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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
Exchange Traded Concepts, LLC18,102$1.03M0.01%+18,102New
Vanguard Global Advisers, LLC19,715$1.12M0.00%+19,715New
HSBC Holdings PLC20,673$1.16M0.00%+20,673New
SummitTX Capital, L.P.20,498$1.17M0.04%+6,528+46.7%Added
Walleye Trading LLC20,587$1.17M0.02%+20,587New
Mirae Asset Global Investments Co., Ltd.21,160$1.21M0.00%+21,160New
Squarepoint Ops LLC21,631$1.23M0.00%−16,218−42.8%Reduced
Gsa Capital Partners LLP24,123$1.38M0.09%−54,332−69.3%Reduced
Janus Henderson Group PLC24,500$1.39M0.00%+24,500New
XTX Topco Ltd24,744$1.41M0.02%−10,457−29.7%Reduced
MML Investors Services, LLC25,858$1.47M0.00%+25,858New
Bridgeway Capital Management, LLC26,200$1.49M0.03%−67,292−72.0%Reduced
Charles Schwab Investment Management Inc27,137$1.55M0.00%+7,122+35.6%Added
Schonfeld Strategic Advisors LLC28,423$1.62M0.01%−221,397−88.6%Reduced
Octahedron Capital Management L.P.29,000$1.65M1.20%+29,000New
1832 Asset Management L.P.29,100$1.66M0.00%+29,100New
Hudson Bay Capital Management LP29,536$1.68M0.01%−37,960−56.2%Reduced
Oasis Advisors, LLC30,779$1.75M0.34%+30,779New
Atlas Brown,Inc.31,650$1.80M0.54%−7,500−19.2%Reduced
Commonwealth Equity Services, LLC31,685$1.81M0.00%+31,685New
Algert Global LLC32,230$1.84M0.03%+32,230New
Vanguard Asset Management, Ltd34,371$1.96M0.00%+34,371New
Legal & General Group Plc36,019$2.05M0.00%+36,019New
Group One Trading, L.P.36,902$2.10M0.07%−32,266−46.6%Reduced
Verition Fund Management LLC37,000$2.11M0.02%+18,618+101.3%Added
J.W. Cole Advisors, Inc.37,654$2.15M0.07%+37,654New
Creative Planning40,423$2.30M0.00%+731+1.8%Added
Jain Global LLC41,810$2.38M0.03%+41,810New
Concurrent Investment Advisors, LLC41,908$2.39M0.03%+41,908New
Polen Capital Management LLC49,368$2.81M0.02%+27,153+122.2%Added
Raymond James Financial Inc52,456$2.99M0.00%−128,308−71.0%Reduced
Jefferies Financial Group Inc.52,955$3.02M0.04%+37,988+253.8%Added
California State Teachers Retirement System64,406$3.67M0.00%+64,406New
Two Sigma Investments, LP65,100$3.71M0.00%−453,551−87.4%Reduced
SEI Investments Co73,298$4.18M0.00%+4,021+5.8%Added
Brevan Howard Capital Management LP74,979$4.27M0.04%+54,250+261.7%Added
UBS Asset Management Americas Inc76,893$4.38M0.00%+76,893New
Dymon Asia Capital (Singapore) Pte. Ltd.78,778$4.49M0.99%−40,845−34.1%Reduced
Arosa Capital Management LP85,000$4.84M3.15%+5,000+6.3%Added
Prelude Capital Management, LLC87,092$4.96M0.38%+87,092New
LPL Financial LLC90,152$5.14M0.00%+90,152New
AnglePoint Asset Management Ltd94,822$5.40M3.82%−587,477−86.1%Reduced
HRT Financial LP99,546$5.67M0.01%+99,546New
Swiss National Bank103,900$5.92M0.00%+103,900New
LMR Partners LLP105,000$5.98M0.06%+39,512+60.3%Added
Valliance Asset Management Ltd112,600$6.42M5.26%+112,600New
White Pine Capital LLC113,668$6.48M1.76%−301,223−72.6%Reduced
Polymer Capital Management (HK) LTD115,567$6.59M0.92%+115,567New
Marshall Wace, LLP120,388$6.86M0.01%−71,662−37.3%Reduced
Gotham Asset Management, LLC120,408$6.86M0.02%+56,754+89.2%Added
