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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; 258 institutions reported holding it in 13F filings for Q2 2026, worth $3.31B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Axt Inc as of Dec 31, 2023. 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
89
+2 vs. Q3 2023
Shares held
22.0M
−85.0K (−0.4%) vs. Q3 2023
Total value
$52.8M
−$187.8K (−0.4%) vs. Q3 2023
New holders
13
24 more added
Sold out
11
37 more reduced

Compare with Q3 2023: 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 holdersQ4 2023: 89 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: 69 institutionsQ2 2025: 62 institutionsQ3 2025: 66 institutionsQ4 2025: 112 institutionsQ1 2026: 193 institutionsQ2 2026: 258 institutions
Value heldQ4 2023: $52.8M
Q1 2021: $288.5MQ2 2021: $270.4MQ3 2021: $191.3MQ4 2021: $203.1MQ1 2022: $159.9MQ2 2022: $138.2MQ3 2022: $162.0MQ4 2022: $106.7MQ1 2023: $100.6MQ2 2023: $81.1MQ3 2023: $53.0MQ4 2023: $52.8MQ1 2024: $115.9MQ2 2024: $74.1MQ3 2024: $47.1MQ4 2024: $37.3MQ1 2025: $16.1MQ2 2025: $23.8MQ3 2025: $53.1MQ4 2025: $480.9MQ1 2026: $1.86BQ2 2026: $3.31B
Institutions holding AXTI and their total value by quarter
QuarterHoldersValue
Q2 2026258$3.31B
Q1 2026193$1.86B
Q4 2025112$480.9M
Q3 202566$53.1M
Q2 202562$23.8M
Q1 202569$16.1M
Q4 202481$37.3M
Q3 202484$47.1M
Q2 202493$74.1M
Q1 202497$115.9M
Q4 202389$52.8M
Q3 202387$53.0M
Q2 202398$81.1M
Q1 2023102$100.6M
Q4 2022108$106.7M
Q3 2022112$162.0M
Q2 2022101$138.2M
Q1 202294$159.9M
Q4 202194$203.1M
Q3 2021102$191.3M
Q2 2021102$270.4M
Q1 2021108$288.5M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Axt Inc; share changes are against Q3 2023.

Institutions holding AXTI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Wilshire Securities Management Inc3,306,715$7.94M2.57%+779,548+30.8%Added
Vanguard Group Inc2,275,457$5.46M0.00%+285,113+14.3%Added
Needham Investment Management LLC2,125,000$5.10M0.64%−35,450−1.6%Reduced
Dimensional Fund Advisors LP2,017,064$4.84M0.00%−144,539−6.7%Reduced
Pacific Ridge Capital Partners, LLC1,187,634$2.85M0.58%−44,435−3.6%Reduced
Systematic Financial Management LP1,182,756$2.84M0.08%+201,437+20.5%Added
Royce & Associates LP1,018,709$2.44M0.02%−106,100−9.4%Reduced
BlackRock Inc.683,000$1.64M0.00%−1,977−0.3%Reduced
White Pine Capital LLC612,630$1.47M0.57%+161,893+35.9%Added
Kennedy Capital Management, Inc.554,667$1.33M0.03%−84,439−13.2%Reduced
D. E. Shaw & Co., Inc.509,685$1.22M0.00%+72,730+16.6%Added
Portolan Capital Management, LLC505,313$1.21M0.11%−4,047−0.8%Reduced
Franklin Resources Inc465,948$1.12M0.00%+149,048+47.0%Added
Gsa Capital Partners LLP458,599$1.10M0.09%+81,278+21.5%Added
Geode Capital Management, LLC406,304$975.4K0.00%+15,211+3.9%Added
Bridgeway Capital Management, LLC391,751$940.2K0.02%−24,776−5.9%Reduced
Renaissance Technologies LLC377,078$905.0K0.00%+81,478+27.6%Added
Millennium Management LLC357,457$857.9K0.00%−4,154−1.1%Reduced
Two Sigma Advisers, LP325,800$781.9K0.00%+900+0.3%Added
Two Sigma Investments, LP289,705$695.3K0.00%+65,225+29.1%Added
Foundry Partners, LLC274,475$658.7K0.04%−4,945−1.8%Reduced
Assenagon Asset Management S.A.256,570$615.8K0.00%+230,013+866.1%Added
Keystone Wealth Services, LLC148,686$356.8K0.12%00.0%Unchanged
Morgan Stanley147,601$354.2K0.00%−10,780−6.8%Reduced
Empowered Funds, LLC146,751$352.2K0.01%+13,224+9.9%Added
State Street Corp143,615$344.7K0.00%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.138,789$333.1K0.00%−20,553−12.9%Reduced
Walleye Capital LLC124,978$299.9K0.00%−83,722−40.1%Reduced
Susquehanna International Group, LLP94,598$227.0K0.00%+77,403+450.1%Added
Ancora Advisors, LLC91,013$218.4K0.01%−265−0.3%Reduced
Princeton Capital Management LLC85,752$205.8K0.08%−4,652−5.1%Reduced
Squarepoint Ops LLC78,078$187.4K0.00%+54,681+233.7%Added
