FMI
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F/M Investments’s Applied Optoelectronics AAOI Stock Holding History

F/M Investments’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 		$223K Buy
+1,504
New +$244K 0.01% 336
2026
Q1 		– Sell
-94,120
Closed -$3.28M – 334
2025
Q4 		$3.28M Buy
94,120
+29,927
+47% +$894K 0.12% 183
2025
Q3 		$1.66M Buy
+64,193
New +$1.64M 0.06% 263

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

F/M Investments's AAOI Position: Q2 2026 in Review

F/M Investments opened a new position in Applied Optoelectronics (AAOI) in Q2 2026: 1,504 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: F/M Investments previously reported a position in AAOI as recently as Q4 2025.

F/M Investments first reported a position in AAOI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.28M in Q4 2025. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • F/M Investments held 1,504 shares of Applied Optoelectronics worth $223K as of Q2 2026.
  • Applied Optoelectronics was a new F/M Investments position in Q2 2026.
  • Applied Optoelectronics made up 0.01% of F/M Investments's portfolio in Q2 2026, its #336 holding.
  • F/M Investments first reported a position in Applied Optoelectronics in Q3 2025 and has held it in 3 quarters since.
  • F/M Investments's Applied Optoelectronics position peaked at $3.28M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.