Position in AKAM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,710,334
+$11,579,400 QoQ
Shares Held
110,669
+753.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AKAM Over Time
Shares Held
Position Value (USD)
Derivatives in AKAM
reported options exposure · as of Mar 31, 2026CallValue
$1,493,050
CallShares
13,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026J. Goldman & Co LP holds $68,919,135 across 13 Software - Infrastructure names. AKAM ranks #1 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
This page
|
110,669 | $12,710,334 | |
| 2 | NET |
Cloudflare, Inc.
|
50,700 | $10,461,438 | |
| 3 | ORCL |
Oracle Corp
|
68,983 | $10,148,089 | |
| 4 | VRSN |
Verisign Inc/Ca
|
31,830 | $7,905,298 | |
| 5 | TENB |
Tenable Holdings, Inc.
|
384,796 | $6,510,748 | |
| 6 | GTLB |
Gitlab Inc.
|
247,357 | $5,352,805 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
60,637 | $5,201,441 | |
| 8 | MSFT |
Microsoft Corp
|
11,499 | $4,256,584 |
All Filings in AKAM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,710,334 | 110,669 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,493,050 | 13,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $1,130,934 | 12,962 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,860,079 | 64,151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $519,157 | 6,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,277,918 | 127,676 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $36,225,000 | 450,000 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $47,851,016 | 500,272 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $83,119,850 | 869,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $13,325,400 | 132,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $43,240,115 | 428,332 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,046,551 | 466,769 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $4,522,016 | 50,200 | Call | Sole | 2024-08-14 | |
| 2023-06-30 | $1,598,158 | 17,783 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $232,077 | 2,753 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $895,425 | 7,500 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $1,875,497 | 15,709 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $494,728 | 4,227 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $874,500 | 7,500 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $6,933,502 | 59,464 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $535,280 | 5,253 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,821,816 | 26,877 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||