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LASR in the 13F filings

Nlight Inc · CUSIP 65487K100

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
8,791,399
combined, among listed positions
Reported value
$330m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +253,213.

Managers listing LASR 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.

28 of 28 holders

ActionFiling
Neuberger Berman Group LLC1,486,380$56munder 0.1%Added+195,25527 Oct 2026 (the filing on sec.gov)
Invesco Ltd1,399,229$52munder 0.1%Added+341,94819 Feb 2026 (the filing on sec.gov)
Artisan Partners LP1,101,436$41m0.06%Newnew17 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP861,839$32munder 0.1%Added+106,08513 Feb 2026 (the filing on sec.gov)
MFS Investment Management770,492$29munder 0.1%Trimmed-66,46822 Jan 2026 (the filing on sec.gov)
Acadian Asset Management LLC572,191$21munder 0.1%Added+110,06110 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC499,485$19munder 0.1%Added+128,82017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.306,106$11munder 0.1%Trimmed-79,69317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC288,852$11munder 0.1%Added+162,73917 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC258,529$9.7munder 0.1%Added+178,69913 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp213,234$8.0munder 0.1%Trimmed-85,25017 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP142,619$5.3munder 0.1%Trimmed-488,86713 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC141,254$5.3munder 0.1%Trimmed-90,17617 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)117,970$4.4munder 0.1%Added+15,95017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC107,500$4.0munder 0.1%Trimmed-102,40012 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP91,819$3.4munder 0.1%Added+2,14617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC87,120$3.3munder 0.1%Trimmed-1,017,81217 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC66,343$2.5munder 0.1%Trimmed-140,99512 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC61,624$2.3munder 0.1%Added+9,80612 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP52,376$2.0munder 0.1%Added+11,67617 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC38,471$1.4munder 0.1%Trimmed-3,62213 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP27,447$1.0munder 0.1%Added+19,73517 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc26,574$997kunder 0.1%Added+42217 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP24,500$919kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd19,580$734kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

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 (2)

Exited (3)

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 Q3 2022 to 5 in Q2 2026

Tracked managers listing it, at least.

0246201920202021202220232026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LASR by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20181$5.2mn.a.n.a.
Q4 20181$22mn.a.n.a.
Q1 20192$62mn.a.n.a.
Q2 20191$30mn.a.n.a.
Q3 20191$30mn.a.n.a.
Q4 20191$41mn.a.n.a.
Q1 20201$584kn.a.n.a.
Q2 20201$1.2mn.a.n.a.
Q3 20201$975kn.a.n.a.
Q4 20202$1.6mn.a.n.a.
Q1 20212$1.7mn.a.n.a.
Q2 20212$1.4mn.a.n.a.
Q3 20212$1.2mn.a.n.a.
Q4 20212$826kn.a.n.a.
Q1 20221$8kn.a.n.a.
Q2 20221$5kn.a.n.a.
Q3 20221$4kn.a.n.a.
Q4 20221$5kn.a.n.a.
Q1 20231$5kn.a.n.a.
Q2 20254$12m40
Q3 20252$15m11
Q4 20254$121m1515
Q1 20265$172m1415
Q2 20265$181m1513

Compare with…

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

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

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 LASR, latest filings →Back to the 13F Explorer →