Follow-The-Filings

Security

AXTI

Axt Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

9 owners 3 exits max 0.0% (D. E. Shaw & Co., Inc.)

grid → activity →
owners 9
max % 0.0%
tracked value $179M
qoq A 4 R 4 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.02 pp 776,256 $44M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 739,194 $42M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.02 pp 120,408 $7M hist
Polen Capital Management LLC 2026 Q1 0.0% Add +0.02 pp 49,368 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 569,671 $32M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 518,651 $8M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 120,388 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,106,554 $34M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.03 pp 4,300 $245 hist
Davidson Kempner Capital Management LP exited 2026 Q1 last 2025 Q4 0.7% Exit -0.71 pp 2,734,693 $45M hist
Ancora Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 41,000 $670 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 86,700 $1M hist

9 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $75.8M — $88.33M
Gross profit $5.11M $23.84M $11.24M
Gross margin * 6.7% — 12.7%
Net income -$3.35M -$11.62M -$21.26M
Net margin * -4.4% — -24.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $170.66M $158.27M $246.56M
Total non-current assets * $188.04M $181.04M $187.2M
Total assets $358.7M $339.31M $433.75M
Total current liabilities $81.56M $74.18M $90.54M
Total non-current liabilities * $8M $10.23M $8.58M
Total equity $203.99M $192.77M $273.29M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.4M -$12.11M -$12.78M
Cash from investing -$2.6M -$4.44M -$6.83M
Cash from financing $8.61M -$536,000 $107.1M
Net change in cash $8.77M -$16.3M $94.56M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders