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CloudAlpha Capital Management’s AXT Inc AXTI Stock Holding History

CloudAlpha Capital Management’s Portfolio AXTI Stock Details AXTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-334,402
Closed -$19.1M – 41
2026
Q1 		$19.1M Sell
334,402
-1,056,328
-76% -$35M 0.65% 29
2025
Q4 		$22.7M Buy
+1,390,730
New +$13.4M 1.07% 24

Other funds holding AXTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CloudAlpha Capital Management's AXTI Position: Q2 2026 in Review

CloudAlpha Capital Management sold out of AXT Inc (AXTI) in Q2 2026, closing a stake of 334,402 shares — an estimated $19.1M sold.

CloudAlpha Capital Management first reported a position in AXTI in Q4 2025 and held it in 2 quarters. The position peaked at $22.7M in Q4 2025. 257 funds tracked by Wall St. Rank hold AXTI as of Q2 2026.

  • CloudAlpha Capital Management reported no remaining AXT Inc position as of Q2 2026 after selling out during the quarter.
  • CloudAlpha Capital Management sold 334,402 AXT Inc shares in Q2 2026, an estimated $19.1M.
  • CloudAlpha Capital Management first reported a position in AXT Inc in Q4 2025 and held it in 2 quarters.
  • CloudAlpha Capital Management's AXT Inc position peaked at $22.7M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held AXT Inc as of Q2 2026.

Based on CloudAlpha Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.