AKAMAI TECHNOLOGIES INC
AKAM · Services-Business Services, NEC · 145.4M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $326M (gross $654M, SBC $328M)
Reference price $129.41 · est. market cap ~$18.8B — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78gen composite 69pct→78
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC
- Strong balance sheetStrong balance sheet — $1.9B cash & investments
- AccumulatingInstitutional holders rose 9→10 QoQ (2025-12-31→2026-03-31)
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, CITADEL ADVISORS LLC, FMR LLC +1 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
58.9%
Operating margin
13.5%
Net margin
10.7%
Return on equity
9.1%
Return on assets
3.9%
ROIC
9.0%
Revenue growth (QoQ)
5.8%
Net-income growth
-10.5%
Debt / equity
0.0×
Net debt / EBITDA
-1.5×
Current ratio
2.4×
Free cash flow
$1.0B
EBITDA
$1.3B
Tangible book value
$1.2B
Cash & investments
$1.9B
Stock comp / revenue
10.9%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| LEIGHTON F THOMSON | Chief Executive Officer | — |
| Ahola Aaron | EVP & General Counsel | — |
| Blumofe Robert | Chief Technology Officer | — |
| Dr. Leighton | Officer | $16M FY2025 |
| Howell Laura | SVP, Chief Accounting Officer | — |
| Joseph Paul C | EVP - Global Sales | — |
| Karon Adam | COO & GM Edge Technology Group | — |
| McGowan Edward J | Chief Financial Officer | — |
| Mr. Joseph | Officer | $5M FY2025 |
| Mr. Karon | Officer | $8M FY2025 |
| Mr. McGowan | Officer | $6M FY2025 |
| Mr. Sundaram | Officer | $5M FY2025 |
| Salem-Jackson Kim | EVP, Chief Marketing Officer | — |
| Sundaram Mani | EVP and GM Security | — |
| Williams Anthony P | EVP and CHRO | — |
| Bas Burger | Director | $234K FY2025 |
| Ben Verwaayen | Director | $385K FY2025 |
| Bill Wagner | Director | $59K FY2025 |
| Dan Hesse | Director | $450K FY2025 |
| HESSE DANIEL | Director | — |
| Janaki Akella | Director | $234K FY2025 |
| Jonathan Miller | Director | $350K FY2025 |
| Killalea Peter Thomas | Director | — |
| Madhu Ranganathan | Director | $385K FY2025 |
| Marianne Brown | Director | $385K FY2025 |
| MILLER JON | Director | — |
| Monte Ford | Director | $385K FY2025 |
| Sharon Bowen | Director | $350K FY2025 |
| Tom Killalea | Director | $350K FY2025 |
| Verwaayen Bernardus Johannes Maria | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | Blumofe Robert | Sell | 243 | $129.41 |
| 2026-06-12 | Howell Laura | Tax withheld | 95 | $132.46 |
| 2026-06-12 | Howell Laura | Option exercise | 322 | — |
| 2026-06-10 | Salem-Jackson Kim | Sell | 2.3K | $135.57 |
| 2026-05-20 | HESSE DANIEL | Option exercise | 2.3K | — |
| 2026-05-14 | Burger Bas | Option exercise | 3.0K | — |
| 2026-05-14 | Akella Janaki | Option exercise | 3.0K | — |
| 2026-05-14 | MILLER JON | Option exercise | 3.5K | — |
| 2026-03-16 | Ahola Aaron | Sell | 4.5K | $106.27 |
