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AAOI Applied Optoelectronics Inc.

Information Technology, filed as APPLIED OPTOELECTRONICS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 3 Owners
  • Max 0.6%
  • $240M
  • 2 add 1 reduce

In 2026 Q2 Ben Hoskin and Polen Capital Management added to Applied Optoelectronics, while Lee Ainslie trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.6% (Ben Hoskin, Value Aligned Research Advisors). Not free-float ownership.

  1. Ben Hoskin Add 0.59%
  2. Polen Capital Management Add 0.02%
  3. Lee Ainslie Reduce 0.01%

Who owns AAOI

Sorted by value, long equity only, as of 2026 Q2.

History
Ben Hoskin, Value Aligned Research Advisors 0.59%, was 0.52% Add +25.8% 1,595,124 $236M History
Polen Capital Management 0.02% Add +29.2% 19,272 $2.9M History
Lee Ainslie, Maverick Capital 0.01%, was 0.02% Reduce −74.1% 4,188 $620K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AAOI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AAOI insider trades
  • None no insider bought on the open market
  • $103M sold by 10 insiders outside a trading plan
  • $22.9M sold by 4 insiders under 10b5-1 plans
  1. Stefan J. Murry CFO
    Planned sale
    $411K 4,000 shares at $102.87 1.1% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  2. Shu-Hua (Joshua) Yeh *** See Remarks
    Planned sale
    $720K 6,000 shares at $120.03 1.6% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  3. Hung-Lun (Fred) Chang *** See Remarks
    Sale
    $3.5M 32,172 shares at $110.21 11% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  4. Stefan J. Murry CFO
    Planned sale
    $421K 4,000 shares at $105.33 1.1% of stake
    Traded Sep 10 Filed Sep 10
    ↗
  5. Shu-Hua (Joshua) Yeh *** See Remarks
    Planned sale
    $886K 6,000 shares at $147.73 1.6% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  6. Stefan J. Murry CFO
    Planned sale
    $579K 4,000 shares at $144.79 1.1% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  7. Shu-Hua (Joshua) Yeh *** See Remarks
    Planned sale
    $596K 4,715 shares at $126.50 1.2% of stake
    Traded Aug 4 Filed Aug 4
    ↗
  8. Shu-Hua (Joshua) Yeh *** See Remarks
    Planned sale
    $154K 1,285 shares at $120.02 0.3% of stake
    Traded Jul 21 Filed Jul 23
    ↗
  9. Stefan J. Murry CFO
    Planned sale
    $488K 4,000 shares at $122.09 1% of stake
    Traded Jul 10 Filed Jul 14
    ↗
  10. Hung-Lun (Fred) Chang *** See Remarks
    Planned sale
    $6.9M 40,329 shares at $170.60 12% of stake
    Traded Jun 17 Filed Jun 18
    ↗
  11. Shu-Hua (Joshua) Yeh *** See Remarks
    Planned sale
    $1M 6,000 shares at $171.89 1.5% of stake
    Traded Jun 18 Filed Jun 18
    ↗
  12. Shu-Hua (Joshua) Yeh *** See Remarks
    Sale
    $4.8M 28,826 shares at $166.53 6.7% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  13. Stefan J. Murry CFO
    Sale
    $5.5M 33,000 shares at $166.53 7.9% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  14. Chih-Hsiang (Thompson) Lin CEO
    Sale
    $9.8M 59,000 shares at $166.53 4.3% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  15. David C Kuo *** See Remarks
    Sale
    $4.9M 29,227 shares at $166.53 16% of stake
    Traded Jun 12 Filed Jun 16
    ↗

Also filed in the last 12 months, not counted as buying or selling: 70 share withholdings for taxes, 17 stock grants, 5 gifts, and 2 other transactions.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 1.01,5.02,9.01 Filing Doc
424B5 Filing Doc
8-K 1.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q FORM 10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $217.65M $249.36M $455.72M
Gross profit $58.92M $61.8M $136.91M
Gross margin * 27.1% 24.8% 30.0%
Net income -$56.05M -$186.73M -$38.23M
Net margin * -25.8% -74.9% -8.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $172.6M $301.27M $675.73M
Total non-current assets * $216.58M $245.76M $492.7M
Total assets $0.389B $0.547B $1.17B
Total current liabilities $93.36M $170.07M $257.28M
Total non-current liabilities * $80.96M $147.85M $177.22M
Total equity $214.87M $229.11M $733.92M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$7.93M -$69.53M -$174.43M
Cash from investing -$14.76M -$50.7M -$210.6M
Cash from financing $40.58M $142.18M $527.94M
Net change in cash $19.51M $24.04M $136.9M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.