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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
2024
Q1 		– Sell
-15,000
Closed -$290K – 1553
2023
Q4 		$290K Buy
+15,000
New +$196K ﹤0.01% 1374

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

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.