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 2023
Institutional positions in Applied Optoelectronics, Inc. as of Dec 31, 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
- 103
- +26 vs. Q3 2023
- Shares held
- 23.6M
- +7.93M (+50.6%) vs. Q3 2023
- Total value
- $455.8M
- +$283.9M (+165.2%) vs. Q3 2023
- New holders
- 45
- 22 more added
- Sold out
- 19
- 27 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 483 | $7.56B |
| Q1 2026 | 376 | $4.49B |
| Q4 2025 | 220 | $1.67B |
| Q3 2025 | 180 | $1.03B |
| Q2 2025 | 147 | $848.5M |
| Q1 2025 | 147 | $477.5M |
| Q4 2024 | 157 | $1.13B |
| Q3 2024 | 140 | $421.7M |
| Q2 2024 | 134 | $242.1M |
| Q1 2024 | 119 | $397.3M |
| Q4 2023 | 103 | $455.8M |
| Q3 2023 | 77 | $171.9M |
| Q2 2023 | 55 | $71.8M |
| Q1 2023 | 52 | $19.4M |
| Q4 2022 | 62 | $17.5M |
| Q3 2022 | 62 | $25.2M |
| Q2 2022 | 63 | $14.7M |
| Q1 2022 | 70 | $35.6M |
| Q4 2021 | 86 | $55.7M |
| Q3 2021 | 102 | $96.7M |
| Q2 2021 | 108 | $111.9M |
| Q1 2021 | 110 | $117.8M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,512,221 | $29.2M | 0.00% | +200,163+15.3% | Added |
| Portolan Capital Management, LLC | 1,539,083 | $29.7M | 2.60% | +491,484+46.9% | Added |
| Driehaus Capital Management LLC | 2,766,318 | $53.4M | 0.64% | +1,386,054+100.4% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −281,509−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −250,900−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −208,890−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −130,795−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −127,692−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −106,908−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −99,300−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −49,970−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −30,653−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −30,427−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −28,901−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −28,358−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −15,183−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,700−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |