Applied Optoelectronics Ownership | Who Owns Applied Optoelectronics?
Applied Optoelectronics Ownership Summary
Applied Optoelectronics is owned by 69.66% institutional investors, 5.26% insiders, and 25.08% retail investors. Blackrock is the largest institutional shareholder, holding 7.85% of AAOI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.76% of its assets in Applied Optoelectronics shares.
AAOI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Applied Optoelectronics | 69.66% | 5.26% | 25.08% |
| Sector | Technology Stocks | 54.50% | 11.36% | 34.13% |
| Idea | Semiconductor Stocks List | 66.52% | 6.76% | 26.71% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.01M | 7.85% | $24.98M |
| Ameriprise financial | 2.16M | 5.62% | $17.88M |
| Vanguard group | 2.15M | 5.62% | $17.86M |
| Alyeska investment group | 1.16M | 3.03% | $9.63M |
| Royce & associates lp | 1.08M | 2.82% | $8.96M |
| Shellback capital, lp | 1.04M | 2.71% | $8.62M |
| Oberweis asset management inc/ | 865.91K | 2.26% | $7.18M |
| Geode capital management | 849.32K | 2.21% | $7.04M |
| Driehaus capital management | 841.97K | 2.19% | $6.98M |
| Portolan capital management | 841.06K | 2.19% | $6.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Acuitas investments | 331.22K | 1.47% | $2.75M |
| Affinity wealth management | 216.09K | 1.41% | $7.97M |
| Collaborative management lp | 40.93K | 0.69% | $339.33K |
| Sora investors | 450.00K | 0.69% | $3.73M |
| Shellback capital, lp | 1.04M | 0.63% | $8.62M |
| Portolan capital management | 841.06K | 0.57% | $6.97M |
| Oberweis asset management inc/ | 865.91K | 0.44% | $7.18M |
| Centerbook partners lp | 706.56K | 0.36% | $5.86M |
| Emerald advisers | 512.72K | 0.18% | $4.25M |
| Emerald mutual fund advisers trust | 399.12K | 0.17% | $3.31M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 3.01M | 0.00% | 2.16M |
| Ameriprise financial | 2.16M | 0.00% | 1.16M |
| Shellback capital, lp | 1.04M | 0.63% | 1.04M |
| Geode capital management | 849.32K | 0.00% | 460.83K |
| Sora investors | 450.00K | 0.69% | 450.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | 841.97K | 0.07% | -2.58M |
| Hood river capital management | - | - | -1.38M |
| Point72 asset management | - | - | -1.34M |
| Whale rock capital management | - | - | -1.33M |
| Cloudalpha capital management limited/hong kong | - | - | -831.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Shellback capital, lp | 1.04M | 0.63% | 1.04M | $8.62M |
| Sora investors | 450.00K | 0.69% | 450.00K | $3.73M |
| Assenagon asset management | 345.39K | 0.02% | 345.39K | $12.73M |
| Affinity wealth management | 216.09K | 1.41% | 216.09K | $7.97M |
| Nuveen asset management | 100.70K | 0.00% | 100.70K | $834.81K |
Sold Out
| Holder | Change |
|---|---|
| Barrett & company | -11.00 |
| Allworth financial lp | -23.00 |
| Signaturefd | -47.00 |
| Quadrant capital group | -51.00 |
| Harbour investments | -434.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 161 | 6.62% | 29,473,963 | 1.03% | 69 | 1.20% | 87 | -1.14% | 37 | - |
| Jun 30, 2024 | 151 | 13.53% | 29,174,617 | 1.79% | 76 | 1.24% | 88 | 11.39% | 37 | 19.35% |
| Mar 31, 2024 | 133 | 6.40% | 28,661,978 | 21.47% | 78 | 1.51% | 79 | 9.72% | 31 | 10.71% |
| Dec 31, 2023 | 125 | 34.41% | 23,596,126 | 50.73% | 71 | 2.55% | 72 | 35.85% | 28 | 47.37% |
| Sep 30, 2023 | 93 | 52.46% | 15,654,599 | 30.23% | 53 | 3.06% | 53 | 65.63% | 19 | 72.73% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.36M | 2.76% | 196.50K |
| iShares Russell 2000 ETF | 1.09M | 2.22% | -4.20K |
| Columbia Small Cap Growth | 875.06K | 2.14% | 875.06K |
| Hood River Small-Cap Growth Instl | 811.96K | 1.99% | 152.51K |
| Oberweis Micro-Cap | 865.91K | 1.92% | - |
| Oberweis Micro-Cap Growth | 865.91K | 1.92% | - |
| Invesco Dorsey Wright Technology MomtETF | 754.84K | 1.53% | - |
| Harbor Small Cap Growth Instl | 619.14K | 1.51% | 619.14K |
| Columbia Small Cap Value II | 556.40K | 1.36% | 236.06K |
| Vanguard Institutional Extnd Mkt Idx Tr | 652.13K | 1.32% | 49.56K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 21, 2025 | Murry Stefan J. | Chief Financial Officer | Sell | $80.81K |
| Jan 15, 2025 | BLACK RICHARD B | - | Sell | $289.95K |
| Jan 16, 2025 | Murry Stefan J. | Chief Financial Officer | Sell | $126.90K |
| Dec 16, 2024 | BLACK RICHARD B | - | Sell | $352.67K |
| Nov 20, 2024 | Chang Hung-Lun (Fred) | *** See Remarks | Sell | $616.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 17 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 4 | 1 |
| 2023 Q4 | - | 2 |
AAOI Ownership FAQ
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