Jefferies Group's AAOI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 32,810 shares of Applied Optoelectronics, Inc. (AAOI) worth $2.78 M, representing 0.02% of the portfolio. First purchased in 2023-Q3, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jefferies Group has maintained this position in AAOI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 633,600 shares. Largest reduction occurred in Q1 2025, reducing 633,600 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Applied Optoelectronics (AAOI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Optoelectronics (AAOI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +32,810 | New Buy | 32,810 | $84.59 |
| Q1 2025 | -633,600 | Sold Out | 0 | $0.00 |
| Q4 2024 | +633,600 | New Buy | 633,600 | $36.86 |
| Q2 2024 | -45,500 | Sold Out | 0 | $0.00 |
| Q1 2024 | -45,700 | Reduce 50.11% | 45,500 | $13.86 |
| Q4 2023 | +70,000 | Add 330.19% | 91,200 | $19.32 |
| Q3 2023 | +21,200 | New Buy | 21,200 | $10.97 |
Jefferies Group's Applied Optoelectronics Investment FAQs
Jefferies Group first purchased Applied Optoelectronics, Inc. (AAOI) in Q3 2023, acquiring 21,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Applied Optoelectronics, Inc. (AAOI) for 7 quarters since Q3 2023.
Jefferies Group's largest addition to Applied Optoelectronics, Inc. (AAOI) was in Q4 2024, adding 633,600 shares worth $23.35 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 32,810 shares of Applied Optoelectronics, Inc. (AAOI), valued at approximately $2.78 M.
As of the Q1 2026 filing, Applied Optoelectronics, Inc. (AAOI) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Applied Optoelectronics, Inc. (AAOI) was 633,600 shares, as reported at the end of Q4 2024.