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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, Q1 2024

Institutional positions in Axt Inc as of Mar 31, 2024. 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
97
+8 vs. Q4 2023
Shares held
25.5M
+3.46M (+15.7%) vs. Q4 2023
Total value
$115.9M
+$63.1M (+119.5%) vs. Q4 2023
New holders
25
34 more added
Sold out
17
23 more reduced

Compare with Q4 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 holdersQ1 2024: 97 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 heldQ1 2024: $115.9M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Axt Inc; share changes are against Q4 2023.

Institutions holding AXTI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,296,204$10.5M0.00%+20,747+0.9%Added
First Wilshire Securities Management Inc2,047,719$9.40M2.75%−1,258,996−38.1%Reduced
Dimensional Fund Advisors LP1,884,313$8.65M0.00%−132,751−6.6%Reduced
Portolan Capital Management, LLC1,596,232$7.33M0.56%+1,090,919+215.9%Added
Needham Investment Management LLC1,571,000$7.21M0.67%−554,000−26.1%Reduced
Systematic Financial Management LP1,497,925$6.88M0.19%+315,169+26.6%Added
Pacific Ridge Capital Partners, LLC1,160,582$5.33M1.17%−27,052−2.3%Reduced
Royce & Associates LP1,018,709$4.68M0.04%00.0%Unchanged
Millennium Management LLC804,699$3.69M0.00%+447,242+125.1%Added
Two Sigma Investments, LP788,878$3.62M0.01%+499,173+172.3%Added
BlackRock Inc.680,987$3.13M0.00%−2,013−0.3%Reduced
D. E. Shaw & Co., Inc.669,730$3.07M0.00%+160,045+31.4%Added
Two Sigma Advisers, LP653,400$3.00M0.01%+327,600+100.6%Added
Kennedy Capital Management, Inc.605,642$2.78M0.06%+50,975+9.2%Added
Susquehanna International Group, LLP536,039$2.46M0.00%+441,441+466.6%Added
Fuller & Thaler Asset Management, Inc.534,425$2.45M0.01%+534,425New
Morgan Stanley449,462$2.06M0.00%+301,861+204.5%Added
Geode Capital Management, LLC411,487$1.89M0.00%+5,183+1.3%Added
Bridgeway Capital Management, LLC385,251$1.77M0.04%−6,500−1.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.380,925$1.75M0.01%+242,136+174.5%Added
White Pine Capital LLC544,277$1.63M0.62%−68,353−11.2%Reduced
Citigroup Inc319,741$1.47M0.00%+319,354+82,520.4%Added
Goldman Sachs Group Inc304,627$1.40M0.00%+304,627New
Foundry Partners, LLC273,285$1.25M0.07%−1,190−0.4%Reduced
Arrowstreet Capital, Limited Partnership257,804$1.18M0.00%+257,804New
Assenagon Asset Management S.A.243,749$1.12M0.00%−12,821−5.0%Reduced
Gsa Capital Partners LLP243,530$1.12M0.09%−215,069−46.9%Reduced
EAM Investors, LLC200,495$920.3K0.15%+200,495New
Keystone Wealth Services, LLC193,890$890.0K0.29%+45,204+30.4%Added
Qube Research & Technologies Ltd179,701$824.8K0.00%+178,957+24,053.4%Added
ClariVest Asset Management LLC161,800$742.7K0.08%+161,800New
Empowered Funds, LLC158,651$728.2K0.01%+11,900+8.1%Added
JPMorgan Chase & Co151,989$697.6K0.00%+150,541+10,396.5%Added
State Street Corp143,615$659.2K0.00%00.0%Unchanged
Jane Street Group, LLC137,319$630.3K0.00%+110,089+404.3%Added
Man Group plc124,743$572.6K0.00%+124,743New
HRT Financial LP118,125$542.0K0.00%+118,125New
Quadrature Capital Ltd115,388$530.2K0.01%+78,001+208.6%Added
Omers Administration Corp99,400$456.2K0.01%+99,400New
Ancora Advisors, LLC91,013$417.8K0.01%00.0%Unchanged
Princeton Capital Management LLC85,752$393.6K0.14%00.0%Unchanged
Northern Trust Corp78,943$362.3K0.00%+8,986+12.8%Added
