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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 48,974 | $7.25M | 0.50% | +15,812+47.7% | Added |
| Shariaportfolio, Inc. | 48,698 | $7.22M | 2.55% | +26,774+122.1% | Added |
| LPL Financial LLC | 46,832 | $6.94M | 0.00% | +14,681+45.7% | Added |
| Nicholas Investment Partners, LP | 45,060 | $6.68M | 0.38% | −7,928−15.0% | Reduced |
| Creative Planning | 44,506 | $6.59M | 0.00% | +10,670+31.5% | Added |
| D. E. Shaw & Co., Inc. | 41,056 | $6.08M | 0.00% | −2,076,101−98.1% | Reduced |
| Tuttle Tactical Management | 40,488 | $6.00M | 4.04% | +40,488 | New |
| Wells Fargo & Company | 38,843 | $5.75M | 0.00% | −5,578−12.6% | Reduced |
| Royce & Associates LP | 38,043 | $5.64M | 0.05% | −183,041−82.8% | Reduced |
| Elo Mutual Pension Insurance Co | 37,672 | $5.58M | 0.07% | +37,672 | New |
| Capital Fund Management S.A. | 37,487 | $5.55M | 0.04% | +1,777+5.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 35,500 | $5.26M | 0.59% | +35,500 | New |
| Police & Firemen's Retirement System of New Jersey | 34,892 | $5.17M | 0.04% | +16,983+94.8% | Added |
| Ardsley Advisory Partners LP | 35,000 | $5.13M | 0.56% | +35,000 | New |
| Los Angeles Capital Management LLC | 34,156 | $5.06M | 0.02% | +18,284+115.2% | Added |
| Broad Peak Investment Advisers Pte Ltd | 33,300 | $4.93M | 0.91% | +33,300 | New |
| Allspring Global Investments Holdings, LLC | 35,394 | $4.92M | 0.01% | −17,145−32.6% | Reduced |
| Jupiter Topco LLC | 32,919 | $4.87M | 0.00% | +32,919 | New |
| Treasurer of the State of North Carolina | 32,860 | $4.87M | 0.01% | +32,860 | New |
| Leonteq Securities AG | 32,784 | $4.86M | 0.29% | +19,271+142.6% | Added |
| Catalyst Funds Management Pty Ltd | 32,000 | $4.74M | 0.27% | +32,000 | New |
| Stifel Financial Corp | 31,412 | $4.65M | 0.00% | +4,232+15.6% | Added |
| Verition Fund Management LLC | 31,164 | $4.62M | 0.03% | −109,856−77.9% | Reduced |
| Vanguard Global Advisers, LLC | 30,900 | $4.58M | 0.00% | +3,756+13.8% | Added |
| State of Wisconsin Investment Board | 30,418 | $4.51M | 0.01% | +8,199+36.9% | Added |
| HSBC Holdings PLC | 29,485 | $4.30M | 0.00% | +24,222+460.2% | Added |
| Truvestments Capital LLC | 27,614 | $4.09M | 0.61% | −120.0% | Reduced |
| XTX Topco Ltd | 26,839 | $3.98M | 0.05% | +8,591+47.1% | Added |
| Hampton Road Capital Management LP | 26,500 | $3.93M | 8.28% | +16,486+164.6% | Added |
| Elequin Capital LP | 26,316 | $3.90M | 0.13% | +25,903+6,271.9% | Added |
| MML Investors Services, LLC | 25,235 | $3.74M | 0.01% | +7,493+42.2% | Added |
| October Effect Ltd | 25,191 | $3.73M | 3.51% | +25,191 | New |
| Creek Drive Management Group LLC | 25,000 | $3.70M | 2.29% | +9,300+59.2% | Added |
| State of New Jersey Common Pension Fund D | 23,860 | $3.54M | 0.01% | +23,860 | New |
| Worldquant Millennium Advisors LLC | 23,585 | $3.49M | 0.01% | +23,585 | New |
| Jump Financial, LLC | 22,879 | $3.39M | 0.03% | −33,514−59.4% | Reduced |
| Brevan Howard Capital Management LP | 22,446 | $3.33M | 0.05% | +18,154+423.0% | Added |
| Two Sigma Investments, LP | 22,113 | $3.28M | 0.00% | −319,069−93.5% | Reduced |
| WCM Investment Management, LLC | 21,740 | $3.26M | 0.01% | +21,740 | New |
| Public Employees Retirement System of Ohio | 21,995 | $3.26M | 0.01% | +21,995 | New |
| Bleakley Financial Group, LLC | 21,986 | $3.26M | 0.04% | +21,986 | New |
| Manufacturers Life Insurance Company, The | 21,786 | $3.23M | 0.00% | −10,339−32.2% | Reduced |
| Envestnet Asset Management Inc | 21,688 | $3.21M | 0.00% | +8,639+66.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,391 | $3.17M | 0.01% | +5,389+33.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,000 | $3.11M | 0.12% | +21,000 | New |
| Principal Financial Group Inc | 20,931 | $3.10M | 0.00% | +13,021+164.6% | Added |
| Hudson Bay Capital Management LP | 20,925 | $3.10M | 0.01% | −3,512−14.4% | Reduced |
| Bank of Montreal | 20,622 | $3.06M | 0.00% | +2,579+14.3% | Added |
