AXT Inc: which funds bought and sold
Institutions that bought and sold AXT 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, 198 institutions that filed 13F reports for both quarters added to or opened positions in AXT, and 113 cut or closed them. Together they added a net 13.8M shares, +42.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.4M shares (+83.7%); index fund managers were net buyers of 9.2M shares (+192.7%). 127 opened a new position and 66 sold out entirely.
Bought, Q2 2026 198 institutions, 127 of them new holders Sold, Q2 2026 113 institutions, 66 of them sold out
Net change, all compared +13.8M shares (+42.3%)
Net change, active managers +4.4M shares (+83.7%), 33 bought, 20 sold
Buyers versus sellers
198 bought 6 113 sold
Active managers and hedge funds 33 bought · 20 sold · +4.4M
Index fund managers 10 bought · 1 sold · +9.2M
Other institutions 155 bought · 92 sold · +212K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +4.0M +353.1% | 5.1M | $366M |
| Marex Group Ltd | +3.6M +44398.6% | 3.6M | $257M |
| Vanguard Portfolio Management LLC Index funds | +1.8M New position | 1.8M | $127M |
| D. E. Shaw & Co., Inc. Hedge fund | +1.5M +189.9% | 2.3M | $162M |
| Clear Street Group Inc. | +1.3M New position | 1.3M | $94.3M |
| Geode Capital Management, LLC Index funds | +1.1M +195.4% | 1.7M | $125M |
| State Street Corp Index funds | +1.1M +338.7% | 1.5M | $107M |
| Invesco Ltd. | +1.1M +15811.7% | 1.1M | $82.4M |
| Jane Street Group, LLC | +1.1M +45.4% | 3.5M | $254M |
| SG Americas Securities, LLC | +1.0M +52700.4% | 1.0M | $72.2M |
| Citadel Advisors LLC Hedge fund | +912K +160.0% | 1.5M | $107M |
| Healthcare Of Ontario Pension Plan Trust Fund | +615K New position | 615K | $44.4M |
| Assenagon Asset Management S.A. | +541K +35.9% | 2.0M | $147M |
| Fund Resources Investment Holding Group Co Ltd | +537K New position | 537K | $38.7M |
| Vanguard Capital Management LLC Index funds | +445K +19.5% | 2.7M | $196M |
| Northern Trust Corp Index funds | +423K +335.7% | 548K | $39.5M |
| Price T Rowe Associates Inc Active manager | +411K +45.2% | 1.3M | $95.2M |
| T. Rowe Price Investment Management, Inc. Active manager | +393K New position | 393K | $28.3M |
| Wellington Management Group LLP Active manager | +359K New position | 359K | $25.9M |
| Capital World Investors Active manager | +343K New position | 343K | $24.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D. E. Shaw & Co., Inc. Hedge fund | +1.5M +189.9% | 2.3M | $162M |
| Citadel Advisors LLC Hedge fund | +912K +160.0% | 1.5M | $107M |
| Price T Rowe Associates Inc Active manager | +411K +45.2% | 1.3M | $95.2M |
| T. Rowe Price Investment Management, Inc. Active manager | +393K New position | 393K | $28.3M |
| Wellington Management Group LLP Active manager | +359K New position | 359K | $25.9M |
| Capital World Investors Active manager | +343K New position | 343K | $24.7M |
| Voloridge Investment Management, LLC Hedge fund | +334K New position | 334K | $24.1M |
| Two Sigma Investments, LP Hedge fund | +333K +511.0% | 398K | $28.7M |
| Squarepoint Ops LLC Hedge fund | +291K +1347.0% | 313K | $22.6M |
| Neuberger Berman Group LLC Active manager | +146K New position | 146K | $10.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| E20 Capital Ltd | −2.1M Sold out | 0 | — |
| Wt Asset Management Ltd | −1.3M Sold out | 0 | — |
