Applied OptoelectronicsAAOI
13F holders, Q2 2026 (June 30)482holders +106
169new positions
63sold out
6famous investors
$148.16avg. 13F price*
At the end of Q2 2026, 482 institutions reported holding Applied Optoelectronics Inc. (AAOI) in their 13F filings, up 106 from Q1 2026. 169 opened new positions and 63 sold out. The largest holders were BlackRock, Inc. ($955.7M), Invesco Ltd. ($505.9M) and Vanguard Capital Management LLC ($498.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Applied Optoelectronics Inc.
- CUSIP
- 03823U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 169 | $602.1M |
| Exits | 63 | $270.2M |
All 13F filers, Q1 2026 → Q2 2026: 14,930,188 shares bought and 17,211,054 shares sold, net −2,280,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 482 holders
| BlackRock, Inc. | 0.01% | Reduce -10.3% | 6,450,270 | $955.7M |
| Invesco Ltd. | 0.04% | Add +69.5% | 3,414,262 | $505.9M |
| Vanguard Capital Management LLC | 0.01% | Add +9.8% | 3,363,001 | $498.3M |
| Marex Group Ltd | 3.12% | Add +878.8% | 2,830,272 | $419.3M |
| Vanguard Portfolio Management LLC | 0.02% | Add +47.2% | 2,651,718 | $392.9M |
| UBS Group AG | 0.05% | Add +117.5% | 2,111,464 | $312.8M |
| Oberweis Asset Management Inc./ | 5.48% | Reduce -23.8% | 1,791,127 | $265.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 1,670,936 | $247.6M |
| Value Aligned Research Advisors, LLC | 1.41% | Add +25.8% | 1,595,124 | $236.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +46.3% | 1,586,453 | $235.0M |
| State Street Corp. | 0.01% | Reduce -8.9% | 1,497,617 | $221.9M |
| Hood River Capital Management LLC | 1.50% | Add +9.2% | 1,392,510 | $206.3M |
| Clear Street Group Inc. | 0.58% | New | 1,231,143 | $182.4M |
| Morgan Stanley | 0.01% | Add +53.3% | 1,115,138 | $165.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.9% | 1,068,246 | $160.9M |
| Frontier Capital Management Co. LLC | 1.35% | Add +243.3% | 975,318 | $144.5M |
| Susquehanna International Group, LLP | 0.09% | Add +646.2% | 648,986 | $96.2M |
| Jane Street Group, LLC | 0.05% | Reduce -75.3% | 563,557 | $83.5M |
| William Blair Investment Management, LLC | 0.22% | New | 504,202 | $74.7M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +9.2% | 488,922 | $72.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -10.6% | 476,027 | $70.5M |
| Northern Trust Corp. | 0.01% | Reduce -28.4% | 417,720 | $61.9M |
| Capula Management Ltd | 0.25% | New | 380,749 | $56.4M |
| Gilder Gagnon Howe & Co. LLC | 0.52% | Reduce -24.7% | 343,014 | $50.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.0% | 309,932 | $45.9M |
| Focus Partners Wealth | 0.04% | Reduce -24.5% | 286,179 | $42.4M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -0.5% | 270,751 | $40.1M |
| BNP Paribas Financial Markets | 0.02% | Add +1195.8% | 252,013 | $37.3M |
| Westfield Capital Management Co. LP | 0.12% | New | 249,553 | $37.0M |
| Wellington Management Group LLP | 0.01% | Reduce -5.3% | 244,081 | $36.2M |
| Victory Capital Management Inc. | 0.02% | Add +371.0% | 243,197 | $36.0M |
| Neuberger Berman Group LLC | 0.02% | Reduce -53.1% | 242,612 | $35.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -68.0% | 235,127 | $34.8M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 227,539 | $33.7M |
| IMC-Chicago, LLC | 0.30% | Add +101.5% | 223,442 | $33.1M |
| Bank of New York Mellon Corp | 0.01% | Add +28.6% | 219,812 | $32.6M |
| Emerald Advisers, LLC | 0.74% | Reduce -51.2% | 211,574 | $31.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -22.9% | 211,480 | $31.3M |
| Canada Pension Plan Investment Board | 0.02% | New | 188,500 | $27.9M |
| Marshall Wace, LLP | 0.02% | Add +1.1% | 181,389 | $26.9M |
| Nuveen, LLC | 0.01% | Reduce -52.6% | 181,377 | $26.9M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -62.5% | 175,683 | $26.0M |
| Voya Investment Management LLC | 0.02% | Reduce -32.7% | 162,017 | $24.0M |
| Oak Grove Capital LLC | 1.73% | Add +329.6% | 159,150 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +50.0% | 158,204 | $23.4M |
