- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 13 listed it in both
- Shares listed
- 10,376,488
- combined, among listed positions
- Reported value
- $1.2bn
- combined, at the quarter end
Among the 93 comparable managers: 7 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing AKAM in Q4 2023
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 2,023,231 shares now+223,313
- Man Group PLCexisting position · 443,597 shares now+121,679
- Davidson Kempner Capital Management LPexisting position · 150,000 shares now+50,000
- Winton Group Ltdnew position · 46,400 shares now+46,400
- D. E. Shaw & Co.existing position · 433,194 shares now+39,390
Reductions
- AllianceBernstein LPexisting position · 1,813,702 shares now-1,204,274
- Marshall Wace LLPexisting position · 604,569 shares now-729,719
- Balyasny Asset Management LLCexisting position · 810,096 shares now-263,850
- Holocene Advisors LPexisting position · 982,176 shares now-209,643
- Point72 Asset Management LPexisting position · 234,392 shares now-134,700
New positions and exits
New (2)
Exited (2)
- Whale Rock Capital Management LLCwas $49m
- Bridgewater Associates LPwas $9.4m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 10 | $1.7bn | n.a. | n.a. |
| Q3 2013 | 6 | $2.5bn | n.a. | n.a. |
| Q4 2013 | 8 | $2.3bn | n.a. | n.a. |
| Q1 2014 | 10 | $2.5bn | n.a. | n.a. |
| Q2 2014 | 11 | $2.8bn | n.a. | n.a. |
| Q3 2014 | 17 | $2.3bn | n.a. | n.a. |
| Q4 2014 | 13 | $2.1bn | n.a. | n.a. |
| Q1 2015 | 12 | $2.4bn | n.a. | n.a. |
| Q2 2015 | 13 | $2.4bn | n.a. | n.a. |
| Q3 2015 | 15 | $2.6bn | n.a. | n.a. |
| Q4 2015 | 15 | $1.8bn | n.a. | n.a. |
| Q1 2016 | 17 | $2.5bn | n.a. | n.a. |
| Q2 2016 | 16 | $2.4bn | n.a. | n.a. |
| Q3 2016 | 10 | $1.9bn | n.a. | n.a. |
| Q4 2016 | 18 | $2.6bn | n.a. | n.a. |
| Q1 2017 | 15 | $1.9bn | n.a. | n.a. |
| Q2 2017 | 15 | $1.6bn | n.a. | n.a. |
| Q3 2017 | 8 | $1.2bn | n.a. | n.a. |
| Q4 2017 | 11 | $1.7bn | n.a. | n.a. |
| Q1 2018 | 9 | $1.7bn | n.a. | n.a. |
| Q2 2018 | 19 | $1.9bn | n.a. | n.a. |
| Q3 2018 | 19 | $1.8bn | n.a. | n.a. |
| Q4 2018 | 24 | $1.7bn | n.a. | n.a. |
| Q1 2019 | 19 | $1.6bn | n.a. | n.a. |
| Q2 2019 | 12 | $1.6bn | n.a. | n.a. |
| Q3 2019 | 17 | $1.7bn | n.a. | n.a. |
| Q4 2019 | 12 | $1.4bn | n.a. | n.a. |
| Q1 2020 | 14 | $1.3bn | n.a. | n.a. |
| Q2 2020 | 9 | $1.0bn | n.a. | n.a. |
| Q3 2020 | 11 | $893m | n.a. | n.a. |
| Q4 2020 | 8 | $370m | n.a. | n.a. |
| Q1 2021 | 8 | $323m | n.a. | n.a. |
| Q2 2021 | 8 | $352m | n.a. | n.a. |
| Q3 2021 | 8 | $375m | n.a. | n.a. |
| Q4 2021 | 10 | $594m | n.a. | n.a. |
| Q1 2022 | 10 | $753m | n.a. | n.a. |
| Q2 2022 | 9 | $381m | n.a. | n.a. |
| Q3 2022 | 9 | $352m | n.a. | n.a. |
| Q4 2022 | 9 | $451m | n.a. | n.a. |
| Q1 2023 | 14 | $755m | n.a. | n.a. |
| Q2 2023 | 12 | $863m | n.a. | n.a. |
| Q3 2023 | 17 | $1.4bn | n.a. | n.a. |
| Q4 2023 | 15 | $1.2bn | 7 | 10 |
| Q1 2024 | 15 | $741m | 10 | 8 |
| Q2 2024 | 9 | $414m | 6 | 5 |
| Q3 2024 | 7 | $453m | 4 | 4 |
| Q4 2024 | 8 | $391m | 4 | 5 |
| Q1 2025 | 5 | $115m | 3 | 1 |
| Q2 2025 | 3 | $35m | 3 | 0 |
| Q3 2025 | 6 | $292m | 6 | 0 |
| Q4 2025 | 11 | $1.1bn | 19 | 16 |
| Q1 2026 | 17 | $2.6bn | 20 | 17 |
| Q2 2026 | 13 | $3.2bn | 18 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
AKAM and V →AKAM and MA →AKAM and MCO →Choose a stock to compare with AKAM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AKAM, latest filings →Back to the 13F Explorer →