Vanguard's stake reduction to just under 5% is a routine portfolio rebalance by a passive manager, not an activist signal. Monitor for any further filings that might indicate a shift to active management or a 13D conversion, but no immediate catalyst is present.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a passive stake of 4.99% in Akamai Technologies as of September 30, 2026, representing 7,176,359 shares. The filing is an amendment to prior 13G filings and shows a slight reduction from the prior stake, which was above 5%. The stake remains just below the 5% threshold, indicating a routine portfolio adjustment by a passive index/asset manager.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed an amended Schedule 13G for Akamai Technologies.
- Stake is 4.99% of common stock, or 7,176,359 shares, as of September 30, 2026.
- The filing is an amendment to prior 13G filings (April 2026 and earlier).
- The investor certifies passive intent under Rule 13d-1(b).
- No single other person's interest in the reported securities exceeds 5%.
Financial Impact
Stake valued at approximately $703 million based on $14.1B market cap and 4.99% ownership.
Risk Factors
- Further selling by Vanguard below 5% could remove a large holder from disclosure, reducing transparency.
- No material financial or operational impact from this filing alone.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001046 |
| Document: 0002100121-26-001046-index.html | 0002100121-26-001046 |
| Document: 0002100121-26-001046.txt | 0002100121-26-001046 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $92.37 | awaiting T+1 | awaiting T+1 | $92.72 (+0.38%) |
Oct 27, 2026 5d ago | Institutional Cluster | $99.59 $98.10 | ▼ −1.50% | ▼ −1.84% | $92.72 (−6.90%) |
Sep 29, 2026 4w ago | Press Release | $108.45 $106.35 | ▼ −1.94% | ▼ −1.73% | $92.72 (−14.50%) |
Sep 28, 2026 4w ago | Insider Cluster | $108.45 $106.35 | ▲ +1.94% | ▲ +1.73% | $92.72 (+14.50%) |
Sep 24, 2026 5w ago | 8-K | $113.94 $108.99 | ▼ −4.34% | ▼ −3.60% | $92.72 (−18.62%) |
Sep 24, 2026 5w ago | Press Release | $113.94 $108.99 | ▼ −4.34% | ▼ −3.60% | $92.72 (−18.62%) |
Jul 21, 2026 14w ago | Institutional Cluster | $124.91 $124.30 | ▼ −0.49% | ▼ −0.37% | $92.72 (−25.77%) |
Jul 8, 2026 16w ago | Press Release | $126.57 $129.52 | ▲ +2.33% | ▲ +1.48% | $92.72 (−26.74%) |
Jul 2, 2026 17w ago | Press Release | $113.17 $112.73 | ▼ −0.39% | ▼ −1.26% | $92.72 (−18.07%) |
Jun 4, 2026 21w ago | Press Release | $158.98 $149.32 | ▼ −6.08% | ▼ −3.48% | $92.72 (−41.68%) |
US Market Status
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