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Poet Technologies Inc.

POET
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001437424

No open-market purchases or sales by Poet Technologies Inc. insiders were filed in the last 90 days; 154 institutions reported holding it in 13F filings for Q2 2026, worth $348.8M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Poet Technologies Inc. as of Dec 31, 2025. 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
94
+29 vs. Q3 2025
Shares held
10.8M
+3.31M (+43.9%) vs. Q3 2025
Total value
$68.6M
+$26.8M (+64.4%) vs. Q3 2025
New holders
47
23 more added
Sold out
18
13 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting POET 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 holdersQ4 2025: 94 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 16 institutionsQ2 2022: 13 institutionsQ3 2022: 14 institutionsQ4 2022: 14 institutionsQ1 2023: 17 institutionsQ2 2023: 18 institutionsQ3 2023: 16 institutionsQ4 2023: 19 institutionsQ1 2024: 21 institutionsQ2 2024: 26 institutionsQ3 2024: 34 institutionsQ4 2024: 52 institutionsQ1 2025: 48 institutionsQ2 2025: 49 institutionsQ3 2025: 66 institutionsQ4 2025: 94 institutionsQ1 2026: 108 institutionsQ2 2026: 154 institutions
Value heldQ4 2025: $68.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $7.00MQ2 2022: $4.91MQ3 2022: $1.95MQ4 2022: $1.99MQ1 2023: $4.61MQ2 2023: $3.66MQ3 2023: $2.13MQ4 2023: $907.0KQ1 2024: $1.21MQ2 2024: $7.57MQ3 2024: $27.9MQ4 2024: $33.6MQ1 2025: $11.2MQ2 2025: $44.4MQ3 2025: $42.0MQ4 2025: $68.6MQ1 2026: $97.7MQ2 2026: $348.8M
Institutions holding POET and their total value by quarter
QuarterHoldersValue
Q2 2026154$348.8M
Q1 2026108$97.7M
Q4 202594$68.6M
Q3 202566$42.0M
Q2 202549$44.4M
Q1 202548$11.2M
Q4 202452$33.6M
Q3 202434$27.9M
Q2 202426$7.57M
Q1 202421$1.21M
Q4 202319$907.0K
Q3 202316$2.13M
Q2 202318$3.66M
Q1 202317$4.61M
Q4 202214$1.99M
Q3 202214$1.95M
Q2 202213$4.91M
Q1 202216$7.00M
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Poet Technologies Inc.; share changes are against Q3 2025.

