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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $265.16 M.
Top institutional holders include Renaissance Technologies (RenTech) and Paul Tudor Jones.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $75.65 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 365.4%. Conversely, Chuck Royce reduced exposure by 71.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Applied Optoelectronics, Inc. (AAOI)
Major holders include Renaissance Technologies (RenTech) ($47.82 M), Paul Tudor Jones ($37.45 M), Steven Cohen ($22.46 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.8 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $75.65 M, with 7 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited AAOI. The total reported sell value was $47.49 M.
Yes, 5 managers opened new positions in AAOI, and 2 increased their existing holdings. The total reported buy value was $123.14 M.
