Nokomis Capital’s Applied Optoelectronics AAOI Stock Holding History

Nokomis Capital’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	$1.17M	Hold	7,900	–	–	0.4%	39
2026 Q1	$668K	Buy	+7,900	New	+$504K	0.19%	44

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

Nokomis Capital's AAOI Position: Q2 2026 in Review

Nokomis Capital held its Applied Optoelectronics (AAOI) position steady in Q2 2026 at 7,900 shares worth $1.17M. The position accounts for 0.4% of the portfolio, ranked #39.

Nokomis Capital first reported a position in AAOI in Q1 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Nokomis Capital held 7,900 shares of Applied Optoelectronics worth $1.17M as of Q2 2026.
Nokomis Capital left its Applied Optoelectronics share count unchanged in Q2 2026.
Applied Optoelectronics made up 0.4% of Nokomis Capital's portfolio in Q2 2026, its #39 holding.
Nokomis Capital first reported a position in Applied Optoelectronics in Q1 2026 and has held it in 2 quarters since.
483 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Nokomis Capital's 13F filing for Q2 2026, filed 14 Aug 2026.