AAOI Applied Optoelectronics, Inc.

NASDAQ
$105.36

Applied Optoelectronics, Inc. (AAOI) Institutional Ownership

What the institutions did with AAOI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
538
filed both this quarter and last
Managers holding
475
+105 on the quarter
Buyers
305
168 opened new
Sellers
207
63 sold out entirely
Buyer share
59.6%
of managers who traded it
Breadth
+19.1
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
BlackRock, Inc. 6.5M 12.6%
Invesco Ltd. 3.4M 6.7%
VANGUARD CAPITAL MANAGEMENT LLC 3.4M 6.6%
Marex Group plc 2.8M 5.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 2.7M 5.2%
UBS Group AG 2.1M 4.1%
OBERWEIS ASSET MANAGEMENT INC/ 1.8M 3.5%
GEODE CAPITAL MANAGEMENT, LLC 1.7M 3.3%
Value Aligned Research Advisors, LLC 1.6M 3.1%
GOLDMAN SACHS GROUP INC 1.6M 3.1%
STATE STREET CORP 1.5M 2.9%
Hood River Capital Management LLC 1.4M 2.7%
Clear Street Group Inc. 1.2M 2.4%
MORGAN STANLEY 1.1M 2.2%
JPMORGAN CHASE & CO 1.1M 2.1%
FRONTIER CAPITAL MANAGEMENT CO LLC 975.3K 1.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 649.0K 1.3%
JANE STREET GROUP, LLC 563.6K 1.1%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 504.2K 1.0%
VANGUARD FIDUCIARY TRUST CO 488.9K 1.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 476.0K 0.9%
NORTHERN TRUST CORP 417.7K 0.8%
Capula Management Ltd 380.7K 0.7%
GILDER GAGNON HOWE & CO LLC 343.0K 0.7%
DIMENSIONAL FUND ADVISORS LP 309.9K 0.6%

Largest changes

Manager Action Previous Current Change
Marex Group plc Increased 289.2K 2.8M +2.5M
D. E. Shaw & Co., Inc. Reduced 2.1M 41.1K -2.1M
JANE STREET GROUP, LLC Reduced 2.3M 563.6K -1.7M
PRICE T ROWE ASSOCIATES INC /MD/ Reduced 1.7M 110.9K -1.6M
Invesco Ltd. Increased 2.0M 3.4M +1.4M
Clear Street Group Inc. New 0 1.2M +1.2M
UBS Group AG Increased 970.7K 2.1M +1.1M
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 1.8M 2.7M +849.8K
BlackRock, Inc. Reduced 7.2M 6.5M -742.1K
FRONTIER CAPITAL MANAGEMENT CO LLC Increased 284.1K 975.3K +691.2K
T. Rowe Price Investment Management, Inc. Reduced 643.1K 59.1K -584.1K
RENAISSANCE TECHNOLOGIES LLC Sold Out 565.3K 0 -565.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Increased 87.0K 649.0K +562.0K
OBERWEIS ASSET MANAGEMENT INC/ Reduced 2.3M 1.8M -558.8K
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC New 0 504.2K +504.2K
GOLDMAN SACHS GROUP INC Increased 1.1M 1.6M +501.7K
RAYMOND JAMES FINANCIAL INC Reduced 733.7K 235.1K -498.6K
Driehaus Capital Management LLC Reduced 632.3K 139.4K -492.9K
MORGAN STANLEY Increased 727.6K 1.1M +387.6K
TUDOR INVESTMENT CORP ET AL Reduced 442.8K 60.7K -382.1K
Squarepoint Ops LLC Reduced 495.8K 114.4K -381.4K
Capula Management Ltd New 0 380.7K +380.7K
CITADEL ADVISORS LLC Reduced 421.0K 72.8K -348.2K
Artemis Investment Management LLP Sold Out 340.1K 0 -340.1K
Value Aligned Research Advisors, LLC Increased 1.3M 1.6M +327.2K
TWO SIGMA INVESTMENTS, LP Reduced 341.2K 22.1K -319.1K
VANGUARD CAPITAL MANAGEMENT LLC Increased 3.1M 3.4M +301.5K
Balyasny Asset Management L.P. Reduced 468.9K 175.7K -293.2K
NEUBERGER BERMAN GROUP LLC Reduced 517.3K 242.6K -274.7K
NEXT CENTURY GROWTH INVESTORS LLC Reduced 320.7K 50.0K -270.7K
Point72 Asset Management, L.P. Sold Out 265.5K 0 -265.5K
WESTFIELD CAPITAL MANAGEMENT CO LP New 0 249.6K +249.6K
BNP PARIBAS FINANCIAL MARKETS Increased 19.4K 252.0K +232.6K
Bridgewater Associates, LP Sold Out 223.9K 0 -223.9K
EMERALD ADVISERS, LLC Reduced 433.9K 211.6K -222.3K
Nuveen, LLC Reduced 382.4K 181.4K -201.0K
VICTORY CAPITAL MANAGEMENT INC Increased 51.6K 243.2K +191.6K
CANADA PENSION PLAN INVESTMENT BOARD New 0 188.5K +188.5K
ROYCE & ASSOCIATES LP Reduced 221.1K 38.0K -183.0K
CloudAlpha Capital Management Limited/Hong Kong Sold Out 177.4K 0 -177.4K
Penn Capital Management Company, LLC Sold Out 176.5K 0 -176.5K
Anther Capital Ltd Sold Out 170.5K 0 -170.5K
NORTHERN TRUST CORP Reduced 583.5K 417.7K -165.8K
HRT FINANCIAL LP Sold Out 158.8K 0 -158.8K
Weiss Asset Management LP New 0 151.9K +151.9K
STATE STREET CORP Reduced 1.6M 1.5M -146.7K
SG Americas Securities, LLC Reduced 195.9K 54.8K -141.1K
KENNEDY CAPITAL MANAGEMENT LLC Reduced 279.1K 143.0K -136.1K
EMERALD MUTUAL FUND ADVISERS TRUST Reduced 271.8K 137.0K -134.8K
Andar Capital Management HK Ltd Sold Out 134.0K 0 -134.0K
Oak Grove Capital LLC Increased 37.1K 159.2K +122.1K
Hood River Capital Management LLC Increased 1.3M 1.4M +117.0K
IMC-Chicago, LLC Increased 110.9K 223.4K +112.5K
GILDER GAGNON HOWE & CO LLC Reduced 455.4K 343.0K -112.4K
Verition Fund Management LLC Reduced 141.0K 31.2K -109.9K
NEW YORK STATE COMMON RETIREMENT FUND Reduced 158.4K 53.5K -104.9K
Ariose Capital Management Ltd Sold Out 104.0K 0 -104.0K
FRED ALGER MANAGEMENT, LLC New 0 101.8K +101.8K
FEDERATED HERMES, INC. Increased 234 100.3K +100.1K
CenterBook Partners LP Sold Out 96.3K 0 -96.3K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.