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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
Huntington National Bank1$160.00%00.0%Unchanged
National Bank of Canada2$330.00%+2New
Caldwell Sutter Capital, Inc.100$1.64K0.00%00.0%Unchanged
Harbour Investments, Inc.100$1.64K0.00%+100New
Quadrant Capital Group LLC127$2.08K0.00%+127New
US Bancorp153$2.50K0.00%+153New
Oakum Bay Capital LLC200$3.27K0.00%+200New
Quarry LP206$3.37K0.00%+206New
Signaturefd, LLC305$4.99K0.00%+305New
JPMorgan Chase & Co361$5.90K0.00%00.0%Unchanged
SBI Securities Co., Ltd.383$6.26K0.00%−3−0.8%Reduced
Aventura Private Wealth, LLC700$11.4K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,130$18.5K0.00%+850+303.6%Added
Federation des caisses Desjardins du Quebec2,050$33.5K0.00%00.0%Unchanged
FMR LLC2,468$40.4K0.00%−1,440−36.8%Reduced
Tower Research Capital LLC (TRC)3,189$52.1K0.00%+3,189New
Founders Capital Management3,500$57.2K0.03%−3,500−50.0%Reduced
State of Wyoming4,195$68.6K0.01%+4,195New
Game Plan Financial Advisors, LLC5,000$81.8K0.03%−350−6.5%Reduced
Kestra Advisory Services, LLC6,000$98.1K0.00%+6,000New
Citigroup Inc9,133$149.3K0.00%−17,555−65.8%Reduced
Clearstead Advisors, LLC10,000$163.5K0.00%00.0%Unchanged
Oasis Management Co Ltd.10,000$163.5K0.02%+10,000New
Royal Bank of Canada10,974$179.0K0.00%−82,535−88.3%Reduced
Advisor Group Holdings, Inc.11,012$180.0K0.00%+10,072+1,071.5%Added
Allworth Financial LP11,594$189.6K0.00%+11,294+3,764.7%Added
Formidable Asset Management, LLC42,475$190.7K0.03%−4,450−9.5%Reduced
SummitTX Capital, L.P.13,970$228.4K0.01%+13,970New
JustInvest LLC14,735$240.9K0.00%+102+0.7%Added
Jefferies Financial Group Inc.14,967$244.7K0.00%+3,467+30.1%Added
James Investment Research Inc16,000$261.6K0.03%00.0%Unchanged
Cornerstone Investment Partners, LLC16,793$274.6K0.01%+16,793New
Tudor Investment Corp Et Al16,987$277.7K0.00%+16,987New
GWM Advisors LLC17,883$292.4K0.00%+100+0.6%Added
Verition Fund Management LLC18,382$300.5K0.00%+18,382New
Jump Financial, LLC19,175$313.5K0.00%+19,175New
Charles Schwab Investment Management Inc20,015$327.2K0.00%+15+0.1%Added
Brevan Howard Capital Management LP20,729$338.9K0.01%+20,729New
Polen Capital Management LLC22,215$363.2K0.00%+22,215New
Omers Administration Corp22,700$371.1K0.00%+22,700New
Wells Fargo & Company26,334$430.6K0.00%+26,334New
Empowered Funds, LLC27,792$454.4K0.01%00.0%Unchanged
Graham Capital Management, L.P.31,707$518.4K0.02%+31,707New
Pinpoint Asset Management (Singapore) Pte. Ltd.34,067$557.0K0.12%+10,730+46.0%Added
XTX Topco Ltd35,201$575.5K0.02%+22,338+173.7%Added
Squarepoint Ops LLC37,849$618.8K0.00%+37,849New
Atlas Brown,Inc.39,150$640.1K0.19%00.0%Unchanged
Creative Planning39,692$649.0K0.00%−1,356−3.3%Reduced
Mangrove Partners40,644$664.5K0.05%+40,644New
Ancora Advisors, LLC41,000$670.4K0.01%+16,000+64.0%Added
Landscape Capital Management, L.L.C.44,436$726.5K0.05%+44,436New
