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 |
|---|---|---|---|---|---|
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −44,039−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −38,271−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −30,921−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −29,515−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −26,131−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,082−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −17,594−100.0% | Sold out |
| White Pine Capital LLC | 0 | $0 | 0.00% | −17,560−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −12,918−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −12,074−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −11,672−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −9,584−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −9,408−100.0% | Sold out |
| Q Fund Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| REX Advisers, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −6,871−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,677−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −5,410−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −4,010−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Patten Group, Inc. | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Defiance ETFs, LLC | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Sapience Investments, LLC | – | – | – | – | Not filed |