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AXT, Inc.

AXTI Technology
$51.8 $-7.48 (-12.62%)
Market Cap: $3.33 B
Gurus Holding
5
Popularity Rank
#1714
% of Shares Held
0.44%
Net Activity (Q2 2026)
+$7.46 M

Guru Ownership Trend

Guru Analysis for AXT, Inc. (AXTI)

AXT, Inc. (AXTI), 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 $14.52 M.

Top institutional holders include Joel Greenblatt and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $7.46 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Jefferies Group reduced exposure by 25.7%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$9.32 M
Total Buy Value
New Buys 3
Additions 0
-$1.86 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for AXT, Inc. (AXTI)

Major holders include Joel Greenblatt ($8.04 M), Renaissance Technologies (RenTech) ($6.08 M), Jefferies Group ($2.84 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 280,246 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $7.46 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AXTI. The total reported sell value was $1.86 M.

Yes, 3 managers opened new positions in AXTI, and 0 increased their existing holdings. The total reported buy value was $9.32 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -7.3% 111,578 $8.04 M Q2 2026
0.01% New Buy 84,300 $6.08 M Q2 2026
0.02% Reduce -25.7% 39,355 $2.84 M Q2 2026
0.00% New Buy 37,990 $2.74 M Q2 2026
0.00% New Buy 7,023 $506,218 Q2 2026
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