FirstWave Capital Management LLC44,543$728.3K0.43%+44,543New
Scientech Research LLC45,907$750.6K0.47%+45,907New
Park Edge Advisors, LLC48,800$797.9K0.18%−13,700−21.9%Reduced
Two Sigma Advisers, LP59,596$974.4K0.00%+38,296+179.8%Added
Nano Cap New Millennium Growth Fund L P62,000$1.01M0.86%+62,000New
Gotham Asset Management, LLC63,654$1.04M0.00%+63,654New
LMR Partners LLP65,488$1.07M0.01%+65,488New
Hudson Bay Capital Management LP67,496$1.10M0.01%+67,496New
Group One Trading, L.P.69,168$1.13M0.03%+25,805+59.5%Added
SEI Investments Co69,277$1.13M0.00%+69,277New
Jacobs Levy Equity Management, Inc72,377$1.18M0.00%+72,377New
683 Capital Management, LLC75,000$1.23M0.10%+75,000New
Gsa Capital Partners LLP78,455$1.28M0.11%−140,418−64.2%Reduced
Arosa Capital Management LP80,000$1.31M0.84%+80,000New
Barclays PLC86,582$1.42M0.00%+86,582New
Renaissance Technologies LLC86,700$1.42M0.00%+35,300+68.7%Added
Simplex Trading, LLC87,693$1.43M0.04%+61,383+233.3%Added
Keystone Wealth Services, LLC89,763$1.47M0.31%−3,637−3.9%Reduced
Walleye Capital LLC91,074$1.49M0.01%+91,074New
Northern Trust Corp92,805$1.52M0.00%+5,544+6.4%Added
Bridgeway Capital Management, LLC93,492$1.53M0.03%00.0%Unchanged
UBS Group AG99,744$1.63M0.00%+16,983+20.5%Added
EAM Investors, LLC115,574$1.89M0.21%+115,574New
Dymon Asia Capital (Singapore) Pte. Ltd.119,623$1.96M0.43%+119,623New
Voleon Capital Management LP121,225$1.98M0.04%+121,225New
Lazard Asset Management LLC162,530$2.66M0.00%+162,530New
Caitong International Asset Management Co., Ltd179,725$2.94M0.72%+179,725New
Raymond James Financial Inc180,764$2.96M0.00%+180,764New
Dimensional Fund Advisors LP187,684$3.07M0.00%+155,424+481.8%Added
BNP Paribas Arbitrage, SA191,722$3.13M0.00%+191,652+273,788.6%Added
Marshall Wace, LLP192,050$3.14M0.00%+192,050New
Millennium Management LLC205,503$3.36M0.00%+175,158+577.2%Added
Boothbay Fund Management, LLC221,293$3.62M0.10%+221,293New
State Street Corp249,260$4.08M0.00%+65,045+35.3%Added
Schonfeld Strategic Advisors LLC249,820$4.08M0.02%+249,820New
Goldman Sachs Group Inc269,411$4.40M0.00%+184,309+216.6%Added
Nomura Holdings Inc290,616$4.75M0.01%+290,616New
Persistent Asset Partners Ltd307,611$5.03M2.42%+307,611New
Bank of America Corp366,119$5.99M0.00%+313,548+596.4%Added
White Pine Capital LLC414,891$6.78M1.87%−304,938−42.4%Reduced
D. E. Shaw & Co., Inc.443,780$7.26M0.01%+443,780New
Monolith Management Ltd447,000$7.31M3.49%+447,000New
Qube Research & Technologies Ltd488,743$7.99M0.01%+282,921+137.5%Added
Geode Capital Management, LLC492,330$8.05M0.00%+44,632+10.0%Added
Two Sigma Investments, LP518,651$8.48M0.01%+378,843+271.0%Added
Acadian Asset Management LLC569,331$9.31M0.02%+569,331New
Assenagon Asset Management S.A.574,828$9.40M0.01%+551,876+2,404.5%Added
BlueCrest Capital Management Ltd653,063$10.7M0.41%+653,063New
AnglePoint Asset Management Ltd682,299$11.2M8.27%+682,299New