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 |
|---|---|---|---|---|---|
| Artemis Wealth Advisors, LLC | 13,000 | $1.93M | 0.23% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 13,105 | $1.94M | 0.33% | +13,105 | New |
| Man Group plc | 13,570 | $2.01M | 0.00% | −61,129−81.8% | Reduced |
| Legato Capital Management LLC | 13,588 | $2.01M | 0.17% | +4,444+48.6% | Added |
| Flow Traders U.S. LLC | 13,836 | $2.05M | 0.08% | +13,836 | New |
| The PNC Financial Services Group, Inc. | 13,973 | $2.07M | 0.00% | +2,701+24.0% | Added |
| Covea Finance | 14,100 | $2.09M | 0.07% | +14,100 | New |
| Franklin Resources Inc | 14,406 | $2.13M | 0.00% | −54,957−79.2% | Reduced |
| Harvest Investment Services, LLC | 14,766 | $2.19M | 0.34% | +14,766 | New |
| Toroso Investments, LLC | 14,843 | $2.20M | 0.01% | +9,433+174.4% | Added |
| Quantinno Capital Management LP | 14,992 | $2.22M | 0.00% | −1,207−7.5% | Reduced |
| Sona Asset Management (US) LLC | 15,000 | $2.22M | 0.08% | +15,000 | New |
| Alliancebernstein L.P. | 26,738 | $2.26M | 0.00% | −50,703−65.5% | Reduced |
| Exchange Traded Concepts, LLC | 15,388 | $2.28M | 0.01% | +6,097+65.6% | Added |
| Advisor Group Holdings, Inc. | 15,392 | $2.28M | 0.00% | +3,557+30.1% | Added |
| Himension Fund | 15,773 | $2.34M | 0.14% | +15,773 | New |
| Lisanti Capital Growth, LLC | 16,820 | $2.49M | 0.55% | +16,820 | New |
| KLP Kapitalforvaltning AS | 17,000 | $2.52M | 0.01% | +2,100+14.1% | Added |
| FMR LLC | 17,118 | $2.54M | 0.00% | −550−3.1% | Reduced |
| AnglePoint Asset Management Ltd | 17,598 | $2.61M | 1.69% | +17,598 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,686 | $2.62M | 0.00% | −19,334−52.2% | Reduced |
| Rakuten Securities, Inc. | 17,986 | $2.66M | 0.62% | +17,986 | New |
| Pacific Point Advisors, LLC | 18,000 | $2.67M | 1.22% | −2,000−10.0% | Reduced |
| Holocene Advisors, LP | 18,457 | $2.73M | 0.01% | +18,457 | New |
| Vanguard Investments Australia, Ltd. | 18,931 | $2.80M | 0.01% | +2,535+15.5% | Added |
| Prelude Capital Management, LLC | 18,947 | $2.81M | 0.21% | −22,678−54.5% | Reduced |
| Ieq Capital, LLC | 19,002 | $2.82M | 0.01% | +19,002 | New |
| Polen Capital Management LLC | 19,272 | $2.86M | 0.02% | +4,359+29.2% | Added |
| EAM Investors, LLC | 19,284 | $2.86M | 0.25% | −19,881−50.8% | Reduced |
| J.W. Cole Advisors, Inc. | 19,655 | $2.91M | 0.05% | +13,136+201.5% | Added |
| SeaCrest Wealth Management, LLC | 20,170 | $2.99M | 0.33% | −1,975−8.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 20,206 | $2.99M | 0.15% | +15,152+299.8% | Added |
| Arizona State Retirement System | 20,361 | $3.02M | 0.02% | +2,544+14.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,363 | $3.02M | 0.01% | +3,257+19.0% | Added |
| Brinker Capital Investments, LLC | 20,419 | $3.03M | 0.02% | +20,419 | New |
| Bank of Montreal | 20,622 | $3.06M | 0.00% | +2,579+14.3% | Added |
| Hudson Bay Capital Management LP | 20,925 | $3.10M | 0.01% | −3,512−14.4% | Reduced |
| Principal Financial Group Inc | 20,931 | $3.10M | 0.00% | +13,021+164.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,000 | $3.11M | 0.12% | +21,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,391 | $3.17M | 0.01% | +5,389+33.7% | Added |
| Envestnet Asset Management Inc | 21,688 | $3.21M | 0.00% | +8,639+66.2% | Added |
| Manufacturers Life Insurance Company, The | 21,786 | $3.23M | 0.00% | −10,339−32.2% | Reduced |
| Bleakley Financial Group, LLC | 21,986 | $3.26M | 0.04% | +21,986 | New |
| Public Employees Retirement System of Ohio | 21,995 | $3.26M | 0.01% | +21,995 | New |
| WCM Investment Management, LLC | 21,740 | $3.26M | 0.01% | +21,740 | New |
| Two Sigma Investments, LP | 22,113 | $3.28M | 0.00% | −319,069−93.5% | Reduced |
| Brevan Howard Capital Management LP | 22,446 | $3.33M | 0.05% | +18,154+423.0% | Added |
| Jump Financial, LLC | 22,879 | $3.39M | 0.03% | −33,514−59.4% | Reduced |
| Worldquant Millennium Advisors LLC | 23,585 | $3.49M | 0.01% | +23,585 | New |
| State of New Jersey Common Pension Fund D | 23,860 | $3.54M | 0.01% | +23,860 | New |
