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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, Q2 2023

Institutional positions in Applied Optoelectronics, Inc. as of Jun 30, 2023. 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
55
+3 vs. Q1 2023
Shares held
12.1M
+3.27M (+37.3%) vs. Q1 2023
Total value
$71.8M
+$52.4M (+270.2%) vs. Q1 2023
New holders
14
20 more added
Sold out
11
10 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 55 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 heldQ2 2023: $71.8M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2023.

Institutions holding AAOI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ameriprise Financial Inc1,267,740$7.56M0.00%−62,375−4.7%Reduced
Portolan Capital Management, LLC1,214,989$7.24M0.64%+1,214,989New
Vanguard Group Inc1,208,859$7.20M0.00%−31,200−2.5%Reduced
Royce & Associates LP1,002,188$5.97M0.06%+304,978+43.7%Added
EAM Investors, LLC757,304$4.51M0.84%+757,304New
BlackRock Inc.715,863$4.27M0.00%−161,460−18.4%Reduced
Kovack Advisors, Inc.678,551$4.04M0.52%−198,700−22.7%Reduced
Kennedy Capital Management, Inc.525,905$3.13M0.07%−290,499−35.6%Reduced
Marshall Wace, LLP489,680$2.92M0.01%+246,907+101.7%Added
UBS Group AG405,234$2.42M0.00%+121,366+42.8%Added
Alyeska Investment Group, L.P.396,645$2.36M0.02%+396,645New
Geode Capital Management, LLC347,862$2.07M0.00%+13,953+4.2%Added
Susquehanna International Group, LLP329,950$1.97M0.00%+294,591+833.1%Added
Citigroup Inc316,398$1.89M0.00%00.0%Unchanged
Renaissance Technologies LLC280,100$1.67M0.00%+68,100+32.1%Added
Collaborative Holdings Management LP265,000$1.58M6.22%+265,000New
Gamco Investors, Inc. Et Al183,000$1.09M0.01%+149,000+438.2%Added
Assenagon Asset Management S.A.171,971$1.02M0.00%+171,971New
Bridgeway Capital Management, LLC120,500$718.2K0.02%+16,700+16.1%Added
Simplex Trading, LLC117,732$701.0K0.03%+85,864+269.4%Added
Ardsley Advisory Partners LP115,000$680.8K0.15%+115,000New
Gabelli Funds LLC110,500$658.6K0.00%−9,500−7.9%Reduced
State Street Corp108,498$646.6K0.00%+10,600+10.8%Added
Deutsche Bank AG105,788$630.5K0.00%+105,788New
Barclays PLC82,197$489.9K0.00%+43,547+112.7%Added
Northern Trust Corp75,634$450.8K0.00%+2,015+2.7%Added
Two Sigma Advisers, LP69,000$411.2K0.00%−217,200−75.9%Reduced
Squarepoint Ops LLC61,535$366.7K0.00%+46,242+302.4%Added
CloudAlpha Capital Management Limited/Hong Kong61,000$363.6K0.07%+61,000New
Advisor Group Holdings, Inc.53,025$316.0K0.00%−12,750−19.4%Reduced
Morgan Stanley52,422$312.4K0.00%+20,679+65.1%Added
Millennium Management LLC51,653$307.9K0.00%+13,672+36.0%Added
Dimensional Fund Advisors LP51,356$306.1K0.00%−80.0%Reduced
Gsa Capital Partners LLP46,788$279.0K0.03%+19,943+74.3%Added
Franklin Resources Inc37,904$225.9K0.00%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.36,500$217.5K0.04%+21,000+135.5%Added
Leonteq Securities AG30,000$178.8K0.02%+30,000New
Wolverine Trading, LLC28,456$154.5K0.00%+28,456New
Jane Street Group, LLC23,747$141.5K0.00%+23,747New
LPL Financial LLC13,265$79.1K0.00%00.0%Unchanged
Virtu Financial LLC12,955$77.0K0.01%+2,652+25.7%Added
Bank of New York Mellon Corp10,551$62.9K0.00%00.0%Unchanged
Wells Fargo & Company9,110$54.3K0.00%+13+0.1%Added
Cutler Group LP2,980$17.0K0.00%+2,980New
Tower Research Capital LLC (TRC)2,677$16.0K0.00%+2,253+531.4%Added
Investors Research Corp1,000$5.96K0.00%00.0%Unchanged
Archer Investment Corp375$2.23K0.00%00.0%Unchanged
JPMorgan Chase & Co336$2.00K0.00%00.0%Unchanged
GWM Advisors LLC300$1.79K0.00%−700−70.0%Reduced
Sunbelt Securities, Inc.250$1.49K0.00%00.0%Unchanged
Bank of America Corp83$4950.00%+83New
Northwestern Mutual Wealth Management Co25$1490.00%00.0%Unchanged
Princeton Global Asset Management LLC25$1490.00%00.0%Unchanged
The PNC Financial Services Group, Inc.20$1200.00%00.0%Unchanged
Royal Bank of Canada47$00.00%+47New
Two Sigma Investments, LP0$00.00%−122,634−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−94,000−100.0%Sold out
Citadel Advisors LLC0$00.00%−65,467−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−36,575−100.0%Sold out
Engineers Gate Manager LP0$00.00%−27,555−100.0%Sold out
HSBC Holdings PLC0$00.00%−18,087−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−15,100−100.0%Sold out
Group One Trading, L.P.0$00.00%−14,842−100.0%Sold out
US Asset Management LLC0$00.00%−3,594−100.0%Sold out
FMR LLC0$00.00%−500−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−2−100.0%Sold out