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Equibles

AAOI

Applied Optoelectronics, Inc.

Company with tickers: AAOI

CIK
1158114
CUSIP
03823U102
Shares Outstanding
80,242,767
13F Activity (30d)
204 filings 200 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 384
Total Value: $5,523,875,798
Total Shares: 65,301,762
Showing 1–100 of 425 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding AAOI

All superinvestors →
Ray Dalio $18,942,661

Holder Concentration

Across 384 13F filers · Δ vs Dec 31, 2025
Top Holder
11.0%
Sep 2023 → Mar 2026 · range 8.4% – 11.8%
+1.8 pts
Top 5
34.6%
Sep 2023 → Mar 2026 · range 29.9% – 39.6%
−4.3 pts
Top 10
50.5%
Sep 2023 → Mar 2026 · range 46.4% – 60.2%
−5.4 pts
HHI
370
Sep 2023 → Mar 2026 · range 331 – 473
Broadly held−47

Quarterly Activity

vs Dec 31, 2025
New
192
Increased
102
Decreased
80
Sold Out
32
Unchanged
10
Holder count: +160
Institutional value: +176.2%
Shares held: +13.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega BlackRock, Inc. +1,885,897 7,192,329
Mega CITADEL ADVISORS LLC +1,154,706 2,491,303
Mega JANE STREET GROUP, LLC +1,086,024 5,586,418
Mega JPMORGAN CHASE & CO +1,055,667 1,111,132
Mega D. E. Shaw & Co., Inc. +494,001 2,630,257

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega Invesco Ltd. −1,497,904 2,014,405
Mega MORGAN STANLEY −972,289 727,566
Mega BNP PARIBAS ARBITRAGE, SA −935,838 19,449
Mid ROYCE & ASSOCIATES LP −552,864 221,084
Mega PRICE T ROWE ASSOCIATES INC /MD/ −497,376 1,732,381

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 3,061,522 $258,974,145
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 1,801,883 $152,421,282
Large Value Aligned Research Advisors, LLC 1,293,438 $109,411,920
Mega T. Rowe Price Investment Management, Inc. 643,145 $54,403,635
Large RENAISSANCE TECHNOLOGIES LLC 565,279 $47,816,950

