APPLIED OPTOELECTRONICS INC AAOI

US Technology Semiconductors & Related Devices
$120.95
-13.0%
52w: $19.49 – $223.10

Latest 13F among current holders filed 10 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
19.49121.30223.10
Jun 20, 2025 Jul 2, 2026
Institutional holders
377
+158 QoQ
13F value
$4.50B
+168.7% QoQ
Smart-money holders
35
signal tier ≥ 2
New smart buyers
28
Q1 2026
Options barometer
1.2×
$681.5M calls / $592.5M puts

Institutional value by quarter

$489.1M
Q1 2024
$244.3M
Q2 2024
$422.0M
Q3 2024
$1.13B
Q4 2024
$482.7M
Q1 2025
$862.8M
Q2 2025
$1.04B
Q3 2025
$1.67B
Q4 2025
$4.50B
Q1 2026

Number of holders

121
Q1 2024
135
Q2 2024
141
Q3 2024
158
Q4 2024
148
Q1 2025
148
Q2 2025
180
Q3 2025
219
Q4 2025
377
Q1 2026

Who owns AAOI?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider7.2M$608.4M0.0%+35.5%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical3.1M$259.0M0.0%
OBERWEIS ASSET MANAGEMENT INC/ Other2.3M$198.8M5.9%+15.2%
JANE STREET GROUP, LLC Market maker2.3M$192.8M0.2%+35.4%
D. E. Shaw & Co., Inc. Quant stat arb2.1M$179.1M0.2%+54.9%
Invesco Ltd. Index provider2.0M$170.4M0.0%-42.6%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical1.8M$152.4M0.0%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical1.7M$146.5M0.0%-22.3%
STATE STREET CORP Index provider1.6M$139.1M0.0%+2.4%
GEODE CAPITAL MANAGEMENT, LLC Index provider1.6M$137.2M0.0%+7.2%
Hood River Capital Management LLC Other1.3M$107.9M1.1%0.0%
Value Aligned Research Advisors, LLC ★2Fundamental concentrated1.3M$107.3M1.3%New
JPMORGAN CHASE & CO Bank broker1.1M$94.7M0.0%+1903.3%
GOLDMAN SACHS GROUP INC Bank broker1.1M$91.8M0.0%+12.1%
UBS Group AG Bank broker970.7K$82.1M0.0%+2.1%
RAYMOND JAMES FINANCIAL INC Bank broker733.7K$62.2M0.0%+93.5%
MORGAN STANLEY Bank broker727.6K$61.5M0.0%-57.2%
T. Rowe Price Investment Management, Inc. Long only active643.1K$54.4M0.0%New
Driehaus Capital Management LLC Other632.3K$53.5M0.4%+24.6%
NORTHERN TRUST CORP Index provider583.5K$49.4M0.0%+10.7%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb565.3K$47.8M0.1%New
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider532.2K$45.0M0.0%+0.7%
NEUBERGER BERMAN GROUP LLC Diversified mechanical517.3K$44.0M0.0%New
Squarepoint Ops LLC Quant stat arb495.8K$41.9M0.1%+156.7%
Balyasny Asset Management L.P. Multistrat pod468.9K$39.7M0.1%+181.8%
GILDER GAGNON HOWE & CO LLC Other455.4K$38.5M0.5%-4.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical447.7K$37.9M0.0%
TUDOR INVESTMENT CORP ET AL Quant stat arb442.8K$37.5M0.2%+365.4%
EMERALD ADVISERS, LLC Other433.9K$36.7M1.2%-35.3%
CITADEL ADVISORS LLC Multistrat pod421.0K$35.6M0.0%-23.6%
Nuveen, LLC Diversified mechanical382.4K$32.3M0.0%+69.7%
Focus Partners Wealth Wealth advisor379.1K$32.1M0.0%+1950.6%
TWO SIGMA INVESTMENTS, LP Quant stat arb341.2K$28.9M0.0%+29.4%
Artemis Investment Management LLP Other340.1K$28.8M0.3%-56.0%
NEXT CENTURY GROWTH INVESTORS LLC Other320.7K$27.1M2.0%-31.1%
DIMENSIONAL FUND ADVISORS LP Quant stat arb309.9K$26.2M0.0%-25.9%
Marex Group plc Quant stat arb289.2K$24.5M0.3%New
FRONTIER CAPITAL MANAGEMENT CO LLC Other284.1K$24.0M0.2%New
KENNEDY CAPITAL MANAGEMENT LLC Other279.1K$23.6M0.5%-37.6%
AMERIPRISE FINANCIAL INC Bank broker274.1K$23.2M0.0%+396.4%
Steward Partners Investment Advisory, LLC Diversified mechanical272.0K$23.0M0.1%-25.8%
EMERALD MUTUAL FUND ADVISERS TRUST Other271.8K$23.0M1.1%-31.9%
Point72 Asset Management, L.P. Multistrat pod265.5K$22.5M0.0%New
WELLINGTON MANAGEMENT GROUP LLP Long only active257.7K$21.8M0.0%New
BANK OF AMERICA CORP /DE/ Bank broker240.9K$20.4M0.0%-26.1%
VOYA INVESTMENT MANAGEMENT LLC Diversified mechanical240.7K$20.4M0.0%+2185.3%
Bridgewater Associates, LP Quant stat arb223.9K$18.9M0.1%New
ROYCE & ASSOCIATES LP Other221.1K$18.7M0.2%-71.4%
FIRST TRUST ADVISORS LP Index provider216.3K$18.3M0.0%-10.6%
SG Americas Securities, LLC Diversified mechanical195.9K$16.6M0.0%+129.8%

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