| Anther Capital Ltd | −1.3M Sold out | 0 | — |
| E Fund Management Co., Ltd. | −1.2M −96.3% | 46K | $3.3M |
| Morgan Stanley | −832K −57.6% | 612K | $44.1M |
| Ariose Capital Management Ltd | −686K Sold out | 0 | — |
| Hood River Capital Management LLC | −527K Sold out | 0 | — |
| Anatole Investment Management Ltd | −463K Sold out | 0 | — |
| Imc-Chicago, LLC | −456K Sold out | 0 | — |
| UBS Group AG | −443K −40.4% | 654K | $47.1M |
| Driehaus Capital Management LLC Active manager | −385K Sold out | 0 | — |
| Cloudalpha Capital Management Limited/Hong Kong | −334K Sold out | 0 | — |
| Rokos Capital Management LLP Hedge fund | −331K Sold out | 0 | — |
| Qube Research & Technologies Ltd Hedge fund | −300K Sold out | 0 | — |
| Monolith Management Ltd | −281K Sold out | 0 | — |
| Caitong International Asset Management Co., Ltd | −256K Sold out | 0 | — |
| Barclays PLC | −235K −93.0% | 18K | $1.3M |
| Persistent Asset Partners Ltd | −234K Sold out | 0 | — |
| Private Advisor Group, LLC | −224K Sold out | 0 | — |
| Boothbay Fund Management, LLC Hedge fund | −207K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Driehaus Capital Management LLC Active manager | −385K Sold out | 0 | — |
| Rokos Capital Management LLP Hedge fund | −331K Sold out | 0 | — |
| Qube Research & Technologies Ltd Hedge fund | −300K Sold out | 0 | — |
| Boothbay Fund Management, LLC Hedge fund | −207K Sold out | 0 | — |
| LMR Partners LLP Hedge fund | −105K Sold out | 0 | — |
| Brevan Howard Capital Management LP Hedge fund | −75K Sold out | 0 | — |
| Hudson Bay Capital Management LP Hedge fund | −30K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −28K Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −20K −16.7% | 100K | $7.2M |
| 683 Capital Management, LLC Hedge fund | −17K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Vanguard Portfolio Management LLCIndex funds | 1.8M | $127M |
| Clear Street Group Inc. | 1.3M | $94.3M |
| Healthcare Of Ontario Pension Plan Trust Fund | 615K | $44.4M |
| Fund Resources Investment Holding Group Co Ltd | 537K | $38.7M |
| T. Rowe Price Investment Management, Inc.Active manager | 393K | $28.3M |
| Wellington Management Group LLPActive manager | 359K | $25.9M |
| Capital World InvestorsActive manager | 343K | $24.7M |
| Voloridge Investment Management, LLCHedge fund | 334K | $24.1M |
| Nomura Asset Management International Inc. | 316K | $22.8M |
| Nuveen, LLC | 158K | $11.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| E20 Capital Ltd | 2.1M | $118M |
| Wt Asset Management Ltd | 1.3M | $76.8M |
| Anther Capital Ltd | 1.3M | $74.5M |
| Ariose Capital Management Ltd | 686K | $39.1M |
| Hood River Capital Management LLC | 527K | $30M |
| Anatole Investment Management Ltd | 463K | $26.4M |
| Imc-Chicago, LLC | 456K | $26M |
| Driehaus Capital Management LLCActive manager | 385K | $21.9M |
| Cloudalpha Capital Management Limited/Hong Kong | 334K | $19.1M |
| Rokos Capital Management LLPHedge fund | 331K | $18.8M |
Who holds the shares
- Institutions reporting
- 257
- Ten largest holders
- 54.6% of 13F-reported shares
- Index fund managers
- 29.9% of 13F-reported shares
- Active managers and hedge funds
- 20.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 33 | 20 | 21 | 16 | +4.4M | +83.7% |
| Index fund managers | 10 | 1 | 3 | 0 | +9.2M | +192.7% |
| Other institutions | 155 | 92 | 103 | 50 | +212K | +0.9% |