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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, Q1 2023

Institutional positions in DZS Inc. as of Mar 31, 2023. 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
81
0 vs. Q4 2022
Shares held
13.0M
−317.6K (−2.4%) vs. Q4 2022
Total value
$103.1M
−$65.7M (−38.9%) vs. Q4 2022
New holders
16
36 more added
Sold out
16
15 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 81 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 heldQ1 2023: $103.1M
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, Q1 2023

Shares, value and share of portfolio for each institution holding DZS Inc.; share changes are against Q4 2022.

Institutions holding DZSI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Divisar Capital Management LLC1,437,278$11.3M2.61%+915,478+175.4%Added
Royce & Associates LP1,407,848$11.1M0.11%+83,513+6.3%Added
BlackRock Inc.1,232,494$9.72M0.00%+114,681+10.3%Added
AWM Investment Company, Inc.1,102,550$8.70M1.18%−141,343−11.4%Reduced
Vanguard Group Inc1,012,996$7.99M0.00%+17,649+1.8%Added
King Luther Capital Management Corp645,000$5.09M0.03%00.0%Unchanged
Dimensional Fund Advisors LP519,301$4.10M0.00%+80,291+18.3%Added
First Washington CORP513,078$4.05M2.00%+100,000+24.2%Added
AIGH Capital Management LLC471,389$3.72M1.37%−1,315,886−73.6%Reduced
Kennedy Capital Management, Inc.452,668$3.57M0.11%+362,668+403.0%Added
Geode Capital Management, LLC385,289$3.04M0.00%+64,796+20.2%Added
State Street Corp308,822$2.44M0.00%+11,234+3.8%Added
Penserra Capital Management LLC301,028$2.38M0.05%−18,099−5.7%Reduced
First Eagle Investment Management, LLC277,648$2.19M0.01%−14,200−4.9%Reduced
Citadel Advisors LLC251,079$1.98M0.00%+112,177+80.8%Added
Polar Asset Management Partners Inc.200,000$1.58M0.03%00.0%Unchanged
Jacobs Levy Equity Management, Inc194,998$1.54M0.01%+148,208+316.8%Added
Essex Investment Management Co LLC181,287$1.43M0.21%+26,006+16.7%Added
Boothbay Fund Management, LLC167,238$1.32M0.04%+24,662+17.3%Added
Millennium Management LLC166,699$1.31M0.00%+166,699New
Northern Trust Corp162,321$1.28M0.00%+19,189+13.4%Added
Belpointe Asset Management LLC153,280$1.21M0.07%+50,681+49.4%Added
Hodges Capital Management Inc.78,719$1.18M0.10%−382,479−82.9%Reduced
Worth Venture Partners, LLC115,333$910.0K0.45%−328,997−74.0%Reduced
Goldman Sachs Group Inc101,240$798.8K0.00%+38,349+61.0%Added
Morgan Stanley95,415$752.8K0.00%+82,824+657.8%Added
AQR Capital Management LLC84,874$669.7K0.00%+73,807+666.9%Added
Alyeska Investment Group, L.P.67,797$534.9K0.00%−67,796−50.0%Reduced
Bank of New York Mellon Corp62,772$495.3K0.00%+5,261+9.1%Added
Squarepoint Ops LLC61,521$485.4K0.00%+61,521New
Legato Capital Management LLC58,142$458.7K0.08%00.0%Unchanged
Charles Schwab Investment Management Inc52,562$414.7K0.00%+6,332+13.7%Added
One Capital Management, LLC50,000$394.5K0.02%+50,000New
Nuveen Asset Management, LLC37,595$297.0K0.00%−416−1.1%Reduced
Dorsey & Whitney Trust CO LLC35,655$281.3K0.03%+4,180+13.3%Added
Marshall Wace, LLP34,861$275.1K0.00%+34,861New
Jane Street Group, LLC32,818$258.9K0.00%+32,818New
STRS Ohio31,600$249.0K0.00%00.0%Unchanged
Qube Research & Technologies Ltd29,993$236.6K0.00%+29,993New
Graham Capital Management, L.P.28,857$227.7K0.01%+28,857New
