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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 2026

Institutional positions in Axt Inc as of Mar 31, 2026. 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
193
+82 vs. Q4 2025
Shares held
32.7M
+5.36M (+19.6%) vs. Q4 2025
Total value
$1.86B
+$1.41B (+316.9%) vs. Q4 2025
New holders
108
37 more added
Sold out
26
42 more reduced

1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 193 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 2026: $1.86B
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 2026

Shares, value and share of portfolio for each institution holding Axt Inc; share changes are against Q4 2025.

Institutions holding AXTI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Jane Street Group, LLC2,426,232$138.2M0.15%+1,521,633+168.2%Added
Vanguard Capital Management LLC2,278,403$129.8M0.00%+2,278,403New
E20 Capital Ltd2,068,550$117.9M11.06%−973,731−32.0%Reduced
Assenagon Asset Management S.A.1,505,354$85.8M0.14%+930,526+161.9%Added
Morgan Stanley1,443,634$82.3M0.00%+553,005+62.1%Added
WT Asset Management Ltd1,347,119$76.8M1.61%+1,347,119New
Anther Capital Ltd1,307,206$74.5M1.95%+1,307,206New
E Fund Management Co., Ltd.1,262,719$71.9M2.14%+1,262,719New
BlackRock, Inc.1,119,468$63.8M0.00%+282,948+33.8%Added
UBS Group AG1,096,636$62.5M0.01%+996,892+999.5%Added
Citigroup Inc952,700$54.3M0.03%+943,567+10,331.4%Added
Goldman Sachs Group Inc933,495$53.2M0.01%+664,084+246.5%Added
Price T Rowe Associates Inc909,753$51.8M0.01%+909,753New
Bank of America Corp776,300$44.2M0.00%+410,181+112.0%Added
D. E. Shaw & Co., Inc.776,256$44.2M0.03%+332,476+74.9%Added
Millennium Management LLC739,194$42.1M0.03%+533,691+259.7%Added
Ariose Capital Management Ltd685,524$39.1M26.23%+685,524New
Geode Capital Management, LLC587,679$33.5M0.00%+95,349+19.4%Added
Citadel Advisors LLC569,671$32.5M0.02%−207,166−26.7%Reduced
Hood River Capital Management LLC526,663$30.0M0.30%−1,485,565−73.8%Reduced
Anatole Investment Management Ltd463,225$26.4M3.68%+463,225New
IMC-Chicago, LLC456,014$26.0M0.39%+456,014New
Driehaus Capital Management LLC384,561$21.9M0.16%+384,561New
BNP Paribas Arbitrage, SA376,956$21.5M0.01%+185,234+96.6%Added
State Street Corp337,917$19.3M0.00%+88,657+35.6%Added
CloudAlpha Capital Management Limited/Hong Kong334,402$19.1M2.09%−1,056,328−76.0%Reduced
Rokos Capital Management LLP330,788$18.8M0.33%+330,788New
Vanguard Fiduciary Trust Co303,904$17.3M0.00%+303,904New
Susquehanna International Group, LLP301,615$17.2M0.02%−402,713−57.2%Reduced
Qube Research & Technologies Ltd299,947$17.1M0.02%−188,796−38.6%Reduced
Monolith Management Ltd281,250$16.0M6.24%−165,750−37.1%Reduced
Caitong International Asset Management Co., Ltd255,567$14.6M2.69%+75,842+42.2%Added
Barclays PLC252,803$14.4M0.01%+166,221+192.0%Added
Persistent Asset Partners Ltd233,563$13.3M5.17%−74,048−24.1%Reduced
Private Advisor Group, LLC224,395$12.8M0.06%+224,395New
Boothbay Fund Management, LLC206,944$11.8M0.28%−14,349−6.5%Reduced
Alyeska Investment Group, L.P.200,000$11.4M0.03%−1,034,693−83.8%Reduced
Dimensional Fund Advisors LP187,684$10.7M0.00%00.0%Unchanged
Simplex Trading, LLC173,574$9.89M0.31%+85,881+97.9%Added
EAM Investors, LLC155,011$8.83M1.02%+39,437+34.1%Added
JPMorgan Chase & Co136,965$7.22M0.00%+136,604+37,840.4%Added
Northern Trust Corp125,861$7.17M0.00%+33,056+35.6%Added
