13FPulse
中
AK

AKAM AKAMAI TECHNOLOGIES INC

2026Q2 · CUSIP 00971T101 · Sector: Other

Cooling

Net holder growth weakened from last quarter

Funds that own it
779
Institutions that reported holding it to the SEC
Net increase in holders
+13
Last quarter 766 → now 779
How unusual is that
Above average
Stronger buying than 75% of US stocks
What the filings say, in one paragraph

779 funds held AKAM at the end of 2026Q2, up 13 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $4.3B(YoY +5.9%), the P/E is 38.4x, return on equity is 8.6%. AKAM has had 21 buying rushes in its history, and the price moved +3.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=381 2013Q4: holders=399 2014Q1: holders=410 2014Q2: holders=420 2014Q3: holders=456 2014Q4: holders=480 2015Q1: holders=475 2015Q2: holders=517 2015Q3: holders=515 2015Q4: holders=501 2016Q1: holders=496 2016Q2: holders=477 2016Q3: holders=481 2016Q4: holders=531 2017Q1: holders=536 2017Q2: holders=492 2017Q3: holders=462 2017Q4: holders=516 2018Q1: holders=534 2018Q2: holders=553 2018Q3: holders=541 2018Q4: holders=554 2019Q1: holders=570 2019Q2: holders=580 2019Q3: holders=607 2019Q4: holders=642 2020Q1: holders=703 2020Q2: holders=763 2020Q3: holders=760 2020Q4: holders=758 2021Q1: holders=697 2021Q2: holders=700 2021Q3: holders=691 2021Q4: holders=697 2022Q1: holders=702 2022Q2: holders=685 2022Q3: holders=649 2022Q4: holders=682 2023Q1: holders=626 2023Q2: holders=668 2023Q3: holders=674 2023Q4: holders=752 2024Q1: holders=753 2024Q2: holders=662 2024Q3: holders=681 2024Q4: holders=681 2025Q1: holders=653 2025Q2: holders=661 2025Q3: holders=662 2025Q4: holders=691 2026Q1: holders=766 2026Q2: holders=779 -91 -45.5 +0 +45.5 +91 342580818 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5% — —
2025Q4 Top 20% +31.0% —
2024Q3 Top 20% -10.7% -10.3%
2023Q4 Top 10% -12.8% -6.9%
2023Q2 Top 5% +10.3% +9.7%
2022Q4 Top 20% +13.9% +30.9%
2020Q2 Top 5% -5.9% -5.5%
2020Q1 Top 1% in the market +10.0% +3.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
294
Change in large funds
+31
Total value they hold
$22.3B
Funds buying for the first time
140
Funds that sold out entirely
127
Price change that quarter
-29.4%
Funds holding puts (bearish)
35
Funds holding calls (bullish)
38

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
38.4
EPS (TTM)
$2.77
EPS YoY
-2.1%
Revenue (TTM)
$4.3B
Revenue YoY
+5.9%
Net margin
9.5%
ROE
8.6%
Debt ratio
68.5%
FCF (TTM)
$956M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.08 2021-12-31: EPS 0.97 2022-03-31: EPS 0.82 2022-06-30: EPS 0.85 2022-09-30: EPS 0.78 2022-12-31: EPS 0.82 2023-03-31: EPS 0.62 2023-06-30: EPS 0.84 2023-09-30: EPS 1.04 2023-12-31: EPS 1.02 2024-03-31: EPS 1.11 2024-06-30: EPS 0.86 2024-09-30: EPS 0.38 2024-12-31: EPS 0.92 2025-03-31: EPS 0.82 2025-06-30: EPS 0.71 2025-09-30: EPS 0.97 2025-12-31: EPS 0.57 2026-03-31: EPS 0.71 2026-06-30: EPS 0.52 0B 0.5B 1.1B $B 0.00 0.61 1.22 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 27 21 37 54 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K170M340M 20162017201820192020202120222023202420252026
Latest quarter $211M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.