AxtAXTI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 112 institutions reported holding Axt Inc. (AXTI) in their 13F filings, up 46 from Q3 2025. 54 opened new positions and 12 sold out. The largest holders were E20 Capital Ltd ($49.7M), Davidson Kempner Capital Management LP ($44.7M) and Vanguard Group Inc. ($34.4M). 7 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Axt Inc.
- CUSIP
- 00246W103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $243.6M |
| Exits | 12 | $19.0M |
All 13F filers, Q3 2025 → Q4 2025: 19,326,232 shares bought and 4,890,902 shares sold, net +14,435,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| E20 Capital Ltd | 17.95% | — | 3,042,281 | $49.7M |
| Davidson Kempner Capital Management LP | 0.92% | New | 2,734,693 | $44.7M |
| Vanguard Group Inc. | 0.00% | Reduce -4.4% | 2,106,554 | $34.4M |
| Hood River Capital Management LLC | 0.36% | New | 2,012,228 | $32.9M |
| Point72 Asset Management | 0.04% | New | 1,516,156 | $24.8M |
| CloudAlpha Capital Management Limited/Hong Kong | 2.04% | New | 1,390,730 | $22.7M |
| Alyeska Investment Group, L.P. | 0.06% | New | 1,234,693 | $20.2M |
| Jane Street Group, LLC | 0.02% | Add +1314.6% | 904,599 | $14.8M |
| Morgan Stanley | 0.00% | Add +44.6% | 890,629 | $14.6M |
| BlackRock, Inc. | 0.00% | Add +20.1% | 836,520 | $13.7M |
| Citadel Advisors | 0.01% | Add +91.3% | 776,837 | $12.7M |
| Susquehanna International Group, LLP | 0.02% | Add +39.9% | 704,328 | $11.5M |
| Maytree Asset Management Ltd | 8.27% | New | 682,299 | $11.2M |
| BlueCrest Capital Management Ltd | 0.45% | New | 653,063 | $10.7M |
| Assenagon Asset Management S.A. | 0.01% | Add +2404.5% | 574,828 | $9.4M |
| Acadian Asset Management LLC | 0.02% | New | 569,331 | $9.3M |
| Two Sigma Investments, LP | 0.01% | Add +271.0% | 518,651 | $8.5M |
| Geode Capital Management, LLC | 0.00% | Add +10.0% | 492,330 | $8.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +137.5% | 488,743 | $8.0M |
| Monolith Management Ltd | 3.49% | New | 447,000 | $7.3M |
| D. E. Shaw & Co. | 0.01% | New | 443,780 | $7.3M |
| White Pine Capital LLC | 1.87% | Reduce -42.4% | 414,891 | $6.8M |
| Bank of America Corp. | 0.00% | Add +596.4% | 366,119 | $6.0M |
| Persistent Asset Partners Ltd | 2.42% | New | 307,611 | $5.0M |
| Nomura Holdings Inc. | 0.01% | New | 290,616 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +216.6% | 269,411 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 249,820 | $4.1M |
| State Street Corp. | 0.00% | Add +35.3% | 249,260 | $4.1M |
| Boothbay Fund Management, LLC | 0.10% | New | 221,293 | $3.6M |
| Millennium Management | 0.00% | Add +577.2% | 205,503 | $3.4M |
| Marshall Wace, LLP | 0.00% | New | 192,050 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Add +273788.6% | 191,722 | $3.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +481.8% | 187,684 | $3.1M |
| Raymond James Financial Inc. | 0.00% | New | 180,764 | $3.0M |
| Caitong International Asset Management Co., Ltd | 0.72% | New | 179,725 | $2.9M |
| Lazard Asset Management LLC | 0.00% | New | 162,530 | $2.7M |
| Voleon Capital Management LP | 0.04% | New | 121,225 | $2.0M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.43% | New | 119,623 | $2.0M |
| Informed Momentum Co LLC | 0.21% | New | 115,574 | $1.9M |
| UBS Group AG | 0.00% | Add +20.5% | 99,744 | $1.6M |
| Bridgeway Capital Management, LLC | 0.03% | No change | 93,492 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +6.3% | 92,805 | $1.5M |
| Walleye Capital LLC | 0.01% | New | 91,074 | $1.5M |
| Keystone Wealth Services, LLC | 0.31% | Reduce -3.9% | 89,763 | $1.5M |
| Simplex Trading, LLC | 0.04% | Add +233.3% | 87,693 | $1.4M |
