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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
Nano Cap New Millennium Growth Fund L P0$00.00%−62,000−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−59,596−100.0%Sold out
Scientech Research LLC0$00.00%−45,907−100.0%Sold out
FirstWave Capital Management LLC0$00.00%−44,543−100.0%Sold out
Ancora Advisors, LLC0$00.00%−41,000−100.0%Sold out
Mangrove Partners0$00.00%−40,644−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−31,707−100.0%Sold out
Empowered Funds, LLC0$00.00%−27,792−100.0%Sold out
Omers Administration Corp0$00.00%−22,700−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−16,987−100.0%Sold out
Cornerstone Investment Partners, LLC0$00.00%−16,793−100.0%Sold out
James Investment Research Inc0$00.00%−16,000−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−42,475−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−10,000−100.0%Sold out
Game Plan Financial Advisors, LLC0$00.00%−5,000−100.0%Sold out
State of Wyoming0$00.00%−4,195−100.0%Sold out
Quarry LP0$00.00%−206−100.0%Sold out
Oakum Bay Capital LLC0$00.00%−200−100.0%Sold out
National Bank of Canada0$00.00%−2−100.0%Sold out
Vanguard Group Inc––––Not filed