AXTI

Axt Inc$45.57 14.69%
Information TechnologyUSCUSIP 00246W103· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
144
+54 QoQ
13F Value (tracked)
$1.6B
Insider Net · 180d
-$72.4M
0↑ 4↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)32 adding · 18 trimming
Insider net (180d)-$72.4M

Price & smart-money activity

$45.57 14.69%5Y +395.9%
$1.08$34.75$68.43$102.11$135.7820212022202320242025202621671015101413103219151713152613121813172611182282314151020617911134072150351345
Hover for who · click for detailEnd-of-day closing prices52w $1.92 – $140.83
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Ask your agent what changed in AXTI

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AXTI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AXTI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

144 tracked 13F filers
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1JANE STREET GROUP, LLC
$138.2M
2.4M
+168%
Added · +1.5M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$129.8M
2.3M
New
+2.3M sh
Q1 2026
3E20 Capital Ltd
$117.9M
2.1M
−32%
Reduced · −974K sh
Q1 2026
4MORGAN STANLEY
$82.3M
1.4M
+62%
Added · +553K sh
Q1 2026
5WT Asset Management Ltd
$76.8M
1.3M
New
+1.3M sh
Q1 2026
6Anther Capital Ltd
$74.5M
1.3M
New
+1.3M sh
Q1 2026
7E Fund Management Co., Ltd.
$71.9M
1.3M
New
+1.3M sh
Q1 2026
8BlackRock, Inc.
$63.8M
1.1M
+34%
Added · +283K sh
Q1 2026
9UBS Group AG
$62.5M
1.1M
11×
Added · +997K sh
Q1 2026
10CITIGROUP INC
$54.3M
953K
104×
Added · +944K sh
Q1 2026
11GOLDMAN SACHS GROUP INC
$53.2M
933K
+246%
Added · +664K sh
Q1 2026
12PRICE T ROWE ASSOCIATES INC /MD/
$51.8M
910K
New
+910K sh
Q1 2026
13BANK OF AMERICA CORP /DE/
$44.2M
776K
+112%
Added · +410K sh
Q1 2026
14D. E. Shaw & Co., Inc.
$44.2M
776K
+75%
Added · +332K sh
Q1 2026
15MILLENNIUM MANAGEMENT LLC
$42.1M
739K
+260%
Added · +534K sh
Q1 2026
16GEODE CAPITAL MANAGEMENT, LLC
$33.5M
588K
+19%
Added · +95K sh
Q1 2026
17CITADEL ADVISORS LLC
$32.5M
570K
−27%
Reduced · −207K sh
Q1 2026
18Hood River Capital Management LLC
$30.0M
527K
−74%
Reduced · −1.5M sh
Q1 2026
19Anatole Investment Management Ltd
$26.4M
463K
New
+463K sh
Q1 2026
20IMC-Chicago, LLC
$26.0M
456K
New
+456K sh
Q1 2026
21BNP PARIBAS FINANCIAL MARKETS
$21.5M
377K
+97%
Added · +185K sh
Q1 2026
22STATE STREET CORP
$19.3M
338K
+36%
Added · +89K sh
Q1 2026
23CloudAlpha Capital Management Limited/Hong Kong
$19.1M
334K
−76%
Reduced · −1.1M sh
Q1 2026
24Rokos Capital Management LLP
$18.8M
331K
New
+331K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$17.3M
304K
New
+304K 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.

Fund activity: latest quarter

Opened (NEW)
23
funds
Added
9
funds
Reduced
18
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$72.4M
4 insiders
Net
-$72.4M
34 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 15, 2026CHEN JESSEDirectorSell (S)6K$711K
Jun 15, 2026CHANG DAVID CDirectorSell (S)8K$926K
Jun 12, 2026CHEN JESSEDirectorSell (S)13K$1.2M
Jun 12, 2026YOUNG MORRIS SCEO, DirectorGift (G)1K$0
Jun 11, 2026CHEN JESSEDirectorSell (S)9K$797K
Jun 10, 2026CHEN JESSEDirectorSell (S)9K$781K
Jun 9, 2026CHEN JESSEDirectorSell (S)2K$140K
Jun 8, 2026CHEN JESSEDirectorSell (S)6K$564K
Jun 4, 2026CHANG DAVID CDirectorGrant (A)754
Jun 4, 2026LEBLANC LEONARD JDirectorGrant (A)754
Jun 4, 2026CHEN JESSEDirectorSell (S)6K$664K
Jun 4, 2026CHEN JESSEDirectorGrant (A)754

Institutional ownership over time

140 funds+84 since Q3 2024
070140Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $1.6B · 2 values withheld

Funds that own AXTI also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN48 funds$12.2B
BROADCOM INCAVGO47 funds$7.8B
TAIWAN SEMICONDUCTOR-SP ADRTSM47 funds$4.4B
MICROSOFT CORPMSFT46 funds$12.3B
ALPHABET INC-CL AGOOGL46 funds$8.7B
META PLATFORMS INC-CLASS AMETA46 funds$7.1B
MICRON TECHNOLOGY INCMU46 funds$5.4B
NVIDIA CORPNVDA45 funds$22.5B
ALPHABET INC-CL CGOOG45 funds$6.0B
ELI LILLY & COLLY45 funds$3.9B
LUMENTUM HOLDINGS INCLITE45 funds$3.0B
SANDISK CORPSNDK45 funds$2.5B

Ranked by how many of AXTI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AXTI. 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.