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
2026 Q1	–	Sell	-8,000	Closed	-$279K	–	4549
2025 Q4	$279K	Buy	+8,000	New	+$239K	﹤0.01%	3610
2021 Q3	–	Sell	-21,300	Closed	-$180K	–	4177
2021 Q2	$180K	Buy	21,300 +2,700	+15%	+$22K	﹤0.01%	3809
2021 Q1	$155K	Buy	18,600 +5,400	+41%	+$54.2K	﹤0.01%	3666
2020 Q4	$112K	Sell	13,200 -1,500	-10%	-$13.7K	﹤0.01%	3205
2020 Q3	$165K	Buy	+14,700	New	+$178K	﹤0.01%	2862
2019 Q2	–	Sell	-11,600	Closed	-$142K	–	3273
2019 Q1	$142K	Buy	+11,600	New	+$175K	﹤0.01%	2860
2018 Q4	–	Sell	-24,100	Closed	-$594K	–	2909
2018 Q3	$594K	Buy	+24,100	New	+$945K	﹤0.01%	2331
2018 Q1	–	Sell	-8,100	Closed	-$306K	–	3079
2017 Q4	$306K	Buy	+8,100	New	+$357K	﹤0.01%	2726
2017 Q3	–	Sell	-11,000	Closed	-$680K	–	2683
2017 Q2	$680K	Buy	+11,000	New	+$643K	﹤0.01%	2133

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.