What smart money is saying about Akamai Technologies
No fund has written a full thesis on Akamai Technologies in our archive, but 3 fund letters report a position in it, most recently JAG Capital Management Small Mid Cap Growth Strategy in June 2026.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
3 lettersToo few moves on Akamai Technologies yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Every position in Akamai Technologies on record in the archive was reported in Q2 2026, across 3 fund letters, with 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 3 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- June 2026
“Security selection within the Information Technology sector was the largest detractor to relative performance. Several portfolio holdings significantly lagged the benchmark, including Fastly (FSLY), Akamai (AKAM), and Photronics (PLAB). Consistent with our sell discipline, we liquidated our positions in these companies during the quarter.”
Akamai Technologies - June 2026
“• We exited our position in cloud computing and cybersecurity company Akamai Technologies after the company reported strong 1Q26 results and on the announcement of an acquisition within its cloud infrastructure segment, as we believe this materially changes the company’s revenue outlook moving forward.”
Akamai Technologies - May 2026
“We sold at month end and into early June some long held I.T. companies such as Teradyne, Hirose, Akamai, and significantly reduced Qualcomm and Arrow Electronics.”
Akamai Technologies
Read the letters behind these Akamai Technologies positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→