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 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

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

Jefferies Financial Group's AAOI Position: Q2 2026 in Review

Jefferies Financial Group reduced its Applied Optoelectronics (AAOI) stake by 77% in Q2 2026, selling an estimated $4.1M and leaving 7,567 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #919.

Jefferies Financial Group first reported a position in AAOI in Q3 2023 and has held it in 6 quarters since. The position peaked at $23.4M in Q4 2024. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Jefferies Financial Group held 7,567 shares of Applied Optoelectronics worth $1.12M as of Q2 2026.
Jefferies Financial Group sold 25,243 Applied Optoelectronics shares in Q2 2026, an estimated $4.1M.
Applied Optoelectronics made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #919 holding.
Jefferies Financial Group first reported a position in Applied Optoelectronics in Q3 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Applied Optoelectronics position peaked at $23.4M in Q4 2024.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.