Baker Avenue Asset Management, LP

Position in AKAM — Akamai Technologies Inc

CIK 1432529 SAN FRANCISCO, CA

Position in AKAM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,679,522

+$1,346,804 QoQ

Shares Held

31,127

+53.3% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#234

of 799 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Technology · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $227,968,812 across 27 Software - Infrastructure names. AKAM ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	376,429	$140,415,545
2	ORCL	Oracle Corp	177,121	$25,957,082
3	CRWD	CrowdStrike Holdings, Inc.	107,672	$20,542,202
4	PANW	Palo Alto Networks Inc	29,441	$10,039,969
5	TWLO	Twilio Inc	22,252	$4,591,255
6	SAIL	SailPoint, Inc.	307,103	$4,495,987
7	S	SentinelOne, Inc.	246,911	$4,190,079
8	AKAM	Akamai Technologies Inc This page	31,127	$3,679,522

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,679,522	31,127	+53.3%	Shares	Sole	2026-07-28
2026-03-31	$2,332,718	20,311	+27.2%	Shares	Sole	2026-05-12
2025-12-31	$1,393,469	15,971	+13321.0%	Shares	Sole	2026-02-10
2023-09-30	$12,678	119	0.0%	Shares	Sole	2023-11-15
2023-06-30	$10,694	119	0.0%	Shares	Sole	2023-08-14
2023-03-31	$9,317	119	-19.6%	Shares	Sole	2023-05-16
2022-12-31	$12,476	148	-97.1%	Shares	Sole	2023-02-14
2021-03-31	$511,843	5,023	-94.5%	Shares	Sole	2021-05-17
2020-12-31	$9,646,271	91,878	-40.6%	Shares	Sole	2021-02-17
2020-09-30	$17,083,957	154,550	+223.7%	Shares	Sole	2020-11-16
2020-06-30	$5,113,761	47,752	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.