Follow The Filings

AXTI Axt Inc.

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

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.0%
  • $3.8M
  • 1 add 1 exit

In 2026 Q2 Polen Capital Management added to Axt, while Ram Parameswaran sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Add 0.03%

Who owns AXTI

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

History
Polen Capital Management 0.03%, was 0.02% Add +6.8% 52,707 $3.8M History
Ram Parameswaran, Octahedron Capital Management exited 2026 Q2 Last 2026 Q1 1.2% Exit −1.20% 29,000 $1.7M History

1 current, 1 exited last period, options excluded

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

Insider trades

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

All AXTI insider trades
  • None no insider bought on the open market
  • $78.8M sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Leonard J Leblanc Director
    Sale
    $221K 2,500 shares at $88.57 2.1% of stake
    Traded Jun 10–Aug 7 Filed Aug 19
    ↗
  2. Leonard J Leblanc Director
    Sale
    $384K 4,000 shares at $96.07 3.4% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  3. Jesse Chen Director
    Sale
    $711K 6,172 shares at $115.24 11% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  4. David C Chang Director
    Sale
    $926K 8,333 shares at $111.17 11% of stake
    Traded Jun 15 Filed Jun 17
    ↗
  5. Jesse Chen Director
    Sale
    $2M 22,000 shares at $92.82 28% of stake
    Traded Jun 11–12 Filed Jun 15
    ↗
  6. Jesse Chen Director
    Sale
    $1.5M 16,500 shares at $89.97 17% of stake
    Traded Jun 8–10 Filed Jun 10
    ↗
  7. Jesse Chen Director
    Sale
    $1.1M 10,133 shares at $109.50 9.7% of stake
    Traded Jun 3–4 Filed Jun 5
    ↗
  8. Morris S Young CEO
    Sale
    $22.3M 197,498 shares at $112.98 8.4% of stake
    Traded Jun 1–2 Filed Jun 3
    ↗
  9. Jesse Chen Director
    Sale
    $579K 5,200 shares at $111.36 4.7% of stake
    Traded Jun 1–2 Filed Jun 3
    ↗
  10. Jesse Chen Director
    Sale
    $700K 14,086 shares at $49.70 11% of stake
    Traded Mar 12–13 Filed Mar 16
    ↗
  11. Morris S Young CEO
    Sale
    $1.9M 37,905 shares at $51.13 1.6% of stake
    Traded Mar 13 Filed Mar 16
    ↗
  12. Gary L Fischer CFO
    Sale
    $4.5M 89,032 shares at $50.60 32% of stake
    Traded Mar 12–13 Filed Mar 16
    ↗
  13. Morris S Young CEO
    Sale
    $1.4M 30,832 shares at $45.60 1.3% of stake
    Traded Mar 10 Filed Mar 12
    ↗
  14. David C Chang Director
    Sale
    $920K 20,000 shares at $46.00 22% of stake
    Traded Mar 10 Filed Mar 12
    ↗
  15. Jesse Chen Director
    Sale
    $1.4M 29,000 shares at $46.66 19% of stake
    Traded Mar 10–11 Filed Mar 12
    ↗

Also filed in the last 12 months, not counted as buying or selling: 10 gifts, 10 option exercises, and 7 stock grants.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q FORM 10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 3.03,5.03,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 2.04 Filing Doc
8-K 1.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
8-K 3.03,5.03,5.07,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
8-K 8.01,9.01 Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
10-Q FORM 10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated about 20 hours 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 $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

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.