Ardsley Advisory Partners’s Applied Optoelectronics AAOI Stock Holding History

Ardsley Advisory Partners’s Portfolio AAOI Stock Details AAOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-165,000	Closed	-$4.28M	–	143
2025 Q3	$4.28M	Buy	+165,000	New	+$4.22M	0.53%	62
2025 Q2	–	Sell	-30,000	Closed	-$461K	–	146
2025 Q1	$461K	Buy	+30,000	New	+$754K	0.09%	128
2023 Q3	–	Sell	-100,300	Closed	-$598K	–	115
2023 Q2	$598K	Buy	+100,300	New	+$263K	0.1%	103

Other funds holding AAOI

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Ardsley Advisory Partners's AAOI Position: Q2 2026 in Review

Ardsley Advisory Partners opened a new position in Applied Optoelectronics (AAOI) in Q2 2026: 35,000 shares worth $5.13M. The stake represents 0.53% of the portfolio and ranks #60 among its holdings. This is a return to the name: Ardsley Advisory Partners previously reported a position in AAOI as recently as Q4 2025.

Ardsley Advisory Partners first reported a position in AAOI in Q4 2013 and has held it in 15 quarters since. The position peaked at $19M in Q4 2015. 100 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Ardsley Advisory Partners held 35,000 shares of Applied Optoelectronics worth $5.13M as of Q2 2026.
Applied Optoelectronics was a new Ardsley Advisory Partners position in Q2 2026.
Applied Optoelectronics made up 0.53% of Ardsley Advisory Partners's portfolio in Q2 2026, its #60 holding.
Ardsley Advisory Partners first reported a position in Applied Optoelectronics in Q4 2013 and has held it in 15 quarters since.
Ardsley Advisory Partners's Applied Optoelectronics position peaked at $19M in Q4 2015.
100 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.