APPLIED OPTOELECTRONICS INC (AAOI) Institutional Ownership

AAOI is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.08M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $47.82M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's AAOI position is now estimated to be worth approximately $94.59M, representing an estimated gain of +97.82% since the filing period.

Major shareholders tracked on this page include Renaissance Technologies LLC, Polen Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward APPLIED OPTOELECTRONICS INC (AAOI).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$49,078,442580,192
Q1 20251$5,524,143359,879
Q4 20231$51026,400
Q3 20231$9,517867,579
Q2 20231$1,669280,100
Q1 20231$469212,000
Q4 20221$367194,200
Q3 20221$557204,900
Q2 20221$478308,279
Q1 20221$15141,300
Q4 20211$36170,183
Q1 20211$3,404407,200
AAOI Institutional Ownership and 13F Activity Q1 2026 | InsiderSet