| 2026-03-16 | Joseph Paul C | Sell | 3.0K | $105.89 |
| 2026-03-16 | Joseph Paul C | Sell | 1.9K | $106.73 |
| 2026-03-16 | Joseph Paul C | Sell | 83 | $108.00 |
| 2026-03-12 | Howell Laura | Tax withheld | 95 | $106.47 |
| 2026-03-12 | Howell Laura | Option exercise | 322 | — |
| 2026-03-12 | Karon Adam | Sell | 17K | $107.43 |
| 2026-03-11 | Williams Anthony P | Sell | 2.7K | $104.92 |
| 2026-03-11 | Williams Anthony P | Sell | 12K | $104.15 |
| 2026-03-10 | McGowan Edward J | Sell | 9.7K | $100.97 |
| 2026-03-10 | McGowan Edward J | Sell | 4.0K | $101.75 |
| 2026-03-09 | Sundaram Mani | Sell | 1.7K | $98.58 |
| 2026-03-06 | Joseph Paul C | Tax withheld | 3.2K | $101.00 |
| 2026-03-06 | Howell Laura | Option exercise | 2.0K | — |
| 2026-03-06 | Howell Laura | Tax withheld | 588 | $101.00 |
| 2026-03-06 | Salem-Jackson Kim | Option exercise | 5.8K | — |
| 2026-03-06 | Salem-Jackson Kim | Tax withheld | 2.8K | $101.00 |
| 2026-03-06 | Joseph Paul C | Option exercise | 6.7K | — |
| 2026-03-06 | Sundaram Mani | Option exercise | 6.7K | — |
| 2026-03-06 | Sundaram Mani | Tax withheld | 3.2K | $101.00 |
| 2026-03-06 | Williams Anthony P | Option exercise | 6.5K | — |
| 2026-03-06 | Williams Anthony P | Tax withheld | 3.1K | $101.00 |
| 2026-03-06 | McGowan Edward J | Option exercise | 9.0K | — |
| 2026-03-06 | McGowan Edward J | Tax withheld | 4.4K | $101.00 |
| 2026-03-06 | Ahola Aaron | Option exercise | 5.6K | — |
| 2026-03-06 | Ahola Aaron | Tax withheld | 2.7K | $101.00 |
| 2026-03-06 | Karon Adam | Option exercise | 11K | — |
| 2026-03-06 | Karon Adam | Tax withheld | 5.3K | $101.00 |
| 2026-03-06 | Blumofe Robert | Option exercise | 5.1K | — |
| 2026-03-06 | Blumofe Robert | Tax withheld | 2.5K | $101.00 |
| 2026-03-06 | LEIGHTON F THOMSON | Option exercise | 23K | — |
| 2026-03-06 | LEIGHTON F THOMSON | Tax withheld | 11K | $101.00 |
| 2026-03-05 | Sundaram Mani | Sell | 3.2K | $101.90 |
| 2026-03-04 | Howell Laura | Tax withheld | 310 | $102.08 |
| 2026-03-04 | Salem-Jackson Kim | Option exercise | 4.0K | — |
| 2026-03-04 | Salem-Jackson Kim | Tax withheld | 1.9K | $102.08 |
| 2026-03-04 | Joseph Paul C | Option exercise | 5.7K | — |
| 2026-03-04 | Joseph Paul C | Tax withheld | 2.7K | $102.08 |
| 2026-03-04 | Sundaram Mani | Option exercise | 6.2K | — |
| 2026-03-04 | Sundaram Mani | Tax withheld | 3.0K | $102.08 |
| 2026-03-04 | Williams Anthony P | Option exercise | 5.5K | — |
| 2026-03-04 | Williams Anthony P | Tax withheld | 2.7K | $102.08 |
| 2026-03-04 | McGowan Edward J | Option exercise | 6.6K | — |
| 2026-03-04 | McGowan Edward J | Tax withheld | 482 | $102.08 |
| 2026-03-04 | Ahola Aaron | Option exercise | 5.0K | — |
| 2026-03-04 | Ahola Aaron | Tax withheld | 2.4K | $102.08 |
| 2026-03-04 | Karon Adam | Option exercise | 8.4K | — |
