FORA Capital’s Applied Optoelectronics AAOI Stock Holding History

FORA Capital’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	$7.25M	Buy	48,974 +15,812	+48%	+$2.57M	0.5%	69
2026 Q1	$2.81M	Buy	+33,162	New	+$2.12M	0.21%	132
2021 Q1	–	Sell	-2,914	Closed	-$25K	–	729
2020 Q4	$25K	Sell	2,914 -2,326	-44%	-$21.2K	﹤0.01%	847
2020 Q3	$59K	Sell	5,240 -3,785	-42%	-$45.9K	0.04%	411
2020 Q2	$98K	Buy	+9,025	New	+$82.7K	0.03%	497

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

FORA Capital's AAOI Position: Q2 2026 in Review

FORA Capital increased its Applied Optoelectronics (AAOI) stake by 48% in Q2 2026, buying an estimated $2.57M and bringing the position to 48,974 shares worth $7.25M. The position accounts for 0.5% of the portfolio, ranked #69.

FORA Capital first reported a position in AAOI in Q2 2020 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

FORA Capital held 48,974 shares of Applied Optoelectronics worth $7.25M as of Q2 2026.
FORA Capital bought 15,812 Applied Optoelectronics shares in Q2 2026, an estimated $2.57M.
Applied Optoelectronics made up 0.5% of FORA Capital's portfolio in Q2 2026, its #69 holding.
FORA Capital first reported a position in Applied Optoelectronics in Q2 2020 and has held it in 5 quarters since.
482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.