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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 60,695 | $8.99M | 0.04% | −382,086−86.3% | Reduced |
| Citigroup Inc | 60,912 | $9.02M | 0.00% | −89,414−59.5% | Reduced |
| State Board of Administration of Florida Retirement System | 61,806 | $9.16M | 0.02% | +46,767+311.0% | Added |
| Axiom Investors LLC | 63,178 | $9.36M | 0.08% | −31,837−33.5% | Reduced |
| Legal & General Group Plc | 63,555 | $9.42M | 0.00% | −1,243−1.9% | Reduced |
| Global Trust Asset Management, LLC | 69,849 | $10.3M | 3.24% | +10,287+17.3% | Added |
| Russell Investments Group, Ltd. | 69,926 | $10.4M | 0.01% | +34,236+95.9% | Added |
| Fifth Third Bancorp | 70,932 | $10.5M | 0.02% | +51,607+267.0% | Added |
| Zweig-DiMenna Associates LLC | 71,835 | $10.6M | 0.97% | −8,215−10.3% | Reduced |
| Assenagon Asset Management S.A. | 72,164 | $10.7M | 0.01% | +23,402+48.0% | Added |
| Citadel Advisors LLC | 72,798 | $10.8M | 0.01% | −348,205−82.7% | Reduced |
| Rhumbline Advisers | 75,872 | $11.2M | 0.01% | −5,312−6.5% | Reduced |
| 1492 Capital Management LLC | 76,405 | $11.3M | 3.34% | −48,731−38.9% | Reduced |
| Commonwealth Equity Services, LLC | 77,213 | $11.4M | 0.01% | −12,456−13.9% | Reduced |
| Nomura Holdings Inc | 83,298 | $12.3M | 0.05% | +83,298 | New |
| California State Teachers Retirement System | 85,592 | $12.7M | 0.01% | +15,128+21.5% | Added |
| SEI Investments Co | 89,584 | $13.3M | 0.01% | −69,287−43.6% | Reduced |
| Federated Hermes, Inc. | 100,296 | $14.9M | 0.02% | +100,062+42,761.5% | Added |
| Fred Alger Management, LLC | 101,831 | $15.1M | 0.05% | +101,831 | New |
| Lord, Abbett & Co. LLC | 103,700 | $15.4M | 0.04% | +49,096+89.9% | Added |
| Silvercrest Asset Management Group LLC | 106,911 | $15.8M | 0.10% | −38,837−26.6% | Reduced |
| Group One Trading, L.P. | 110,362 | $16.4M | 0.47% | −25,610−18.8% | Reduced |
| Algert Global LLC | 110,843 | $16.4M | 0.19% | +4,208+3.9% | Added |
| Price T Rowe Associates Inc | 110,933 | $16.4M | 0.00% | −1,621,448−93.6% | Reduced |
| Squarepoint Ops LLC | 114,429 | $17.0M | 0.03% | −381,369−76.9% | Reduced |
| Royal Bank of Canada | 114,758 | $17.0M | 0.00% | −13,213−10.3% | Reduced |
| Funde Sino Life Insurance Co Ltd | 120,306 | $17.8M | 5.81% | +120,306 | New |
| Millennium Management LLC | 126,326 | $18.7M | 0.01% | +29,918+31.0% | Added |
| First Trust Advisors LP | 129,769 | $19.2M | 0.01% | −86,496−40.0% | Reduced |
| Shellback Capital, LP | 131,004 | $19.4M | 1.70% | +66,004+101.5% | Added |
| Norges Bank | 131,200 | $19.4M | 0.00% | +131,200 | New |
| Emerald Mutual Fund Advisers Trust | 136,959 | $20.3M | 0.71% | −134,801−49.6% | Reduced |
| Driehaus Capital Management LLC | 139,416 | $20.7M | 0.12% | −492,921−78.0% | Reduced |
| Kennedy Capital Management, Inc. | 143,000 | $21.2M | 0.38% | −136,144−48.8% | Reduced |
| Jain Global LLC | 145,938 | $21.6M | 0.25% | +67,298+85.6% | Added |
| Swiss National Bank | 148,000 | $21.9M | 0.01% | +19,700+15.4% | Added |
| Weiss Asset Management LP | 151,868 | $22.5M | 0.25% | +151,868 | New |
| UNICOM Systems, Inc. | 152,483 | $22.6M | 1.47% | +83,892+122.3% | Added |
| UBS Asset Management Americas Inc | 158,204 | $23.4M | 0.00% | +52,728+50.0% | Added |
| Oak Grove Capital LLC | 159,150 | $23.6M | 1.73% | +122,100+329.6% | Added |
| Voya Investment Management LLC | 162,017 | $24.0M | 0.02% | −78,693−32.7% | Reduced |
| Balyasny Asset Management LLC | 175,683 | $26.0M | 0.05% | −293,187−62.5% | Reduced |
| Nuveen, LLC | 181,377 | $26.9M | 0.01% | −200,994−52.6% | Reduced |
| Marshall Wace, LLP | 181,389 | $26.9M | 0.02% | +1,967+1.1% | Added |
| Canada Pension Plan Investment Board | 188,500 | $27.9M | 0.02% | +188,500 | New |
| Ameriprise Financial Inc | 211,480 | $31.3M | 0.01% | −62,643−22.9% | Reduced |
| Emerald Advisers, LLC | 211,574 | $31.3M | 0.74% | −222,308−51.2% | Reduced |
| Bank of New York Mellon Corp | 219,812 | $32.6M | 0.01% | +48,854+28.6% | Added |
