Jefferies Financial Group
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Jefferies Financial Group’s Applied Optoelectronics AAOI Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-7,567
Closed -$1.12M – 1266
2026
Q2 		$1.12M Sell
7,567
-25,243
-77% -$4.1M 0.01% 919
2026
Q1 		$2.78M Buy
+32,810
New +$2.09M 0.02% 504
2025
Q1 		– Sell
-633,600
Closed -$23.4M – 1563
2024
Q4 		$23.4M Buy
+633,600
New +$17M 0.14% 108
2024
Q2 		– Sell
-45,500
Closed -$631K – 1366
2024
Q1 		$631K Sell
45,500
-45,700
-50% -$770K 0.01% 976
2023
Q4 		$1.76M Buy
91,200
+70,000
+330% +$915K 0.01% 761
2023
Q3 		$233K Buy
+21,200
New +$225K ﹤0.01% 1296

Other funds holding AAOI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SCH
Shengqi Capital (HK) Hong Kong $355M AUM 223.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group's AAOI Position: Q3 2026 in Review

Jefferies Financial Group sold out of Applied Optoelectronics (AAOI) in Q3 2026, closing a stake of 7,567 shares — an estimated $1.12M sold.

Jefferies Financial Group first reported a position in AAOI in Q3 2023 and held it in 6 quarters. The position peaked at $23.4M in Q4 2024. 254 funds tracked by Wall St. Rank hold AAOI as of Q3 2026.

  • Jefferies Financial Group reported no remaining Applied Optoelectronics position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 7,567 Applied Optoelectronics shares in Q3 2026, an estimated $1.12M.
  • Jefferies Financial Group first reported a position in Applied Optoelectronics in Q3 2023 and held it in 6 quarters.
  • Jefferies Financial Group's Applied Optoelectronics position peaked at $23.4M in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.