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 2026
Institutional positions in Applied Optoelectronics, Inc. as of Jun 30, 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
- 483
- +113 vs. Q1 2026
- Shares held
- 51.0M
- −1.99M (−3.8%) vs. Q1 2026
- Total value
- $7.56B
- +$3.08B (+68.7%) vs. Q1 2026
- New holders
- 176
- 137 more added
- Sold out
- 63
- 144 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Applied Optoelectronics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prakash Investment Advisors LLC | 3,700 | $548.2K | 0.34% | +3,700 | New |
| Sanctuary Advisors, LLC | 3,737 | $553.7K | 0.00% | +3,737 | New |
| Bogart Wealth, LLC | 3,803 | $563.5K | 0.02% | +3,803 | New |
| Abel Hall, LLC | 3,807 | $564.0K | 0.10% | −20−0.5% | Reduced |
| Vontobel Holding Ltd. | 3,881 | $575.0K | 0.00% | +3,881 | New |
| Walleye Capital LLC | 3,929 | $582.1K | 0.00% | +3,486+786.9% | Added |
| Mercer Global Advisors Inc | 3,955 | $585.9K | 0.00% | +125+3.3% | Added |
| Pinebridge Investments LLC | 3,958 | $586.4K | 0.00% | +3,958 | New |
| Wealth Enhancement Advisory Services, LLC | 4,952 | $593.8K | 0.00% | +2,292+86.2% | Added |
| Maryland State Retirement & Pension System | 4,018 | $595.3K | 0.01% | +4,018 | New |
| Utah Retirement Systems | 4,025 | $596.3K | 0.01% | +4,025 | New |
| Dark Forest Capital Management LP | 4,043 | $599.0K | 0.04% | −9,043−69.1% | Reduced |
| Virtus Wealth Solutions LLC | 4,065 | $602.3K | 0.08% | +1,365+50.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,188 | $620.5K | 0.01% | −12,005−74.1% | Reduced |
| StoneX Group Inc. | 4,096 | $621.5K | 0.03% | +200+5.1% | Added |
| Fulcrum Equity Management | 4,206 | $623.2K | 0.50% | +4,206 | New |
| MetLife Investment Management | 4,289 | $635.5K | 0.00% | −31,656−88.1% | Reduced |
| BankChampaign, National Association | 3,474 | $637.5K | 0.49% | +112+3.3% | Added |
| Barclays PLC | 4,399 | $651.8K | 0.00% | −90,344−95.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,404 | $652.5K | 0.00% | +4,404 | New |
| Rockefeller Capital Management L.P. | 4,470 | $662.3K | 0.00% | +1,821+68.7% | Added |
| Element Wealth, LLC | 4,483 | $664.2K | 0.25% | +4,483 | New |
| Pathstone Holdings, LLC | 4,510 | $668.2K | 0.00% | −872−16.2% | Reduced |
| Ensign Peak Advisors, Inc | 4,550 | $674.1K | 0.00% | +750+19.7% | Added |
| Vestmark Advisory Solutions, Inc. | 4,553 | $674.6K | 0.01% | +4,553 | New |
| Mariner, LLC | 4,616 | $683.9K | 0.00% | −1,468−24.1% | Reduced |
| Gallo Partners, LP | 4,826 | $715.0K | 1.59% | +4,826 | New |
| Odyssean, LLC | 4,927 | $730.0K | 0.12% | −2,811−36.3% | Reduced |
| Baird Financial Group, Inc. | 4,950 | $733.4K | 0.00% | −276−5.3% | Reduced |
| Sig Brokerage, LP | 4,985 | $738.6K | 0.12% | +4,985 | New |
| Swiss Life Asset Management Ltd | 5,021 | $743.9K | 0.00% | +1,258+33.4% | Added |
| Captrust Financial Advisors | 5,073 | $751.6K | 0.00% | +2,327+84.7% | Added |
| Apollon Wealth Management, LLC | 5,100 | $755.6K | 0.01% | +5,100 | New |
| Guggenheim Capital LLC | 5,182 | $767.8K | 0.00% | +1,889+57.4% | Added |
| Truist Financial Corp | 5,262 | $779.6K | 0.00% | +5,262 | New |
| Kovack Advisors, Inc. | 5,717 | $794.7K | 0.04% | +357+6.7% | Added |
| Federation des caisses Desjardins du Quebec | 5,375 | $796.4K | 0.00% | +5,340+15,257.1% | Added |
| SJS Investment Consulting Inc. | 5,441 | $806.1K | 0.09% | +4,991+1,109.1% | Added |
| Teacher Retirement System of Texas | 5,458 | $808.7K | 0.00% | +5,458 | New |
| Diametric Capital, LP | 5,468 | $810.1K | 0.09% | +5,468 | New |
| CoreCap Advisors, LLC | 5,513 | $816.8K | 0.02% | +1,010+22.4% | Added |
| Amalgamated Bank | 5,521 | $818.0K | 0.01% | +5,521 | New |
| Pensionmark Financial Group, LLC | 5,786 | $838.4K | 0.01% | +5,786 | New |
| Eddie Patel Inc | 5,699 | $844.3K | 0.50% | −94−1.6% | Reduced |
| CAPROCK Group, Inc. | 5,848 | $866.4K | 0.02% | −397−6.4% | Reduced |
| ACT Capital Management, LLC | 6,000 | $889.0K | 0.58% | −19,900−76.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,069 | $899.3K | 0.01% | +391+6.9% | Added |
| Vident Advisory, LLC | 6,084 | $901.4K | 0.01% | −1,413−18.8% | Reduced |
