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Axt Inc

AXTI
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001051627

In the last 90 days, Axt Inc insiders filed 0 open-market purchases and 2 sales; 257 institutions reported holding it in 13F filings for Q2 2026, worth $3.38B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Axt 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
257
+65 vs. Q1 2026
Shares held
47.0M
+14.2M (+43.3%) vs. Q1 2026
Total value
$3.38B
+$1.52B (+81.4%) vs. Q1 2026
New holders
131
71 more added
Sold out
66
48 more reduced

1 institution 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 AXTI 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.

Institutional holdersQ2 2026: 257 institutions
Q1 2021: 108 institutionsQ2 2021: 102 institutionsQ3 2021: 102 institutionsQ4 2021: 94 institutionsQ1 2022: 94 institutionsQ2 2022: 101 institutionsQ3 2022: 112 institutionsQ4 2022: 108 institutionsQ1 2023: 102 institutionsQ2 2023: 98 institutionsQ3 2023: 87 institutionsQ4 2023: 89 institutionsQ1 2024: 97 institutionsQ2 2024: 93 institutionsQ3 2024: 84 institutionsQ4 2024: 81 institutionsQ1 2025: 70 institutionsQ2 2025: 62 institutionsQ3 2025: 66 institutionsQ4 2025: 112 institutionsQ1 2026: 193 institutionsQ2 2026: 257 institutions
Value heldQ2 2026: $3.38B
Q1 2021: $288.5MQ2 2021: $270.4MQ3 2021: $191.3MQ4 2021: $209.9MQ1 2022: $159.9MQ2 2022: $138.2MQ3 2022: $162.0MQ4 2022: $106.7MQ1 2023: $100.7MQ2 2023: $81.1MQ3 2023: $53.0MQ4 2023: $53.2MQ1 2024: $121.5MQ2 2024: $74.7MQ3 2024: $47.5MQ4 2024: $37.3MQ1 2025: $16.2MQ2 2025: $23.8MQ3 2025: $53.1MQ4 2025: $480.9MQ1 2026: $1.87BQ2 2026: $3.38B
Institutions holding AXTI and their total value by quarter
QuarterHoldersValue
Q2 2026257$3.38B
Q1 2026193$1.87B
Q4 2025112$480.9M
Q3 202566$53.1M
Q2 202562$23.8M
Q1 202570$16.2M
Q4 202481$37.3M
Q3 202484$47.5M
Q2 202493$74.7M
Q1 202497$121.5M
Q4 202389$53.2M
Q3 202387$53.0M
Q2 202398$81.1M
Q1 2023102$100.7M
Q4 2022108$106.7M
Q3 2022112$162.0M
Q2 2022101$138.2M
Q1 202294$159.9M
Q4 202194$209.9M
Q3 2021102$191.3M
Q2 2021102$270.4M
Q1 2021108$288.5M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Axt Inc; share changes are against Q1 2026.

