Engineers Gate Manager’s Applied Optoelectronics AAOI Stock Holding History

Engineers Gate Manager’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 Q2	$1.47M	Sell	9,892 -18,999	-66%	-$3.09M	0.02%	864
2026 Q1	$2.44M	Buy	+28,891	New	+$1.84M	0.03%	645
2025 Q2	–	Sell	-36,146	Closed	-$555K	–	2115
2025 Q1	$555K	Buy	+36,146	New	+$909K	0.01%	1400
2024 Q1	–	Sell	-57,688	Closed	-$1.11M	–	1866
2023 Q4	$1.11M	Buy	+57,688	New	+$754K	0.03%	756
2023 Q2	–	Sell	-27,555	Closed	-$60.9K	–	1691
2023 Q1	$60.9K	Sell	27,555 -973	-3%	-$2.38K	﹤0.01%	1550
2022 Q4	$53.9K	Sell	28,528 -11,693	-29%	-$27.8K	﹤0.01%	1543
2022 Q3	$109K	Sell	40,221 -93,622	-70%	-$211K	0.01%	1440
2022 Q2	$207K	Sell	133,843 -17,586	-12%	-$43.1K	0.01%	1618
2022 Q1	$553K	Buy	151,429 +54,257	+56%	+$210K	0.02%	1011
2021 Q4	$499K	Buy	+97,172	New	+$620K	0.02%	1059
2021 Q3	–	Sell	-47,947	Closed	-$406K	–	1587
2021 Q2	$406K	Sell	47,947 -4,686	-9%	-$38.1K	0.03%	949
2021 Q1	$440K	Buy	52,633 +41,511	+373%	+$417K	0.02%	1073
2020 Q4	$95K	Sell	11,122 -32,619	-75%	-$297K	﹤0.01%	1591
2020 Q3	$492K	Buy	+43,741	New	+$530K	0.02%	1002
2020 Q1	–	Sell	-23,872	Closed	-$284K	–	1522
2019 Q4	$284K	Sell	23,872 -50,827	-68%	-$542K	0.01%	1281
2019 Q3	$838K	Buy	74,699 +10,972	+17%	+$110K	0.04%	587
2019 Q2	$655K	Sell	63,727 -49,201	-44%	-$526K	0.04%	632
2019 Q1	$1.38M	Buy	+112,928	New	+$1.7M	0.08%	352
2018 Q3	–	Sell	-4,501	Closed	-$202K	–	879
2018 Q2	$202K	Buy	+4,501	New	+$160K	0.02%	811
2017 Q1	–	Sell	-37,675	Closed	-$883K	–	614
2016 Q4	$883K	Buy	37,675 +12,599	+50%	+$292K	0.09%	349
2016 Q3	$557K	Buy	+25,076	New	+$388K	0.06%	438

Other funds holding AAOI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Engineers Gate Manager's AAOI Position: Q2 2026 in Review

Engineers Gate Manager reduced its Applied Optoelectronics (AAOI) stake by 66% in Q2 2026, selling an estimated $3.09M and leaving 9,892 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #864.

Engineers Gate Manager first reported a position in AAOI in Q3 2016 and has held it in 21 quarters since. The position peaked at $2.44M in Q1 2026. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Engineers Gate Manager held 9,892 shares of Applied Optoelectronics worth $1.47M as of Q2 2026.
Engineers Gate Manager sold 18,999 Applied Optoelectronics shares in Q2 2026, an estimated $3.09M.
Applied Optoelectronics made up 0.02% of Engineers Gate Manager's portfolio in Q2 2026, its #864 holding.
Engineers Gate Manager first reported a position in Applied Optoelectronics in Q3 2016 and has held it in 21 quarters since.
Engineers Gate Manager's Applied Optoelectronics position peaked at $2.44M in Q1 2026.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.