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 2025
Institutional positions in Applied Optoelectronics, Inc. as of Jun 30, 2025. 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
- 147
- +3 vs. Q1 2025
- Shares held
- 33.0M
- +1.90M (+6.1%) vs. Q1 2025
- Total value
- $848.5M
- +$371.0M (+77.7%) vs. Q1 2025
- New holders
- 42
- 63 more added
- Sold out
- 39
- 26 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,248,111 | $109.1M | 0.00% | +765,809+22.0% | Added |
| Vanguard Group Inc | 4,072,660 | $104.6M | 0.00% | +1,293,097+46.5% | Added |
| Neuberger Berman Group LLC | 2,684,732 | $69.8M | 0.05% | +1,812,315+207.7% | Added |
| Oberweis Asset Management Inc | 1,888,041 | $48.5M | 2.11% | +503,200+36.3% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 1,408,983 | $36.2M | 4.46% | +1,133,115+410.7% | Added |
| Geode Capital Management, LLC | 1,285,693 | $33.0M | 0.00% | +203,830+18.8% | Added |
| State Street Corp | 1,222,887 | $31.4M | 0.00% | +110,091+9.9% | Added |
| UBS Group AG | 1,019,019 | $26.2M | 0.01% | +96,624+10.5% | Added |
| Two Sigma Investments, LP | 977,979 | $25.1M | 0.05% | +150,792+18.2% | Added |
| Driehaus Capital Management LLC | 940,913 | $24.2M | 0.19% | +940,913 | New |
| Morgan Stanley | 926,745 | $23.8M | 0.00% | −491,044−34.6% | Reduced |
| Royce & Associates LP | 906,653 | $23.3M | 0.24% | +30,110+3.4% | Added |
| D. E. Shaw & Co., Inc. | 769,229 | $19.8M | 0.02% | −1,468,740−65.6% | Reduced |
| Citigroup Inc | 725,107 | $18.6M | 0.01% | −339,263−31.9% | Reduced |
| Emerald Advisers, LLC | 620,281 | $15.9M | 0.58% | +23,905+4.0% | Added |
| Susquehanna International Group, LLP | 541,103 | $13.9M | 0.02% | +474,709+715.0% | Added |
| Bank of America Corp | 491,640 | $12.6M | 0.00% | −318,341−39.3% | Reduced |
| Northern Trust Corp | 483,600 | $12.4M | 0.00% | +73,532+17.9% | Added |
| Tudor Investment Corp Et Al | 476,742 | $12.2M | 0.09% | +17,886+3.9% | Added |
| Portolan Capital Management, LLC | 455,322 | $11.7M | 0.73% | +455,322 | New |
| Dimensional Fund Advisors LP | 426,709 | $11.0M | 0.00% | +27,857+7.0% | Added |
| Ameriprise Financial Inc | 414,909 | $10.7M | 0.00% | −148,076−26.3% | Reduced |
| Capital Fund Management S.A. | 413,572 | $10.6M | 0.12% | +369,610+840.7% | Added |
| Emerald Mutual Fund Advisers Trust | 370,996 | $9.53M | 0.58% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 341,204 | $8.77M | 0.06% | +62,447+22.4% | Added |
| Goldman Sachs Group Inc | 337,327 | $8.67M | 0.00% | +153,878+83.9% | Added |
| Allspring Global Investments Holdings, LLC | 284,069 | $7.20M | 0.01% | +284,069 | New |
| Barclays PLC | 243,994 | $6.27M | 0.00% | +114,870+89.0% | Added |
| Rice Hall James & Associates, LLC | 238,934 | $6.14M | 0.33% | +54,548+29.6% | Added |
| Royal Bank of Canada | 218,232 | $5.61M | 0.00% | +214,722+6,117.4% | Added |
| Two Sigma Advisers, LP | 184,200 | $4.73M | 0.01% | +85,200+86.1% | Added |
| Jump Financial, LLC | 173,313 | $4.45M | 0.05% | +124,683+256.4% | Added |
| Squarepoint Ops LLC | 166,738 | $4.28M | 0.01% | +166,738 | New |
| Charles Schwab Investment Management Inc | 163,836 | $4.21M | 0.00% | +39,404+31.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 153,101 | $3.93M | 0.10% | +153,101 | New |
| Bank of New York Mellon Corp | 149,483 | $3.84M | 0.00% | +19,993+15.4% | Added |
| Raymond James Financial Inc | 135,291 | $3.48M | 0.00% | +43,238+47.0% | Added |
| Zweig-DiMenna Associates LLC | 135,000 | $3.47M | 0.36% | +135,000 | New |
| Nuveen, LLC | 120,673 | $3.10M | 0.00% | +13,651+12.8% | Added |
| JPMorgan Chase & Co | 114,650 | $2.95M | 0.00% | −46,513−28.9% | Reduced |
| E Fund Management Co., Ltd. | 114,400 | $2.94M | 0.14% | +114,400 | New |
| GF Fund Management Co. Ltd. | 110,000 | $2.83M | 0.06% | +110,000 | New |
| UBS Asset Management Americas Inc | 107,468 | $2.76M | 0.00% | +40,274+59.9% | Added |
| Swiss National Bank | 91,200 | $2.34M | 0.00% | +3,000+3.4% | Added |
| Group One Trading, L.P. | 82,013 | $2.11M | 0.07% | −32,241−28.2% | Reduced |
| Rhumbline Advisers | 78,475 | $2.02M | 0.00% | +17,458+28.6% | Added |
| Gilder Gagnon Howe & Co LLC | 70,707 | $1.82M | 0.02% | +70,707 | New |