Institutions holding AXTI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,072,242$365.6M0.01%+3,952,774+353.1%Added
Marex Group plc3,563,896$256.9M1.91%+3,555,887+44,398.6%Added
Jane Street Group, LLC3,527,115$254.2M0.16%+1,100,883+45.4%Added
Vanguard Capital Management LLC2,722,914$196.3M0.00%+444,511+19.5%Added
D. E. Shaw & Co., Inc.2,250,085$162.2M0.10%+1,473,829+189.9%Added
Assenagon Asset Management S.A.2,045,976$147.5M0.10%+540,622+35.9%Added
Vanguard Portfolio Management LLC1,758,421$126.7M0.01%+1,758,421New
Geode Capital Management, LLC1,736,210$125.2M0.01%+1,148,531+195.4%Added
State Street Corp1,482,498$106.9M0.00%+1,144,581+338.7%Added
Citadel Advisors LLC1,481,332$106.8M0.06%+911,661+160.0%Added
Price T Rowe Associates Inc1,320,508$95.2M0.01%+410,755+45.2%Added
Clear Street Group Inc.1,308,921$94.3M0.30%+1,308,921New
Invesco Ltd.1,143,577$82.4M0.01%+1,136,390+15,811.7%Added
Citigroup Inc1,055,074$76.0M0.04%+102,374+10.7%Added
SG Americas Securities, LLC1,002,151$72.2M0.04%+1,000,253+52,700.4%Added
Millennium Management LLC854,322$61.6M0.04%+115,128+15.6%Added
Goldman Sachs Group Inc819,556$59.1M0.01%−113,939−12.2%Reduced
UBS Group AG654,117$47.1M0.01%−442,519−40.4%Reduced
Bank of America Corp639,037$46.1M0.00%−137,263−17.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund615,377$44.4M0.06%+615,377New
Morgan Stanley611,974$44.1M0.00%−831,660−57.6%Reduced
Northern Trust Corp548,403$39.5M0.00%+422,542+335.7%Added
Fund Resources Investment Holding Group Co Ltd536,706$38.7M4.73%+536,706New
Vanguard Fiduciary Trust Co431,889$31.1M0.01%+127,985+42.1%Added
Two Sigma Investments, LP397,732$28.7M0.02%+332,632+511.0%Added
T. Rowe Price Investment Management, Inc.392,787$28.3M0.02%+392,787New
Susquehanna International Group, LLP377,795$27.2M0.02%+76,180+25.3%Added
Wellington Management Group LLP359,481$25.9M0.00%+359,481New
BNP Paribas Arbitrage, SA352,724$25.4M0.01%−24,232−6.4%Reduced
Capital World Investors342,768$24.7M0.00%+342,768New
Voloridge Investment Management, LLC333,897$24.1M0.10%+333,897New
Funde Sino Life Insurance Co Ltd324,751$23.4M7.63%+324,751New
Nomura Asset Management International Inc.315,754$22.8M0.03%+315,754New
Squarepoint Ops LLC312,999$22.6M0.04%+291,368+1,347.0%Added
Canada Pension Plan Investment Board202,800$14.6M0.01%+194,500+2,343.4%Added
Alyeska Investment Group, L.P.200,000$14.4M0.04%00.0%Unchanged
Bank of New York Mellon Corp195,558$14.1M0.00%+183,927+1,581.4%Added
Dimensional Fund Advisors LP187,684$13.5M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc186,730$13.5M0.00%+159,593+588.1%Added
Group One Trading, L.P.168,015$12.1M0.35%+131,113+355.3%Added
Nuveen, LLC158,416$11.4M0.00%+158,416New
Neuberger Berman Group LLC145,819$10.5M0.01%+145,819New
Deutsche Bank AG142,740$10.3M0.00%+139,877+4,885.7%Added
Tairen Capital Ltd140,000$10.1M0.89%+140,000New
Walleye Trading LLC134,256$9.68M0.13%+113,669+552.1%Added
Nomura Holdings Inc128,927$9.29M0.04%+121,927+1,741.8%Added
Swiss National Bank115,800$8.35M0.00%+11,900+11.5%Added
Kadensa Capital Ltd115,053$8.29M1.77%+115,053New
Balyasny Asset Management LLC114,386$8.24M0.02%+114,386New
Gotham Asset Management, LLC111,578$8.04M0.02%−8,830−7.3%Reduced
Jain Global LLC106,658$7.69M0.09%+64,848+155.1%Added
Lido Advisors, LLC104,994$7.57M0.03%+104,994New
LPL Financial LLC100,576$7.25M0.00%+10,424+11.6%Added
Marshall Wace, LLP100,330$7.23M0.01%−20,058−16.7%Reduced
Artisan Partners Limited Partnership95,607$6.89M0.01%+95,607New
Aristides Capital LLC90,107$6.49M1.66%+90,107New
Trexquant Investment LP87,973$6.34M0.04%+87,973New
UBS Asset Management Americas Inc85,925$6.19M0.00%+9,032+11.7%Added
Renaissance Technologies LLC84,300$6.08M0.01%+84,300New
FMR LLC81,394$5.87M0.00%+80,268+7,128.6%Added
Elequin Capital LP81,004$5.84M0.20%+81,004New
FORA Capital, LLC78,441$5.65M0.39%+78,441New
Rhumbline Advisers77,847$5.61M0.00%+77,847New
Wells Fargo & Company75,164$5.42M0.00%+62,283+483.5%Added
AnglePoint Asset Management Ltd74,377$5.36M3.48%−20,445−21.6%Reduced
California State Teachers Retirement System66,887$4.82M0.00%+2,481+3.9%Added
Axiom Investors LLC66,232$4.77M0.04%+66,232New
JPMorgan Chase & Co62,293$4.65M0.00%−74,672−54.5%Reduced
Royal Bank of Canada57,740$4.16M0.00%+42,511+279.1%Added
Alliancebernstein L.P.72,576$4.14M0.00%+72,576New
DnB Asset Management AS53,196$3.83M0.01%+53,196New
Jupiter Topco LLC52,795$3.80M0.00%+52,795New
Polen Capital Management LLC52,707$3.80M0.03%+3,339+6.8%Added
New York State Common Retirement Fund51,043$3.68M0.00%+51,043New
Scalar Gauge Management, LLC50,000$3.60M1.99%+50,000New
E Fund Management Co., Ltd.46,171$3.33M0.07%−1,216,548−96.3%Reduced
Neo Ivy Capital Management45,499$3.28M0.76%+35,934+375.7%Added
White Pine Capital LLC45,288$3.26M0.77%−166,499−78.6%Reduced
EAM Investors, LLC42,817$3.09M0.27%−112,194−72.4%Reduced
Vanguard Asset Management, Ltd40,500$2.92M0.00%+6,129+17.8%Added
Jefferies Financial Group Inc.39,355$2.84M0.03%−13,600−25.7%Reduced
Legal & General Group Plc38,389$2.77M0.00%+2,370+6.6%Added
Tudor Investment Corp Et Al37,990$2.74M0.01%+37,990New
Raymond James Financial Inc36,836$2.66M0.00%−15,620−29.8%Reduced
Capstone Capital Management Ltd36,591$2.64M1.18%+36,591New
Jump Financial, LLC36,516$2.63M0.02%+23,496+180.5%Added
MetLife Investment Management36,358$2.62M0.01%+36,358New
Creative Planning35,980$2.59M0.00%−4,443−11.0%Reduced
Flow Traders U.S. LLC35,676$2.57M0.11%+35,676New
Algert Global LLC33,770$2.43M0.03%+1,540+4.8%Added
Y-Intercept (Hong Kong) Ltd33,005$2.38M0.05%+33,005New
Universal- Beteiligungs- und Servicegesellschaft mbH32,703$2.36M0.00%+32,703New
Man Group plc31,552$2.27M0.00%+31,552New
SEI Investments Co31,133$2.24M0.00%−42,165−57.5%Reduced
Commonwealth Equity Services, LLC31,019$2.24M0.00%−666−2.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.28,645$2.06M0.00%+28,645New
State of Wisconsin Investment Board27,021$1.95M0.00%+21,903+428.0%Added
Brinker Capital Investments, LLC26,948$1.94M0.01%+26,948New
Panagora Asset Management Inc26,829$1.93M0.01%+26,829New
Verition Fund Management LLC26,178$1.89M0.01%−10,822−29.2%Reduced