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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
UBS Asset Management Americas Inc85,925$6.19M0.00%+9,032+11.7%Added
Trexquant Investment LP87,973$6.34M0.04%+87,973New
Aristides Capital LLC90,107$6.49M1.66%+90,107New
Artisan Partners Limited Partnership95,607$6.89M0.01%+95,607New
Marshall Wace, LLP100,330$7.23M0.01%−20,058−16.7%Reduced
LPL Financial LLC100,576$7.25M0.00%+10,424+11.6%Added
Lido Advisors, LLC104,994$7.57M0.03%+104,994New
Jain Global LLC106,658$7.69M0.09%+64,848+155.1%Added
Gotham Asset Management, LLC111,578$8.04M0.02%−8,830−7.3%Reduced
Balyasny Asset Management LLC114,386$8.24M0.02%+114,386New
Kadensa Capital Ltd115,053$8.29M1.77%+115,053New
Swiss National Bank115,800$8.35M0.00%+11,900+11.5%Added
Nomura Holdings Inc128,927$9.29M0.04%+121,927+1,741.8%Added
Walleye Trading LLC134,256$9.68M0.13%+113,669+552.1%Added
Tairen Capital Ltd140,000$10.1M0.89%+140,000New
Deutsche Bank AG142,740$10.3M0.00%+139,877+4,885.7%Added
Neuberger Berman Group LLC145,819$10.5M0.01%+145,819New
Nuveen, LLC158,416$11.4M0.00%+158,416New
Group One Trading, L.P.168,015$12.1M0.35%+131,113+355.3%Added
Charles Schwab Investment Management Inc186,730$13.5M0.00%+159,593+588.1%Added
Dimensional Fund Advisors LP187,684$13.5M0.00%00.0%Unchanged
Bank of New York Mellon Corp195,558$14.1M0.00%+183,927+1,581.4%Added
Alyeska Investment Group, L.P.200,000$14.4M0.04%00.0%Unchanged
Canada Pension Plan Investment Board202,800$14.6M0.01%+194,500+2,343.4%Added
Squarepoint Ops LLC312,999$22.6M0.04%+291,368+1,347.0%Added
Nomura Asset Management International Inc.315,754$22.8M0.03%+315,754New
Funde Sino Life Insurance Co Ltd324,751$23.4M7.63%+324,751New
Voloridge Investment Management, LLC333,897$24.1M0.10%+333,897New
Capital World Investors342,768$24.7M0.00%+342,768New
BNP Paribas Arbitrage, SA352,724$25.4M0.01%−24,232−6.4%Reduced
Wellington Management Group LLP359,481$25.9M0.00%+359,481New
Susquehanna International Group, LLP377,795$27.2M0.02%+76,180+25.3%Added
T. Rowe Price Investment Management, Inc.392,787$28.3M0.02%+392,787New
Two Sigma Investments, LP397,732$28.7M0.02%+332,632+511.0%Added
Vanguard Fiduciary Trust Co431,889$31.1M0.01%+127,985+42.1%Added
Fund Resources Investment Holding Group Co Ltd536,706$38.7M4.73%+536,706New
Northern Trust Corp548,403$39.5M0.00%+422,542+335.7%Added
Morgan Stanley611,974$44.1M0.00%−831,660−57.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund615,377$44.4M0.06%+615,377New
Bank of America Corp639,037$46.1M0.00%−137,263−17.7%Reduced
UBS Group AG654,117$47.1M0.01%−442,519−40.4%Reduced
Goldman Sachs Group Inc819,556$59.1M0.01%−113,939−12.2%Reduced
Millennium Management LLC854,322$61.6M0.04%+115,128+15.6%Added
SG Americas Securities, LLC1,002,151$72.2M0.04%+1,000,253+52,700.4%Added
Assenagon Asset Management S.A.1,022,988$73.7M0.10%−482,366−32.0%Reduced
Citigroup Inc1,055,074$76.0M0.04%+102,374+10.7%Added
Invesco Ltd.1,143,577$82.4M0.01%+1,136,390+15,811.7%Added
Clear Street Group Inc.1,308,921$94.3M0.30%+1,308,921New
Price T Rowe Associates Inc1,320,508$95.2M0.01%+410,755+45.2%Added
Citadel Advisors LLC1,481,332$106.8M0.06%+911,661+160.0%Added
State Street Corp1,482,498$106.9M0.00%+1,144,581+338.7%Added
Geode Capital Management, LLC1,736,210$125.2M0.01%+1,148,531+195.4%Added
Vanguard Portfolio Management LLC1,758,421$126.7M0.01%+1,758,421New
D. E. Shaw & Co., Inc.2,250,085$162.2M0.10%+1,473,829+189.9%Added
Vanguard Capital Management LLC2,722,914$196.3M0.00%+444,511+19.5%Added
Jane Street Group, LLC3,527,115$254.2M0.16%+1,100,883+45.4%Added
Marex Group plc3,563,896$256.9M1.91%+3,555,887+44,398.6%Added
BlackRock, Inc.5,072,242$365.6M0.01%+3,952,774+353.1%Added
E20 Capital Ltd0$00.00%−2,068,550−100.0%Sold out
WT Asset Management Ltd0$00.00%−1,347,119−100.0%Sold out
Anther Capital Ltd0$00.00%−1,307,206−100.0%Sold out
Ariose Capital Management Ltd0$00.00%−685,524−100.0%Sold out
Hood River Capital Management LLC0$00.00%−526,663−100.0%Sold out
Anatole Investment Management Ltd0$00.00%−463,225−100.0%Sold out
IMC-Chicago, LLC0$00.00%−456,014−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−384,561−100.0%Sold out
CloudAlpha Capital Management Limited/Hong Kong0$00.00%−334,402−100.0%Sold out
Rokos Capital Management LLP0$00.00%−330,788−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−299,947−100.0%Sold out
Monolith Management Ltd0$00.00%−281,250−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−255,567−100.0%Sold out
Persistent Asset Partners Ltd0$00.00%−233,563−100.0%Sold out
Private Advisor Group, LLC0$00.00%−224,395−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−206,944−100.0%Sold out
Q Fund Management (Hong Kong) Ltd0$00.00%−124,262−100.0%Sold out
Valliance Asset Management Ltd0$00.00%−112,600−100.0%Sold out
LMR Partners LLP0$00.00%−105,000−100.0%Sold out
HRT Financial LP0$00.00%−99,546−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−87,092−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−78,778−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−74,979−100.0%Sold out
Concurrent Investment Advisors, LLC0$00.00%−41,908−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−37,654−100.0%Sold out
Oasis Advisors, LLC0$00.00%−30,779−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−29,536−100.0%Sold out
1832 Asset Management L.P.0$00.00%−29,100−100.0%Sold out
Octahedron Capital Management L.P.0$00.00%−29,000−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−28,423−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−21,160−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−20,498−100.0%Sold out
HSBC Holdings PLC0$00.00%−20,673−100.0%Sold out
683 Capital Management, LLC0$00.00%−17,000−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−13,438−100.0%Sold out
Brookstone Capital Management0$00.00%−12,092−100.0%Sold out
Centiva Capital, LP0$00.00%−9,815−100.0%Sold out
TB Alternative Assets Ltd.0$00.00%−9,760−100.0%Sold out
RIA Advisory Group LLC0$00.00%−9,221−100.0%Sold out
Patten Group, Inc.0$00.00%−8,779−100.0%Sold out
Independent Financial Group, LLC0$00.00%−8,000−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−7,908−100.0%Sold out