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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 258 | $3.31B |
| Q1 2026 | 193 | $1.86B |
| Q4 2025 | 112 | $480.9M |
| Q3 2025 | 66 | $53.1M |
| Q2 2025 | 62 | $23.8M |
| Q1 2025 | 69 | $16.1M |
| Q4 2024 | 81 | $37.3M |
| Q3 2024 | 84 | $47.1M |
| Q2 2024 | 93 | $74.1M |
| Q1 2024 | 97 | $115.9M |
| Q4 2023 | 89 | $52.8M |
| Q3 2023 | 87 | $53.0M |
| Q2 2023 | 98 | $81.1M |
| Q1 2023 | 102 | $100.6M |
| Q4 2022 | 108 | $106.7M |
| Q3 2022 | 112 | $162.0M |
| Q2 2022 | 101 | $138.2M |
| Q1 2022 | 94 | $159.9M |
| Q4 2021 | 94 | $203.1M |
| Q3 2021 | 102 | $191.3M |
| Q2 2021 | 102 | $270.4M |
| Q1 2021 | 108 | $288.5M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Axt Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 704,328 | $11.5M | 0.02% | +200,690+39.8% | Added |
| Citadel Advisors LLC | 776,837 | $12.7M | 0.01% | +370,859+91.3% | Added |
| BlackRock, Inc. | 836,520 | $13.7M | 0.00% | +139,759+20.1% | Added |
| Morgan Stanley | 890,629 | $14.6M | 0.00% | +274,730+44.6% | Added |
| Jane Street Group, LLC | 904,599 | $14.8M | 0.02% | +840,650+1,314.6% | Added |
| Alyeska Investment Group, L.P. | 1,234,693 | $20.2M | 0.06% | +1,234,693 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 1,390,730 | $22.7M | 2.04% | +1,390,730 | New |
| Point72 Asset Management, L.P. | 1,516,156 | $24.8M | 0.04% | +1,516,156 | New |
| Hood River Capital Management LLC | 2,012,228 | $32.9M | 0.36% | +2,012,228 | New |
| Vanguard Group Inc | 2,106,554 | $34.4M | 0.00% | −96,317−4.4% | Reduced |
| Davidson Kempner Capital Management LP | 2,734,693 | $44.7M | 0.66% | +2,734,693 | New |
| E20 Capital Ltd | 3,042,281 | $49.7M | 17.95% | +3,042,281 | New |
| Pacific Ridge Capital Partners, LLC | 0 | $0 | 0.00% | −1,793,797−100.0% | Sold out |
| First Beijing Investment Ltd | 0 | $0 | 0.00% | −1,730,156−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −330,900−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −162,342−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −101,900−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −35,852−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −28,800−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |