White Pine Capital’s Applied Optoelectronics AAOI Stock Holding History

White Pine Capital’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	$1.21M	Sell	14,311 -20,465	-59%	-$1.31M	0.34%	91
2025 Q4	$1.21M	Buy	34,776 +22,545	+184%	+$673K	0.33%	89
2025 Q3	$317K	Buy	12,231 +22	+0.2%	+$562	0.09%	196
2025 Q2	$314K	Buy	12,209 +191	+2%	+$3.09K	0.1%	192
2025 Q1	$184K	Sell	12,018 -12,963	-52%	-$326K	0.06%	221
2024 Q4	$921K	Sell	24,981 -50,357	-67%	-$1.35M	0.31%	96
2024 Q3	$1.08M	Buy	75,338 +44,706	+146%	+$463K	0.37%	82
2024 Q2	$254K	Sell	30,632 -6,600	-18%	-$72.6K	0.1%	191
2024 Q1	$367K	Buy	37,232 +1,589	+4%	+$26.8K	0.14%	165
2023 Q4	$689K	Buy	+35,643	New	+$466K	0.27%	110

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

White Pine Capital's AAOI Position: Q1 2026 in Review

White Pine Capital reduced its Applied Optoelectronics (AAOI) stake by 59% in Q1 2026, selling an estimated $1.31M and leaving 14,311 shares worth $1.21M. The position accounts for 0.34% of the portfolio, ranked #91.

White Pine Capital first reported a position in AAOI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2025. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

White Pine Capital held 14,311 shares of Applied Optoelectronics worth $1.21M as of Q1 2026.
White Pine Capital sold 20,465 Applied Optoelectronics shares in Q1 2026, an estimated $1.31M.
Applied Optoelectronics made up 0.34% of White Pine Capital's portfolio in Q1 2026, its #91 holding.
White Pine Capital first reported a position in Applied Optoelectronics in Q4 2023 and has held it in 10 quarters since.
White Pine Capital's Applied Optoelectronics position peaked at $1.21M in Q4 2025.
375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.