410 tracked 13F filers disclose a position in AAOI as of the latest SEC 13F filings, a combined $5.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $608.4M | 7.2M | ▲+36% Added · +1.9M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $259.0M | 3.1M | →First observed position No prior filed position | Q1 2026 | |
| 3 | OBERWEIS ASSET MANAGEMENT INC/ | $198.8M | 2.3M | ▲+15% Added · +310K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $192.8M | 2.3M | ▲+35% Added · +596K sh | Q1 2026 | |
| 5 | D. E. Shaw & Co., Inc. | $179.1M | 2.1M | ▲+55% Added · +750K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.4M | 1.8M | →First observed position No prior filed position | Q1 2026 | |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $146.5M | 1.7M | ▼−22% Reduced · −497K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $247.6M | 1.7M | ▲+3.1% Added · +50K sh | Q2 2026 | |
| 9 | STATE STREET CORP | $221.9M | 1.5M | ▼−8.9% Reduced · −147K sh | Q2 2026 | |
| 10 | Hood River Capital Management LLC | $206.3M | 1.4M | ▲+9.2% Added · +117K sh | Q2 2026 | |
| 11 | Value Aligned Research Advisors, LLC | $107.3M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 12 | Clear Street Group Inc. | $182.4M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 13 | JPMORGAN CHASE & CO | $94.7M | 1.1M | ▲20× Added · +1.1M sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $91.8M | 1.1M | ▲+12% Added · +117K sh | Q1 2026 | |
| 15 | FRONTIER CAPITAL MANAGEMENT CO LLC | $144.5M | 975K | ▲+243% Added · +691K sh | Q2 2026 | |
| 16 | UBS Group AG | $82.1M | 971K | ▲+2.1% Added · +20K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $62.2M | 734K | ▲+93% Added · +354K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $61.5M | 728K | ▼−57% Reduced · −972K sh | Q1 2026 | |
| 19 | T. Rowe Price Investment Management, Inc. | Withheld | 643K | ▲New +643K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $49.4M | 583K | ▲+11% Added · +57K sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $47.8M | 565K | ▲New +565K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.0M | 532K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 23 | Neuberger Berman Group LLC | $44.0M | 517K | ▲New +517K sh | Q1 2026 | |
| 24 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74.7M | 504K | ▲New +504K sh | Q2 2026 | |
| 25 | Squarepoint Ops LLC | $41.9M | 496K | ▲+157% Added · +303K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 16 funds opened a new position in AAOI and 28 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 243 funds | $318.3B |
| MICROSOFT CORPMSFT | 239 funds | $207.2B |
| AMAZON.COM INCAMZN | 239 funds | $158.2B |
| META PLATFORMS INC-CLASS AMETA | 231 funds | $90.6B |
| BROADCOM INCAVGO | 230 funds | $130.1B |
| MICRON TECHNOLOGY INCMU | 230 funds | $35.4B |
| ADVANCED MICRO DEVICESAMD | 228 funds | $32.3B |
| APPLE INCAAPL | 227 funds | $231.2B |
| ALPHABET INC-CL AGOOGL | 226 funds | $128.1B |
| ELI LILLY & COLLY | 215 funds | $67.2B |
| LAM RESEARCH CORPLRCX | 214 funds | $27.7B |
| TESLA INCTSLA | 212 funds | $56.0B |
Ranked by how many of AAOI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Yeh Shu-Hua (Joshua) | *** See Remarks | Sell (S) | 6K | $886K |
| Aug 10, 2026 | Murry Stefan J. | Chief Financial Officer | Sell (S) | 4K | $579K |
| Aug 4, 2026 | Yeh Shu-Hua (Joshua) | *** See Remarks | Sell (S) | 5K | $596K |
| Jul 21, 2026 | Yeh Shu-Hua (Joshua) | *** See Remarks | Sell (S) | 1K | $154K |
| Jul 10, 2026 | Murry Stefan J. | Chief Financial Officer | Sell (S) | 4K | $488K |
| Jun 18, 2026 | Yeh Shu-Hua (Joshua) | *** See Remarks | Sell (S) | 6K | $1.0M |
| Jun 17, 2026 | Chang Hung-Lun (Fred) | *** See Remarks | Sell (S) | 40K | $6.9M |
| Jun 12, 2026 | Yeh Shu-Hua (Joshua) | *** See Remarks | Sell (S) | 29K | $4.8M |
| Jun 12, 2026 | Murry Stefan J. | Chief Financial Officer | Sell (S) | 33K | $5.5M |
| Jun 12, 2026 | Lin Chih-Hsiang (Thompson) | President and CEO, Director | Sell (S) | 59K | $9.8M |
| Jun 12, 2026 | Kuo David C | *** See Remarks | Sell (S) | 29K | $4.9M |
| Jun 12, 2026 | Chang Hung-Lun (Fred) | *** See Remarks | Sell (S) | 34K | $5.7M |
| Class | 13F holders | Value held |
|---|---|---|
| AAOIthis pagecs | 410 funds | $5.0B |
| 03823UAE2SDBCV | 8 funds | $209.5M |
| 03823UAF9NOTE 2.750% 1/1 | 1 funds | $6.9M |
| 03823UAD4NOTE 5.250%12/1 | 1 funds | $575K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AAOI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AAOI/capital-change-brief"
Use Arkolith's capital_change_brief for AAOI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AAOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.