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 4,982,660 $173,695,525
Mid HAWK RIDGE CAPITAL MANAGEMENT LP 1,700,900 $59,293,374
Small Roubaix Capital, LLC 108,275 $3,774,466
Mid F/m Investments LLC 94,120 $3,281,023
Small Atika Capital Management LLC 87,657 $3,055,722
Filter: New 192 Increased 102 Reduced 80 Sold out 32 Unchanged 10
Showing 100 of 425
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $608,399,103 11.01% 7,192,329
Mega VANGUARD CAPITAL MANAGEMENT LLC $258,974,145 4.69% 3,061,522
Mid OBERWEIS ASSET MANAGEMENT INC/ $198,783,877 3.60% 2,349,969
Mega JANE STREET GROUP, LLC $192,807,509 3.49% 2,279,318
Mega D. E. Shaw & Co., Inc. $179,090,310 3.24% 2,117,157
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $177,334,476 3.21% 2,096,400
Mega Invesco Ltd. $170,398,515 3.08% 2,014,405
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $163,977,715 2.97% 1,938,500
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $152,421,282 2.76% 1,801,883
Mega JANE STREET GROUP, LLC $146,594,470 2.65% 1,733,000
Mega PRICE T ROWE ASSOCIATES INC /MD/ $146,542,108 2.65% 1,732,381
Mega STATE STREET CORP $139,090,744 2.52% 1,644,293
Mega GEODE CAPITAL MANAGEMENT, LLC $137,146,189 2.48% 1,621,305
Mega JANE STREET GROUP, LLC $133,153,119 2.41% 1,574,100
Mid Hood River Capital Management LLC $107,896,152 1.95% 1,275,519
Large Value Aligned Research Advisors, LLC $107,254,875 1.94% 1,267,938
Mega CITADEL ADVISORS LLC $98,056,728 1.78% 1,159,200
Mega JPMORGAN CHASE & CO $93,990,654 1.70% 1,111,132
Mega GOLDMAN SACHS GROUP INC $91,760,184 1.66% 1,084,764
Mega UBS Group AG $82,115,234 1.49% 970,744
Mega CITADEL ADVISORS LLC $77,069,949 1.40% 911,100
Mega RAYMOND JAMES FINANCIAL INC $62,063,342 1.12% 733,696
Mega MORGAN STANLEY $61,544,805 1.11% 727,566
Mega T. Rowe Price Investment Management, Inc. $54,403,635 0.98% 643,145
Large Driehaus Capital Management LLC $53,489,386 0.97% 632,337
Mega NORTHERN TRUST CORP Bank $49,357,756 0.89% 583,494
Large RENAISSANCE TECHNOLOGIES LLC $47,816,950 0.87% 565,279
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $45,021,166 0.82% 532,228
Mega NEUBERGER BERMAN GROUP LLC $43,761,874 0.79% 517,341
Large Squarepoint Ops LLC $41,939,552 0.76% 495,798
Large Balyasny Asset Management L.P. $39,661,712 0.72% 468,870
Mid GILDER GAGNON HOWE & CO LLC $38,520,171 0.70% 455,375
Mega VANGUARD FIDUCIARY TRUST CO Bank $37,869,420 0.69% 447,682
Large TUDOR INVESTMENT CORP ET AL $37,454,844 0.68% 442,781
Mid EMERALD ADVISERS, LLC $36,702,078 0.66% 433,882
Mega CITADEL ADVISORS LLC $35,612,643 0.64% 421,003
Large Walleye Trading LLC $33,243,870 0.60% 393,000
Mega Nuveen, LLC $32,344,762 0.59% 382,371
Large Focus Partners Wealth $32,064,854 0.58% 379,062
Mega TWO SIGMA INVESTMENTS, LP $28,860,585 0.52% 341,182
Mid Artemis Investment Management LLP $28,773,119 0.52% 340,148
Mid NEXT CENTURY GROWTH INVESTORS LLC $27,130,635 0.49% 320,731
Mega DIMENSIONAL FUND ADVISORS LP $26,213,933 0.47% 309,894
Large Marex Group plc $24,460,636 0.44% 289,167
Large Walleye Trading LLC $24,429,592 0.44% 288,800
Mega D. E. Shaw & Co., Inc. $24,251,953 0.44% 286,700
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $24,035,910 0.44% 284,146
Mid KENNEDY CAPITAL MANAGEMENT LLC $23,612,790 0.43% 279,144
Mega AMERIPRISE FINANCIAL INC $23,188,063 0.42% 274,123
Large Steward Partners Investment Advisory, LLC $23,007,549 0.42% 271,989
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $22,988,178 0.42% 271,760
Large Point72 Asset Management, L.P. $22,462,282 0.41% 265,543
Mega WELLINGTON MANAGEMENT GROUP LLP $21,799,515 0.39% 257,708
Mega BANK OF AMERICA CORP /DE/ Bank $20,376,546 0.37% 240,886
Large VOYA INVESTMENT MANAGEMENT LLC $20,361,657 0.37% 240,710
Mega D. E. Shaw & Co., Inc. $19,151,176 0.35% 226,400
Large Bridgewater Associates, LP $18,942,661 0.34% 223,935
Mid ROYCE & ASSOCIATES LP $18,701,495 0.34% 221,084
Mega FIRST TRUST ADVISORS LP $18,293,856 0.33% 216,265
Large Caption Management, LLC $16,918,000 0.31% 200,000
Large SG Americas Securities, LLC Broker-Dealer $16,571,857 0.30% 195,908
Large MARSHALL WACE, LLP $15,177,305 0.27% 179,422
Mid CloudAlpha Capital Management Limited/Hong Kong $15,007,111 0.27% 177,410
Mid Penn Capital Management Company, LLC $14,926,159 0.27% 176,453
Mega Bank of New York Mellon Corp Bank $14,461,333 0.26% 170,958
Mid Anther Capital Ltd $14,421,579 0.26% 170,488
Mega CITIGROUP INC $13,898,137 0.25% 164,300
Large SEI INVESTMENTS CO $13,438,897 0.24% 158,871
Large HRT FINANCIAL LP $13,436,275 0.24% 158,840
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $13,399,309 0.24% 158,403
Mega CITIGROUP INC $12,716,075 0.23% 150,326
Large SILVERCREST ASSET MANAGEMENT GROUP LLC $12,328,823 0.22% 145,748
Large Verition Fund Management LLC $11,928,881 0.22% 141,020
Mid GROUP ONE TRADING LLC $11,501,871 0.21% 135,972
Small Andar Capital Management HK Ltd $11,335,060 0.21% 134,000
Mid Alphadyne Asset Management LP $11,030,536 0.20% 130,400
Mega Swiss National Bank Bank $10,852,897 0.20% 128,300
Mega ROYAL BANK OF CANADA Bank $10,825,064 0.20% 127,971
Small 1492 Capital Management LLC $10,585,254 0.19% 125,136
Large Point72 Asset Management, L.P. $10,336,898 0.19% 122,200
Large Point72 Asset Management, L.P. $9,584,047 0.17% 113,300
Mid IMC-Chicago, LLC $9,382,384 0.17% 110,916
Large Parallax Volatility Advisers, L.P. $9,287,982 0.17% 109,800
Mid ALGERT GLOBAL LLC $9,020,254 0.16% 106,635
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $8,922,212 0.16% 105,476
Small Ariose Capital Management Ltd $8,797,360 0.16% 104,000
Mid PICTON MAHONEY ASSET MANAGEMENT $8,459,000 0.15% 100,000
Mid MASTERS CAPITAL MANAGEMENT LLC $8,459,000 0.15% 100,000
Mid RICE HALL JAMES & ASSOCIATES, LLC $8,316,719 0.15% 98,318
Mega MILLENNIUM MANAGEMENT LLC $8,155,152 0.15% 96,408
Mid CenterBook Partners LP $8,147,877 0.15% 96,322
Mid AXIOM INVESTORS LLC /DE $8,037,318 0.15% 95,015
Mega BARCLAYS PLC $8,014,309 0.15% 94,743
Large COMMONWEALTH EQUITY SERVICES, LLC $7,585,100 0.14% 89,669
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $7,357,045 0.13% 86,973
Mega RHUMBLINE ADVISERS $6,867,354 0.12% 81,184
Mid PICTON MAHONEY ASSET MANAGEMENT $6,773,967 0.12% 80,080
Small Zweig-DiMenna Associates LLC $6,771,429 0.12% 80,050
Large Jain Global LLC $6,652,157 0.12% 78,640
Mega ALLIANCEBERNSTEIN L.P. $6,550,734 0.12% 77,441

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