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DZS Inc.

DZSIDelisted Oct 15, 2024
Industry
Telephone & Telegraph Apparatus
SEC CIK
0001101680

DZS Inc. was delisted on Oct 15, 2024; its insiders filed their last Form 4 on Dec 17, 2025; 56 institutions reported holding it in 13F filings for Q2 2024, worth $6.11M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in DZS Inc. as of Jun 30, 2021. 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
85
+13 vs. Q1 2021
Shares held
10.2M
+430.8K (+4.4%) vs. Q1 2021
Total value
$210.6M
+$59.5M (+39.4%) vs. Q1 2021
New holders
25
32 more added
Sold out
12
16 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DZSI 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 2021: 85 institutions
Q1 2021: 72 institutionsQ2 2021: 85 institutionsQ3 2021: 70 institutionsQ4 2021: 74 institutionsQ1 2022: 69 institutionsQ2 2022: 76 institutionsQ3 2022: 66 institutionsQ4 2022: 82 institutionsQ1 2023: 81 institutionsQ2 2023: 71 institutionsQ3 2023: 65 institutionsQ4 2023: 62 institutionsQ1 2024: 55 institutionsQ2 2024: 56 institutionsQ3 2024: 4 institutionsQ4 2024: 3 institutionsQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ2 2021: $210.6M
Q1 2021: $151.1MQ2 2021: $210.6MQ3 2021: $114.6MQ4 2021: $155.7MQ1 2022: $130.8MQ2 2022: $157.9MQ3 2022: $113.5MQ4 2022: $169.1MQ1 2023: $103.1MQ2 2023: $46.4MQ3 2023: $18.2MQ4 2023: $14.3MQ1 2024: $8.89MQ2 2024: $6.11MQ3 2024: $53.2KQ4 2024: $51.1KQ1 2025: $3Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding DZSI and their total value by quarter
QuarterHoldersValue
Q2 20261$0
Q1 20261$0
Q4 20251$0
Q3 20251$0
Q2 20251$0
Q1 20251$3
Q4 20243$51.1K
Q3 20244$53.2K
Q2 202456$6.11M
Q1 202455$8.89M
Q4 202362$14.3M
Q3 202365$18.2M
Q2 202371$46.4M
Q1 202381$103.1M
Q4 202282$169.1M
Q3 202266$113.5M
Q2 202276$157.9M
Q1 202269$130.8M
Q4 202174$155.7M
Q3 202170$114.6M
Q2 202185$210.6M
Q1 202172$151.1M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding DZS Inc.; share changes are against Q1 2021.