| Renaissance Technologies | 0.00% | Add +68.7% | 86,700 | $1.4M |
| Barclays PLC | 0.00% | New | 86,582 | $1.4M |
| Arosa Capital Management LP | 0.84% | New | 80,000 | $1.3M |
| Gsa Capital Partners LLP | 0.11% | Reduce -64.2% | 78,455 | $1.3M |
| 683 Capital Management, LLC | 0.11% | New | 75,000 | $1.2M |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 72,377 | $1.2M |
| Sei Investments Co. | 0.00% | New | 69,277 | $1.1M |
| Group One Trading LLC | 0.03% | Add +59.5% | 69,168 | $1.1M |
| Hudson Bay Capital Management LP | 0.01% | New | 67,496 | $1.1M |
| LMR Partners LLP | 0.01% | New | 65,488 | $1.1M |
| Gotham Asset Management | 0.00% | New | 63,654 | $1.0M |
| Nano Cap New Millennium Growth Fund L P | 0.86% | — | 62,000 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | Add +179.8% | 59,596 | $974K |
| Park Edge Advisors, LLC | 0.18% | Reduce -21.9% | 48,800 | $798K |
| Scientech Research LLC | 0.47% | New | 45,907 | $751K |
| FirstWave Capital Management LLC | 0.43% | — | 44,543 | $728K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 44,436 | $727K |
| Ancora Advisors LLC | 0.01% | Add +64.0% | 41,000 | $670K |
| Mangrove Partners Im, LLC | 0.05% | New | 40,644 | $665K |
| Creative Planning | 0.00% | Reduce -3.3% | 39,692 | $649K |
| Atlas Brown,Inc. | 0.19% | No change | 39,150 | $640K |
| Squarepoint Ops LLC | 0.00% | New | 37,849 | $619K |
| XTX Topco Ltd | 0.02% | Add +173.7% | 35,201 | $576K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.12% | Add +46.0% | 34,067 | $557K |
| Graham Capital Management, L.P. | 0.03% | New | 31,707 | $518K |
| Empowered Funds, LLC | 0.01% | No change | 27,792 | $454K |
| Wells Fargo & Company | 0.00% | New | 26,334 | $431K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 22,700 | $371K |
| Polen Capital Management LLC | 0.00% | New | 22,215 | $363K |
| Brevan Howard Capital Management LP | 0.01% | New | 20,729 | $339K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 20,015 | $327K |
| Jump Financial, LLC | 0.00% | New | 19,175 | $314K |
| Verition Fund Management LLC | 0.00% | New | 18,382 | $301K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 17,883 | $292K |
| Tudor Investment Corporation | 0.00% | New | 16,987 | $278K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 16,793 | $275K |
| James Investment Research, Inc. | 0.03% | No change | 16,000 | $262K |
| Jefferies Financial Group Inc. | 0.00% | Add +30.1% | 14,967 | $245K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +0.7% | 14,735 | $241K |
| SummitTX Capital, L.P. | 0.01% | New | 13,970 | $228K |
| Formidable Asset Management, LLC | 0.03% | Reduce -9.5% | 42,475 | $191K |
| Allworth Financial LP | 0.00% | Add +3764.7% | 11,594 | $190K |
| Osaic Holdings, Inc. | 0.00% | Add +1071.5% | 11,012 | $180K |
| Royal Bank of Canada | 0.00% | Reduce -88.3% | 10,974 | $179K |
| Oasis Management Co Ltd. | 0.03% | New | 10,000 | $164K |
| Clearstead Advisors, LLC | 0.00% | No change | 10,000 | $164K |
| Citigroup Inc. | 0.00% | Reduce -65.8% | 9,133 | $149K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,000 | $98K |
| Game Plan Financial Advisors, LLC | 0.04% | Reduce -6.5% | 5,000 | $82K |
| State of Wyoming | 0.01% | New | 4,195 | $69K |
| Founders Capital Management | 0.03% | Reduce -50.0% | 3,500 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,189 | $52K |
| FMR LLC | 0.00% | Reduce -36.9% | 2,468 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,050 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +303.6% | 1,130 | $18K |
"% of holder's portfolio" is AXTI's weight in each manager's 13F, not the share of Axt Inc. the manager owns.