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Applied Optoelectronics, Inc.

AAOI
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001158114

In the last 90 days, Applied Optoelectronics, Inc. insiders filed 0 open-market purchases and 7 sales; 483 institutions reported holding it in 13F filings for Q2 2026, worth $7.56B in total; superinvestors Greenwoods Asset Management and Maverick Capital hold it.

13F holders, Q4 2021

Institutional positions in Applied Optoelectronics, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
86
−16 vs. Q3 2021
Shares held
10.8M
−2.62M (−19.4%) vs. Q3 2021
Total value
$55.7M
−$40.9M (−42.3%) vs. Q3 2021
New holders
23
24 more added
Sold out
39
33 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AAOI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 86 institutions
Q1 2021: 110 institutionsQ2 2021: 108 institutionsQ3 2021: 102 institutionsQ4 2021: 86 institutionsQ1 2022: 70 institutionsQ2 2022: 63 institutionsQ3 2022: 62 institutionsQ4 2022: 62 institutionsQ1 2023: 52 institutionsQ2 2023: 55 institutionsQ3 2023: 77 institutionsQ4 2023: 103 institutionsQ1 2024: 119 institutionsQ2 2024: 134 institutionsQ3 2024: 140 institutionsQ4 2024: 157 institutionsQ1 2025: 147 institutionsQ2 2025: 147 institutionsQ3 2025: 180 institutionsQ4 2025: 220 institutionsQ1 2026: 376 institutionsQ2 2026: 483 institutions
Value heldQ4 2021: $55.7M
Q1 2021: $117.8MQ2 2021: $111.9MQ3 2021: $96.7MQ4 2021: $55.7MQ1 2022: $35.6MQ2 2022: $14.7MQ3 2022: $25.2MQ4 2022: $17.5MQ1 2023: $19.4MQ2 2023: $71.8MQ3 2023: $171.9MQ4 2023: $455.8MQ1 2024: $397.3MQ2 2024: $242.1MQ3 2024: $421.7MQ4 2024: $1.13BQ1 2025: $477.5MQ2 2025: $848.5MQ3 2025: $1.03BQ4 2025: $1.67BQ1 2026: $4.49BQ2 2026: $7.56B
Institutions holding AAOI and their total value by quarter
QuarterHoldersValue
Q2 2026483$7.56B
Q1 2026376$4.49B
Q4 2025220$1.67B
Q3 2025180$1.03B
Q2 2025147$848.5M
Q1 2025147$477.5M
Q4 2024157$1.13B
Q3 2024140$421.7M
Q2 2024134$242.1M
Q1 2024119$397.3M
Q4 2023103$455.8M
Q3 202377$171.9M
Q2 202355$71.8M
Q1 202352$19.4M
Q4 202262$17.5M
Q3 202262$25.2M
Q2 202263$14.7M
Q1 202270$35.6M
Q4 202186$55.7M
Q3 2021102$96.7M
Q2 2021108$111.9M
Q1 2021110$117.8M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q3 2021.

