Axt Inc (AXTI) — Who Owns This Stock? 13F Breakdown (Q2 2026)

AXTI ranks #2372 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AXTI is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

AXTI is a top-conviction position for Funde Sino Life Insurance Co Ltd — at 7.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AXTI belongs to Marex Group Ltd, but the position matters far more to Funde Sino Life Insurance Co Ltd, who has 7.6% 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.

Jane Street Group, LLC has added to its AXTI position for two straight quarters, increasing it by $382.8M to reach $397.6M today.

Maytree Asset Management Ltd has trimmed its AXTI position for two straight quarters, cutting it by $5.8M while still holding $5.4M.

AXTI is up 1.5% today, and institutions have been net buyers of $2.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AXTI posted net income of $4.1M over the trailing twelve months, and currently trades at a P/E of 617.2.

• Profitable — net income of $4.1M over the trailing twelve months
• Revenue grew 45.8% year over year
• Net income improved year over year, from -$23.8M to $4.1M
• Operating cash flow was negative, using $12.8M in cash
• Current ratio of 2.72x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.36x equity — within a conventional range