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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, Q2 2026

Institutional positions in Axt Inc as of Jun 30, 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
258
+66 vs. Q1 2026
Shares held
46.0M
+13.3M (+40.8%) vs. Q1 2026
Total value
$3.31B
+$1.45B (+78.2%) vs. Q1 2026
New holders
132
70 more added
Sold out
66
49 more reduced

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 258 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 heldQ2 2026: $3.31B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Axt Inc; share changes are against Q1 2026.

Institutions holding AXTI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)6,316$455.3K0.01%−1,578−20.0%Reduced
Franklin Resources Inc6,373$459.4K0.00%+2,322+57.3%Added
Kestra Advisory Services, LLC6,492$467.9K0.00%+84+1.3%Added
Advisor Group Holdings, Inc.6,794$489.7K0.00%+2,232+48.9%Added
AQR Capital Management LLC7,023$506.2K0.00%+7,023New
Victory Capital Management Inc7,225$520.8K0.00%+1,368+23.4%Added
Himension Fund7,364$530.8K0.03%+7,364New
Magnetar Financial LLC7,470$538.4K0.00%+7,470New
JustInvest LLC7,654$551.7K0.00%−5,799−43.1%Reduced
SIH Partners, LLLP7,995$576.3K0.02%+7,995New
Integrated Quantitative Investments LLC8,000$576.6K0.09%+8,000New
Capital Investment Advisors, LLC8,029$578.7K0.01%+829+11.5%Added
Cetera Investment Advisers8,040$579.5K0.00%+2,227+38.3%Added
Janney Montgomery Scott LLC8,056$581.0K0.00%+8,056New
ProShare Advisors LLC8,179$589.5K0.00%+8,179New
Polymer Capital Management (US) LLC8,380$604.0K0.09%+8,380New
XTX Topco Ltd8,721$628.6K0.01%−16,023−64.8%Reduced
Pictet Asset Management Holding SA8,932$643.8K0.00%+443+5.2%Added
Park Edge Advisors, LLC9,162$660.4K0.14%−5,550−37.7%Reduced
Princeton Capital Management LLC9,310$671.1K0.15%−80−0.9%Reduced
Prudential Financial Inc10,240$738.1K0.00%+10,240New
Voya Investment Management LLC11,897$857.5K0.00%+11,897New
State Board of Administration of Florida Retirement System12,281$885.2K0.00%+12,281New
TD Asset Management Inc12,292$886.0K0.00%+12,292New
STRS Ohio12,300$886.6K0.00%+12,300New
Optiver Holding B.V.12,303$886.8K0.01%+12,303New
Gsa Capital Partners LLP12,953$934.0K0.06%−11,170−46.3%Reduced
KLP Kapitalforvaltning AS13,100$944.2K0.00%+1,500+12.9%Added
GTS Securities LLC13,742$990.5K0.02%+13,742New
Dupree Financial Group, LLC13,949$1.01M0.38%+171+1.2%Added
Polymer Capital Management (HK) LTD14,491$1.04M0.11%−101,076−87.5%Reduced
Vanguard Investments Australia, Ltd.14,642$1.06M0.00%+1,712+13.2%Added
Intech Investment Management LLC15,277$1.10M0.01%+15,277New
Old Mission Capital LLC15,348$1.11M0.03%+15,348New
Exchange Traded Concepts, LLC15,358$1.11M0.01%−2,744−15.2%Reduced
Allspring Global Investments Holdings, LLC15,591$1.12M0.00%+15,591New
Zurcher Kantonalbank (Zurich Cantonalbank)15,878$1.14M0.00%+2,208+16.2%Added
Arizona State Retirement System15,928$1.15M0.01%+1,505+10.4%Added
Ardsley Advisory Partners LP17,000$1.21M0.13%+17,000New
Guggenheim Capital LLC17,057$1.23M0.01%+17,057New
Florida Financial Advisors, LLC17,224$1.24M0.21%+17,224New
Arosa Capital Management LP17,500$1.26M1.10%−67,500−79.4%Reduced
Barclays PLC17,601$1.27M0.00%−235,202−93.0%Reduced
Stifel Financial Corp18,162$1.31M0.00%+4,162+29.7%Added
Police & Firemen's Retirement System of New Jersey18,425$1.33M0.01%+18,425New
State of New Jersey Common Pension Fund D18,665$1.35M0.00%+18,665New
Handelsbanken Fonder AB19,300$1.39M0.00%+19,300New
Los Angeles Capital Management LLC19,737$1.42M0.01%+19,737New
Bridgeway Capital Management, LLC21,000$1.51M0.03%−5,200−19.8%Reduced
Manufacturers Life Insurance Company, The21,456$1.55M0.00%+15,607+266.8%Added
Shariaportfolio, Inc.22,321$1.61M0.57%+5,044+29.2%Added
Vanguard Global Advisers, LLC22,744$1.64M0.00%+3,029+15.4%Added
Allianz Asset Management GmbH23,378$1.69M0.00%+23,378New
Virtu Financial LLC24,557$1.77M0.06%+24,557New
Atlas Brown,Inc.25,000$1.80M0.48%−6,650−21.0%Reduced
Baader Bank INC25,000$1.80M0.15%+25,000New
MML Investors Services, LLC25,012$1.80M0.00%−846−3.3%Reduced
Verition Fund Management LLC26,178$1.89M0.01%−10,822−29.2%Reduced
Panagora Asset Management Inc26,829$1.93M0.01%+26,829New
Brinker Capital Investments, LLC26,948$1.94M0.01%+26,948New
State of Wisconsin Investment Board27,021$1.95M0.00%+21,903+428.0%Added
Mirae Asset Global ETFs Holdings Ltd.28,645$2.06M0.00%+28,645New
Commonwealth Equity Services, LLC31,019$2.24M0.00%−666−2.1%Reduced
SEI Investments Co31,133$2.24M0.00%−42,165−57.5%Reduced
Man Group plc31,552$2.27M0.00%+31,552New
Universal- Beteiligungs- und Servicegesellschaft mbH32,703$2.36M0.00%+32,703New
Y-Intercept (Hong Kong) Ltd33,005$2.38M0.05%+33,005New
Algert Global LLC33,770$2.43M0.03%+1,540+4.8%Added
Flow Traders U.S. LLC35,676$2.57M0.11%+35,676New
Creative Planning35,980$2.59M0.00%−4,443−11.0%Reduced
MetLife Investment Management36,358$2.62M0.01%+36,358New
Jump Financial, LLC36,516$2.63M0.02%+23,496+180.5%Added
Capstone Capital Management Ltd36,591$2.64M1.18%+36,591New
Raymond James Financial Inc36,836$2.66M0.00%−15,620−29.8%Reduced
Tudor Investment Corp Et Al37,990$2.74M0.01%+37,990New
Legal & General Group Plc38,389$2.77M0.00%+2,370+6.6%Added
Jefferies Financial Group Inc.39,355$2.84M0.03%−13,600−25.7%Reduced
Vanguard Asset Management, Ltd40,500$2.92M0.00%+6,129+17.8%Added
EAM Investors, LLC42,817$3.09M0.27%−112,194−72.4%Reduced
White Pine Capital LLC45,288$3.26M0.77%−68,380−60.2%Reduced
Neo Ivy Capital Management45,499$3.28M0.76%+35,934+375.7%Added
E Fund Management Co., Ltd.46,171$3.33M0.07%−1,216,548−96.3%Reduced
Ratan Capital Management LP50,000$3.60M1.16%+50,000New
Scalar Gauge Management, LLC50,000$3.60M1.99%+50,000New
New York State Common Retirement Fund51,043$3.68M0.00%+51,043New
Polen Capital Management LLC52,707$3.80M0.03%+3,339+6.8%Added
Jupiter Topco LLC52,795$3.80M0.00%+52,795New
DnB Asset Management AS53,196$3.83M0.01%+53,196New
Alliancebernstein L.P.72,576$4.14M0.00%+72,576New
Royal Bank of Canada57,740$4.16M0.00%+42,511+279.1%Added
JPMorgan Chase & Co62,293$4.65M0.00%−74,672−54.5%Reduced
Axiom Investors LLC66,232$4.77M0.04%+66,232New
California State Teachers Retirement System66,887$4.82M0.00%+2,481+3.9%Added
AnglePoint Asset Management Ltd74,377$5.36M3.48%−20,445−21.6%Reduced
Wells Fargo & Company75,164$5.42M0.00%+62,283+483.5%Added
Rhumbline Advisers77,847$5.61M0.00%+77,847New
FORA Capital, LLC78,441$5.65M0.39%+78,441New
Elequin Capital LP81,004$5.84M0.20%+81,004New
FMR LLC81,394$5.87M0.00%+80,268+7,128.6%Added
Renaissance Technologies LLC84,300$6.08M0.01%+84,300New