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Southpoint Capital Advisors’s Akamai AKAM Stock Holding History

Southpoint Capital Advisors’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 		$47.3M Sell
400,000
-400,000
-50% -$49.8M 1.08% 27
2026
Q1 		$91.9M Buy
+800,000
New +$80.2M 1.89% 24

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

Southpoint Capital Advisors's AKAM Position: Q2 2026 in Review

Southpoint Capital Advisors reduced its Akamai (AKAM) stake by 50% in Q2 2026, selling an estimated $49.8M and leaving 400,000 shares worth $47.3M. The position accounts for 1.08% of the portfolio, ranked #27.

Southpoint Capital Advisors first reported a position in AKAM in Q1 2026 and has held it in 2 quarters since. The position peaked at $91.9M in Q1 2026. 797 funds tracked by Wall St. Rank hold AKAM as of Q2 2026.

  • Southpoint Capital Advisors held 400,000 shares of Akamai worth $47.3M as of Q2 2026.
  • Southpoint Capital Advisors sold 400,000 Akamai shares in Q2 2026, an estimated $49.8M.
  • Akamai made up 1.08% of Southpoint Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Southpoint Capital Advisors first reported a position in Akamai in Q1 2026 and has held it in 2 quarters since.
  • Southpoint Capital Advisors's Akamai position peaked at $91.9M in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Akamai as of Q2 2026.

Based on Southpoint Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.