AXT INC (AXTI) Institutional Ownership Changes & 13F Activity

AXT INC (AXTI) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Renaissance Technologies LLC, and Ariel Appreciation Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Polen Capital ManagementBuy27,15349,368$2,812,989
Q4 2025Renaissance Technologies LLCBuy35,30086,700$1,417,545
Q4 2025Polen Capital ManagementBuy22,21522,215$363,215
Q3 2025Renaissance Technologies LLCSell-270,59651,400$230,786
Q4 2024Renaissance Technologies LLCSell-131,304321,996$698,731
Q3 2024Renaissance Technologies LLCBuy75,700453,300$1,096,986
Q2 2024Renaissance Technologies LLCBuy347,200377,600$1,276,288
Q1 2024Renaissance Technologies LLCSell-346,67830,400$140
Q4 2023Renaissance Technologies LLCBuy81,478377,078$905
Q3 2023Renaissance Technologies LLCSell-73,412295,600$709
Q2 2023Renaissance Technologies LLCBuy151,403369,012$1,269
Q1 2023Renaissance Technologies LLCBuy52,226217,609$866
Q4 2022Renaissance Technologies LLCBuy59,683165,383$724
Q3 2022Renaissance Technologies LLCSell-7,400105,700$708
Q2 2022Renaissance Technologies LLCBuy33,300113,100$663
Q4 2021Renaissance Technologies LLCSell-15,40079,800$703
Q3 2021Renaissance Technologies LLCSell-126,10195,200$793
Q2 2020Renaissance Technologies LLCBuy9,301221,301$1,053
Q2 2020Ariel Appreciation FundSell-42531,398$149
Q1 2020Renaissance Technologies LLCBuy23,500212,000$681
Q1 2020Ariel Appreciation FundSell-18,11031,823$102
Q4 2019Renaissance Technologies LLCBuy20,500188,500$820
Q4 2019Ariel Appreciation FundSell-19,01149,933$217
Q3 2019Ariel Appreciation FundSell-25,95268,944$245
Q3 2019Renaissance Technologies LLCSell-14,467168,000$598
Q2 2019Renaissance Technologies LLCBuy160,011182,467$723
Q1 2019Renaissance Technologies LLCSell-209,14422,456$100
Q4 2018Renaissance Technologies LLCSell-233,400231,600$1,007
Q4 2018Ariel Appreciation FundSell-70,84794,896$413
Q3 2018Ariel Appreciation FundSell-117,998165,743$1,185

Frequently asked questions about AXTI activity

  • Which institutional owners are buying AXTI?

    Institutional owners buying AXTI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AXTI activity?

    "Buy" means an investor increased their reported position in AXTI compared to the prior reporting period. This reflects growing exposure to AXT INC (AXTI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AXTI increasing?

    Institutional interest in AXTI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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