Sector: saas
Conviction from: NASDAQS&PCitrini
Akamai Technologies provides content delivery network, cloud computing, and cybersecurity services that speed and secure online content and applications.
4 tracked filer(s) hold this · 3 opened, 0 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 59 — mean of 4 scored holder(s) · buyers (new/add) avg 65. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Scott Ferguson / Sachem Head | 66 | New buy | 235,000 | $26,989,750 | 0.7% |
| Larry Robbins / Glenview | 58 | New buy | 156,453 | $17,968,627 | 0.5% |
| Howard Marks / Oaktree | 70 | New buy | 16,191,000 | $18,531,408 | 0.1% |
| Ancora | 42 | Trimmed -4% | 240 | $27,564 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
5 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000. | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,004 - $100,000 | PTR |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | LONG |
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |