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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 2025

Institutional positions in Axt Inc as of Dec 31, 2025. 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
112
+46 vs. Q3 2025
Shares held
29.4M
+17.6M (+148.3%) vs. Q3 2025
Total value
$480.9M
+$427.8M (+805.1%) vs. Q3 2025
New holders
58
31 more added
Sold out
12
13 more reduced

Compare with Q3 2025: 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 2025: 112 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 2025: $480.9M
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, Q4 2025

Shares, value and share of portfolio for each institution holding Axt Inc; share changes are against Q3 2025.

Institutions holding AXTI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
E20 Capital Ltd3,042,281$49.7M17.95%+3,042,281New
Davidson Kempner Capital Management LP2,734,693$44.7M0.66%+2,734,693New
Vanguard Group Inc2,106,554$34.4M0.00%−96,317−4.4%Reduced
Hood River Capital Management LLC2,012,228$32.9M0.36%+2,012,228New
Point72 Asset Management, L.P.1,516,156$24.8M0.04%+1,516,156New
CloudAlpha Capital Management Limited/Hong Kong1,390,730$22.7M2.04%+1,390,730New
Alyeska Investment Group, L.P.1,234,693$20.2M0.06%+1,234,693New
Jane Street Group, LLC904,599$14.8M0.02%+840,650+1,314.6%Added
Morgan Stanley890,629$14.6M0.00%+274,730+44.6%Added
BlackRock, Inc.836,520$13.7M0.00%+139,759+20.1%Added
Citadel Advisors LLC776,837$12.7M0.01%+370,859+91.3%Added
Susquehanna International Group, LLP704,328$11.5M0.02%+200,690+39.8%Added
AnglePoint Asset Management Ltd682,299$11.2M8.27%+682,299New
BlueCrest Capital Management Ltd653,063$10.7M0.41%+653,063New
Assenagon Asset Management S.A.574,828$9.40M0.01%+551,876+2,404.5%Added
Acadian Asset Management LLC569,331$9.31M0.02%+569,331New
Two Sigma Investments, LP518,651$8.48M0.01%+378,843+271.0%Added
Geode Capital Management, LLC492,330$8.05M0.00%+44,632+10.0%Added
Qube Research & Technologies Ltd488,743$7.99M0.01%+282,921+137.5%Added
Monolith Management Ltd447,000$7.31M3.49%+447,000New
D. E. Shaw & Co., Inc.443,780$7.26M0.01%+443,780New
White Pine Capital LLC414,891$6.78M1.87%−304,938−42.4%Reduced
Bank of America Corp366,119$5.99M0.00%+313,548+596.4%Added
Persistent Asset Partners Ltd307,611$5.03M2.42%+307,611New
Nomura Holdings Inc290,616$4.75M0.01%+290,616New
Goldman Sachs Group Inc269,411$4.40M0.00%+184,309+216.6%Added
Schonfeld Strategic Advisors LLC249,820$4.08M0.02%+249,820New
State Street Corp249,260$4.08M0.00%+65,045+35.3%Added
Boothbay Fund Management, LLC221,293$3.62M0.10%+221,293New
Millennium Management LLC205,503$3.36M0.00%+175,158+577.2%Added
Marshall Wace, LLP192,050$3.14M0.00%+192,050New
BNP Paribas Arbitrage, SA191,722$3.13M0.00%+191,652+273,788.6%Added
Dimensional Fund Advisors LP187,684$3.07M0.00%+155,424+481.8%Added
Raymond James Financial Inc180,764$2.96M0.00%+180,764New
Caitong International Asset Management Co., Ltd179,725$2.94M0.72%+179,725New
Lazard Asset Management LLC162,530$2.66M0.00%+162,530New
Voleon Capital Management LP121,225$1.98M0.04%+121,225New
Dymon Asia Capital (Singapore) Pte. Ltd.119,623$1.96M0.43%+119,623New
EAM Investors, LLC115,574$1.89M0.21%+115,574New
UBS Group AG99,744$1.63M0.00%+16,983+20.5%Added
Bridgeway Capital Management, LLC93,492$1.53M0.03%00.0%Unchanged
Northern Trust Corp92,805$1.52M0.00%+5,544+6.4%Added
Walleye Capital LLC91,074$1.49M0.01%+91,074New
Keystone Wealth Services, LLC89,763$1.47M0.31%−3,637−3.9%Reduced
Simplex Trading, LLC87,693$1.43M0.04%+61,383+233.3%Added
Renaissance Technologies LLC86,700$1.42M0.00%+35,300+68.7%Added
Barclays PLC86,582$1.42M0.00%+86,582New
Arosa Capital Management LP80,000$1.31M0.84%+80,000New
Gsa Capital Partners LLP78,455$1.28M0.11%−140,418−64.2%Reduced
683 Capital Management, LLC75,000$1.23M0.10%+75,000New
Jacobs Levy Equity Management, Inc72,377$1.18M0.00%+72,377New
SEI Investments Co69,277$1.13M0.00%+69,277New
Group One Trading, L.P.69,168$1.13M0.03%+25,805+59.5%Added
Hudson Bay Capital Management LP67,496$1.10M0.01%+67,496New
LMR Partners LLP65,488$1.07M0.01%+65,488New
Gotham Asset Management, LLC63,654$1.04M0.00%+63,654New
Nano Cap New Millennium Growth Fund L P62,000$1.01M0.86%+62,000New
Two Sigma Advisers, LP59,596$974.4K0.00%+38,296+179.8%Added
Park Edge Advisors, LLC48,800$797.9K0.18%−13,700−21.9%Reduced
Scientech Research LLC45,907$750.6K0.47%+45,907New
FirstWave Capital Management LLC44,543$728.3K0.43%+44,543New
Landscape Capital Management, L.L.C.44,436$726.5K0.05%+44,436New
Ancora Advisors, LLC41,000$670.4K0.01%+16,000+64.0%Added
Mangrove Partners40,644$664.5K0.05%+40,644New
Creative Planning39,692$649.0K0.00%−1,356−3.3%Reduced
Atlas Brown,Inc.39,150$640.1K0.19%00.0%Unchanged
Squarepoint Ops LLC37,849$618.8K0.00%+37,849New
XTX Topco Ltd35,201$575.5K0.02%+22,338+173.7%Added
Pinpoint Asset Management (Singapore) Pte. Ltd.34,067$557.0K0.12%+10,730+46.0%Added
Graham Capital Management, L.P.31,707$518.4K0.02%+31,707New
Empowered Funds, LLC27,792$454.4K0.01%00.0%Unchanged
Wells Fargo & Company26,334$430.6K0.00%+26,334New
Omers Administration Corp22,700$371.1K0.00%+22,700New
Polen Capital Management LLC22,215$363.2K0.00%+22,215New
Brevan Howard Capital Management LP20,729$338.9K0.01%+20,729New
Charles Schwab Investment Management Inc20,015$327.2K0.00%+15+0.1%Added
Jump Financial, LLC19,175$313.5K0.00%+19,175New
Verition Fund Management LLC18,382$300.5K0.00%+18,382New
GWM Advisors LLC17,883$292.4K0.00%+100+0.6%Added
Tudor Investment Corp Et Al16,987$277.7K0.00%+16,987New
Cornerstone Investment Partners, LLC16,793$274.6K0.01%+16,793New
James Investment Research Inc16,000$261.6K0.03%00.0%Unchanged
Jefferies Financial Group Inc.14,967$244.7K0.00%+3,467+30.1%Added
JustInvest LLC14,735$240.9K0.00%+102+0.7%Added
SummitTX Capital, L.P.13,970$228.4K0.01%+13,970New
Formidable Asset Management, LLC42,475$190.7K0.03%−4,450−9.5%Reduced
Allworth Financial LP11,594$189.6K0.00%+11,294+3,764.7%Added
Advisor Group Holdings, Inc.11,012$180.0K0.00%+10,072+1,071.5%Added
Royal Bank of Canada10,974$179.0K0.00%−82,535−88.3%Reduced
Clearstead Advisors, LLC10,000$163.5K0.00%00.0%Unchanged
Oasis Management Co Ltd.10,000$163.5K0.02%+10,000New
Citigroup Inc9,133$149.3K0.00%−17,555−65.8%Reduced
Kestra Advisory Services, LLC6,000$98.1K0.00%+6,000New
Game Plan Financial Advisors, LLC5,000$81.8K0.03%−350−6.5%Reduced
State of Wyoming4,195$68.6K0.01%+4,195New
Founders Capital Management3,500$57.2K0.03%−3,500−50.0%Reduced
Tower Research Capital LLC (TRC)3,189$52.1K0.00%+3,189New
FMR LLC2,468$40.4K0.00%−1,440−36.8%Reduced
Federation des caisses Desjardins du Quebec2,050$33.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,130$18.5K0.00%+850+303.6%Added