Jump Financial’s Applied Optoelectronics AAOI Stock Holding History

Jump Financial’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	$3.39M	Sell	22,879 -33,514	-59%	-$5.45M	0.03%	671
2026 Q1	$4.77M	Buy	56,393 +47,618	+543%	+$3.04M	0.06%	373
2025 Q4	$306K	Buy	+8,775	New	+$262K	﹤0.01%	1549
2025 Q3	–	Sell	-173,313	Closed	-$4.45M	–	1738
2025 Q2	$4.45M	Buy	173,313 +124,683	+256%	+$2.02M	0.05%	446
2025 Q1	$746K	Buy	+48,630	New	+$1.22M	0.01%	931
2024 Q1	–	Sell	-10,500	Closed	-$203K	–	1854
2023 Q4	$203K	Sell	10,500 -18,700	-64%	-$244K	0.01%	1555
2023 Q3	$320K	Buy	+29,200	New	+$310K	0.01%	1267
2022 Q2	–	Sell	-27,443	Closed	-$100K	–	1553
2022 Q1	$100K	Buy	+27,443	New	+$106K	﹤0.01%	1410
2021 Q3	–	Sell	-32,700	Closed	-$277K	–	1047
2021 Q2	$277K	Buy	+32,700	New	+$266K	0.03%	702

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

Jump Financial's AAOI Position: Q2 2026 in Review

Jump Financial reduced its Applied Optoelectronics (AAOI) stake by 59% in Q2 2026, selling an estimated $5.45M and leaving 22,879 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #671.

Jump Financial first reported a position in AAOI in Q2 2021 and has held it in 9 quarters since. The position peaked at $4.77M in Q1 2026. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Jump Financial held 22,879 shares of Applied Optoelectronics worth $3.39M as of Q2 2026.
Jump Financial sold 33,514 Applied Optoelectronics shares in Q2 2026, an estimated $5.45M.
Applied Optoelectronics made up 0.03% of Jump Financial's portfolio in Q2 2026, its #671 holding.
Jump Financial first reported a position in Applied Optoelectronics in Q2 2021 and has held it in 9 quarters since.
Jump Financial's Applied Optoelectronics position peaked at $4.77M in Q1 2026.
481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.