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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% 100

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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. 376 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.
  • 376 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.