| Legal & General Group Plc | 64,744 | $1.66M | 0.00% | +20,563+46.5% | Added |
| Invesco Ltd. | 60,817 | $1.56M | 0.00% | +20,261+50.0% | Added |
| Kornitzer Capital Management Inc | 60,295 | $1.55M | 0.03% | +60,295 | New |
| Nomura Holdings Inc | 59,555 | $1.53M | 0.01% | −543,931−90.1% | Reduced |
| Alliancebernstein L.P. | 56,228 | $1.44M | 0.00% | +15,091+36.7% | Added |
| California State Teachers Retirement System | 55,385 | $1.42M | 0.00% | +18,914+51.9% | Added |
| Marex Group plc | 55,255 | $1.42M | 0.03% | +55,255 | New |
| FMR LLC | 46,925 | $1.21M | 0.00% | +40,433+622.8% | Added |
| Walleye Capital LLC | 44,927 | $1.15M | 0.01% | +15,345+51.9% | Added |
| Gamco Investors, Inc. Et Al | 41,500 | $1.07M | 0.01% | −6,000−12.6% | Reduced |
| First Trust Advisors LP | 37,076 | $952.5K | 0.00% | +37,076 | New |
| Price T Rowe Associates Inc | 36,513 | $939.0K | 0.00% | +7,998+28.0% | Added |
| Deutsche Bank AG | 36,292 | $932.3K | 0.00% | +3,911+12.1% | Added |
| Wells Fargo & Company | 35,793 | $919.5K | 0.00% | +5,276+17.3% | Added |
| Eschler Asset Management LLP | 33,331 | $856.3K | 0.65% | +33,331 | New |
| Los Angeles Capital Management LLC | 33,135 | $851.2K | 0.00% | +33,135 | New |
| MetLife Investment Management | 32,146 | $825.8K | 0.00% | +7,898+32.6% | Added |
| Gsa Capital Partners LLP | 30,988 | $796.0K | 0.06% | +30,988 | New |
| Intech Investment Management LLC | 30,788 | $790.9K | 0.01% | −9,313−23.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 30,000 | $770.7K | 0.07% | −10,000−25.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,458 | $756.8K | 0.00% | +3,879+15.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 27,950 | $718.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 27,511 | $706.8K | 0.00% | +5,627+25.7% | Added |
| Dark Forest Capital Management LP | 24,519 | $629.9K | 0.03% | +24,519 | New |
| Jane Street Group, LLC | 22,697 | $583.1K | 0.00% | −459,443−95.3% | Reduced |
| Truvestments Capital LLC | 22,281 | $572.4K | 0.11% | +2,672+13.6% | Added |
| Ensign Peak Advisors, Inc | 20,900 | $536.9K | 0.00% | +20,900 | New |
| Janus Henderson Group PLC | 18,800 | $482.7K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 18,769 | $482.2K | 0.00% | +4,077+27.7% | Added |
| New York State Common Retirement Fund | 17,000 | $436.7K | 0.00% | +4,500+36.0% | Added |
| Voya Investment Management LLC | 14,689 | $377.4K | 0.00% | +3,239+28.3% | Added |
| Cetera Investment Advisers | 14,662 | $376.7K | 0.00% | +14,662 | New |
| Arizona State Retirement System | 13,922 | $357.7K | 0.00% | +886+6.8% | Added |
| Chung Wu Investment Group, LLC | 13,400 | $344.2K | 0.36% | +13,400 | New |
| Southland Equity Partners LLC | 12,507 | $321.3K | 0.07% | +12,507 | New |
| Police & Firemen's Retirement System of New Jersey | 12,225 | $314.1K | 0.00% | +3,372+38.1% | Added |
| White Pine Capital LLC | 12,209 | $313.6K | 0.10% | +191+1.6% | Added |
| Scientech Research LLC | 11,775 | $302.5K | 0.07% | +11,775 | New |
| Kovack Advisors, Inc. | 11,655 | $299.4K | 0.03% | +11,655 | New |
| Wolverine Asset Management LLC | 11,575 | $297.4K | 0.00% | −51,583−81.7% | Reduced |
| LPL Financial LLC | 11,527 | $296.1K | 0.00% | +597+5.5% | Added |
| Sovereign Financial Group, Inc. | 11,163 | $286.8K | 0.06% | +11,163 | New |
| ProShare Advisors LLC | 11,022 | $283.2K | 0.00% | +11,022 | New |
| Quadrature Capital Ltd | 10,642 | $273.2K | 0.00% | +10,642 | New |
| KLP Kapitalforvaltning AS | 10,500 | $269.7K | 0.00% | +3,400+47.9% | Added |
| Wolverine Trading, LLC | 9,034 | $236.9K | 0.01% | −37,506−80.6% | Reduced |
| The PNC Financial Services Group, Inc. | 8,838 | $227.0K | 0.00% | +8,613+3,828.0% | Added |
| Sherbrooke Park Advisers LLC | 8,720 | $224.0K | 0.10% | +8,720 | New |
| Guggenheim Capital LLC | 8,186 | $210.3K | 0.00% | −6,321−43.6% | Reduced |
| Blueshift Asset Management, LLC | 8,122 | $208.7K | 0.06% | −10,831−57.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,086 | $208.0K | 0.00% | +8,086 | New |
| Axq Capital, LP | 7,901 | $203.0K | 0.07% | +7,901 | New |
| Caption Management, LLC | 7,600 | $195.2K | 0.02% | −2,400−24.0% | Reduced |