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, Q1 2026
Institutional positions in Applied Optoelectronics, Inc. as of Mar 31, 2026. 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
- 376
- +160 vs. Q4 2025
- Shares held
- 53.1M
- +10.3M (+24.1%) vs. Q4 2025
- Total value
- $4.49B
- +$3.00B (+200.8%) vs. Q4 2025
- New holders
- 191
- 97 more added
- Sold out
- 31
- 79 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 50,000 | $4.23M | 0.02% | +50,000 | New |
| Assenagon Asset Management S.A. | 48,762 | $4.12M | 0.01% | +48,762 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 47,887 | $4.05M | 1.98% | −1,389−2.8% | Reduced |
| Wells Fargo & Company | 44,421 | $3.76M | 0.00% | −44,401−50.0% | Reduced |
| Blue Jean Financial LLC | 44,039 | $3.73M | 3.07% | +44,039 | New |
| Vanguard Asset Management, Ltd | 43,936 | $3.72M | 0.00% | +43,936 | New |
| American Century Companies Inc | 42,090 | $3.56M | 0.00% | +9,356+28.6% | Added |
| Prelude Capital Management, LLC | 41,625 | $3.52M | 0.27% | −7,123−14.6% | Reduced |
| Graham Capital Management, L.P. | 40,088 | $3.39M | 0.11% | +40,088 | New |
| Simplex Trading, LLC | 39,903 | $3.38M | 0.10% | −123,005−75.5% | Reduced |
| EAM Investors, LLC | 39,165 | $3.31M | 0.38% | +39,165 | New |
| Parallax Volatility Advisers, L.P. | 38,271 | $3.24M | 0.14% | +38,271 | New |
| Oak Ridge Investments LLC | 38,000 | $3.21M | 0.21% | −7,854−17.1% | Reduced |
| Oak Harvest Investment Services | 37,872 | $3.20M | 0.33% | +37,872 | New |
| Oak Grove Capital LLC | 37,050 | $3.13M | 0.54% | +37,050 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,020 | $3.13M | 0.01% | +37,020 | New |
| Kultura Capital Management LP | 36,600 | $3.10M | 2.83% | +36,600 | New |
| MetLife Investment Management | 35,945 | $3.04M | 0.02% | +2,856+8.6% | Added |
| Capital Fund Management S.A. | 35,710 | $3.02M | 0.03% | −8,454−19.1% | Reduced |
| Russell Investments Group, Ltd. | 35,690 | $3.02M | 0.00% | −34,288−49.0% | Reduced |
| Creative Planning | 33,836 | $2.86M | 0.00% | +22,032+186.6% | Added |
| FORA Capital, LLC | 33,162 | $2.81M | 0.21% | +33,162 | New |
| Jefferies Financial Group Inc. | 32,810 | $2.78M | 0.03% | +32,810 | New |
| LPL Financial LLC | 32,151 | $2.72M | 0.00% | +5,147+19.1% | Added |
| Manufacturers Life Insurance Company, The | 32,125 | $2.72M | 0.00% | +1,148+3.7% | Added |
| Alliancebernstein L.P. | 77,441 | $2.70M | 0.00% | +18,429+31.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,011 | $2.62M | 0.00% | +2,960+10.6% | Added |
| Apis Capital Advisors, LLC | 30,921 | $2.62M | 0.40% | +30,921 | New |
| AQR Capital Management LLC | 30,772 | $2.60M | 0.00% | +4,278+16.1% | Added |
| Portolan Capital Management, LLC | 29,833 | $2.52M | 0.13% | −198,625−86.9% | Reduced |
| Janus Henderson Group PLC | 29,755 | $2.52M | 0.00% | +5,600+23.2% | Added |
| Geneva Partners, LLC | 29,515 | $2.50M | 1.20% | +29,515 | New |
| Engineers Gate Manager LP | 28,891 | $2.44M | 0.03% | +28,891 | New |
| Truvestments Capital LLC | 27,626 | $2.34M | 0.42% | +370+1.4% | Added |
| Stifel Financial Corp | 27,180 | $2.30M | 0.00% | +6,913+34.1% | Added |
| Vanguard Global Advisers, LLC | 27,144 | $2.30M | 0.00% | +27,144 | New |
| Boothbay Fund Management, LLC | 26,131 | $2.21M | 0.05% | +26,131 | New |
| ACT Capital Management, LLC | 25,900 | $2.19M | 1.72% | +25,900 | New |
| Castleark Management LLC | 25,700 | $2.17M | 0.07% | +25,700 | New |
| Hudson Bay Capital Management LP | 24,437 | $2.07M | 0.01% | +24,437 | New |
| Prudential Financial Inc | 22,975 | $1.94M | 0.00% | +22,975 | New |
| State of Wisconsin Investment Board | 22,219 | $1.88M | 0.00% | +22,219 | New |
| SeaCrest Wealth Management, LLC | 22,145 | $1.87M | 0.20% | +16,720+308.2% | Added |
| Twinbeech Capital LP | 22,082 | $1.87M | 0.19% | +22,082 | New |
| Shariaportfolio, Inc. | 21,924 | $1.85M | 0.82% | +21,924 | New |
| O'Shaughnessy Asset Management, LLC | 20,291 | $1.72M | 0.01% | +20,291 | New |
| Pacific Point Advisors, LLC | 20,000 | $1.69M | 0.89% | −20,000−50.0% | Reduced |
| FirstWave Capital Management LLC | 19,454 | $1.65M | 1.76% | +19,454 | New |