Q Fund Management (Hong Kong) Ltd124,262$7.08M16.98%+124,262New
Gotham Asset Management, LLC120,408$6.86M0.02%+56,754+89.2%Added
Marshall Wace, LLP120,388$6.86M0.01%−71,662−37.3%Reduced
Polymer Capital Management (HK) LTD115,567$6.59M0.92%+115,567New
White Pine Capital LLC113,668$6.48M1.76%−301,223−72.6%Reduced
Valliance Asset Management Ltd112,600$6.42M5.26%+112,600New
LMR Partners LLP105,000$5.98M0.06%+39,512+60.3%Added
Swiss National Bank103,900$5.92M0.00%+103,900New
HRT Financial LP99,546$5.67M0.01%+99,546New
AnglePoint Asset Management Ltd94,822$5.40M3.82%−587,477−86.1%Reduced
LPL Financial LLC90,152$5.14M0.00%+90,152New
Prelude Capital Management, LLC87,092$4.96M0.38%+87,092New
Arosa Capital Management LP85,000$4.84M3.15%+5,000+6.3%Added
Dymon Asia Capital (Singapore) Pte. Ltd.78,778$4.49M0.99%−40,845−34.1%Reduced
UBS Asset Management Americas Inc76,893$4.38M0.00%+76,893New
Brevan Howard Capital Management LP74,979$4.27M0.04%+54,250+261.7%Added
SEI Investments Co73,298$4.18M0.00%+4,021+5.8%Added
Two Sigma Investments, LP65,100$3.71M0.00%−453,551−87.4%Reduced
California State Teachers Retirement System64,406$3.67M0.00%+64,406New
Jefferies Financial Group Inc.52,955$3.02M0.04%+37,988+253.8%Added
Raymond James Financial Inc52,456$2.99M0.00%−128,308−71.0%Reduced
Polen Capital Management LLC49,368$2.81M0.02%+27,153+122.2%Added
Concurrent Investment Advisors, LLC41,908$2.39M0.03%+41,908New
Jain Global LLC41,810$2.38M0.03%+41,810New
Creative Planning40,423$2.30M0.00%+731+1.8%Added
J.W. Cole Advisors, Inc.37,654$2.15M0.07%+37,654New
Verition Fund Management LLC37,000$2.11M0.02%+18,618+101.3%Added
Group One Trading, L.P.36,902$2.10M0.07%−32,266−46.6%Reduced
Legal & General Group Plc36,019$2.05M0.00%+36,019New
Vanguard Asset Management, Ltd34,371$1.96M0.00%+34,371New
Algert Global LLC32,230$1.84M0.03%+32,230New
Commonwealth Equity Services, LLC31,685$1.81M0.00%+31,685New
Atlas Brown,Inc.31,650$1.80M0.54%−7,500−19.2%Reduced
Oasis Advisors, LLC30,779$1.75M0.34%+30,779New
Hudson Bay Capital Management LP29,536$1.68M0.01%−37,960−56.2%Reduced
1832 Asset Management L.P.29,100$1.66M0.00%+29,100New
Octahedron Capital Management L.P.29,000$1.65M1.20%+29,000New
Schonfeld Strategic Advisors LLC28,423$1.62M0.01%−221,397−88.6%Reduced
Charles Schwab Investment Management Inc27,137$1.55M0.00%+7,122+35.6%Added
Bridgeway Capital Management, LLC26,200$1.49M0.03%−67,292−72.0%Reduced
MML Investors Services, LLC25,858$1.47M0.00%+25,858New
XTX Topco Ltd24,744$1.41M0.02%−10,457−29.7%Reduced
Janus Henderson Group PLC24,500$1.39M0.00%+24,500New
Gsa Capital Partners LLP24,123$1.38M0.09%−54,332−69.3%Reduced
Squarepoint Ops LLC21,631$1.23M0.00%−16,218−42.8%Reduced
Mirae Asset Global Investments Co., Ltd.21,160$1.21M0.00%+21,160New
Walleye Trading LLC20,587$1.17M0.02%+20,587New
SummitTX Capital, L.P.20,498$1.17M0.04%+6,528+46.7%Added
HSBC Holdings PLC20,673$1.16M0.00%+20,673New
Vanguard Global Advisers, LLC19,715$1.12M0.00%+19,715New
Exchange Traded Concepts, LLC18,102$1.03M0.01%+18,102New
Shariaportfolio, Inc.17,277$984.4K0.44%+17,277New
683 Capital Management, LLC17,000$968.7K0.09%−58,000−77.3%Reduced
Royal Bank of Canada15,229$868.0K0.00%+4,255+38.8%Added
Park Edge Advisors, LLC14,712$838.3K0.19%−34,088−69.9%Reduced
Arizona State Retirement System14,423$821.8K0.00%+14,423New
Stifel Financial Corp14,000$797.7K0.00%+14,000New
Dupree Financial Group, LLC13,778$785.1K0.32%+13,778New