OE
AAOI icon

October Effect’s Applied Optoelectronics AAOI Stock Holding History

October Effect’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 		$3.73M Buy
+25,191
New +$4.09M 3.51% 9

Other funds holding AAOI

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return

October Effect's AAOI Position: Q2 2026 in Review

October Effect opened a new position in Applied Optoelectronics (AAOI) in Q2 2026: 25,191 shares worth $3.73M. The stake represents 3.51% of the portfolio and ranks #9 among its holdings.

51 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • October Effect held 25,191 shares of Applied Optoelectronics worth $3.73M as of Q2 2026.
  • Applied Optoelectronics was a new October Effect position in Q2 2026.
  • Applied Optoelectronics made up 3.51% of October Effect's portfolio in Q2 2026, its #9 holding.
  • 51 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.