Two Sigma Investments’s Applied Optoelectronics AAOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.9M | Buy |
341,182
+77,566
| +29% | +$4.95M | 0.02% | 744 |
|
|
2025
Q4 | $9.19M | Sell |
263,616
-25,752
| -9% | -$769K | 0.01% | 1185 |
|
|
2025
Q3 | $7.5M | Sell |
289,368
-688,611
| -70% | -$17.6M | 0.01% | 1146 |
|
|
2025
Q2 | $25.1M | Buy |
977,979
+150,792
| +18% | +$2.44M | 0.04% | 468 |
|
|
2025
Q1 | $12.7M | Buy |
827,187
+238,718
| +41% | +$6M | 0.03% | 672 |
|
|
2024
Q4 | $21.7M | Buy |
588,469
+55,863
| +10% | +$1.5M | 0.05% | 450 |
|
|
2024
Q3 | $7.62M | Buy |
532,606
+231,680
| +77% | +$2.4M | 0.02% | 878 |
|
|
2024
Q2 | $2.49M | Buy |
300,926
+273,942
| +1,015% | +$3.01M | 0.01% | 1408 |
|
|
2024
Q1 | $374K | Sell |
26,984
-85,844
| -76% | -$1.45M | ﹤0.01% | 2460 |
|
|
2023
Q4 | $2.18M | Buy |
+112,828
| New | +$1.47M | 0.01% | 1469 |
|
|
2023
Q2 | – | Sell |
-122,634
| Closed | -$271K | – | 2968 |
|
|
2023
Q1 | $271K | Sell |
122,634
-105,963
| -46% | -$260K | ﹤0.01% | 2465 |
|
|
2022
Q4 | $432K | Sell |
228,597
-3,932
| -2% | -$9.35K | ﹤0.01% | 2088 |
|
|
2022
Q3 | $632K | Buy |
232,529
+12,221
| +6% | +$27.6K | ﹤0.01% | 1665 |
|
|
2022
Q2 | $341K | Sell |
220,308
-3,986
| -2% | -$9.76K | ﹤0.01% | 1975 |
|
|
2022
Q1 | $819K | Sell |
224,294
-190,197
| -46% | -$736K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $2.13M | Buy |
414,491
+60,959
| +17% | +$389K | ﹤0.01% | 1866 |
|
|
2021
Q3 | $2.54M | Buy |
353,532
+113,417
| +47% | +$836K | 0.01% | 1762 |
|
|
2021
Q2 | $2.03M | Buy |
240,115
+202,160
| +533% | +$1.65M | ﹤0.01% | 1845 |
|
|
2021
Q1 | $317K | Buy |
+37,955
| New | +$381K | ﹤0.01% | 3286 |
|
|
2020
Q4 | – | Sell |
-60,978
| Closed | -$556K | – | 3279 |
|
|
2020
Q3 | $686K | Buy |
60,978
+43,914
| +257% | +$532K | ﹤0.01% | 2012 |
|
|
2020
Q2 | $185K | Buy |
+17,064
| New | +$156K | ﹤0.01% | 2664 |
|
|
2020
Q1 | – | Sell |
-106,715
| Closed | -$1.27M | – | 2997 |
|
|
2019
Q4 | $1.27M | Buy |
106,715
+25,004
| +31% | +$267K | ﹤0.01% | 1969 |
|
|
2019
Q3 | $917K | Sell |
81,711
-12,925
| -14% | -$130K | ﹤0.01% | 2061 |
|
|
2019
Q2 | $973K | Sell |
94,636
-134,851
| -59% | -$1.44M | ﹤0.01% | 1950 |
|
|
2019
Q1 | $2.8M | Buy |
229,487
+203,296
| +776% | +$3.07M | 0.01% | 1237 |
|
|
2018
Q4 | $404K | Buy |
+26,191
| New | +$528K | ﹤0.01% | 2242 |
|
|
2017
Q4 | – | Sell |
-12,381
| Closed | -$546K | – | 3039 |
|
|
2017
Q3 | $801K | Buy |
+12,381
| New | +$875K | ﹤0.01% | 1865 |
|
|
2017
Q2 | – | Sell |
-222,343
| Closed | -$13M | – | 2901 |
|
|
2017
Q1 | $12.5M | Buy |
222,343
+211,096
| +1,877% | +$8.33M | 0.04% | 534 |
|
|
2016
Q4 | $264K | Buy |
+11,247
| New | +$261K | ﹤0.01% | 2801 |
|
|
2015
Q1 | – | Sell |
-26,805
| Closed | -$301K | – | 2598 |
|
|
2014
Q4 | $301K | Buy |
+26,805
| New | +$342K | ﹤0.01% | 1916 |
|
Other funds holding AAOI
VCM
OAM
VPM
Two Sigma Investments's AAOI Position: Q1 2026 in Review
Two Sigma Investments increased its Applied Optoelectronics (AAOI) stake by 29% in Q1 2026, buying an estimated $4.95M and bringing the position to 341,182 shares worth $28.9M. The position accounts for 0.02% of the portfolio, ranked #744.
Two Sigma Investments first reported a position in AAOI in Q4 2014 and has held it in 30 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.
- Two Sigma Investments held 341,182 shares of Applied Optoelectronics worth $28.9M as of Q1 2026.
- Two Sigma Investments bought 77,566 Applied Optoelectronics shares in Q1 2026, an estimated $4.95M.
- Applied Optoelectronics made up 0.02% of Two Sigma Investments's portfolio in Q1 2026, its #744 holding.
- Two Sigma Investments first reported a position in Applied Optoelectronics in Q4 2014 and has held it in 30 quarters since.
- 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.
Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.