Q Fund Management (Hong Kong) Ltd124,262$7.08M16.98%+124,262New
Northern Trust Corp125,861$7.17M0.00%+33,056+35.6%Added
JPMorgan Chase & Co136,965$7.22M0.00%+136,604+37,840.4%Added
EAM Investors, LLC155,011$8.83M1.02%+39,437+34.1%Added
Simplex Trading, LLC173,574$9.89M0.31%+85,881+97.9%Added
Dimensional Fund Advisors LP187,684$10.7M0.00%00.0%Unchanged
Alyeska Investment Group, L.P.200,000$11.4M0.03%−1,034,693−83.8%Reduced
Boothbay Fund Management, LLC206,944$11.8M0.28%−14,349−6.5%Reduced
Private Advisor Group, LLC224,395$12.8M0.06%+224,395New
Persistent Asset Partners Ltd233,563$13.3M5.17%−74,048−24.1%Reduced
Barclays PLC252,803$14.4M0.01%+166,221+192.0%Added
Caitong International Asset Management Co., Ltd255,567$14.6M2.69%+75,842+42.2%Added
Monolith Management Ltd281,250$16.0M6.24%−165,750−37.1%Reduced
Qube Research & Technologies Ltd299,947$17.1M0.02%−188,796−38.6%Reduced
Susquehanna International Group, LLP301,615$17.2M0.02%−402,713−57.2%Reduced
Vanguard Fiduciary Trust Co303,904$17.3M0.00%+303,904New
Rokos Capital Management LLP330,788$18.8M0.33%+330,788New
CloudAlpha Capital Management Limited/Hong Kong334,402$19.1M2.09%−1,056,328−76.0%Reduced
State Street Corp337,917$19.3M0.00%+88,657+35.6%Added
BNP Paribas Arbitrage, SA376,956$21.5M0.01%+185,234+96.6%Added
Driehaus Capital Management LLC384,561$21.9M0.16%+384,561New
IMC-Chicago, LLC456,014$26.0M0.39%+456,014New
Anatole Investment Management Ltd463,225$26.4M3.68%+463,225New
Hood River Capital Management LLC526,663$30.0M0.30%−1,485,565−73.8%Reduced
Citadel Advisors LLC569,671$32.5M0.02%−207,166−26.7%Reduced
Geode Capital Management, LLC587,679$33.5M0.00%+95,349+19.4%Added
Ariose Capital Management Ltd685,524$39.1M26.23%+685,524New
Millennium Management LLC739,194$42.1M0.03%+533,691+259.7%Added
D. E. Shaw & Co., Inc.776,256$44.2M0.03%+332,476+74.9%Added
Bank of America Corp776,300$44.2M0.00%+410,181+112.0%Added
Price T Rowe Associates Inc909,753$51.8M0.01%+909,753New
Goldman Sachs Group Inc933,495$53.2M0.01%+664,084+246.5%Added
Citigroup Inc952,700$54.3M0.03%+943,567+10,331.4%Added
UBS Group AG1,096,636$62.5M0.01%+996,892+999.5%Added
BlackRock, Inc.1,119,468$63.8M0.00%+282,948+33.8%Added
E Fund Management Co., Ltd.1,262,719$71.9M2.14%+1,262,719New
Anther Capital Ltd1,307,206$74.5M1.95%+1,307,206New
WT Asset Management Ltd1,347,119$76.8M1.61%+1,347,119New
Morgan Stanley1,443,634$82.3M0.00%+553,005+62.1%Added
Assenagon Asset Management S.A.1,505,354$85.8M0.14%+930,526+161.9%Added
E20 Capital Ltd2,068,550$117.9M11.06%−973,731−32.0%Reduced
Vanguard Capital Management LLC2,278,403$129.8M0.00%+2,278,403New
Jane Street Group, LLC2,426,232$138.2M0.15%+1,521,633+168.2%Added
Davidson Kempner Capital Management LP0$00.00%−2,734,693−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−653,063−100.0%Sold out
Lazard Asset Management LLC0$00.00%−162,530−100.0%Sold out
Voleon Capital Management LP0$00.00%−121,225−100.0%Sold out
Walleye Capital LLC0$00.00%−91,074−100.0%Sold out
Keystone Wealth Services, LLC0$00.00%−89,763−100.0%Sold out
Renaissance Technologies LLC0$00.00%−86,700−100.0%Sold out