| BNP Paribas Arbitrage, SA | 19,449 | $1.65M | 0.00% | −935,838−98.0% | Reduced |
| Fifth Third Bancorp | 19,325 | $1.63M | 0.00% | +19,325 | New |
| Chung Wu Investment Group, LLC | 18,700 | $1.58M | 1.36% | −3,210−14.7% | Reduced |
| Concurrent Investment Advisors, LLC | 18,623 | $1.58M | 0.02% | +18,623 | New |
| XTX Topco Ltd | 18,248 | $1.54M | 0.03% | −6,523−26.3% | Reduced |
| Geneos Wealth Management Inc. | 18,072 | $1.53M | 0.04% | +243+1.4% | Added |
| Bank of Montreal | 18,043 | $1.53M | 0.00% | −12,296−40.5% | Reduced |
| Oliver Luxxe Assets LLC | 17,928 | $1.52M | 0.23% | +17,928 | New |
| Police & Firemen's Retirement System of New Jersey | 17,909 | $1.51M | 0.01% | +1,836+11.4% | Added |
| Arizona State Retirement System | 17,817 | $1.51M | 0.01% | +1,298+7.9% | Added |
| MML Investors Services, LLC | 17,742 | $1.50M | 0.00% | +17,742 | New |
| FMR LLC | 17,668 | $1.49M | 0.00% | −115,866−86.8% | Reduced |
| Intech Investment Management LLC | 17,594 | $1.49M | 0.01% | −4,944−21.9% | Reduced |
| White Pine Capital LLC | 17,560 | $1.49M | 0.40% | −17,216−49.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,106 | $1.45M | 0.00% | −13,369−43.9% | Reduced |
| Vanguard Investments Australia, Ltd. | 16,396 | $1.39M | 0.00% | +16,396 | New |
| Quantinno Capital Management LP | 16,199 | $1.37M | 0.00% | +1,241+8.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,193 | $1.37M | 0.02% | +16,193 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,002 | $1.35M | 0.00% | +2,317+16.9% | Added |
| Los Angeles Capital Management LLC | 15,872 | $1.34M | 0.01% | +8,722+122.0% | Added |
| Creek Drive Management Group LLC | 15,700 | $1.33M | 0.83% | +15,700 | New |
| T3 Companies, LLC | 15,550 | $1.32M | 1.79% | +15,550 | New |
| State Board of Administration of Florida Retirement System | 15,039 | $1.27M | 0.00% | +8,219+120.5% | Added |
| Polen Capital Management LLC | 14,913 | $1.26M | 0.01% | +14,913 | New |
| KLP Kapitalforvaltning AS | 14,900 | $1.26M | 0.00% | +400+2.8% | Added |
| Leonteq Securities AG | 13,513 | $1.14M | 0.07% | +13,513 | New |
| Cetera Investment Advisers | 13,210 | $1.12M | 0.00% | +307+2.4% | Added |
| Dark Forest Capital Management LP | 13,086 | $1.11M | 0.10% | −50,097−79.3% | Reduced |
| Envestnet Asset Management Inc | 13,049 | $1.10M | 0.00% | −790−5.7% | Reduced |
| Artemis Wealth Advisors, LLC | 13,000 | $1.10M | 0.17% | +13,000 | New |
| TD Asset Management Inc | 12,918 | $1.09M | 0.00% | +12,918 | New |
| Alps Advisors Inc | 12,672 | $1.07M | 0.01% | +12,672 | New |
| Skopos Labs, Inc. | 12,484 | $1.06M | 0.03% | −7,472−37.4% | Reduced |
| Allstate Corp | 12,211 | $1.03M | 0.01% | +12,211 | New |
| PEAK6 LLC | 12,074 | $1.02M | 0.03% | +12,074 | New |
| Advisor Group Holdings, Inc. | 11,835 | $1.00M | 0.00% | +10,226+635.6% | Added |
| WBI Investments | 11,672 | $987.3K | 0.27% | +11,672 | New |
| Millington Securities, LLC | 11,672 | $987.3K | 0.27% | +11,672 | New |
| The PNC Financial Services Group, Inc. | 11,272 | $953.5K | 0.00% | +2,196+24.2% | Added |
| State of Wyoming | 10,571 | $894.2K | 0.11% | +5,973+129.9% | Added |
| Aperture Investors, LLC | 10,393 | $879.1K | 0.11% | +10,393 | New |
| Pictet Asset Management Holding SA | 10,307 | $871.9K | 0.00% | +2,380+30.0% | Added |
| Bannerstone Capital Management, LLC | 10,103 | $854.6K | 0.89% | +10,103 | New |
| Sierra Summit Advisors LLC | 10,102 | $854.5K | 0.12% | +10,102 | New |
| Hampton Road Capital Management LP | 10,014 | $847.1K | 1.43% | −61,486−86.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 10,000 | $845.9K | 0.15% | +10,000 | New |
| Independent Financial Group, LLC | 9,973 | $843.6K | 0.02% | +9,973 | New |
| Acadian Asset Management LLC | 9,733 | $819.0K | 0.00% | +9,733 | New |
| ProShare Advisors LLC | 9,584 | $810.7K | 0.00% | −1,457−13.2% | Reduced |
| SummitTX Capital, L.P. | 9,408 | $795.8K | 0.03% | +2,115+29.0% | Added |
| Exchange Traded Concepts, LLC | 9,291 | $785.9K | 0.01% | +9,291 | New |
| CIBC Bancorp USA Inc. | 9,228 | $780.6K | 0.00% | +9,228 | New |