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

POET ranks #3472 out of 37696 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.

165 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.

CoreCap Advisors, LLC has trimmed its POET position for two straight quarters, cutting it by $60.7K while still holding $22.0.

POET is down 9.7% today, but institutions show net buying of $650.2M this quarter — a divergence between today's price move and the underlying institutional flow.

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
• Current ratio of 2.19x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.33x equity — within a conventional range