| 2026-03-04 | Karon Adam | Tax withheld | 607 | $102.08 |
| 2026-03-04 | Blumofe Robert | Option exercise | 3.5K | — |
| 2026-03-04 | Blumofe Robert | Tax withheld | 1.7K | $102.08 |
| 2026-03-04 | LEIGHTON F THOMSON | Option exercise | 20K | — |
| 2026-03-04 | LEIGHTON F THOMSON | Tax withheld | 9.8K | $102.08 |
| 2026-03-04 | MILLER JON | Sell | 11K | $102.67 |
| 2026-03-04 | Ranganathan Madhu | Sell | 3.1K | $102.00 |
| 2026-03-04 | Sundaram Mani | Sell | 570 | $102.58 |
| 2026-03-04 | Sundaram Mani | Sell | 2.5K | $101.59 |
| 2026-03-04 | Howell Laura | Option exercise | 1.1K | — |
| 2026-03-04 | Sundaram Mani | Sell | 5.6K | $100.96 |
| 2026-03-03 | Blumofe Robert | Tax withheld | 2.6K | $97.64 |
| 2026-03-03 | Howell Laura | Option exercise | 1.7K | — |
| 2026-03-03 | Howell Laura | Tax withheld | 498 | $97.64 |
| 2026-03-03 | Salem-Jackson Kim | Option exercise | 5.9K | — |
| 2026-03-03 | Salem-Jackson Kim | Tax withheld | 2.9K | $97.64 |
| 2026-03-03 | Joseph Paul C | Option exercise | 8.4K | — |
| 2026-03-03 | Joseph Paul C | Tax withheld | 4.0K | $97.64 |
| 2026-03-03 | Sundaram Mani | Option exercise | 9.1K | — |
| 2026-03-03 | Sundaram Mani | Tax withheld | 4.4K | $97.64 |
| 2026-03-03 | Williams Anthony P | Option exercise | 8.5K | — |
| 2026-03-03 | Williams Anthony P | Tax withheld | 4.1K | $97.64 |
| 2026-03-03 | McGowan Edward J | Option exercise | 10K | — |
| 2026-03-03 | McGowan Edward J | Tax withheld | 748 | $97.64 |
| 2026-03-03 | Ahola Aaron | Option exercise | 7.9K | — |
| 2026-03-03 | Ahola Aaron | Tax withheld | 3.8K | $97.64 |
| 2026-03-03 | Karon Adam | Option exercise | 13K | — |
| 2026-03-03 | Karon Adam | Tax withheld | 6.3K | $97.64 |
| 2026-03-03 | Blumofe Robert | Option exercise | 5.3K | — |
| 2026-03-03 | LEIGHTON F THOMSON | Option exercise | 28K | — |
| 2026-03-03 | LEIGHTON F THOMSON | Tax withheld | 14K | $97.64 |
| 2026-03-02 | Karon Adam | Sell | 4.7K | $96.91 |
| 2026-02-25 | Howell Laura | Sell | 11K | $100.14 |
| 2026-02-24 | Ahola Aaron | Sell | 7.5K | $98.66 |
| 2026-02-20 | Howell Laura | Grant | 3.5K | — |
| 2026-02-20 | Howell Laura | Tax withheld | 1.1K | $94.17 |
| 2026-02-20 | Joseph Paul C | Grant | 8.4K | — |
| 2026-02-20 | Joseph Paul C | Tax withheld | 4.0K | $94.17 |
| 2026-02-20 | Sundaram Mani | Grant | 6.4K | — |
| 2026-02-20 | Sundaram Mani | Tax withheld | 3.1K | $94.17 |
| 2026-02-20 | McGowan Edward J | Grant | 7.3K | — |
| 2026-02-20 | McGowan Edward J | Tax withheld | 676 | $94.17 |
| 2026-02-20 | Ahola Aaron | Grant | 6.1K | — |
| 2026-02-20 | Ahola Aaron | Tax withheld | 1.4K | $94.17 |
| 2026-02-20 | Karon Adam | Grant | 9.2K | — |
| 2026-02-20 | Karon Adam | Tax withheld | 4.4K | $94.17 |
| 2026-02-20 | Blumofe Robert | Grant | 6.6K | — |
| 2026-02-20 | Blumofe Robert | Tax withheld | 2.9K | $94.17 |
| 2026-02-20 | LEIGHTON F THOMSON | Grant | 24K | — |
