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Akamai Technologies Inc AKAM

Akamai Technologies, Inc. engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.

Company profile

Business mix

  • It offers security solutions that include web application and application programming interfaces (API) protection solutions, which protect web, API, and mobile app traffic from attacks.
  • The company also offers cloud computing services, which include compute, storage, and cloud native and networking services.
  • In addition, it offers delivery solutions that include web and mobile performance solutions, which enables dynamic websites and applications, as well as global traffic management, site acceleration, application load balancing, large-scale load testing.
  • Akamai Technologies, Inc. was incorporated in 1998 and is headquartered in Cambridge, Massachusetts.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Sachem Head Capital Management Scott Ferguson 0.7% $27.0M 2026-03-31
Glenview Capital Management Larry Robbins 0.5% $18.0M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $45.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +391,453 / 0
Glenview Capital Management Larry Robbins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$18.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +156,453 (New) Total shares 156,453 Value $18.0M
Sachem Head Capital Management Scott Ferguson 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$27.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +235,000 (New) Total shares 235,000 Value $27.0M

Recent mentions

No public mentions.