APPLIED OPTOELECTRONICS INC

$AAOI
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Smart money positioned

12 of the Top-200 alpha managers hold $AAOI as of the latest 13F snapshot.

13F holders
361
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$AAOI is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.78%, with an average of 0.11% of portfolio. Largest holder: Shellback Capital, LP at 0.78%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Shellback Capital, LP
0.78% NEW
α +14.3pts
02
Oak Grove Capital LLC
0.32% NEW
α +23.3pts
03
Caption Management, LLC
0.10% NEW
α +15.5pts
04
RiverPark Advisors, LLC
0.04% held
α +21.5pts
05
Voloridge Investment Management, LLC
0.02% held
α +15.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 361 · Source: 13F-HR
01
Exor N.V.
0.06% of portfolio
13,294,022 sh
02
Brightline Capital Management, LLC
0.04% of portfolio
7,754,000 sh
03
Solus Alternative Asset Management LP
0.03% of portfolio
4,555,000 sh
04
Commerce Bank
0.14% of portfolio
2,630,257 sh
05
Richards, Merrill & Peterson, Inc.
5.87% of portfolio
2,349,969 sh
06
Axa S.a.
—
1,644,293 sh
07
State Street
—
1,606,236 sh
08
Hood River Capital Management LLC
1.09% of portfolio
1,275,519 sh
09
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
1.12% of portfolio
1,275,519 sh
10
Point72 Asset Management, L.P.
0.05% of portfolio
980,972 sh
See all 361 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $AAOI in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $AAOI in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:26 UTC.