| Caxton Associates LLP | 6,088 | $902.0K | 0.02% | +1,620+36.3% | Added |
| Acadian Asset Management LLC | 6,184 | $914.0K | 0.00% | −3,549−36.5% | Reduced |
| Kestra Private Wealth Services, LLC | 6,282 | $930.7K | 0.01% | +6,282 | New |
| Amundi | 6,512 | $964.8K | 0.00% | +6,512 | New |
| Teachers Retirement System of the State of Kentucky | 6,623 | $981.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,640 | $983.8K | 0.02% | −1,227−15.6% | Reduced |
| Jones Financial Companies LLLP | 7,280 | $987.8K | 0.00% | +5,894+425.3% | Added |
| Wealthfront Advisers LLC | 6,768 | $1.00M | 0.00% | +2,105+45.1% | Added |
| LMR Partners LLP | 6,774 | $1.00M | 0.01% | +6,774 | New |
| Kestra Advisory Services, LLC | 7,195 | $1.07M | 0.00% | +7,195 | New |
| GWM Advisors LLC | 7,248 | $1.07M | 0.00% | −1,297−15.2% | Reduced |
| JustInvest LLC | 7,259 | $1.08M | 0.01% | +1,252+20.8% | Added |
| Public Employees Retirement Association of Colorado | 7,472 | $1.11M | 0.00% | +7,472 | New |
| Concurrent Investment Advisors, LLC | 7,540 | $1.12M | 0.01% | −11,083−59.5% | Reduced |
| Jefferies Financial Group Inc. | 7,567 | $1.12M | 0.01% | −25,243−76.9% | Reduced |
| Sphera Management Technology Funds Ltd | 7,590 | $1.12M | 0.39% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,803 | $1.16M | 0.00% | +7,803 | New |
| Nokomis Capital, L.L.C. | 7,900 | $1.17M | 0.43% | 00.0% | Unchanged |
| Great West Life Assurance Co | 8,111 | $1.20M | 0.00% | +1,412+21.1% | Added |
| Virginia Retirement Systems Et Al | 8,400 | $1.24M | 0.01% | +8,400 | New |
| Lazard Asset Management LLC | 8,709 | $1.29M | 0.00% | +7,498+619.2% | Added |
| Bannerstone Capital Management, LLC | 8,807 | $1.30M | 1.10% | −1,296−12.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,847 | $1.31M | 0.28% | +8,847 | New |
| Advisory Services Network, LLC | 8,865 | $1.31M | 0.01% | +2,441+38.0% | Added |
| Geneos Wealth Management Inc. | 9,005 | $1.33M | 0.03% | −9,067−50.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,111 | $1.35M | 0.00% | +9,111 | New |
| Caption Management, LLC | 9,200 | $1.36M | 0.05% | +6,700+268.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,456 | $1.40M | 0.00% | +9,456 | New |
| Alps Advisors Inc | 9,820 | $1.45M | 0.01% | −2,852−22.5% | Reduced |
| Prudential Financial Inc | 9,830 | $1.46M | 0.00% | −13,145−57.2% | Reduced |
| Engineers Gate Manager LP | 9,892 | $1.47M | 0.02% | −18,999−65.8% | Reduced |
| Oak Harvest Investment Services | 9,925 | $1.47M | 0.14% | −27,947−73.8% | Reduced |
| Quantitative Investment Management, LLC | 9,955 | $1.47M | 0.16% | +9,955 | New |
| Maytus Capital Management, LLC | 10,000 | $1.48M | 0.23% | +10,000 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,161 | $1.51M | 0.00% | +9,073+833.9% | Added |
| American Century Companies Inc | 10,211 | $1.51M | 0.00% | −31,879−75.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10,298 | $1.53M | 0.51% | +10,298 | New |
| Aperture Investors, LLC | 10,393 | $1.54M | 0.16% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10,648 | $1.58M | 0.04% | +5,029+89.5% | Added |
| Cetera Investment Advisers | 10,771 | $1.60M | 0.00% | −2,439−18.5% | Reduced |
| Citizens Financial Group Inc | 11,307 | $1.68M | 0.02% | +11,307 | New |
| Cantor Fitzgerald, L. P. | 11,320 | $1.68M | 0.03% | +11,320 | New |
| Pictet Asset Management Holding SA | 11,574 | $1.71M | 0.00% | +1,267+12.3% | Added |
| Portolan Capital Management, LLC | 11,966 | $1.77M | 0.07% | −17,867−59.9% | Reduced |
| Winton Group Ltd | 12,239 | $1.81M | 0.06% | +12,239 | New |
| Oliver Luxxe Assets LLC | 12,250 | $1.81M | 0.27% | −5,678−31.7% | Reduced |
| Allstate Corp | 12,315 | $1.82M | 0.02% | +104+0.9% | Added |
| Dupree Financial Group, LLC | 12,606 | $1.87M | 0.70% | +4,427+54.1% | Added |
| Xponance, Inc. | 12,658 | $1.88M | 0.01% | +6,593+108.7% | Added |
| Chung Wu Investment Group, LLC | 12,840 | $1.90M | 1.25% | −5,860−31.3% | Reduced |
| DRW Securities, LLC | 12,862 | $1.91M | 0.11% | +12,862 | New |
| Qube Research & Technologies Ltd | 12,933 | $1.92M | 0.00% | +12,933 | New |