Intrinsic Edge Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Intrinsic Edge Capital Management’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	–	Sell	-10,000	Closed	-$846K	–	122
2026 Q1	$846K	Buy	+10,000	New	+$638K	0.14%	101
2024 Q4	–	Sell	-705,431	Closed	-$10.1M	–	105
2024 Q3	$10.1M	Buy	+705,431	New	+$7.31M	1.22%	30
2020 Q3	–	Sell	-750,935	Closed	-$8.16M	–	236
2020 Q2	$8.16M	Buy	+750,935	New	+$6.88M	0.75%	37
2020 Q1	–	Sell	-100,000	Closed	-$1.19M	–	156
2019 Q4	$1.19M	Buy	+100,000	New	+$1.07M	0.15%	125

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

Intrinsic Edge Capital Management's AAOI Position: Q2 2026 in Review

Intrinsic Edge Capital Management sold out of Applied Optoelectronics (AAOI) in Q2 2026, closing a stake of 10,000 shares — an estimated $846K sold.

Intrinsic Edge Capital Management first reported a position in AAOI in Q4 2019 and held it in 4 quarters. The position peaked at $10.1M in Q3 2024. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Intrinsic Edge Capital Management reported no remaining Applied Optoelectronics position as of Q2 2026 after selling out during the quarter.
Intrinsic Edge Capital Management sold 10,000 Applied Optoelectronics shares in Q2 2026, an estimated $846K.
Intrinsic Edge Capital Management first reported a position in Applied Optoelectronics in Q4 2019 and held it in 4 quarters.
Intrinsic Edge Capital Management's Applied Optoelectronics position peaked at $10.1M in Q3 2024.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.