Institutions holding POET in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
MMCAP International Inc. SPC1,526,205$9.66M0.97%−2,059,035−57.4%Reduced
Morgan Stanley1,220,206$7.72M0.00%+857,574+236.5%Added
Raymond James Financial Inc689,017$4.36M0.00%+275,684+66.7%Added
Susquehanna International Group, LLP686,181$4.34M0.01%+217,018+46.3%Added
Citadel Advisors LLC678,216$4.29M0.00%+678,216New
Federation des caisses Desjardins du Quebec618,604$3.91M0.01%+155,428+33.6%Added
Paragon Capital Management Ltd465,720$2.95M0.59%−10,980−2.3%Reduced
Private Advisor Group, LLC427,696$2.71M0.01%+427,696New
Jane Street Group, LLC349,776$2.21M0.00%+323,667+1,239.7%Added
IMC-Chicago, LLC314,783$1.99M0.04%+153,705+95.4%Added
Two Sigma Investments, LP305,639$1.93M0.00%+305,639New
UBS Group AG301,274$1.91M0.00%+230,588+326.2%Added
Goldman Sachs Group Inc293,663$1.86M0.00%+293,663New
LPL Financial LLC289,301$1.83M0.00%−2,496−0.9%Reduced
Walleye Trading LLC167,113$1.06M0.02%+167,113New
Cambridge Investment Research Advisors, Inc.128,356$812.0K0.00%+128,356New
Simplex Trading, LLC124,733$789.6K0.02%+124,733New
Royal Bank of Canada124,468$788.0K0.00%+44,205+55.1%Added
Aptus Capital Advisors, LLC113,709$719.8K0.01%+8,000+7.6%Added
Walleye Capital LLC106,788$676.0K0.00%+106,788New
SevenBridge Financial Group, LLC101,459$655.4K0.11%+750+0.7%Added
Sona Asset Management (US) LLC100,000$633.0K0.02%+100,000New
Captrust Financial Advisors95,575$605.0K0.00%+60,575+173.1%Added
Advisor Group Holdings, Inc.86,642$548.4K0.00%+48,731+128.5%Added
Wexford Capital LP83,094$526.0K0.14%+83,094New
Bank of America Corp79,980$506.3K0.00%+79,980New
PharVision Advisers, LLC69,072$437.2K0.22%+69,072New
Woodstock Corp67,900$429.8K0.04%+67,900New
Cedar Wealth Management, LLC66,555$421.3K0.13%+66,555New
State Street Corp64,647$409.2K0.00%+16,047+33.0%Added
Envestnet Asset Management Inc61,576$389.8K0.00%+61,576New
Geode Capital Management, LLC57,806$365.9K0.00%+15,144+35.5%Added
Caitong International Asset Management Co., Ltd56,408$357.1K0.09%+54,964+3,806.4%Added
SBI Securities Co., Ltd.53,609$339.3K0.01%+45,122+531.7%Added
KLCM Advisors, Inc.50,000$316.5K0.03%+50,000New
Keebeck Wealth Management, LLC50,000$316.5K0.04%+50,000New
Squarepoint Ops LLC48,091$304.4K0.00%+33,406+227.5%Added
Waddell & Associates, LLC41,346$261.7K0.02%00.0%Unchanged
Mariner, LLC41,084$260.1K0.00%+28,411+224.2%Added
MML Investors Services, LLC37,517$237.5K0.00%+37,517New
US Bancorp29,688$187.9K0.00%00.0%Unchanged
Marex Group plc29,000$183.6K0.00%−17,500−37.6%Reduced
National Bank of Canada28,405$179.6K0.00%−110−0.4%Reduced
Oxford Asset Management LLP26,948$170.6K0.06%+26,948New
Toroso Investments, LLC26,306$166.5K0.00%+26,306New
Gsa Capital Partners LLP24,235$153.0K0.01%+24,235New
Graham Capital Management, L.P.23,634$149.6K0.01%+23,634New
Moneta Group Investment Advisors LLC23,533$149.0K0.00%00.0%Unchanged
Partners Capital Investment Group, LLP23,000$145.6K0.01%+23,000New
WealthPlan Investment Management, LLC21,755$137.7K0.01%+1,000+4.8%Added
Bank of Montreal27,756$128.0K0.00%+27,756New
CIBC World Markets Inc.20,148$127.5K0.00%+20,148New
Apollon Wealth Management, LLC20,000$126.6K0.00%+20,000New
Cresset Asset Management, LLC18,544$117.4K0.00%+18,544New
Rockefeller Capital Management L.P.17,256$109.2K0.00%−10,806−38.5%Reduced
Jones Financial Companies LLLP16,903$107.0K0.00%+13,810+446.5%Added
Quadrature Capital Ltd16,552$104.8K0.00%−1,993−10.7%Reduced
Scotia Capital Inc.16,446$103.9K0.00%−1,849−10.1%Reduced
Cetera Investment Advisers15,660$99.1K0.00%+15,660New
Boothbay Fund Management, LLC14,628$92.6K0.00%+14,628New
Traynor Capital Management, Inc.14,300$90.5K0.00%+14,300New
Coldstream Capital Management Inc13,473$85.3K0.00%+3,473+34.7%Added
HighPoint Advisor Group LLC13,300$84.2K0.00%+1,000+8.1%Added
IFP Advisors, Inc13,075$82.8K0.00%+13,075New
Redhawk Wealth Advisors, Inc.12,079$76.5K0.01%+12,079New
Fortis Group Advisors, LLC12,780$74.1K0.01%+12,780New
Capital Financial Group Inc11,500$72.8K0.04%+11,500New
TCG Advisory Services, LLC11,000$69.6K0.00%+11,000New
Philadelphia Trust Co10,250$65.0K0.00%00.0%Unchanged
Albion Financial Group10,000$63.3K0.00%+7,000+233.3%Added
TD Waterhouse Canada Inc.6,078$38.4K0.00%−35,600−85.4%Reduced
Farther Finance Advisors, LLC5,128$32.5K0.00%−36−0.7%Reduced
Quarry LP4,654$29.5K0.00%+4,654New
CoreCap Advisors, LLC4,590$29.1K0.00%−578−11.2%Reduced
Root Financial Partners, LLC2,100$13.3K0.00%00.0%Unchanged
Wells Fargo & Company2,000$12.7K0.00%−3,100−60.8%Reduced
Avion Wealth2,000$12.0K0.00%00.0%Unchanged
Allworth Financial LP1,100$6.96K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC1,000$6.33K0.00%+1,000New
Highline Wealth Partners LLC1,000$6.33K0.00%+1,000New
Aspect Partners, LLC983$6.22K0.00%+983New
Strategic Wealth Partners, Ltd.900$5.70K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.300$1.90K0.00%+300New
Sound Income Strategies, LLC200$1.66K0.00%−100−33.3%Reduced
Fairscale Capital, LLC250$1.58K0.00%00.0%Unchanged
Harbour Investments, Inc.250$1.58K0.00%+250New
Zurcher Kantonalbank (Zurich Cantonalbank)201$1.27K0.00%+201New
CIBC Private Wealth Group, LLC150$9500.00%+150New
Tower Research Capital LLC (TRC)106$6710.00%+106New
MCF Advisors LLC100$6330.00%+100New
GHP Investment Advisors, Inc.46$2920.00%+46New
MAI Capital Management10$640.00%+10New
Citigroup Inc5$320.00%00.0%Unchanged
Rhumbline Advisers3$180.00%00.0%Unchanged
Millennium Management LLC0$00.00%−100,399−100.0%Sold out
Sender Co & Partners, Inc.0$00.00%−94,738−100.0%Sold out
Virtu Financial LLC0$00.00%−69,009−100.0%Sold out
NewGen Asset Management Ltd0$00.00%−18,900−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−21,080−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−14,977−100.0%Sold out