Institutions holding AAOI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP1,208,325$6.21M0.05%+216,000+21.8%Added
Vanguard Group Inc1,045,243$5.37M0.00%−352,196−25.2%Reduced
Ameriprise Financial Inc1,011,731$5.20M0.00%+97,332+10.6%Added
BlackRock Inc.960,987$4.94M0.00%−2,129,337−68.9%Reduced
Kovack Advisors, Inc.825,201$4.24M0.41%+181,895+28.3%Added
D. E. Shaw & Co., Inc.784,676$4.03M0.00%+626,742+396.8%Added
Two Sigma Advisers, LP486,800$2.50M0.01%+112,900+30.2%Added
Two Sigma Investments, LP414,491$2.13M0.01%+60,959+17.2%Added
Jacobs Levy Equity Management, Inc325,270$1.67M0.01%+287,071+751.5%Added
Citadel Advisors LLC324,419$1.67M0.00%+206,826+175.9%Added
Citigroup Inc316,416$1.63M0.00%+306,392+3,056.6%Added
Geode Capital Management, LLC303,757$1.56M0.00%+16,284+5.7%Added
Dimensional Fund Advisors LP221,880$1.14M0.00%+9,039+4.2%Added
Millennium Management LLC169,209$870.0K0.00%+169,209New
Morgan Stanley168,306$865.0K0.00%−149,494−47.0%Reduced
Ergoteles LLC152,192$782.0K0.03%+152,192New
Susquehanna International Group, LLP140,921$724.0K0.00%−157,540−52.8%Reduced
Susquehanna Fundamental Investments, LLC130,612$671.0K0.02%+36,258+38.4%Added
Bridgeway Capital Management, LLC130,000$668.0K0.01%+30,000+30.0%Added
Boardman Bay Capital Management LLC98,814$508.0K0.85%−91,787−48.2%Reduced
Engineers Gate Manager LP97,172$499.0K0.02%+97,172New
State Street Corp96,806$498.0K0.00%−345,817−78.1%Reduced
Tudor Investment Corp Et Al73,435$377.0K0.01%+5,456+8.0%Added
PDT Partners, LLC72,735$374.0K0.03%−10,350−12.5%Reduced
Renaissance Technologies LLC70,183$361.0K0.00%+70,183New
Marshall Wace, LLP69,543$357.0K0.00%−4,733−6.4%Reduced
Vident Investment Advisory, LLC66,842$344.0K0.01%+53,912+417.0%Added
Northern Trust Corp66,623$342.0K0.00%−28,266−29.8%Reduced
KBC Group NV66,164$340.0K0.00%+66,164New
Barclays PLC60,211$309.0K0.00%−13,002−17.8%Reduced
Cubist Systematic Strategies, LLC60,049$309.0K0.00%+60,049New
Occudo Quantitative Strategies LP59,570$306.0K0.03%−1,865−3.0%Reduced
Gsa Capital Partners LLP58,531$301.0K0.04%+58,531New
Goldman Sachs Group Inc55,823$287.0K0.00%−87,847−61.1%Reduced
Public Employees Retirement System of Ohio54,020$278.0K0.00%+54,020New
Franklin Resources Inc52,679$271.0K0.00%−121−0.2%Reduced
Group One Trading, L.P.52,808$271.0K0.01%+18,938+55.9%Added
Invesco Ltd.49,894$256.0K0.00%−132,982−72.7%Reduced
Schonfeld Strategic Advisors LLC41,200$212.0K0.00%+5,200+14.4%Added
Dynamic Technology Lab Private Ltd36,413$187.0K0.02%+36,413New
Advisor Group Holdings, Inc.31,010$159.0K0.00%+5,000+19.2%Added
Cetera Advisor Networks LLC26,835$138.0K0.00%−10,394−27.9%Reduced
Gabelli & Co Investment Advisers, Inc.26,500$136.0K0.02%+14,000+112.0%Added
HSBC Holdings PLC22,275$116.0K0.00%−2,060−8.5%Reduced
Jane Street Group, LLC20,394$105.0K0.00%+3,187+18.5%Added
Paloma Partners Management Co18,762$96.0K0.00%+18,762New
Bank of New York Mellon Corp17,465$90.0K0.00%−126,947−87.9%Reduced
Royal Bank of Canada16,477$84.0K0.00%+242+1.5%Added
Squarepoint Ops LLC14,786$76.0K0.00%−304−2.0%Reduced
Simplex Trading, LLC13,442$69.0K0.00%+1,216+9.9%Added
Gyon Technologies Capital Management, LP12,912$66.0K0.01%+12,912New
Wells Fargo & Company12,394$64.0K0.00%−1,769−12.5%Reduced
LPL Financial LLC12,425$64.0K0.00%+12,425New
Aquatic Capital Management LLC12,000$62.0K0.12%+12,000New
ExodusPoint Capital Management, LP11,934$61.0K0.00%−533−4.3%Reduced
Cambridge Investment Research Advisors, Inc.11,280$58.0K0.00%−100−0.9%Reduced
Charles Schwab Investment Management Inc10,991$57.0K0.00%−27−0.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.10,416$54.0K0.00%+10,416New
Winton Group Ltd10,390$53.0K0.00%+10,390New
Bank of America Corp10,275$52.0K0.00%−39,473−79.3%Reduced
Confluence Wealth Services, Inc.7,945$40.0K0.01%+7,945New
Cutler Group LP7,724$39.0K0.00%−20,117−72.3%Reduced
Russell Investments Group, Ltd.5,848$29.0K0.00%−2,033−25.8%Reduced
UBS Group AG5,061$26.0K0.00%−7,785−60.6%Reduced
Counterpoint Mutual Funds LLC4,771$25.0K0.02%+4,771New
Steward Partners Investment Advisory, LLC4,030$21.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,804$9.00K0.00%−1,183−39.6%Reduced
Captrust Financial Advisors1,341$7.00K0.00%−350−20.7%Reduced
Investors Research Corp1,000$5.00K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA867$4.46K0.00%−20,565−96.0%Reduced
Archer Investment Corp750$3.85K0.00%−300−28.6%Reduced
Versant Capital Management, Inc570$3.00K0.00%+307+116.7%Added
Eaton Vance Management510$3.00K0.00%−1,443−73.9%Reduced
Fortitude Advisory Group L.L.C.525$3.00K0.00%+525New
JPMorgan Chase & Co336$2.00K0.00%+281+510.9%Added
FMR LLC150$1.00K0.00%+150New
Benjamin Edwards Inc163$1.00K0.00%+163New
High Net Worth Advisory Group LLC200$1.00K0.00%+200New
American Portfolios Advisors25$1290.00%00.0%Unchanged
The PNC Financial Services Group, Inc.20$00.00%−1,050−98.1%Reduced
Sageworth Trust Co20$00.00%−70−77.8%Reduced
Northwestern Mutual Wealth Management Co25$00.00%00.0%Unchanged
AdvisorNet Financial, Inc2$00.00%00.0%Unchanged
Princeton Global Asset Management LLC25$00.00%00.0%Unchanged
Sageworth Trust Co of South Dakota64$00.00%+64New
CoreCap Advisors, LLC10––+10New
Cooper Creek Partners Management LLC0$00.00%−616,973−100.0%Sold out
Newtyn Management, LLC0$00.00%−316,050−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−253,933−100.0%Sold out
Principal Financial Group Inc0$00.00%−170,191−100.0%Sold out
Parametric Portfolio Associates LLC0$00.00%−139,501−100.0%Sold out
HRT Financial LP0$00.00%−51,888−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−50,255−100.0%Sold out
Legal & General Group Plc0$00.00%−48,136−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−37,985−100.0%Sold out
Deutsche Bank AG0$00.00%−33,596−100.0%Sold out
Rhumbline Advisers0$00.00%−33,543−100.0%Sold out
Prudential Financial Inc0$00.00%−24,655−100.0%Sold out
Comerica Bank0$00.00%−22,771−100.0%Sold out
New York State Teachers Retirement System0$00.00%−22,608−100.0%Sold out