Institutions holding DZSI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP1,246,526$25.9M0.18%−73,203−5.5%Reduced
AIGH Capital Management LLC1,080,205$22.4M6.08%+356,282+49.2%Added
BlackRock Inc.1,038,764$21.6M0.00%+113,372+12.3%Added
Vanguard Group Inc814,646$16.9M0.00%+78,274+10.6%Added
King Luther Capital Management Corp483,000$10.0M0.05%+8,000+1.7%Added
AWM Investment Company, Inc.425,110$8.82M0.87%+25,110+6.3%Added
Portolan Capital Management, LLC413,983$8.59M0.62%−155,398−27.3%Reduced
First Washington CORP366,968$7.62M2.84%00.0%Unchanged
Penserra Capital Management LLC314,184$6.52M0.12%+314,184New
Dimensional Fund Advisors LP279,269$5.80M0.00%+19,168+7.4%Added
Geode Capital Management, LLC265,393$5.51M0.00%+45,932+20.9%Added
Herald Investment Management Ltd261,810$5.43M0.88%00.0%Unchanged
Worth Venture Partners, LLC252,752$5.25M1.96%+82,634+48.6%Added
State Street Corp214,699$4.46M0.00%+33,584+18.5%Added
Polar Asset Management Partners Inc.186,691$3.87M0.05%−410,182−68.7%Reduced
Northern Trust Corp158,107$3.28M0.00%+14,828+10.3%Added
EAM Investors, LLC155,916$3.23M0.50%+76,929+97.4%Added
Wellington Management Group LLP145,300$3.02M0.00%−154,700−51.6%Reduced
Cramer Rosenthal McGlynn LLC141,484$2.94M0.09%+141,484New
Arrowstreet Capital, Limited Partnership136,163$2.83M0.00%+64,138+89.0%Added
Two Sigma Advisers, LP125,500$2.60M0.01%+67,300+115.6%Added
Two Sigma Investments, LP116,589$2.42M0.01%+2,394+2.1%Added
EAM Global Investors LLC103,119$2.14M0.59%+103,119New
Cinctive Capital Management LP100,000$2.08M0.11%+100,000New
Invesco Ltd.94,172$1.95M0.00%+94,172New
Heartland Advisors Inc92,400$1.92M0.11%−107,600−53.8%Reduced
Rovida Advisors Inc.77,443$1.61M0.07%−45,000−36.8%Reduced
G2 Investment Partners Management LLC74,985$1.56M0.26%+74,985New
Nuveen Asset Management, LLC66,294$1.38M0.00%+25,529+62.6%Added
Deutsche Bank AG65,982$1.37M0.00%+833+1.3%Added
Oberweis Asset Management Inc65,500$1.36M0.30%+65,500New
Renaissance Technologies LLC63,200$1.31M0.00%+4,600+7.8%Added
Wells Fargo & Company48,089$998.0K0.00%+43,068+857.8%Added
Charles Schwab Investment Management Inc42,506$882.0K0.00%+7,038+19.8%Added
Bank of New York Mellon Corp42,115$874.0K0.00%+5,767+15.9%Added
Citadel Advisors LLC41,741$866.0K0.00%+41,741New
Susquehanna International Group, LLP36,105$749.0K0.00%+1,767+5.1%Added
Marshall Wace North America L.P.33,855$702.0K0.00%+20,651+156.4%Added
STRS Ohio29,800$618.0K0.00%+2,800+10.4%Added
Dorsey & Whitney Trust CO LLC26,990$560.0K0.05%00.0%Unchanged
California State Teachers Retirement System23,143$480.0K0.00%+1,241+5.7%Added
Gsa Capital Partners LLP23,042$478.0K0.05%+23,042New
JPMorgan Chase & Co23,012$477.0K0.00%−19,920−46.4%Reduced
Goldman Sachs Group Inc21,843$453.0K0.00%+21,843New
Jacobs Levy Equity Management, Inc21,374$444.0K0.00%−16,817−44.0%Reduced
SG Capital Management LLC20,381$423.0K0.12%+20,381New
Belpointe Asset Management LLC20,000$415.0K0.03%+2,664+15.4%Added
Symmetry Peak Management LLC19,277$400.0K4.73%+19,277New
Alpha Paradigm Partners, LLC18,774$390.0K0.15%+7,086+60.6%Added
Quadrature Capital Ltd18,176$377.0K0.01%+18,176New
Morgan Stanley18,061$375.0K0.00%+10,107+127.1%Added
Rhumbline Advisers16,393$340.0K0.00%−1,222−6.9%Reduced
New York State Common Retirement Fund14,924$310.0K0.00%+924+6.6%Added
D. E. Shaw & Co., Inc.14,497$301.0K0.00%+14,497New
Zebra Capital Management LLC14,090$292.0K0.34%+298+2.2%Added
Jump Financial, LLC13,800$286.0K0.03%+13,800New
Engineers Gate Manager LP13,425$279.0K0.02%+2,894+27.5%Added
Jane Street Group, LLC11,377$236.0K0.00%+11,377New
Manufacturers Life Insurance Company, The11,338$235.0K0.00%+11,338New
Raymond James Trust N.A.10,620$220.0K0.01%00.0%Unchanged
AQR Capital Management LLC10,357$215.0K0.00%+10,357New
Cubist Systematic Strategies, LLC10,199$212.0K0.00%−2,495−19.7%Reduced
American International Group, Inc.9,420$195.0K0.00%+958+11.3%Added
Public Employees Retirement System of Ohio7,190$149.0K0.00%00.0%Unchanged
Bank of America Corp6,312$131.0K0.00%−14,563−69.8%Reduced
MetLife Investment Management6,251$129.7K0.00%+6,251New
Metropolitan Life Insurance Co4,728$98.1K0.00%+4,728New
Acadian Asset Management LLC4,009$83.0K0.00%+4,009New
UBS Group AG3,553$74.0K0.00%−1,713−32.5%Reduced
First Eagle Investment Management, LLC3,191$66.0K0.00%+3,191New
Russell Investments Group, Ltd.3,100$64.0K0.00%−89,658−96.7%Reduced
Legal & General Group Plc1,517$31.0K0.00%+455+42.8%Added
Royal Bank of Canada1,156$24.0K0.00%−143−11.0%Reduced
Ameritas Investment Partners, Inc.1,018$21.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)903$19.0K0.00%−170−15.8%Reduced
Citigroup Inc800$17.0K0.00%−162−16.8%Reduced
Compagnie Lombard Odier SCmA800$17.0K0.00%+800New
Advisor Group Holdings, Inc.487$10.0K0.00%00.0%Unchanged
Group One Trading, L.P.400$8.00K0.00%00.0%Unchanged
Panagora Asset Management Inc314$7.00K0.00%00.0%Unchanged
FMR LLC102$2.00K0.00%00.0%Unchanged
Cutler Group LP141$2.00K0.00%+141New
Washington Trust Co56$1.00K0.00%00.0%Unchanged
Ford Financial Group, LLC95$1.00K0.00%+95New
Carroll Financial Associates, Inc.4$00.00%00.0%Unchanged
Friess Associates LLC0$00.00%−295,588−100.0%Sold out
Boardman Bay Capital Management LLC0$00.00%−129,416−100.0%Sold out
Millennium Management LLC0$00.00%−100,395−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−81,616−100.0%Sold out
NEA Management Company, LLC0$00.00%−38,470−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−35,992−100.0%Sold out
California Public Employees Retirement System0$00.00%−23,904−100.0%Sold out
Squarepoint Ops LLC0$00.00%−12,137−100.0%Sold out
Dorsey Wright & Associates0$00.00%−2,294−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−1,088−100.0%Sold out
Bank of Montreal0$00.00%−477−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−17−100.0%Sold out