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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Context Capital Management, LLC | Withheld | 7.3M | ▼−53% Reduced · −8.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $608.4M | 7.2M | ▲+36% Added · +1.9M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $259.0M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 4 | OBERWEIS ASSET MANAGEMENT INC/ | $198.8M | 2.3M | ▲+15% Added · +310K sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $192.8M | 2.3M | ▲+35% Added · +596K sh | Q1 2026 | |
| 6 | D. E. Shaw & Co., Inc. | $179.1M | 2.1M | ▲+55% Added · +750K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.4M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $146.5M | 1.7M | ▼−22% Reduced · −497K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $139.1M | 1.6M | ▲+2.4% Added · +38K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $137.2M | 1.6M | ▲+7.2% Added · +108K sh | Q1 2026 | |
| 11 | Hood River Capital Management LLC | $107.9M | 1.3M | ▼~0% Reduced · −102 sh | Q1 2026 | |
| 12 | Value Aligned Research Advisors, LLC | $107.3M | 1.3M | ▲New +1.3M sh | Q1 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 | UBS Group AG | $82.1M | 971K | ▲+2.1% Added · +20K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $62.2M | 734K | ▲+93% Added · +354K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $61.5M | 728K | ▼−57% Reduced · −972K sh | Q1 2026 | |
| 18 | T. Rowe Price Investment Management, Inc. | Withheld | 643K | ▲New +643K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $49.4M | 583K | ▲+11% Added · +57K sh | Q1 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $47.8M | 565K | ▲New +565K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.0M | 532K | ▲+0.7% Added · +4K sh | Q1 2026 | |
| 22 | Neuberger Berman Group LLC | $44.0M | 517K | ▲New +517K sh | Q1 2026 | |
| 23 | Squarepoint Ops LLC | $41.9M | 496K | ▲+157% Added · +303K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $39.7M | 469K | ▲+182% Added · +303K sh | Q1 2026 | |
| 25 | GILDER GAGNON HOWE & CO LLC | $38.5M | 455K | ▼−4.1% Reduced · −20K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 | Tax withholding (F) | 23K | $4.0M |
| Jun 12, 2026 | Yeh Shu-Hua (Joshua) | *** See Remarks | Sell (S) | 29K | $4.8M |
| Jun 12, 2026 | Murry Stefan J. | Chief Financial Officer | Tax withholding (F) | 30K | $5.2M |
| 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 | Tax withholding (F) | 87K | $15.0M |
| Jun 12, 2026 | Lin Chih-Hsiang (Thompson) | President and CEO, Director | Sell (S) | 59K | $9.8M |
| Jun 12, 2026 | Kuo David C | *** See Remarks | Tax withholding (F) | 19K | $3.3M |
| Jun 12, 2026 | Kuo David C | *** See Remarks | Sell (S) | 29K | $4.9M |
| Jun 12, 2026 | Chang Hung-Lun (Fred) | *** See Remarks | Tax withholding (F) | 27K | $4.7M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 102 funds | $37.1B |
| ALPHABET INC-CL AGOOGL | 98 funds | $24.3B |
| AMAZON.COM INCAMZN | 97 funds | $32.8B |
| APPLE INCAAPL | 96 funds | $41.7B |
| ALPHABET INC-CL CGOOG | 96 funds | $15.9B |
| NVIDIA CORPNVDA | 95 funds | $55.5B |
| BROADCOM INCAVGO | 95 funds | $19.9B |
| META PLATFORMS INC-CLASS AMETA | 95 funds | $17.3B |
| ELI LILLY & COLLY | 95 funds | $10.7B |
| MICRON TECHNOLOGY INCMU | 95 funds | $7.9B |
| TESLA INCTSLA | 94 funds | $13.5B |
| MASTERCARD INC - AMA | 93 funds | $7.3B |
Ranked by how many of AAOI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.