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Davis Capital Management’s Akamai AKAM Stock Holding History

Davis Capital Management’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
11,405
-1,872
-14% -$233K 0.8% 35
2026
Q1 		$1.52M Buy
13,277
+370
+3% +$37.1K 1.03% 28
2025
Q4 		$1.13M Buy
12,907
+65
+0.5% +$5.35K 0.78% 39
2025
Q3 		$973K Buy
+12,842
New +$990K 0.67% 46
2025
Q1 		$733K Buy
9,108
+1,245
+16% +$112K 0.58% 51
2024
Q4 		$752K Buy
7,863
+641
+9% +$62.9K 0.61% 46
2024
Q3 		$729K Buy
7,222
+635
+10% +$61.9K 0.58% 48
2024
Q2 		$590K Buy
+6,587
New +$637K 0.51% 51

Other funds holding AKAM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Davis Capital Management's AKAM Position: Q2 2026 in Review

Davis Capital Management reduced its Akamai (AKAM) stake by 14% in Q2 2026, selling an estimated $233K and leaving 11,405 shares worth $1.35M. The position accounts for 0.8% of the portfolio, ranked #35.

Davis Capital Management first reported a position in AKAM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q1 2026. 797 funds tracked by Wall St. Rank hold AKAM as of Q2 2026.

  • Davis Capital Management held 11,405 shares of Akamai worth $1.35M as of Q2 2026.
  • Davis Capital Management sold 1,872 Akamai shares in Q2 2026, an estimated $233K.
  • Akamai made up 0.8% of Davis Capital Management's portfolio in Q2 2026, its #35 holding.
  • Davis Capital Management first reported a position in Akamai in Q2 2024 and has held it in 8 quarters since.
  • Davis Capital Management's Akamai position peaked at $1.52M in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Akamai as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.