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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, Q3 2022

Institutional positions in DZS Inc. as of Sep 30, 2022. 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
66
−10 vs. Q2 2022
Shares held
10.0M
+356.6K (+3.7%) vs. Q2 2022
Total value
$113.5M
−$44.5M (−28.1%) vs. Q2 2022
New holders
6
30 more added
Sold out
16
18 more reduced

Compare with Q2 2022: 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 holdersQ3 2022: 66 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 heldQ3 2022: $113.5M
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, Q3 2022

Shares, value and share of portfolio for each institution holding DZS Inc.; share changes are against Q2 2022.

Institutions holding DZSI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AIGH Capital Management LLC1,677,879$19.0M7.46%−10,487−0.6%Reduced
Royce & Associates LP1,154,842$13.1M0.15%+222,216+23.8%Added
BlackRock Inc.1,086,471$12.3M0.00%−15,271−1.4%Reduced
AWM Investment Company, Inc.945,158$10.7M1.62%+334,957+54.9%Added
Vanguard Group Inc870,946$9.84M0.00%+8,306+1.0%Added
Dimensional Fund Advisors LP446,131$5.04M0.00%+65,624+17.2%Added
Worth Venture Partners, LLC413,228$4.67M2.92%−9,609−2.3%Reduced
King Luther Capital Management Corp379,000$4.28M0.03%00.0%Unchanged
First Washington CORP378,519$4.28M2.16%+1,200+0.3%Added
Geode Capital Management, LLC330,466$3.73M0.00%+24,528+8.0%Added
State Street Corp306,214$3.46M0.00%+1,208+0.4%Added
Penserra Capital Management LLC221,836$2.51M0.07%−15,831−6.7%Reduced
First Eagle Investment Management, LLC218,444$2.47M0.01%+60,000+37.9%Added
Hodges Capital Management Inc.206,036$2.33M0.38%+167,581+435.8%Added
Cramer Rosenthal McGlynn LLC187,052$2.11M0.10%+24,580+15.1%Added
Essex Investment Management Co LLC156,383$1.77M0.28%+4,347+2.9%Added
Northern Trust Corp144,162$1.63M0.00%−4,207−2.8%Reduced
Goldman Sachs Group Inc123,359$1.39M0.00%+2,025+1.7%Added
Belpointe Asset Management LLC97,449$1.10M0.07%+8,890+10.0%Added
Jacobs Levy Equity Management, Inc88,022$995.0K0.01%+61,764+235.2%Added
Boothbay Fund Management, LLC64,771$732.0K0.02%+37,301+135.8%Added
Bank of New York Mellon Corp63,659$720.0K0.00%+7,453+13.3%Added
Nuveen Asset Management, LLC51,581$583.0K0.00%−1,052−2.0%Reduced
Charles Schwab Investment Management Inc46,230$523.0K0.00%+1,082+2.4%Added
New York Life Investment Management LLC36,287$410.0K0.00%+2,665+7.9%Added
Gsa Capital Partners LLP34,505$390.0K0.05%−15,592−31.1%Reduced
STRS Ohio31,600$357.0K0.00%00.0%Unchanged
Dorsey & Whitney Trust CO LLC31,475$356.0K0.04%00.0%Unchanged
Citadel Advisors LLC28,165$319.0K0.00%−27,473−49.4%Reduced
Oppenheimer Asset Management Inc.24,832$281.0K0.00%+5,016+25.3%Added
Kovack Advisors, Inc.24,700$279.0K0.04%+4,500+22.3%Added
Rhumbline Advisers21,584$244.0K0.00%+1,345+6.6%Added
Voya Investment Management LLC18,293$206.7K0.00%00.0%Unchanged
National Asset Management, Inc.18,205$206.0K0.01%−1,499−7.6%Reduced
Millennium Management LLC11,625$131.0K0.00%+758+7.0%Added
Raymond James Trust N.A.10,620$120.0K0.00%00.0%Unchanged
New York State Common Retirement Fund9,996$113.0K0.00%+87+0.9%Added
JPMorgan Chase & Co9,633$109.0K0.00%+295+3.2%Added
MetLife Investment Management9,474$107.1K0.00%00.0%Unchanged
Deutsche Bank AG8,838$100.0K0.00%−1,164−11.6%Reduced
American International Group, Inc.8,361$94.0K0.00%+200+2.5%Added
Citigroup Inc7,365$83.0K0.00%−1,518−17.1%Reduced
California State Teachers Retirement System6,951$79.0K0.00%−505−6.8%Reduced
Morgan Stanley3,618$40.0K0.00%−17,317−82.7%Reduced
Tower Research Capital LLC (TRC)3,418$39.0K0.00%+2,893+551.0%Added
Amalgamated Bank2,804$32.0K0.00%+63+2.3%Added
Bank of America Corp2,595$29.0K0.00%−1,319−33.7%Reduced
Royal Bank of Canada2,618$29.0K0.00%+116+4.6%Added
Russell Investments Group, Ltd.2,563$28.0K0.00%+2,563New
Allspring Global Investments Holdings, LLC2,320$26.0K0.00%+2,320New
Parallel Advisors, LLC2,221$25.0K0.00%−1,539−40.9%Reduced
BNP Paribas Arbitrage, SA1,974$22.3K0.00%+1,974New
Legal & General Group Plc1,883$21.0K0.00%00.0%Unchanged
UBS Group AG1,400$16.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co1,138$12.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,018$11.0K0.00%00.0%Unchanged
Tevis Investment Management1,000$11.0K0.01%+1,000New
Barclays PLC858$9.00K0.00%−6,975−89.0%Reduced
FMR LLC483$5.00K0.00%−124−20.4%Reduced
Advisor Group Holdings, Inc.487$5.00K0.00%00.0%Unchanged
Wells Fargo & Company309$3.00K0.00%−179−36.7%Reduced
US Bancorp200$2.00K0.00%+53+36.1%Added
Washington Trust Co56$1.00K0.00%00.0%Unchanged
Credit Suisse AG97$1.00K0.00%+74+321.7%Added
Lindbrook Capital, LLC15$00.00%+15New
Covestor Ltd1$00.00%+1New
Oberweis Asset Management Inc0$00.00%−117,800−100.0%Sold out
EAM Investors, LLC0$00.00%−100,304−100.0%Sold out
Millrace Asset Group, Inc.0$00.00%−82,972−100.0%Sold out
Invesco Ltd.0$00.00%−82,384−100.0%Sold out
1492 Capital Management LLC0$00.00%−55,895−100.0%Sold out
Engineers Gate Manager LP0$00.00%−29,240−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−25,400−100.0%Sold out
Jane Street Group, LLC0$00.00%−19,108−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−16,584−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−15,139−100.0%Sold out
AQR Capital Management LLC0$00.00%−14,128−100.0%Sold out
Bailard, Inc.0$00.00%−10,763−100.0%Sold out
Simplex Trading, LLC0$00.00%−92−100.0%Sold out
Meeder Asset Management Inc0$00.00%−3−100.0%Sold out
Signaturefd, LLC0$00.00%−14−100.0%Sold out
Castleview Partners, LLC0$00.00%−917−100.0%Sold out