D.E. Shaw & Co
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D.E. Shaw & Co’s Applied Optoelectronics AAOI Stock Holding History

D.E. Shaw & Co’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
2026
Q1 		$179M Buy
2,117,157
+750,301
+55% +$47.9M 0.11% 212
2025
Q4 		$47.6M Buy
+1,366,856
New +$40.8M 0.03% 731
2025
Q3 		– Sell
-769,229
Closed -$19.7M – 4512
2025
Q2 		$19.8M Sell
769,229
-1,468,740
-66% -$23.8M 0.01% 1042
2025
Q1 		$34.4M Buy
2,237,969
+59,771
+3% +$1.5M 0.03% 646
2024
Q4 		$80.3M Buy
2,178,198
+2,035,277
+1,424% +$54.8M 0.06% 396
2024
Q3 		$2.05M Sell
142,921
-208,051
-59% -$2.16M ﹤0.01% 2700
2024
Q2 		$2.91M Sell
350,972
-60,697
-15% -$667K ﹤0.01% 2287
2024
Q1 		$5.71M Buy
411,669
+68,276
+20% +$1.15M ﹤0.01% 1793
2023
Q4 		$6.63M Buy
+343,393
New +$4.49M 0.01% 1676
2022
Q4 		– Sell
-10,867
Closed -$30K – 4826
2022
Q3 		$30K Sell
10,867
-526,063
-98% -$1.19M ﹤0.01% 4758
2022
Q2 		$832K Sell
536,930
-179,435
-25% -$440K ﹤0.01% 3753
2022
Q1 		$2.62M Sell
716,365
-68,311
-9% -$264K ﹤0.01% 3036
2021
Q4 		$4.03M Buy
784,676
+626,742
+397% +$4M ﹤0.01% 2627
2021
Q3 		$1.13M Buy
157,934
+12,902
+9% +$95.1K ﹤0.01% 3506
2021
Q2 		$1.23M Sell
145,032
-5,821
-4% -$47.4K ﹤0.01% 3372
2021
Q1 		$1.26M Sell
150,853
-89,194
-37% -$895K ﹤0.01% 2927
2020
Q4 		$2.04M Buy
240,047
+116,354
+94% +$1.06M ﹤0.01% 2541
2020
Q3 		$1.39M Sell
123,693
-375,819
-75% -$4.55M ﹤0.01% 2639
2020
Q2 		$5.43M Sell
499,512
-5,617
-1% -$51.5K 0.01% 1610
2020
Q1 		$3.83M Buy
505,129
+60,846
+14% +$642K 0.01% 1661
2019
Q4 		$5.28M Buy
444,283
+194,066
+78% +$2.07M 0.01% 1687
2019
Q3 		$2.81M Buy
250,217
+63,750
+34% +$639K ﹤0.01% 2105
2019
Q2 		$1.92M Sell
186,467
-1,857
-1% -$19.9K ﹤0.01% 2271
2019
Q1 		$2.3M Buy
+188,324
New +$2.84M ﹤0.01% 2061
2018
Q3 		– Sell
-5,546
Closed -$217K – 3684
2018
Q2 		$249K Buy
+5,546
New +$197K ﹤0.01% 3464
2018
Q1 		– Sell
-7,578
Closed -$236K – 3445
2017
Q4 		$287K Sell
7,578
-4,916
-39% -$217K ﹤0.01% 3257
2017
Q3 		$808K Buy
12,494
+6,432
+106% +$455K ﹤0.01% 2631
2017
Q2 		$375K Sell
6,062
-747,803
-99% -$43.7M ﹤0.01% 2940
2017
Q1 		$42.3M Buy
753,865
+661,207
+714% +$26.1M 0.07% 322
2016
Q4 		$2.17M Sell
92,658
-6,018
-6% -$139K ﹤0.01% 1935
2016
Q3 		$2.19M Buy
+98,676
New +$1.53M ﹤0.01% 1858
2016
Q1 		– Sell
-53,159
Closed -$912K – 3366
2015
Q4 		$912K Buy
53,159
+22,385
+73% +$406K ﹤0.01% 2702
2015
Q3 		$578K Buy
30,774
+15,106
+96% +$294K ﹤0.01% 2965
2015
Q2 		$272K Buy
+15,668
New +$250K ﹤0.01% 3453
2014
Q4 		– Sell
-18,729
Closed -$302K – 3962
2014
Q3 		$302K Sell
18,729
-5,523
-23% -$110K ﹤0.01% 3687
2014
Q2 		$563K Buy
+24,252
New +$520K ﹤0.01% 3425

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

D.E. Shaw & Co's AAOI Position: Q1 2026 in Review

D.E. Shaw & Co increased its Applied Optoelectronics (AAOI) stake by 55% in Q1 2026, buying an estimated $47.9M and bringing the position to 2,117,157 shares worth $179M. The position accounts for 0.11% of the portfolio, ranked #212.

D.E. Shaw & Co first reported a position in AAOI in Q2 2014 and has held it in 36 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • D.E. Shaw & Co held 2,117,157 shares of Applied Optoelectronics worth $179M as of Q1 2026.
  • D.E. Shaw & Co bought 750,301 Applied Optoelectronics shares in Q1 2026, an estimated $47.9M.
  • Applied Optoelectronics made up 0.11% of D.E. Shaw & Co's portfolio in Q1 2026, its #212 holding.
  • D.E. Shaw & Co first reported a position in Applied Optoelectronics in Q2 2014 and has held it in 36 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.