Applied OptoelectronicsAAOI
13F holders, Q4 2025 (December 31)220holders +40
62new positions
24sold out
7famous investors
$34.88avg. 13F price*
At the end of Q4 2025, 220 institutions reported holding Applied Optoelectronics Inc. (AAOI) in their 13F filings, up 40 from Q3 2025. 62 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($185.0M), Vanguard Group Inc. ($173.7M) and Invesco Ltd. ($122.4M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $162.2M |
| Exits | 24 | $103.4M |
All 13F filers, Q3 2025 → Q4 2025: 18,190,514 shares bought and 9,271,178 shares sold, net +8,919,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| BlackRock, Inc. | 0.00% | Add +9.4% | 5,306,432 | $185.0M |
| Vanguard Group Inc. | 0.00% | Add +7.7% | 4,982,660 | $173.7M |
| Invesco Ltd. | 0.01% | Add +5208.9% | 3,512,309 | $122.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +5321.6% | 2,229,757 | $77.7M |
| Oberweis Asset Management Inc./ | 2.60% | Add +8.0% | 2,039,641 | $71.1M |
| Hawk Ridge Capital Management LP | 2.74% | Add +106.2% | 1,700,900 | $59.3M |
| Morgan Stanley | 0.00% | Add +157.1% | 1,699,855 | $59.3M |
| Jane Street Group, LLC | 0.07% | Add +4312.8% | 1,682,894 | $58.7M |
| State Street Corp. | 0.00% | Add +11.5% | 1,606,236 | $56.0M |
| Geode Capital Management, LLC | 0.00% | Add +10.7% | 1,512,902 | $52.8M |
| D. E. Shaw & Co. | 0.04% | New | 1,366,856 | $47.6M |
| Hood River Capital Management LLC | 0.49% | Reduce -19.0% | 1,275,621 | $44.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.8% | 967,305 | $33.7M |
| BNP Paribas Financial Markets | 0.02% | Add +8508.5% | 955,287 | $33.3M |
| UBS Group AG | 0.01% | Reduce -4.1% | 951,065 | $33.2M |
| Royce & Associates LP | 0.27% | Reduce -7.5% | 773,948 | $27.0M |
| Artemis Investment Management LLP | 0.33% | New | 772,324 | $26.9M |
| Emerald Advisers, LLC | 0.72% | Add +10.0% | 670,577 | $23.4M |
| Citadel Advisors | 0.01% | Reduce -15.7% | 551,297 | $19.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.8% | 528,343 | $18.4M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 526,928 | $18.4M |
| Driehaus Capital Management LLC | 0.12% | Add +35.2% | 507,473 | $17.7M |
| Gilder Gagnon Howe & Co. LLC | 0.17% | Add +450.8% | 475,015 | $16.6M |
| Next Century Growth Investors LLC | 1.13% | New | 465,288 | $16.2M |
| Kennedy Capital Management LLC | 0.33% | New | 447,109 | $15.6M |
| Penn Capital Management Company, LLC | 1.24% | Add +4.7% | 446,032 | $15.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.8% | 418,219 | $14.6M |
| Emerald Mutual Fund Advisers Trust | 0.68% | Add +5.1% | 399,050 | $13.9M |
| Raymond James Financial Inc. | 0.00% | Add +139.9% | 379,221 | $13.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -0.3% | 366,417 | $12.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -67.8% | 329,471 | $11.5M |
| Bank of America Corp. | 0.00% | Reduce -18.3% | 325,842 | $11.4M |
| New York State Common Retirement Fund | 0.01% | Add +7.8% | 315,039 | $11.0M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -20.1% | 266,272 | $9.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -8.9% | 263,616 | $9.2M |
| First Trust Advisors LP | 0.01% | Add +70.1% | 242,010 | $8.4M |
| Barclays PLC | 0.00% | Add +4.4% | 235,704 | $8.2M |
| Portolan Capital Management, LLC | 0.43% | Reduce -58.2% | 228,458 | $8.0M |
| Nuveen, LLC | 0.00% | Add +16.5% | 225,288 | $7.9M |
| 1492 Capital Management LLC | 2.96% | New | 215,987 | $7.5M |
| IMC-Chicago, LLC | 0.12% | Add +218.4% | 203,249 | $7.1M |
| Squarepoint Ops LLC | 0.01% | Add +81.1% | 193,153 | $6.7M |
| Rice Hall James & Associates, LLC | 0.33% | Reduce -13.9% | 171,570 | $6.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +1594.3% | 166,364 | $5.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -18.0% | 144,727 | $5.7M |
| Simplex Trading, LLC | 0.16% | Add +31.6% | 162,908 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 162,181 | $5.7M |
| Group One Trading LLC | 0.17% | Reduce -16.7% | 160,726 | $5.6M |
| Scalar Gauge Management, LLC | 3.17% | New | 137,000 | $4.8M |
| FMR LLC | 0.00% | Add +782.0% | 133,534 | $4.7M |
| Sei Investments Co. | 0.00% | New | 123,651 | $4.3M |
| Swiss National Bank | 0.00% | Add +13.0% | 116,800 | $4.1M |
| Roubaix Capital, LLC | 1.61% | New | 108,275 | $3.8M |
| Walleye Trading LLC | 0.06% | Add +18.9% | 102,588 | $3.6M |
| Jain Global LLC | 0.04% | Reduce -42.1% | 100,731 | $3.5M |
| Tudor Investment Corporation | 0.02% | Reduce -78.8% | 95,133 | $3.3M |
| F/m Investments LLC | 0.12% | Add +46.6% | 94,120 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +57.0% | 93,485 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +111.3% | 88,822 | $3.1M |
| Atika Capital Management LLC | 0.43% | New | 87,657 | $3.1M |
| Verition Fund Management LLC | 0.02% | Add +268.0% | 87,312 | $3.0M |
| SG Americas Securities, LLC | 0.00% | Add +124.7% | 85,253 | $3.0M |
| Algert Global LLC | 0.04% | Add +0.4% | 82,092 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | New | 80,964 | $2.8M |
| Zweig-DiMenna Associates LLC | 0.19% | New | 78,500 | $2.7M |
| JAT Capital Mgmt LP | 2.68% | New | 71,500 | $2.5M |
| Rhumbline Advisers | 0.00% | Reduce -7.8% | 71,089 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +39.9% | 69,978 | $2.4M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 69,745 | $2.4M |
| E20 Capital Ltd | 0.85% | — | 67,223 | $2.3M |
| Walleye Capital LLC | 0.01% | Add +171.2% | 63,343 | $2.2M |
| Dark Forest Capital Management LP | 0.10% | New | 63,183 | $2.2M |
| Marshall Wace, LLP | 0.00% | Add +2.1% | 60,809 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 59,012 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +14.5% | 57,199 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +62.0% | 55,465 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +24.4% | 55,271 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -86.6% | 55,218 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +33.1% | 55,035 | $1.9M |
| HRT Financial LP | 0.01% | Add +13.2% | 53,935 | $1.9M |
| Virtu Financial LLC | 0.07% | Reduce -18.2% | 52,412 | $1.8M |
| Kornitzer Capital Management Inc. | 0.04% | Reduce -16.7% | 50,213 | $1.8M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 1.47% | — | 49,276 | $1.7M |
| Prelude Capital Management, LLC | 0.13% | New | 48,748 | $1.7M |
| Concentric Capital Strategies, LP | 0.08% | New | 46,021 | $1.6M |
| Oak Ridge Investments LLC | 0.10% | New | 45,854 | $1.6M |
| Capital Fund Management S.A. | 0.01% | Reduce -81.7% | 44,164 | $1.5M |
| Quadrature Capital Ltd | 0.01% | New | 41,671 | $1.5M |
| Pacific Point Advisors, LLC | 0.75% | New | 40,000 | $1.4M |
| Caitong International Asset Management Co., Ltd | 0.34% | New | 39,452 | $1.4M |
| White Pine Capital LLC | 0.33% | Add +184.3% | 34,776 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +2.9% | 33,089 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +78.9% | 32,734 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.5% | 30,977 | $1.1M |
| CenterBook Partners LP | 0.05% | New | 30,812 | $1.1M |
| Cinctive Capital Management LP | 0.06% | Reduce -0.3% | 30,743 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +50.2% | 30,475 | $1.1M |
| Bank of Montreal | 0.00% | New | 30,339 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +11.6% | 28,051 | $978K |
| Global Trust Asset Management, LLC | 0.38% | New | 27,804 | $969K |
"% of holder's portfolio" is AAOI's weight in each manager's 13F, not the share of Applied Optoelectronics Inc. the manager owns.