Two Sigma Investments’s Applied Optoelectronics AAOI Stock Holding History

Two Sigma Investments’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
2021 Q3	–	Sell	-16,500	Closed	-$140K	–	4176
2021 Q2	$140K	Sell	16,500 -13,400	-45%	-$109K	﹤0.01%	3857
2021 Q1	$250K	Buy	+29,900	New	+$300K	﹤0.01%	3473
2020 Q4	–	Sell	-14,300	Closed	-$161K	–	3278
2020 Q3	$161K	Buy	+14,300	New	+$173K	﹤0.01%	2867
2019 Q2	–	Sell	-11,000	Closed	-$134K	–	3272
2019 Q1	$134K	Buy	+11,000	New	+$166K	﹤0.01%	2862
2018 Q4	–	Sell	-18,000	Closed	-$444K	–	2908
2018 Q3	$444K	Buy	18,000 +11,200	+165%	+$439K	﹤0.01%	2536
2018 Q2	$305K	Sell	6,800 -8,200	-55%	-$291K	﹤0.01%	2932
2018 Q1	$376K	Buy	15,000 +1,000	+7%	+$31.1K	﹤0.01%	2651
2017 Q4	$529K	Buy	+14,000	New	+$617K	﹤0.01%	2400
2017 Q3	–	Sell	-12,000	Closed	-$741K	–	2682
2017 Q2	$741K	Buy	+12,000	New	+$701K	﹤0.01%	2084

Other funds holding AAOI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

OAM

Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.