| UNICOM Systems, Inc. | 1.47% | Add +122.3% | 152,483 | $22.6M |
| Weiss Asset Management LP | 0.38% | New | 151,868 | $22.5M |
| Swiss National Bank | 0.01% | Add +15.3% | 148,000 | $21.9M |
| Jain Global LLC | 0.28% | Add +85.6% | 145,938 | $21.6M |
| Kennedy Capital Management LLC | 0.38% | Reduce -48.8% | 143,000 | $21.2M |
| Driehaus Capital Management LLC | 0.12% | Reduce -78.0% | 139,416 | $20.7M |
| Emerald Mutual Fund Advisers Trust | 0.71% | Reduce -49.6% | 136,959 | $20.3M |
| Norges Bank | 0.00% | — | 131,200 | $19.4M |
| Shellback Capital, LP | 1.70% | Add +101.5% | 131,004 | $19.4M |
| First Trust Advisors LP | 0.01% | Reduce -40.0% | 129,769 | $19.2M |
| Millennium Management | 0.01% | Add +31.0% | 126,326 | $18.7M |
| Funde Sino Life Insurance Co Ltd | 5.81% | — | 120,306 | $17.8M |
| Royal Bank of Canada | 0.00% | Reduce -10.3% | 114,758 | $17.0M |
| Squarepoint Ops LLC | 0.03% | Reduce -76.9% | 114,429 | $17.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -93.6% | 110,933 | $16.4M |
| Algert Global LLC | 0.19% | Add +4.0% | 110,843 | $16.4M |
| Group One Trading LLC | 0.47% | Reduce -18.8% | 110,362 | $16.4M |
| Silvercrest Asset Management Group LLC | 0.10% | Reduce -26.6% | 106,911 | $15.8M |
| Lord, Abbett & Co. LLC | 0.05% | Add +89.9% | 103,700 | $15.4M |
| Fred Alger Management, LLC | 0.05% | New | 101,831 | $15.1M |
| Federated Hermes, Inc. | 0.02% | Add +42761.5% | 100,296 | $14.9M |
| Sei Investments Co. | 0.01% | Reduce -43.6% | 89,584 | $13.3M |
| California State Teachers Retirement System | 0.01% | Add +21.5% | 85,592 | $12.7M |
| Nomura Holdings Inc. | 0.05% | New | 83,298 | $12.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.9% | 77,213 | $11.4M |
| 1492 Capital Management LLC | 3.35% | Reduce -38.9% | 76,405 | $11.3M |
| Rhumbline Advisers | 0.01% | Reduce -6.5% | 75,872 | $11.2M |
| Citadel Advisors | 0.01% | Reduce -82.7% | 72,798 | $10.8M |
| Assenagon Asset Management S.A. | 0.01% | Add +48.0% | 72,164 | $10.7M |
| Zweig-DiMenna Associates LLC | 0.97% | Reduce -10.3% | 71,835 | $10.6M |
| Fifth Third Bancorp | 0.02% | Add +267.1% | 70,932 | $10.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +95.9% | 69,926 | $10.4M |
| Global Trust Asset Management, LLC | 3.24% | Add +17.3% | 69,849 | $10.3M |
| Legal & General Group Plc | 0.00% | Reduce -1.9% | 63,555 | $9.4M |
| Axiom Investors LLC | 0.08% | Reduce -33.5% | 63,178 | $9.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +311.0% | 61,806 | $9.2M |
| Citigroup Inc. | 0.00% | Reduce -59.5% | 60,912 | $9.0M |
| Tudor Investment Corporation | 0.04% | Reduce -86.3% | 60,695 | $9.0M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -90.8% | 59,087 | $8.8M |
| FirstWave Capital Management LLC | 3.81% | Add +199.6% | 58,277 | $8.6M |
| Nomura Asset Management International Inc. | 0.01% | New | 57,532 | $8.5M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 1.66% | Add +16.5% | 55,796 | $8.3M |
| Rice Hall James & Associates, LLC | 0.40% | Reduce -43.3% | 55,769 | $8.3M |
| Oak Ridge Investments LLC | 0.47% | Add +46.7% | 55,730 | $8.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -72.0% | 54,791 | $8.1M |
| Greenwoods Asset Management Hong Kong Ltd. | 0.36% | New | 53,520 | $7.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -66.2% | 53,505 | $7.9M |
| Kultura Capital Management LP | 3.63% | Add +45.8% | 53,345 | $7.9M |
| Emerald Investment Advisers, LLC | 0.52% | Reduce -8.6% | 53,055 | $7.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +20.0% | 52,733 | $7.8M |
| Handelsbanken Fonder AB | 0.02% | New | 52,100 | $7.7M |
| Deutsche Bank AG | 0.00% | Reduce -23.7% | 50,726 | $7.5M |
| Next Century Growth Investors LLC | 0.39% | Reduce -84.4% | 49,989 | $7.4M |
| Fund Resources Investment Holding Group Co Ltd | 0.91% | New | 49,988 | $7.4M |
| AQR Capital Management | 0.00% | Add +60.9% | 49,525 | $7.3M |
"% of holder's portfolio" is AAOI's weight in each manager's 13F, not the share of Applied Optoelectronics Inc. the manager owns.