Steven Cohen's AAOI Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 265,543 shares of Applied Optoelectronics, Inc. (AAOI) worth $22.46 M, representing 0.03% of the portfolio. First purchased in 2018-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in AAOI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1.1 M shares. Largest reduction occurred in Q3 2024, reducing 1.34 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Applied Optoelectronics (AAOI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Applied Optoelectronics (AAOI) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +265,543 | New Buy | 265,543 | $84.59 |
| Q4 2025 | -980,972 | Sold Out | 0 | $0.00 |
| Q3 2025 | +980,972 | New Buy | 980,972 | $25.93 |
| Q3 2024 | -1.34 M | Sold Out | 0 | $0.00 |
| Q2 2024 | -71,434 | Reduce 5.08% | 1.34 M | $8.29 |
| Q1 2024 | +1.1 M | Add 354.87% | 1.41 M | $13.86 |
| Q4 2023 | +309,300 | New Buy | 309,300 | $19.32 |
| Q4 2019 | -419,100 | Sold Out | 0 | $0.00 |
| Q3 2019 | +119,100 | Add 39.70% | 419,100 | $11.22 |
| Q2 2019 | +300,000 | New Buy | 300,000 | $10.28 |
| Q1 2019 | -225,000 | Sold Out | 0 | $0.00 |
| Q4 2018 | +225,000 | New Buy | 225,000 | $15.43 |
Steven Cohen's Applied Optoelectronics Investment FAQs
Steven Cohen first purchased Applied Optoelectronics, Inc. (AAOI) in Q4 2018, acquiring 225,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Applied Optoelectronics, Inc. (AAOI) for 12 quarters since Q4 2018.
Steven Cohen's largest addition to Applied Optoelectronics, Inc. (AAOI) was in Q1 2024, adding 1,406,922 shares worth $19.5 M.
According to the latest 13F filing for Q1 2026, Steven Cohen's firm, Point72 Asset Management, L.P., owns 265,543 shares of Applied Optoelectronics, Inc. (AAOI), valued at approximately $22.46 M.
As of the Q1 2026 filing, Applied Optoelectronics, Inc. (AAOI) represents approximately 0.03% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Applied Optoelectronics, Inc. (AAOI) was 1,406,922 shares, as reported at the end of Q1 2024.