Cubist Systematic Strategies, LLC26,412$208.4K0.00%+26,013+6,519.5%Added
Rhumbline Advisers26,068$206.0K0.00%+4,025+18.3%Added
Kovack Advisors, Inc.23,400$184.6K0.03%+6,100+35.3%Added
Stifel Financial Corp21,508$169.7K0.00%+9,979+86.6%Added
XTX Topco Ltd20,096$158.6K0.03%+20,096New
Voya Investment Management LLC18,293$144.3K0.00%00.0%Unchanged
Bank of America Corp17,723$139.8K0.00%+5,965+50.7%Added
National Asset Management, Inc.17,487$138.0K0.00%−718−3.9%Reduced
JPMorgan Chase & Co15,479$122.0K0.00%+5,482+54.8%Added
Select Equity Group, L.P.13,977$110.3K0.00%+13,977New
Virtu Financial LLC13,791$109.0K0.01%+13,791New
Tower Research Capital LLC (TRC)13,618$108.0K0.00%+11,293+485.7%Added
Susquehanna International Group, LLP13,166$103.9K0.00%+2,076+18.7%Added
Deutsche Bank AG13,042$102.9K0.00%+4,088+45.7%Added
SG Americas Securities, LLC11,171$88.0K0.00%+11,171New
Alliancebernstein L.P.10,889$85.9K0.00%+10,889New
Tectonic Advisors LLC10,851$85.6K0.01%−33,934−75.8%Reduced
Prelude Capital Management, LLC10,826$85.4K0.01%+10,826New
Raymond James Trust N.A.10,620$84.0K0.00%00.0%Unchanged
Barclays PLC10,224$80.7K0.00%+5,494+116.2%Added
New York State Common Retirement Fund9,954$78.5K0.00%00.0%Unchanged
American International Group, Inc.9,734$76.8K0.00%+1,403+16.8%Added
MetLife Investment Management9,474$74.7K0.00%00.0%Unchanged
UBS Group AG9,372$73.9K0.00%+5,189+124.0%Added
California State Teachers Retirement System7,499$59.2K0.00%+468+6.7%Added
Citigroup Inc7,047$55.6K0.00%−528−7.0%Reduced
Wells Fargo & Company3,867$30.5K0.00%+3,467+866.8%Added
Royal Bank of Canada3,591$28.0K0.00%−1,932−35.0%Reduced
Russell Investments Group, Ltd.3,507$27.7K0.00%−12−0.3%Reduced
Amalgamated Bank2,675$21.0K0.00%−129−4.6%Reduced
Parallel Advisors, LLC2,210$17.4K0.00%00.0%Unchanged
Legal & General Group Plc2,192$17.3K0.00%00.0%Unchanged
Point72 Middle East FZE1,495$11.8K0.00%+1,495New
Aquatic Capital Management LLC1,100$9.00K0.00%+1,100New
Ameritas Investment Partners, Inc.1,018$8.03K0.00%00.0%Unchanged
Metropolitan Life Insurance Co993$7.83K0.00%−145−12.7%Reduced
Geneos Wealth Management Inc.965$7.61K0.00%+965New
FMR LLC744$5.87K0.00%+30+4.2%Added
US Bancorp200$1.58K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.87$6860.00%00.0%Unchanged
Washington Trust Co56$4420.00%00.0%Unchanged
G2 Investment Partners Management LLC0$00.00%−217,078−100.0%Sold out
Cramer Rosenthal McGlynn LLC0$00.00%−165,461−100.0%Sold out
Millrace Asset Group, Inc.0$00.00%−149,616−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−93,459−100.0%Sold out
Roubaix Capital, LLC0$00.00%−87,550−100.0%Sold out
MYDA Advisors LLC0$00.00%−60,000−100.0%Sold out
New York Life Investment Management LLC0$00.00%−40,794−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−40,577−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−40,358−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−24,754−100.0%Sold out
Invesco Ltd.0$00.00%−10,928−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−2,270−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−125−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−91−100.0%Sold out
Credit Suisse AG0$00.00%−1−100.0%Sold out
Simplex Trading, LLC0$00.00%−69−100.0%Sold out
Alpha Paradigm Partners, LLC––––Not filed