| 2026-02-20 | LEIGHTON F THOMSON | Tax withheld | 12K | $94.17 |
| 2026-02-20 | Salem-Jackson Kim | Grant | 5.9K | — |
| 2026-02-20 | Salem-Jackson Kim | Tax withheld | 2.8K | $94.17 |
| 2026-02-20 | Williams Anthony P | Grant | 6.0K | — |
| 2026-02-20 | Williams Anthony P | Tax withheld | 2.9K | $94.17 |
| 2026-02-19 | Salem-Jackson Kim | Option exercise | 8.9K | — |
| 2026-02-19 | Salem-Jackson Kim | Tax withheld | 2.7K | $109.31 |
| 2026-02-19 | Joseph Paul C | Option exercise | 10K | — |
| 2026-02-19 | Joseph Paul C | Tax withheld | 3.3K | $109.31 |
| 2026-02-19 | Sundaram Mani | Option exercise | 10K | — |
| 2026-02-19 | Sundaram Mani | Tax withheld | 3.3K | $109.31 |
| 2026-02-19 | Williams Anthony P | Option exercise | 10.0K | — |
| 2026-02-19 | Williams Anthony P | Tax withheld | 3.1K | $109.31 |
| 2026-02-19 | McGowan Edward J | Option exercise | 14K | — |
| 2026-02-19 | McGowan Edward J | Tax withheld | 4.8K | $109.31 |
| 2026-02-19 | Karon Adam | Option exercise | 17K | — |
| 2026-02-19 | Karon Adam | Tax withheld | 6.4K | $109.31 |
| 2026-02-19 | Blumofe Robert | Option exercise | 7.9K | — |
| 2026-02-19 | Blumofe Robert | Tax withheld | 2.3K | $109.31 |
| 2026-02-19 | LEIGHTON F THOMSON | Option exercise | 36K | — |
| 2026-02-19 | LEIGHTON F THOMSON | Tax withheld | 15K | $109.31 |
| 2026-02-19 | Ahola Aaron | Option exercise | 8.7K | — |
| 2026-02-19 | Ahola Aaron | Tax withheld | 2.5K | $109.31 |
| 2026-02-13 | Blumofe Robert | Sell | 3.5K | $108.00 |
| 2026-01-22 | Blumofe Robert | Sell | 3.5K | $97.00 |
| 2026-01-15 | Joseph Paul C | Sell | 5.0K | $90.17 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-22 | Material agreementDebt obligation3.02OtherExhibits | filing ↗ |
| 2026-05-20 | OtherExhibits | filing ↗ |
| 2026-05-18 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-05-13 | Exec/director change5.03Shareholder voteExhibits | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-02-19 | ResultsExhibits | filing ↗ |
| 2026-02-17 | Exec/director changeExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-22 | 2026-05-22 | 0001193125-26-237084 ↗ |
| 8-K | 2026-05-20 | 2026-05-19 | 0001193125-26-231745 ↗ |
| 8-K | 2026-05-18 | 2026-05-18 | 0001193125-26-228949 ↗ |
| 8-K | 2026-05-13 | 2026-05-13 | 0001086222-26-000064 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001086222-26-000058 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001086222-26-000054 ↗ |
| DEF 14A | 2026-03-31 | 2026-05-13 | 0001086222-26-000042 ↗ |
| 10-K | 2026-02-20 | 2025-12-31 | 0001086222-26-000022 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001086222-26-000017 ↗ |
| 8-K | 2026-02-17 | 2026-02-11 | 0001086222-26-000004 ↗ |
| 10-Q | 2025-11-07 | 2025-09-30 | 0001086222-25-000256 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001086222-25-000252 ↗ |