Northern Trust Corp69,957$167.9K0.00%−64,655−48.0%Reduced
Game Plan Financial Advisors, LLC65,535$157.3K0.09%+65,535New
Invesco Ltd.65,403$157.0K0.00%+748+1.2%Added
Acadian Asset Management LLC59,501$142.0K0.00%+59,501New
State of Wisconsin Investment Board57,600$138.2K0.00%−17,000−22.8%Reduced
Schonfeld Strategic Advisors LLC53,184$127.6K0.00%−4,916−8.5%Reduced
Creative Planning52,448$125.9K0.00%−30,000−36.4%Reduced
Park Edge Advisors, LLC47,933$115.0K0.04%00.0%Unchanged
Wells Fargo & Company45,457$109.1K0.00%−24,984−35.5%Reduced
Bank of America Corp44,959$107.9K0.00%−463−1.0%Reduced
Jacobs Levy Equity Management, Inc43,359$104.1K0.00%+43,359New
Wedbush Securities Inc40,697$98.0K0.00%+8,502+26.4%Added
Nomura Holdings Inc40,000$96.0K0.00%+40,000New
Quadrature Capital Ltd37,387$89.7K0.00%+11,892+46.6%Added
Marshall Wace, LLP35,701$85.7K0.00%−20,496−36.5%Reduced
GWM Advisors LLC26,504$70.7K0.00%−2,681−9.2%Reduced
XTX Topco Ltd29,213$70.1K0.02%+13,579+86.9%Added
Citadel Advisors LLC27,982$67.2K0.00%+12,791+84.2%Added
American Century Companies Inc27,850$66.8K0.00%−108−0.4%Reduced
Jane Street Group, LLC27,230$65.4K0.00%+27,230New
Prelude Capital Management, LLC26,658$64.0K0.01%−2,200−7.6%Reduced
Formidable Asset Management, LLC23,300$55.9K0.01%00.0%Unchanged
Brown Advisory Inc20,959$50.3K0.00%+20,959New
Bank of New York Mellon Corp18,843$45.2K0.00%−10,361−35.5%Reduced
Brinker Capital Investments, LLC16,860$43.0K0.00%−8,043−32.3%Reduced
Orion Portfolio Solutions, LLC16,860$43.0K0.00%−8,043−32.3%Reduced
James Investment Research Inc16,000$38.4K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc15,887$38.1K0.00%00.0%Unchanged
Engineers Gate Manager LP15,491$37.2K0.00%+15,491New
Virtu Financial LLC15,348$37.0K0.00%+15,348New
Brookstone Capital Management15,358$36.9K0.00%+15,358New
AE Wealth Management LLC13,462$34.7K0.00%−20.0%Reduced
Arcadia Wealth Management, LLC13,366$32.1K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC11,801$28.0K0.00%−355−2.9%Reduced
The PNC Financial Services Group, Inc.11,200$26.9K0.00%+2,500+28.7%Added
Cubist Systematic Strategies, LLC10,406$25.0K0.00%+6,130+143.4%Added
UBS Group AG10,057$24.1K0.00%−1,079−9.7%Reduced
Morling Financial Advisors, LLC10,000$24.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)5,786$13.9K0.00%−12,174−67.8%Reduced
FMR LLC5,455$13.1K0.00%+693+14.6%Added
Clearstead Advisors, LLC5,000$12.0K0.00%00.0%Unchanged
Founders Capital Management3,000$7.20K0.01%00.0%Unchanged
Simplex Trading, LLC3,200$7.00K0.00%−19,876−86.1%Reduced
BNP Paribas Arbitrage, SA1,999$4.80K0.00%−4−0.2%Reduced
Group One Trading, L.P.1,872$4.49K0.00%+1,872New
Rhumbline Advisers1,871$4.49K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.1,600$3.84K0.00%+1,600New
JPMorgan Chase & Co1,448$3.48K0.00%−255−15.0%Reduced
Qube Research & Technologies Ltd744$1.79K0.00%−5,799−88.6%Reduced
Citigroup Inc387$9290.00%00.0%Unchanged
Allworth Financial LP300$7200.00%00.0%Unchanged
Security National Bank240$5760.00%+240New
Advisor Group Holdings, Inc.234$5610.00%−1,019−81.3%Reduced
Comerica Bank128$3070.00%+36+39.1%Added
Clear Point Advisors Inc.128$3070.00%+128New
Caldwell Sutter Capital, Inc.100$2400.00%00.0%Unchanged
Huntington National Bank1$20.00%00.0%Unchanged
Wellington Management Group LLP0$00.00%−1,623,660−100.0%Sold out
Herald Investment Management Ltd0$00.00%−148,800−100.0%Sold out
Algert Global LLC0$00.00%−35,510−100.0%Sold out
Royal Bank of Canada0$00.00%−29,089−100.0%Sold out
Barclays PLC0$00.00%−24,995−100.0%Sold out
Jump Financial, LLC0$00.00%−22,435−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−12,957−100.0%Sold out
Gladius Capital Management LP0$00.00%−4,146−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−3,600−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,906−100.0%Sold out
CWM, LLC0$00.00%−241−100.0%Sold out