| Brinker Capital Investments, LLC | 20,419 | $3.03M | 0.02% | +20,419 | New |
| Cambridge Investment Research Advisors, Inc. | 20,363 | $3.02M | 0.01% | +3,257+19.0% | Added |
| Arizona State Retirement System | 20,361 | $3.02M | 0.02% | +2,544+14.3% | Added |
| Knights of Columbus Asset Advisors LLC | 20,206 | $2.99M | 0.15% | +15,152+299.8% | Added |
| SeaCrest Wealth Management, LLC | 20,170 | $2.99M | 0.33% | −1,975−8.9% | Reduced |
| J.W. Cole Advisors, Inc. | 19,655 | $2.91M | 0.05% | +13,136+201.5% | Added |
| EAM Investors, LLC | 19,284 | $2.86M | 0.25% | −19,881−50.8% | Reduced |
| Polen Capital Management LLC | 19,272 | $2.86M | 0.02% | +4,359+29.2% | Added |
| Ieq Capital, LLC | 19,002 | $2.82M | 0.01% | +19,002 | New |
| Prelude Capital Management, LLC | 18,947 | $2.81M | 0.21% | −22,678−54.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 18,931 | $2.80M | 0.01% | +2,535+15.5% | Added |
| Holocene Advisors, LP | 18,457 | $2.73M | 0.01% | +18,457 | New |
| Pacific Point Advisors, LLC | 18,000 | $2.67M | 1.22% | −2,000−10.0% | Reduced |
| Rakuten Securities, Inc. | 17,986 | $2.66M | 0.62% | +17,986 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,686 | $2.62M | 0.00% | −19,334−52.2% | Reduced |
| AnglePoint Asset Management Ltd | 17,598 | $2.61M | 1.69% | +17,598 | New |
| FMR LLC | 17,118 | $2.54M | 0.00% | −550−3.1% | Reduced |
| KLP Kapitalforvaltning AS | 17,000 | $2.52M | 0.01% | +2,100+14.1% | Added |
| Lisanti Capital Growth, LLC | 16,820 | $2.49M | 0.55% | +16,820 | New |
| Himension Fund | 15,773 | $2.34M | 0.14% | +15,773 | New |
| Advisor Group Holdings, Inc. | 15,392 | $2.28M | 0.00% | +3,557+30.1% | Added |
| Exchange Traded Concepts, LLC | 15,388 | $2.28M | 0.01% | +6,097+65.6% | Added |
| Alliancebernstein L.P. | 26,738 | $2.26M | 0.00% | −50,703−65.5% | Reduced |
| Sona Asset Management (US) LLC | 15,000 | $2.22M | 0.08% | +15,000 | New |
| Quantinno Capital Management LP | 14,992 | $2.22M | 0.00% | −1,207−7.5% | Reduced |
| Toroso Investments, LLC | 14,843 | $2.20M | 0.01% | +9,433+174.4% | Added |
| Harvest Investment Services, LLC | 14,766 | $2.19M | 0.34% | +14,766 | New |
| Franklin Resources Inc | 14,406 | $2.13M | 0.00% | −54,957−79.2% | Reduced |
| Covea Finance | 14,100 | $2.09M | 0.07% | +14,100 | New |
| The PNC Financial Services Group, Inc. | 13,973 | $2.07M | 0.00% | +2,701+24.0% | Added |
| Flow Traders U.S. LLC | 13,836 | $2.05M | 0.08% | +13,836 | New |
| Legato Capital Management LLC | 13,588 | $2.01M | 0.17% | +4,444+48.6% | Added |
| Man Group plc | 13,570 | $2.01M | 0.00% | −61,129−81.8% | Reduced |
| Florida Financial Advisors, LLC | 13,105 | $1.94M | 0.33% | +13,105 | New |
| Artemis Wealth Advisors, LLC | 13,000 | $1.93M | 0.23% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,933 | $1.92M | 0.00% | +12,933 | New |
| DRW Securities, LLC | 12,862 | $1.91M | 0.11% | +12,862 | New |
| Chung Wu Investment Group, LLC | 12,840 | $1.90M | 1.25% | −5,860−31.3% | Reduced |
| Xponance, Inc. | 12,658 | $1.88M | 0.01% | +6,593+108.7% | Added |
| Dupree Financial Group, LLC | 12,606 | $1.87M | 0.70% | +4,427+54.1% | Added |
| Allstate Corp | 12,315 | $1.82M | 0.02% | +104+0.9% | Added |
| Oliver Luxxe Assets LLC | 12,250 | $1.81M | 0.27% | −5,678−31.7% | Reduced |
| Winton Group Ltd | 12,239 | $1.81M | 0.06% | +12,239 | New |
| Portolan Capital Management, LLC | 11,966 | $1.77M | 0.07% | −17,867−59.9% | Reduced |
| Pictet Asset Management Holding SA | 11,574 | $1.71M | 0.00% | +1,267+12.3% | Added |
| Cantor Fitzgerald, L. P. | 11,320 | $1.68M | 0.03% | +11,320 | New |
| Citizens Financial Group Inc | 11,307 | $1.68M | 0.02% | +11,307 | New |
| Cetera Investment Advisers | 10,771 | $1.60M | 0.00% | −2,439−18.5% | Reduced |
| SBI Securities Co., Ltd. | 10,648 | $1.58M | 0.04% | +5,029+89.5% | Added |
| Aperture Investors, LLC | 10,393 | $1.54M | 0.16% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10,298 | $1.53M | 0.51% | +10,298 | New |
| American Century Companies Inc | 10,211 | $1.51M | 0.00% | −31,879−75.7% | Reduced |