Applied Optoelectronics, Inc.: which funds bought and sold
Institutions that bought and sold Applied Optoelectronics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 300 institutions that filed 13F reports for both quarters added to or opened positions in Applied Optoelectronics, and 207 cut or closed them. Together they sold a net 2.7M shares, −5.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 7.8M shares (−53.0%); index fund managers were net buyers of 118K shares (+0.7%). 166 opened a new position and 63 sold out entirely.
Bought, Q2 2026 300 institutions, 166 of them new holders Sold, Q2 2026 207 institutions, 63 of them sold out
Net change, all compared −2.7M shares (−5.2%)
Net change, active managers −7.8M shares (−53.0%), 29 bought, 41 sold
Buyers versus sellers
300 bought 26 207 sold
Active managers and hedge funds 29 bought · 41 sold · −7.8M
Index fund managers 5 bought · 6 sold · +118K
Other institutions 266 bought · 160 sold · +4.9M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Marex Group Ltd | +2.5M +878.8% | 2.8M | $419M |
| Invesco Ltd. | +1.4M +69.5% | 3.4M | $506M |
| Clear Street Group Inc. | +1.2M New position | 1.2M | $182M |
| UBS Group AG | +1.1M +117.5% | 2.1M | $313M |
| Vanguard Portfolio Management LLC Index funds | +850K +47.2% | 2.7M | $393M |
| Frontier Capital Management Co LLC Active manager | +691K +243.2% | 975K | $145M |
| Susquehanna International Group, LLP | +562K +646.2% | 649K | $96.2M |
| William Blair Investment Management, LLC Active manager | +504K New position | 504K | $74.7M |
| Goldman Sachs Group Inc | +502K +46.2% | 1.6M | $235M |
| Morgan Stanley | +388K +53.3% | 1.1M | $165M |
| Value Aligned Research Advisors, LLC | +327K +25.8% | 1.6M | $236M |
| Vanguard Capital Management LLC Index funds | +301K +9.8% | 3.4M | $498M |
| Westfield Capital Management Co LP Active manager | +250K New position | 250K | $37M |
| BNP Paribas Financial Markets | +233K +1195.8% | 252K | $37.3M |
| Victory Capital Management Inc Active manager | +192K +371.0% | 243K | $36M |
| Canada Pension Plan Investment Board | +189K New position | 189K | $27.9M |
| Oak Grove Capital LLC | +122K +329.6% | 159K | $23.6M |
| Hood River Capital Management LLC | +117K +9.2% | 1.4M | $206M |
| Imc-Chicago, LLC | +113K +101.5% | 223K | $33.1M |
| Fred Alger Management, LLC Active manager | +102K New position | 102K | $15.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Frontier Capital Management Co LLC Active manager | +691K +243.2% | 975K | $145M |
| William Blair Investment Management, LLC Active manager | +504K New position | 504K | $74.7M |
| Westfield Capital Management Co LP Active manager | +250K New position | 250K | $37M |
| Victory Capital Management Inc Active manager | +192K +371.0% | 243K | $36M |
| Fred Alger Management, LLC Active manager | +102K New position | 102K | $15.1M |
| Federated Hermes, Inc. Active manager | +100K +42761.5% | 100K | $14.9M |
| Jain Global LLC Hedge fund | +67K +85.6% | 146K | $21.6M |
| Greenwoods Asset Management Hong Kong Ltd. Active manager | +54K New position | 54K | $7.9M |
| Millennium Management LLC Hedge fund | +30K +31.0% | 126K | $18.7M |
| Worldquant Millennium Advisors LLC Hedge fund | +24K New position | 24K | $3.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D. E. Shaw & Co., Inc. Hedge fund | −2.1M −98.1% | 41K | $6.1M |
| Jane Street Group, LLC | −1.7M −75.3% | 564K | $83.5M |
| Price T Rowe Associates Inc Active manager | −1.6M −93.6% | 111K | $16.4M |
| Blackrock, Inc. Index funds | −742K −10.3% | 6.5M | $956M |
