Follow-The-Filings

Security · featured owners

AXTI Axt Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.0%
  • $4M
  • 1 add 1 exit

AXTI (Axt Inc.) is held in 1 featured 13F book as of 2026 Q2. Polen Capital Management is the largest tracked holder by portfolio weight (0.03%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management add 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Polen Capital Management 2026 Q2 0.03% Add +6.8% 52,707 $4M history
Ram Parameswaran - Octahedron Capital Management exited 2026 Q2 last 2026 Q1 1.2% Exit −1.20% 29,000 $2M history

SEC filings

Recent issuer filings from EDGAR · 21 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q FORM 10-Q
8-K 2.02,9.01
8-K 3.03,5.03,9.01
8-K 1.01,9.01
8-K 5.02,9.01
8-K 2.04
8-K 1.01,9.01
8-K 5.02,7.01,9.01
8-K 1.01,9.01
8-K 3.03,5.03,5.07,9.01
DEFA14A DEFINITIVE ADDITIONAL MATERIALS
8-K 8.01,9.01
DEFA14A DEFINITIVE ADDITIONAL MATERIALS
10-Q FORM 10-Q
8-K 2.02,9.01
8-K 1.01,8.01,9.01
424B5 PROSPECTUS SUPPLEMENT
424B5 PROSPECTUS SUPPLEMENT
8-K 2.02
DEFA14A FORM DEFA14A
10-K FORM 10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Aug 17, 2026
4 Period Jun 10, 2026
4 Period Jun 15, 2026 · 2 forms
4 Period Jun 12, 2026
4 Period Jun 11, 2026
4 Period Jun 8, 2026
4 Period Jun 4, 2026 · 2 forms
4 Period Jun 3, 2026
4 Period Jun 1, 2026 · 2 forms
4 Period May 1, 2026
4 Period Mar 12, 2026
4 Period Mar 13, 2026
4 Period Mar 12, 2026
4 Period Mar 10, 2026 · 3 forms

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 $13.32M $23.84M $11.24M
Gross margin * 17.6% 12.7%
Net income -$17.88M -$11.62M -$21.26M
Net margin * -23.6% -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 -$0.536M $107.1M
Net change in cash $8.77M -$16.3M $94.56M

ownership over time

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