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 		$19.2M Buy
226,400
+92,900
+70% +$5.93M 0.01% 1174
2025
Q4 		$4.65M Sell
133,500
-11,300
-8% -$337K ﹤0.01% 2366
2025
Q3 		$3.75M Buy
144,800
+55,400
+62% +$1.42M ﹤0.01% 2471
2025
Q2 		$2.3M Sell
89,400
-15,100
-14% -$244K ﹤0.01% 2641
2025
Q1 		$1.6M Sell
104,500
-99,900
-49% -$2.51M ﹤0.01% 2766
2024
Q4 		$7.53M Buy
+204,400
New +$5.5M 0.01% 1679
2024
Q2 		– Sell
-18,600
Closed -$258K – 4436
2024
Q1 		$258K Buy
18,600
+6,900
+59% +$116K ﹤0.01% 3805
2023
Q4 		$226K Buy
+11,700
New +$153K ﹤0.01% 3845
2021
Q1 		– Sell
-40,000
Closed -$340K – 3983
2020
Q4 		$340K Hold
40,000
– – ﹤0.01% 3555
2020
Q3 		$450K Hold
40,000
– – ﹤0.01% 3278
2020
Q2 		$435K Hold
40,000
– – ﹤0.01% 3455
2020
Q1 		$304K Sell
40,000
-26,800
-40% -$283K ﹤0.01% 3460
2019
Q4 		$794K Sell
66,800
-97,400
-59% -$1.04M ﹤0.01% 3137
2019
Q3 		$1.84M Hold
164,200
– – ﹤0.01% 2411
2019
Q2 		$1.69M Buy
164,200
+85,000
+107% +$909K ﹤0.01% 2349
2019
Q1 		$966K Sell
79,200
-63,000
-44% -$950K ﹤0.01% 2625
2018
Q4 		$2.19M Buy
142,200
+97,200
+216% +$1.96M ﹤0.01% 2086
2018
Q3 		$1.11M Buy
45,000
+30,000
+200% +$1.18M ﹤0.01% 2633
2018
Q2 		$674K Hold
15,000
– – ﹤0.01% 2933
2018
Q1 		$376K Buy
+15,000
New +$467K ﹤0.01% 3032
2017
Q4 		– Sell
-6,600
Closed -$427K – 3547
2017
Q3 		$427K Sell
6,600
-10,000
-60% -$707K ﹤0.01% 2991
2017
Q2 		$1.03M Buy
16,600
+6,600
+66% +$386K ﹤0.01% 2396
2017
Q1 		$562K Buy
+10,000
New +$395K ﹤0.01% 2674

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.