AKAM
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 36.5 | P/B | 2.52 |
| EPS (TTM) | 2.77 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 10.4M | 0.0% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.4M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.5M | n/a | n/a |
| Capital World Investors | 6.8M | 0.1% | n/a |
| State Street | 5.5M | 0.0% | −3% |
| FIRST TRUST ADVISORS LP | 4.8M | 0.4% | −29% |
Top institutional owners for AKAM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 28 | Sundaram Mani | SELL | 7K | −$882K |
| SEP 28 | Salem-Jackson Kim | SELL | 2K | −$258K |
| SEP 15 | Joseph Paul C | SELL | 3K | −$327K |
| JUL 15 | Joseph Paul C | SELL | 3K | −$393K |
| JUN 18 | Blumofe Robert | SELL | 243 | −$31K |
| JUN 10 | Salem-Jackson Kim | SELL | 2K | −$312K |
0 insider buys, 6 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
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