AAOI APPLIED OPTOELECTRONICS, INC.: institutional ownership and insider trading
502 funds reported holding $10.6B of APPLIED OPTOELECTRONICS, INC. in their latest 13F filings; in Q2 2026 funds net bought $721M, with 172 new positions and 65 funds selling out; over the last 12 months insiders bought $0 and sold $126M on the open market; over its last four quarters it reported revenue of $596M and net income of −$57.0M.
AAOI revenue and earnings
- Quarter ended Jun 30, 2026: revenue $192M, net income −$22.8M, EPS -0.28
- Quarter ended Mar 31, 2026: revenue $151M, net income −$14.3M, EPS -0.19
- Quarter ended Dec 31, 2025: revenue $134M, net income −$2.02M, EPS -0.02
- Quarter ended Sep 30, 2025: revenue $119M, net income −$17.9M, EPS -0.28
Famous investors holding AAOI
- Ken Griffin (Citadel Advisors): $430M, 0.1% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $103M, 0.1% of the portfolio
- Izzy Englander (Millennium Management): $39.6M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $13.3M, 0.0% of the portfolio
- Lee Ainslie (Maverick Capital): $620K, 0.0% of the portfolio
Largest institutional holders of AAOI
- BlackRock, Inc. (BLK) — $956M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $895M
- Marex Group plc (MRX) — $846M
- JANE STREET GROUP, LLC — $711M
- Invesco Ltd. (IVZ) — $506M
- VANGUARD CAPITAL MANAGEMENT LLC — $498M
- CITADEL ADVISORS LLC — $430M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $393M
- UBS Group AG (UBS) — $316M
- OBERWEIS ASSET MANAGEMENT INC/ — $265M
Recent AAOI insider trades
- Oct 12, 2026: Murry Stefan J. sold 4,000 shares ($411K)
- Oct 5, 2026: Yeh Shu-Hua (Joshua) sold 6,000 shares ($720K)
- Sep 10, 2026: Murry Stefan J. sold 4,000 shares ($421K)
- Sep 8, 2026: Chang Hung-Lun (Fred) sold 32,172 shares ($3.55M)
5%+ owners
- Marex Securities Products Inc.: 5.6% (Schedule 13G, filed May 13, 2026)
- BlackRock, Inc.: 5.4% (Schedule 13G/A, filed Jul 27, 2026)
Who owns the most AAOI stock?
The largest institutional holders of APPLIED OPTOELECTRONICS, INC. in the latest 13F filings are BlackRock, Inc. (BLK) ($956M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($895M), Marex Group plc (MRX) ($846M).
Are insiders buying or selling AAOI?
Over the last 12 months insiders bought $0 and sold $126M of APPLIED OPTOELECTRONICS, INC. stock on the open market (SEC Form 4).
Which famous investors own AAOI?
Ken Griffin, D. E. Shaw, Izzy Englander, Two Sigma, Lee Ainslie.
What was AAOI's revenue last quarter?
APPLIED OPTOELECTRONICS, INC. reported revenue of $192M for the quarter ended June 30, 2026, with net income of −$22.8M.
Which ETFs hold AAOI?
83 ETFs and mutual funds hold it among their top 100 positions, including OBSIX, VSCAX, HRSIX, VVOAX.