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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 2022

Institutional positions in Applied Optoelectronics, Inc. as of Dec 31, 2022. 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
62
+1 vs. Q3 2022
Shares held
9.28M
+183 (0.0%) vs. Q3 2022
Total value
$17.5M
−$7.72M (−30.6%) vs. Q3 2022
New holders
11
13 more added
Sold out
10
23 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 62 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 2022: $17.5M
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 2022

Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q3 2022.

Institutions holding AAOI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ameriprise Financial Inc1,382,965$2.61M0.00%−12,808−0.9%Reduced
Vanguard Group Inc1,204,459$2.28M0.00%+615+0.1%Added
Kovack Advisors, Inc.932,151$1.76M0.26%−18,750−2.0%Reduced
BlackRock Inc.883,933$1.67M0.00%+3,535+0.4%Added
Kennedy Capital Management, Inc.694,830$1.31M0.04%+169,350+32.2%Added
Monaco Asset Management SAM523,867$990.1K0.35%+153,867+41.6%Added
Royce & Associates LP401,852$759.5K0.01%+330,000+459.3%Added
Two Sigma Advisers, LP386,800$731.1K0.00%−9,000−2.3%Reduced
Geode Capital Management, LLC332,193$627.0K0.00%+7,955+2.5%Added
Citigroup Inc316,398$598.0K0.00%00.0%Unchanged
Marshall Wace, LLP275,057$519.9K0.00%−19,641−6.7%Reduced
Two Sigma Investments, LP228,597$432.0K0.00%−3,932−1.7%Reduced
Renaissance Technologies LLC194,200$367.0K0.00%−10,700−5.2%Reduced
Invesco Ltd.144,959$274.0K0.00%−735−0.5%Reduced
Bridgeway Capital Management, LLC126,500$239.1K0.01%+50,000+65.4%Added
Gabelli Funds LLC115,000$217.3K0.00%00.0%Unchanged
State Street Corp97,898$185.0K0.00%00.0%Unchanged
Cetera Advisor Networks LLC81,000$153.1K0.00%+22,995+39.6%Added
Advisor Group Holdings, Inc.72,775$137.0K0.00%−2,475−3.3%Reduced
Northern Trust Corp69,465$131.3K0.00%+3,353+5.1%Added
Alpha Paradigm Partners, LLC68,719$130.0K0.05%+30,331+79.0%Added
Susquehanna International Group, LLP60,150$113.7K0.00%−106,590−63.9%Reduced
Dimensional Fund Advisors LP59,553$112.0K0.00%00.0%Unchanged
Barclays PLC55,650$105.2K0.00%−255−0.5%Reduced
Citadel Advisors LLC55,479$104.9K0.00%+55,479New
First Republic Investment Management, Inc.50,000$94.5K0.00%+50,000New
Millennium Management LLC47,498$90.0K0.00%−1,659−3.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.40,961$77.4K0.00%−14,957−26.7%Reduced
Franklin Resources Inc37,904$71.6K0.00%00.0%Unchanged
Morgan Stanley35,164$66.5K0.00%−1,477−4.0%Reduced
XTX Topco Ltd33,530$63.4K0.01%+33,530New
Goldman Sachs Group Inc32,301$61.0K0.00%+5,361+19.9%Added
Engineers Gate Manager LP28,528$53.9K0.00%−11,693−29.1%Reduced
Jane Street Group, LLC26,165$49.5K0.00%+26,165New
Schonfeld Strategic Advisors LLC22,100$41.8K0.00%−35,100−61.4%Reduced
Charles Schwab Investment Management Inc21,899$41.4K0.00%00.0%Unchanged
HSBC Holdings PLC18,087$34.0K0.00%−610−3.3%Reduced
Virtu Financial LLC16,368$31.0K0.00%+16,368New
Gabelli & Co Investment Advisers, Inc.15,500$29.3K0.01%−12,000−43.6%Reduced
Occudo Quantitative Strategies LP15,249$28.8K0.00%−1,150−7.0%Reduced
Wells Fargo & Company13,494$25.5K0.00%+3,409+33.8%Added
LPL Financial LLC13,365$25.3K0.00%−1,000−7.0%Reduced
UBS Group AG10,932$20.7K0.00%−611−5.3%Reduced
Bank of New York Mellon Corp10,551$19.9K0.00%00.0%Unchanged
Group One Trading, L.P.7,548$14.3K0.00%−14,253−65.4%Reduced
US Asset Management LLC3,642$7.00K0.01%+3,642New
Tower Research Capital LLC (TRC)2,632$5.00K0.00%+2,632New
Investors Research Corp1,000$1.89K0.00%00.0%Unchanged
JPMorgan Chase & Co336$1.00K0.00%00.0%Unchanged
Archer Investment Corp375$7090.00%−200−34.8%Reduced
High Net Worth Advisory Group LLC200$3780.00%00.0%Unchanged
Bank of America Corp60$1140.00%+58+2,900.0%Added
Steward Partners Investment Advisory, LLC30$570.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co25$470.00%00.0%Unchanged
The PNC Financial Services Group, Inc.20$380.00%00.0%Unchanged
CoreCap Advisors, LLC10$190.00%+10New
AdvisorNet Financial, Inc2$40.00%00.0%Unchanged
GWM Advisors LLC1,000$20.00%+1,000New
Cutler Group LP368$00.00%−5,660−93.9%Reduced
Princeton Global Asset Management LLC25$00.00%00.0%Unchanged
Coppell Advisory Solutions LLC2,642––+2,642New
Coppell Advisory Solutions Corp.2,642––+2,642New
EAM Investors, LLC0$00.00%−489,680−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−83,386−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−55,035−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−20,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−15,229−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−14,466−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−10,867−100.0%Sold out
Federated Hermes, Inc.0$00.00%−769−100.0%Sold out
Royal Bank of Canada0$00.00%−8−100.0%Sold out
Axiom Investment Management LLC0$00.00%−60−100.0%Sold out
American Portfolios Advisors––––Not filed