Jane Street
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Jane Street’s Applied Optoelectronics AAOI Stock Holding History

Jane Street’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 		$422M Buy
2,847,900
+1,273,800
+81% +$207M 0.04% 330
2026
Q1 		$133M Sell
1,574,100
-857,200
-35% -$54.7M 0.02% 526
2025
Q4 		$84.8M Buy
2,431,300
+1,161,000
+91% +$34.7M 0.01% 665
2025
Q3 		$32.9M Buy
1,270,300
+1,178,000
+1,276% +$30.1M 0.01% 1217
2025
Q2 		$2.37M Buy
92,300
+14,200
+18% +$230K ﹤0.01% 4152
2025
Q1 		$1.2M Sell
78,100
-392,300
-83% -$9.86M ﹤0.01% 5236
2024
Q4 		$17.3M Buy
470,400
+425,300
+943% +$11.4M ﹤0.01% 1376
2024
Q3 		$645K Buy
45,100
+24,600
+120% +$255K ﹤0.01% 6737
2024
Q2 		$170K Sell
20,500
-100
-0.5% -$1.1K ﹤0.01% 8504
2024
Q1 		$286K Sell
20,600
-17,000
-45% -$287K ﹤0.01% 7645
2023
Q4 		$726K Sell
37,600
-17,200
-31% -$225K ﹤0.01% 6138
2023
Q3 		$601K Buy
+54,800
New +$581K ﹤0.01% 5999
2021
Q2 		– Sell
-12,300
Closed -$103K – 9680
2021
Q1 		$103K Sell
12,300
-20,600
-63% -$207K ﹤0.01% 8631
2020
Q4 		$280K Buy
32,900
+10,300
+46% +$93.9K ﹤0.01% 6513
2020
Q3 		$254K Buy
22,600
+10,700
+90% +$130K ﹤0.01% 6114
2020
Q2 		$129K Sell
11,900
-8,300
-41% -$76.1K ﹤0.01% 6608
2020
Q1 		$153K Sell
20,200
-9,200
-31% -$97.1K ﹤0.01% 4770
2019
Q4 		$349K Buy
+29,400
New +$314K ﹤0.01% 4106
2018
Q3 		– Sell
-5,500
Closed -$247K – 5011
2018
Q2 		$247K Sell
5,500
-7,800
-59% -$277K ﹤0.01% 4333
2018
Q1 		$333K Buy
+13,300
New +$414K ﹤0.01% 3904
2017
Q4 		– Sell
-44,300
Closed -$2.87M – 4487
2017
Q3 		$2.87M Buy
44,300
+3,200
+8% +$226K 0.01% 1294
2017
Q2 		$2.54M Buy
+41,100
New +$2.4M 0.01% 1274

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

Jane Street's AAOI Position: Q2 2026 in Review

Jane Street reduced its Applied Optoelectronics (AAOI) stake by 75% in Q2 2026, selling an estimated $279M and leaving 563,557 shares worth $83.5M. The position accounts for 0.01% of the portfolio, ranked #1045.

Jane Street first reported a position in AAOI in Q2 2014 and has held it in 33 quarters since. The position peaked at $193M in Q1 2026. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Jane Street held 563,557 shares of Applied Optoelectronics worth $83.5M as of Q2 2026.
  • Jane Street sold 1,715,761 Applied Optoelectronics shares in Q2 2026, an estimated $279M.
  • Applied Optoelectronics made up 0.01% of Jane Street's portfolio in Q2 2026, its #1045 holding.
  • Jane Street first reported a position in Applied Optoelectronics in Q2 2014 and has held it in 33 quarters since.
  • Jane Street's Applied Optoelectronics position peaked at $193M in Q1 2026.
  • 482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.