Marshall Wace, LLP73,983$339.6K0.00%+38,282+107.2%Added
XTX Topco Ltd73,886$339.1K0.05%+44,673+152.9%Added
Point72 Asia (Singapore) Pte. Ltd.72,139$331.1K0.09%+70,539+4,408.7%Added
Walleye Capital LLC64,542$296.2K0.00%−60,436−48.4%Reduced
Schonfeld Strategic Advisors LLC56,633$259.9K0.00%+3,449+6.5%Added
Squarepoint Ops LLC54,138$248.5K0.00%−23,940−30.7%Reduced
Game Plan Financial Advisors, LLC53,350$244.9K0.12%−12,185−18.6%Reduced
Algert Global LLC50,451$231.6K0.01%+50,451New
Park Edge Advisors, LLC48,150$221.0K0.06%+217+0.5%Added
Marathon Trading Investment Management LLC42,000$192.8K0.08%+42,000New
Wells Fargo & Company40,531$186.0K0.00%−4,926−10.8%Reduced
Y-Intercept (Hong Kong) Ltd40,235$184.7K0.01%+40,235New
Simplex Trading, LLC31,338$143.0K0.00%+28,138+879.3%Added
Renaissance Technologies LLC30,400$140.0K0.00%−346,678−91.9%Reduced
American Century Companies Inc30,439$139.7K0.00%+2,589+9.3%Added
Acadian Asset Management LLC29,190$133.0K0.00%−30,311−50.9%Reduced
Bank of America Corp27,758$127.4K0.00%−17,201−38.3%Reduced
Brinker Capital Investments, LLC27,665$127.0K0.00%+10,805+64.1%Added
Orion Portfolio Solutions, LLC27,665$127.0K0.00%+10,805+64.1%Added
GWM Advisors LLC26,204$120.3K0.00%−300−1.1%Reduced
Citadel Advisors LLC24,985$114.7K0.00%−2,997−10.7%Reduced
Formidable Asset Management, LLC23,700$108.8K0.02%+400+1.7%Added
Jefferies Financial Group Inc.22,200$101.9K0.00%+22,200New
Jump Financial, LLC18,286$83.9K0.00%+18,286New
State Board of Administration of Florida Retirement System20,243$80.6K0.00%+20,243New
James Investment Research Inc16,000$73.4K0.01%00.0%Unchanged
Charles Schwab Investment Management Inc15,887$72.9K0.00%00.0%Unchanged
Bank of Montreal22,800$69.3K0.00%+22,800New
Balyasny Asset Management LLC14,260$65.5K0.00%+14,260New
Mirae Asset Global Investments Co., Ltd.16,833$62.5K0.00%+16,833New
Arcadia Wealth Management, LLC13,366$61.4K0.04%00.0%Unchanged
LMR Partners LLP13,223$60.7K0.00%+13,223New
Wedbush Securities Inc12,761$59.0K0.00%−27,936−68.6%Reduced
The PNC Financial Services Group, Inc.12,500$57.4K0.00%+1,300+11.6%Added
UBS Group AG12,480$57.3K0.00%+2,423+24.1%Added
CTC Alternative Strategies, Ltd.12,300$56.5K0.04%+12,300New
Engineers Gate Manager LP12,154$55.8K0.00%−3,337−21.5%Reduced
Commonwealth Equity Services, LLC11,775$54.0K0.00%−26−0.2%Reduced
SG Americas Securities, LLC11,256$52.0K0.00%+11,256New
Brevan Howard Capital Management LP11,174$51.3K0.00%+11,174New
Morling Financial Advisors, LLC10,000$45.9K0.03%00.0%Unchanged
Byrne Asset Management LLC6,000$27.5K0.02%+6,000New
Clearstead Advisors, LLC5,000$18.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,022$13.9K0.00%−2,764−47.8%Reduced
Founders Capital Management3,000$13.8K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA2,040$9.36K0.00%+41+2.1%Added
Rhumbline Advisers1,871$8.59K0.00%00.0%Unchanged
Signaturefd, LLC800$3.67K0.00%+800New
Advisor Group Holdings, Inc.787$3.61K0.00%+553+236.3%Added
Pinpoint Asset Management Ltd314$1.44K0.00%+314New
Allworth Financial LP300$1.38K0.00%00.0%Unchanged
Comerica Bank128$5880.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.100$4590.00%00.0%Unchanged
Macquarie Group Ltd1,272$60.00%+1,272New
Huntington National Bank1$50.00%00.0%Unchanged
Franklin Resources Inc0$00.00%−465,948−100.0%Sold out
Invesco Ltd.0$00.00%−65,403−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−57,600−100.0%Sold out