| Creek Drive Management Group LLC | 25,000 | $3.70M | 2.29% | +9,300+59.2% | Added |
| October Effect Ltd | 25,191 | $3.73M | 3.51% | +25,191 | New |
| MML Investors Services, LLC | 25,235 | $3.74M | 0.01% | +7,493+42.2% | Added |
| Elequin Capital LP | 26,316 | $3.90M | 0.13% | +25,903+6,271.9% | Added |
| Hampton Road Capital Management LP | 26,500 | $3.93M | 8.28% | +16,486+164.6% | Added |
| XTX Topco Ltd | 26,839 | $3.98M | 0.05% | +8,591+47.1% | Added |
| Truvestments Capital LLC | 27,614 | $4.09M | 0.61% | −120.0% | Reduced |
| HSBC Holdings PLC | 29,485 | $4.30M | 0.00% | +24,222+460.2% | Added |
| State of Wisconsin Investment Board | 30,418 | $4.51M | 0.01% | +8,199+36.9% | Added |
| Vanguard Global Advisers, LLC | 30,900 | $4.58M | 0.00% | +3,756+13.8% | Added |
| Verition Fund Management LLC | 31,164 | $4.62M | 0.03% | −109,856−77.9% | Reduced |
| Stifel Financial Corp | 31,412 | $4.65M | 0.00% | +4,232+15.6% | Added |
| Catalyst Funds Management Pty Ltd | 32,000 | $4.74M | 0.27% | +32,000 | New |
| Leonteq Securities AG | 32,784 | $4.86M | 0.29% | +19,271+142.6% | Added |
| Treasurer of the State of North Carolina | 32,860 | $4.87M | 0.01% | +32,860 | New |
| Jupiter Topco LLC | 32,919 | $4.87M | 0.00% | +32,919 | New |
| Allspring Global Investments Holdings, LLC | 35,394 | $4.92M | 0.01% | −17,145−32.6% | Reduced |
| Broad Peak Investment Advisers Pte Ltd | 33,300 | $4.93M | 0.91% | +33,300 | New |
| Los Angeles Capital Management LLC | 34,156 | $5.06M | 0.02% | +18,284+115.2% | Added |
| Ardsley Advisory Partners LP | 35,000 | $5.13M | 0.56% | +35,000 | New |
| Police & Firemen's Retirement System of New Jersey | 34,892 | $5.17M | 0.04% | +16,983+94.8% | Added |
| SPX Equities Gestao de Recursos Ltda | 35,500 | $5.26M | 0.59% | +35,500 | New |
| Capital Fund Management S.A. | 37,487 | $5.55M | 0.04% | +1,777+5.0% | Added |
| Elo Mutual Pension Insurance Co | 37,672 | $5.58M | 0.07% | +37,672 | New |
| Royce & Associates LP | 38,043 | $5.64M | 0.05% | −183,041−82.8% | Reduced |
| Wells Fargo & Company | 38,843 | $5.75M | 0.00% | −5,578−12.6% | Reduced |
| Tuttle Tactical Management | 40,488 | $6.00M | 4.04% | +40,488 | New |
| D. E. Shaw & Co., Inc. | 41,056 | $6.08M | 0.00% | −2,076,101−98.1% | Reduced |
| Creative Planning | 44,506 | $6.59M | 0.00% | +10,670+31.5% | Added |
| Nicholas Investment Partners, LP | 45,060 | $6.68M | 0.38% | −7,928−15.0% | Reduced |
| LPL Financial LLC | 46,832 | $6.94M | 0.00% | +14,681+45.7% | Added |
| Shariaportfolio, Inc. | 48,698 | $7.22M | 2.55% | +26,774+122.1% | Added |
| FORA Capital, LLC | 48,974 | $7.25M | 0.50% | +15,812+47.7% | Added |
| AQR Capital Management LLC | 49,525 | $7.34M | 0.00% | +18,753+60.9% | Added |
| Fund Resources Investment Holding Group Co Ltd | 49,988 | $7.41M | 0.91% | +49,988 | New |
| Next Century Growth Investors LLC | 49,989 | $7.41M | 0.39% | −270,742−84.4% | Reduced |
| Deutsche Bank AG | 50,726 | $7.52M | 0.00% | −15,795−23.7% | Reduced |
| Handelsbanken Fonder AB | 52,100 | $7.72M | 0.02% | +52,100 | New |
| Vanguard Asset Management, Ltd | 52,733 | $7.81M | 0.01% | +8,797+20.0% | Added |
| Emerald Investment Advisers, LLC | 53,055 | $7.86M | 0.52% | −5,020−8.6% | Reduced |
| Kultura Capital Management LP | 53,345 | $7.90M | 3.63% | +16,745+45.8% | Added |
| New York State Common Retirement Fund | 53,505 | $7.93M | 0.01% | −104,898−66.2% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 53,520 | $7.93M | 0.36% | +53,520 | New |
| SG Americas Securities, LLC | 54,791 | $8.12M | 0.00% | −141,117−72.0% | Reduced |
| Oak Ridge Investments LLC | 55,730 | $8.26M | 0.47% | +17,730+46.7% | Added |
| Rice Hall James & Associates, LLC | 55,769 | $8.26M | 0.40% | −42,549−43.3% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 55,796 | $8.27M | 1.66% | +7,909+16.5% | Added |
| Nomura Asset Management International Inc. | 57,532 | $8.52M | 0.01% | +57,532 | New |
| FirstWave Capital Management LLC | 58,277 | $8.63M | 3.81% | +38,823+199.6% | Added |
| T. Rowe Price Investment Management, Inc. | 59,087 | $8.76M | 0.01% | −584,058−90.8% | Reduced |