Poet Technologies Inc (POET) — Institutional Investor Activity (Q2 2026)

POET ranks #3480 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

POET 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.

164 institutions disclose a position in POET, but none treat it as a major bet — even Tuttle Capital Management, LLC, its most concentrated holder, allocates just 1.9% of its own portfolio to it.

Ken Griffin has added to its POET position for two straight quarters, increasing it by $132.2M to reach $149.8M today.

Osaic Holdings, Inc. has trimmed its POET position for two straight quarters, cutting it by $174.1K while still holding $374.4K.

POET is up 2.7% today, and institutions have been net buyers of $650.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

POET reported a net loss of $63.0M in its latest fiscal year.

• Not yet profitable — net loss of $63.0M in the latest fiscal year
• Revenue grew 2494.6% year over year
• Net income declined year over year, from -$56.7M to -$63.0M
• Generated $3.0M in positive operating cash flow
• Current ratio of 0.01x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.33x equity — within a conventional range