Guru Ownership Trend
Guru Analysis for Applied Optoelectronics, Inc. (AAOI)
Applied Optoelectronics, Inc. (AAOI), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $15.49 M.
Top institutional holders include Paul Tudor Jones and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $175.69 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 60.9%. Conversely, Paul Tudor Jones reduced exposure by 86.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Applied Optoelectronics, Inc. (AAOI)
Major holders include Paul Tudor Jones ($8.99 M), Cliff Asness ($7.34 M), Chuck Royce ($5.64 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 160,018 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $175.69 M, with 1 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited AAOI. The total reported sell value was $178.47 M.
Yes, 0 managers opened new positions in AAOI, and 1 increased their existing holdings. The total reported buy value was $2.78 M.