| T. Rowe Price Investment Management, Inc. Active manager | −584K −90.8% | 59K | $8.8M |
| Renaissance Technologies LLC Hedge fund | −565K Sold out | 0 | — |
| Oberweis Asset Management Inc/ Active manager | −559K −23.8% | 1.8M | $265M |
| Raymond James Financial Inc | −499K −68.0% | 235K | $34.8M |
| Driehaus Capital Management LLC Active manager | −493K −78.0% | 139K | $20.7M |
| Tudor Investment Corp Et Al Hedge fund | −382K −86.3% | 61K | $9M |
| Squarepoint Ops LLC Hedge fund | −381K −76.9% | 114K | $17M |
| Citadel Advisors LLC Hedge fund | −348K −82.7% | 73K | $10.8M |
| Artemis Investment Management LLP Active manager | −340K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −319K −93.5% | 22K | $3.3M |
| Balyasny Asset Management L.P. Hedge fund | −293K −62.5% | 176K | $26M |
| Neuberger Berman Group LLC Active manager | −275K −53.1% | 243K | $35.9M |
| Next Century Growth Investors LLC | −271K −84.4% | 50K | $7.4M |
| Point72 Asset Management, L.P. Hedge fund | −266K Sold out | 0 | — |
| Bridgewater Associates, LP Hedge fund | −224K Sold out | 0 | — |
| Emerald Advisers, LLC | −222K −51.2% | 212K | $31.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D. E. Shaw & Co., Inc. Hedge fund | −2.1M −98.1% | 41K | $6.1M |
| Price T Rowe Associates Inc Active manager | −1.6M −93.6% | 111K | $16.4M |
| T. Rowe Price Investment Management, Inc. Active manager | −584K −90.8% | 59K | $8.8M |
| Renaissance Technologies LLC Hedge fund | −565K Sold out | 0 | — |
| Oberweis Asset Management Inc/ Active manager | −559K −23.8% | 1.8M | $265M |
| Driehaus Capital Management LLC Active manager | −493K −78.0% | 139K | $20.7M |
| Tudor Investment Corp Et Al Hedge fund | −382K −86.3% | 61K | $9M |
| Squarepoint Ops LLC Hedge fund | −381K −76.9% | 114K | $17M |
| Citadel Advisors LLC Hedge fund | −348K −82.7% | 73K | $10.8M |
| Artemis Investment Management LLP Active manager | −340K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Clear Street Group Inc. | 1.2M | $182M |
| William Blair Investment Management, LLCActive manager | 504K | $74.7M |
| Westfield Capital Management Co LPActive manager | 250K | $37M |
| Canada Pension Plan Investment Board | 189K | $27.9M |
| Fred Alger Management, LLCActive manager | 102K | $15.1M |
| Nomura Holdings Inc | 83K | $12.3M |
| Nomura Asset Management International Inc. | 58K | $8.5M |
| Greenwoods Asset Management Hong Kong Ltd.Active manager | 54K | $7.9M |
| Handelsbanken Fonder AB | 52K | $7.7M |
| Fund Resources Investment Holding Group Co Ltd | 50K | $7.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Renaissance Technologies LLCHedge fund | 565K | $47.8M |
| Artemis Investment Management LLPActive manager | 340K | $28.8M |
| Point72 Asset Management, L.P.Hedge fund | 266K | $22.5M |
| Bridgewater Associates, LPHedge fund | 224K | $18.9M |
| Cloudalpha Capital Management Limited/Hong Kong | 177K | $15M |
| Penn Capital Management Company, LLCActive manager | 176K | $14.9M |
| Anther Capital Ltd | 170K | $14.4M |
| HRT Financial LP | 159K | $13.4M |
| Andar Capital Management Hk Ltd | 134K | $11.3M |
| Ariose Capital Management Ltd | 104K | $8.8M |
Who holds the shares
- Institutions reporting
- 480
- Ten largest holders
- 53.7% of 13F-reported shares
- Index fund managers
- 33.5% of 13F-reported shares
- Active managers and hedge funds
- 14.3% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 29 | 41 | 14 | 11 | −7.8M | −53.0% |
| Index fund managers | 5 | 6 | 0 | 1 | +118K | +0.7% |
| Other institutions | 266 | 160 | 152 | 51 | +4.9M | +23.2% |
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