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AXTI in the 13F filings

Axt Inc · CUSIP 00246W103

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2020Q2 2020Q1 2020Q2 2017
Quarter end
31 Dec 2025
the date the book describes
Filed
17 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
9,239,244
combined, among listed positions
Reported value
$151m
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was +8,018,918.

Managers listing AXTI in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Davidson Kempner Capital Management LP2,734,693$45m0.52%Newnew17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP1,516,156$25munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC904,599$15munder 0.1%Added+840,65012 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC776,837$13munder 0.1%Added+370,85917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP704,328$12munder 0.1%Added+200,69017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC569,331$9.3munder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP518,651$8.5munder 0.1%Added+378,84317 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.443,780$7.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC249,820$4.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC205,503$3.4munder 0.1%Added+175,15817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP192,050$3.1munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC91,074$1.5munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC86,700$1.4munder 0.1%Added+35,30012 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP67,496$1.1munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP59,596$974kunder 0.1%Added+38,29617 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC37,849$619kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC22,215$363kunder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP20,729$339kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC18,382$301kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp16,987$278kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,468$40kunder 0.1%Trimmed-1,44017 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (13)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2017 to 5 in Q2 2026

Tracked managers listing it, at least.

0246Q2 2017Q1 2020Q2 2020Q3 2020Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AXTI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20171$635kn.a.n.a.
Q1 20201$583kn.a.n.a.
Q2 20201$776kn.a.n.a.
Q3 20201$668kn.a.n.a.
Q4 20253$54m201
Q1 20263$26m1014
Q2 20265$451m258

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AXTI and NVDA →AXTI and AVGO →AXTI and MU →Choose a stock to compare with AXTI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AXTI, latest filings →Back to the 13F Explorer →