| IMC-Chicago, LLC | 223,442 | $33.1M | 0.30% | +112,526+101.5% | Added |
| Bank of America Corp | 227,539 | $33.7M | 0.00% | −13,347−5.5% | Reduced |
| Raymond James Financial Inc | 235,127 | $34.8M | 0.01% | −498,569−68.0% | Reduced |
| Neuberger Berman Group LLC | 242,612 | $35.9M | 0.02% | −274,729−53.1% | Reduced |
| Victory Capital Management Inc | 243,197 | $36.0M | 0.02% | +191,563+371.0% | Added |
| Wellington Management Group LLP | 244,081 | $36.2M | 0.01% | −13,627−5.3% | Reduced |
| Westfield Capital Management Co LP | 249,553 | $37.0M | 0.12% | +249,553 | New |
| BNP Paribas Arbitrage, SA | 252,013 | $37.3M | 0.02% | +232,564+1,195.8% | Added |
| Steward Partners Investment Advisory, LLC | 270,751 | $40.1M | 0.20% | −1,238−0.5% | Reduced |
| Colony Group, LLC | 286,179 | $42.4M | 0.04% | −92,883−24.5% | Reduced |
| Dimensional Fund Advisors LP | 309,932 | $45.9M | 0.01% | +380.0% | Added |
| Gilder Gagnon Howe & Co LLC | 343,014 | $50.8M | 0.52% | −112,361−24.7% | Reduced |
| Capula Management Ltd | 380,749 | $56.4M | 0.25% | +380,749 | New |
| Northern Trust Corp | 417,720 | $61.9M | 0.01% | −165,774−28.4% | Reduced |
| Charles Schwab Investment Management Inc | 476,027 | $70.5M | 0.01% | −56,201−10.6% | Reduced |
| Vanguard Fiduciary Trust Co | 488,922 | $72.4M | 0.02% | +41,240+9.2% | Added |
| William Blair Investment Management, LLC | 504,202 | $74.7M | 0.22% | +504,202 | New |
| Jane Street Group, LLC | 563,557 | $83.5M | 0.05% | −1,715,761−75.3% | Reduced |
| Susquehanna International Group, LLP | 648,986 | $96.2M | 0.09% | +562,013+646.2% | Added |
| Frontier Capital Management Co LLC | 975,318 | $144.5M | 1.35% | +691,172+243.2% | Added |
| JPMorgan Chase & Co | 1,068,246 | $160.9M | 0.01% | −42,886−3.9% | Reduced |
| Morgan Stanley | 1,115,138 | $165.2M | 0.01% | +387,572+53.3% | Added |
| Clear Street Group Inc. | 1,231,143 | $182.4M | 0.58% | +1,231,143 | New |
| Hood River Capital Management LLC | 1,392,510 | $206.3M | 1.50% | +116,991+9.2% | Added |
| State Street Corp | 1,497,617 | $221.9M | 0.01% | −146,676−8.9% | Reduced |
| Goldman Sachs Group Inc | 1,586,453 | $235.0M | 0.02% | +501,689+46.2% | Added |
| Value Aligned Research Advisors, LLC | 1,595,124 | $236.3M | 1.41% | +327,186+25.8% | Added |
| Geode Capital Management, LLC | 1,670,936 | $247.6M | 0.01% | +49,631+3.1% | Added |
| Oberweis Asset Management Inc | 1,791,127 | $265.4M | 5.48% | −558,842−23.8% | Reduced |
| UBS Group AG | 2,111,464 | $312.8M | 0.05% | +1,140,720+117.5% | Added |
| Vanguard Portfolio Management LLC | 2,651,718 | $392.9M | 0.02% | +849,835+47.2% | Added |
| Marex Group plc | 2,830,272 | $419.3M | 3.12% | +2,541,105+878.8% | Added |
| Vanguard Capital Management LLC | 3,363,001 | $498.3M | 0.01% | +301,479+9.8% | Added |
| Invesco Ltd. | 3,414,262 | $505.9M | 0.04% | +1,399,857+69.5% | Added |
| BlackRock, Inc. | 6,450,270 | $955.7M | 0.01% | −742,059−10.3% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −565,279−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −340,148−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −265,543−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −223,935−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −177,410−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −176,453−100.0% | Sold out |
| Anther Capital Ltd | 0 | $0 | 0.00% | −170,488−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −158,840−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −134,000−100.0% | Sold out |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −96,322−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −74,334−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −73,400−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −61,323−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −59,301−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −56,882−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |