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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
Verition Fund Management LLC26,178$1.89M0.01%−10,822−29.2%Reduced
MML Investors Services, LLC25,012$1.80M0.00%−846−3.3%Reduced
Atlas Brown,Inc.25,000$1.80M0.48%−6,650−21.0%Reduced
Baader Bank INC25,000$1.80M0.15%+25,000New
Virtu Financial LLC24,557$1.77M0.06%+24,557New
Allianz Asset Management GmbH23,378$1.69M0.00%+23,378New
Vanguard Global Advisers, LLC22,744$1.64M0.00%+3,029+15.4%Added
Shariaportfolio, Inc.22,321$1.61M0.57%+5,044+29.2%Added
Manufacturers Life Insurance Company, The21,456$1.55M0.00%+15,607+266.8%Added
Bridgeway Capital Management, LLC21,000$1.51M0.03%−5,200−19.8%Reduced
Los Angeles Capital Management LLC19,737$1.42M0.01%+19,737New
Handelsbanken Fonder AB19,300$1.39M0.00%+19,300New
State of New Jersey Common Pension Fund D18,665$1.35M0.00%+18,665New
Police & Firemen's Retirement System of New Jersey18,425$1.33M0.01%+18,425New
Stifel Financial Corp18,162$1.31M0.00%+4,162+29.7%Added
Barclays PLC17,601$1.27M0.00%−235,202−93.0%Reduced
Arosa Capital Management LP17,500$1.26M1.10%−67,500−79.4%Reduced
Florida Financial Advisors, LLC17,224$1.24M0.21%+17,224New
Guggenheim Capital LLC17,057$1.23M0.01%+17,057New
Ardsley Advisory Partners LP17,000$1.21M0.13%+17,000New
Arizona State Retirement System15,928$1.15M0.01%+1,505+10.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,878$1.14M0.00%+2,208+16.2%Added
Allspring Global Investments Holdings, LLC15,591$1.12M0.00%+15,591New
Exchange Traded Concepts, LLC15,358$1.11M0.01%−2,744−15.2%Reduced
Old Mission Capital LLC15,348$1.11M0.03%+15,348New
Intech Investment Management LLC15,277$1.10M0.01%+15,277New
Vanguard Investments Australia, Ltd.14,642$1.06M0.00%+1,712+13.2%Added
Polymer Capital Management (HK) LTD14,491$1.04M0.11%−101,076−87.5%Reduced
Dupree Financial Group, LLC13,949$1.01M0.38%+171+1.2%Added
GTS Securities LLC13,742$990.5K0.02%+13,742New
KLP Kapitalforvaltning AS13,100$944.2K0.00%+1,500+12.9%Added
Gsa Capital Partners LLP12,953$934.0K0.06%−11,170−46.3%Reduced
Optiver Holding B.V.12,303$886.8K0.01%+12,303New
STRS Ohio12,300$886.6K0.00%+12,300New
TD Asset Management Inc12,292$886.0K0.00%+12,292New
State Board of Administration of Florida Retirement System12,281$885.2K0.00%+12,281New
Voya Investment Management LLC11,897$857.5K0.00%+11,897New
Prudential Financial Inc10,240$738.1K0.00%+10,240New
Princeton Capital Management LLC9,310$671.1K0.15%−80−0.9%Reduced
Park Edge Advisors, LLC9,162$660.4K0.14%−5,550−37.7%Reduced
Pictet Asset Management Holding SA8,932$643.8K0.00%+443+5.2%Added
XTX Topco Ltd8,721$628.6K0.01%−16,023−64.8%Reduced
Polymer Capital Management (US) LLC8,380$604.0K0.09%+8,380New
ProShare Advisors LLC8,179$589.5K0.00%+8,179New
Janney Montgomery Scott LLC8,056$581.0K0.00%+8,056New
Cetera Investment Advisers8,040$579.5K0.00%+2,227+38.3%Added
Capital Investment Advisors, LLC8,029$578.7K0.01%+829+11.5%Added
Integrated Quantitative Investments LLC8,000$576.6K0.09%+8,000New
SIH Partners, LLLP7,995$576.3K0.02%+7,995New
JustInvest LLC7,654$551.7K0.00%−5,799−43.1%Reduced
Magnetar Financial LLC7,470$538.4K0.00%+7,470New
Himension Fund7,364$530.8K0.03%+7,364New
Victory Capital Management Inc7,225$520.8K0.00%+1,368+23.4%Added
AQR Capital Management LLC7,023$506.2K0.00%+7,023New
Advisor Group Holdings, Inc.6,794$489.7K0.00%+2,232+48.9%Added
Kestra Advisory Services, LLC6,492$467.9K0.00%+84+1.3%Added
Franklin Resources Inc6,373$459.4K0.00%+2,322+57.3%Added
Tower Research Capital LLC (TRC)6,316$455.3K0.01%−1,578−20.0%Reduced
Dark Forest Capital Management LP6,145$442.9K0.03%+735+13.6%Added
Xponance, Inc.6,071$437.6K0.00%+6,071New
Caxton Associates LLP6,000$432.5K0.01%+6,000New
Twin Tree Management, LP5,870$423.1K0.07%+5,870New
Public Employees Retirement Association of Colorado5,749$414.0K0.00%+5,749New
Ameritas Investment Partners, Inc.5,670$408.7K0.01%+5,670New
Federation des caisses Desjardins du Quebec5,360$386.3K0.00%+110+2.1%Added
Capital Investment Advisory Services, LLC5,260$379.1K0.02%+5,260New
Quantinno Capital Management LP5,239$377.6K0.00%+46+0.9%Added
Cynosure Management, LLC5,239$377.6K0.06%+5,239New
Bridgefront Capital, LLC5,216$376.0K0.10%+5,216New
Bosman Wealth Management, LLC5,189$374.0K0.23%+5,189New
Inceptionr LLC5,184$373.7K0.09%+5,184New
Vident Advisory, LLC5,145$370.9K0.00%+5,145New
Russell Investments Group, Ltd.5,040$363.3K0.00%+5,040New
Oasis Management Co Ltd.5,000$360.4K0.04%−5,000−50.0%Reduced
Cambridge Investment Research Advisors, Inc.4,917$354.0K0.00%+766+18.5%Added
ACT Capital Management, LLC4,900$353.2K0.23%+4,900New
Teza Capital Management LLC4,877$351.5K0.68%+4,877New
Principal Financial Group Inc4,776$344.3K0.00%+4,776New
Beacon Pointe Advisors, LLC4,522$325.9K0.00%+4,522New
Virginia Retirement Systems Et Al4,500$324.4K0.00%+4,500New
Mercer Global Advisors Inc4,429$319.2K0.00%+4,429New
Belpointe Asset Management LLC4,321$311.5K0.01%+4,321New
Walleye Capital LLC4,297$309.7K0.00%+4,297New
Arcadia Wealth Management, LLC4,202$302.9K0.10%+4,202New
Simplex Trading, LLC4,078$293.9K0.01%−169,496−97.7%Reduced
Sava Infond d.o.o.4,000$288.3K0.02%−2,000−33.3%Reduced
Vise Technologies, Inc.3,982$287.0K0.00%+3,982New
Bank of Montreal3,963$285.7K0.00%−93−2.3%Reduced
Fulcrum Asset Management LLP3,958$282.8K0.03%+3,958New
Wealthfront Advisers LLC3,881$279.7K0.00%+3,881New
Mitsubishi UFJ Trust & Banking Corp3,816$275.1K0.00%+3,816New
SBI Securities Co., Ltd.3,535$254.8K0.01%+1,309+58.8%Added
Jones Financial Companies LLLP3,554$249.3K0.00%+408+13.0%Added
CIBC Bancorp USA Inc.3,449$248.6K0.00%+3,449New
Rakuten Securities, Inc.3,402$245.2K0.06%+3,402New
Swiss Life Asset Management Ltd3,356$241.9K0.00%−22,130−86.8%Reduced
R Squared Ltd3,350$241.5K0.13%+3,350New
Silverleafe Capital Partners, LLC3,250$234.3K0.06%−327−9.1%Reduced
GWM Advisors LLC3,158$227.6K0.00%+1,394+79.0%Added
Ensign Peak Advisors, Inc3,050$219.8K0.00%+3,050New