it by $35.8M while still holding $117.6M.

AKAM is down 4.9% today, but institutions show net buying of $5.7B this quarter — a divergence between today's price move and the underlying institutional flow.

AKAM posted net income of $411.0M over the trailing twelve months, and currently trades at a P/E of 31.4.

• Profitable — net income of $411.0M over the trailing twelve months
• Revenue grew 8.0% year over year
• Net income declined year over year, from $424.6M to $411.0M
• Generated $1.5B in positive operating cash flow
• Current ratio of 2.36x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.31x equity — within a conventional range