Who Owns Applied Optoelectronics Inc (AAOI)? 13F Institutional Holders (Q2 2026)

AAOI ranks #1205 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AAOI is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

AAOI is a top-conviction position for Oberweis Asset Management Inc/ — at 5.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AAOI belongs to BlackRock, Inc., but the position matters far more to Oberweis Asset Management Inc/, who has 5.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fortitude Family Office, LLC has added to its AAOI position for two straight quarters, increasing it by $8.5K to reach $13.5K today.

Concurrent Investment Advisors, LLC has trimmed its AAOI position for two straight quarters, cutting it by $1.4M while still holding $200.7K.

AAOI is down 9.7% today, but institutions show net buying of $2.7B this quarter — a divergence between today's price move and the underlying institutional flow.

AAOI reported a net loss of $57.0M over the trailing twelve months.

• Not yet profitable — net loss of $57.0M over the trailing twelve months
• Revenue grew 61.8% year over year
• Net income improved year over year, from -$155.7M to -$57.0M
• Operating cash flow was negative, using $174.4M in cash
• Current ratio of 2.63x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.59x equity — within a conventional range