Nomura Holdings’s Applied Optoelectronics AAOI Stock Holding History

Nomura Holdings’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	$12.3M	Buy	+83,298	New	+$13.5M	0.01%	493
2026 Q1	–	Sell	-13,833	Closed	-$482K	–	1658
2025 Q4	$482K	Buy	+13,833	New	+$413K	﹤0.01%	1537
2025 Q3	–	Sell	-59,555	Closed	-$1.53M	–	1838
2025 Q2	$1.53M	Sell	59,555 -543,931	-90%	-$8.8M	﹤0.01%	894
2025 Q1	$9.26M	Sell	603,486 -246,507	-29%	-$6.2M	0.02%	489
2024 Q4	$31.3M	Buy	+849,993	New	+$22.9M	0.04%	222
2024 Q3	–	Sell	-15,000	Closed	-$124K	–	1498
2024 Q2	$124K	Buy	+15,000	New	+$165K	﹤0.01%	1675
2024 Q1	–	Sell	-77,689	Closed	-$1.5M	–	1584
2023 Q4	$1.5M	Buy	+77,689	New	+$1.02M	﹤0.01%	1060
2020 Q4	–	Sell	-10,000	Closed	-$113K	–	1498
2020 Q3	$113K	Buy	+10,000	New	+$121K	﹤0.01%	1207
2018 Q3	–	Sell	-41,988	Closed	-$1.89M	–	1260
2018 Q2	$1.89M	Buy	41,988 +23,388	+126%	+$831K	0.01%	742
2018 Q1	$463K	Buy	+18,600	New	+$579K	﹤0.01%	1216

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

Nomura Holdings's AAOI Position: Q2 2026 in Review

Nomura Holdings opened a new position in Applied Optoelectronics (AAOI) in Q2 2026: 83,298 shares worth $12.3M. The stake represents 0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Nomura Holdings previously reported a position in AAOI as recently as Q4 2025.

Nomura Holdings first reported a position in AAOI in Q1 2018 and has held it in 10 quarters since. The position peaked at $31.3M in Q4 2024. 482 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

Nomura Holdings held 83,298 shares of Applied Optoelectronics worth $12.3M as of Q2 2026.
Applied Optoelectronics was a new Nomura Holdings position in Q2 2026.
Applied Optoelectronics made up 0.01% of Nomura Holdings's portfolio in Q2 2026, its #493 holding.
Nomura Holdings first reported a position in Applied Optoelectronics in Q1 2018 and has held it in 10 quarters since.
Nomura Holdings's Applied Optoelectronics position peaked at $31.3M in Q4 2024.
482 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Nomura Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.