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 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 $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 New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intrinsic Edge Capital Management's AAOI Position: Q1 2026 in Review

Intrinsic Edge Capital Management opened a new position in Applied Optoelectronics (AAOI) in Q1 2026: 10,000 shares worth $846K. The stake represents 0.14% of the portfolio and ranks #101 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in AAOI as recently as Q3 2024.

Intrinsic Edge Capital Management first reported a position in AAOI in Q4 2019 and has held it in 4 quarters since. The position peaked at $10.1M in Q3 2024. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

Intrinsic Edge Capital Management held 10,000 shares of Applied Optoelectronics worth $846K as of Q1 2026.
Applied Optoelectronics was a new Intrinsic Edge Capital Management position in Q1 2026.
Applied Optoelectronics made up 0.14% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #101 holding.
Intrinsic Edge Capital Management first reported a position in Applied Optoelectronics in Q4 2019 and has held it in 4 quarters since.
Intrinsic Edge Capital Management's Applied Optoelectronics position peaked at $10.1M in Q3 2024.
375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.