L3VLUP
ProSign in

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
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 4 listed it in both
Shares listed
9,836,055
combined, among listed positions
Reported value
$673m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -490,204.

Managers listing LASR in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Invesco Ltd1,641,651$114munder 0.1%Added+439,11214 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,466,211$102m0.07%Added+515,46127 Oct 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,062,847$74munder 0.1%Trimmed-38,93913 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP913,895$52munder 0.1%Trimmed-192,25314 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP689,858$48munder 0.1%Added+104,47113 Aug 2026 (the filing on sec.gov)
Artisan Partners LP607,690$42m0.07%Trimmed-470,09613 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC529,520$37munder 0.1%Trimmed-6,92214 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc449,531$31munder 0.1%Added+145,38214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC449,024$31munder 0.1%Trimmed-222,76014 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC386,579$27munder 0.1%Trimmed-57,47313 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC275,995$19munder 0.1%Added+72,15014 Aug 2026 (the filing on sec.gov)
MFS Investment Management267,464$19munder 0.1%Trimmed-296,6453 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC250,400$17munder 0.1%Added+184,70013 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP175,200$12munder 0.1%Added+17,88014 Aug 2026 (the filing on sec.gov)
Polen Capital Management LLC133,448$9.3m0.08%Added+43,6574 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP120,666$8.4munder 0.1%Added+26,07814 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC113,418$7.9munder 0.1%Trimmed-284,9132 Sep 2026 (the filing on sec.gov)
Tudor Investment Corp68,368$4.8munder 0.1%Added+37,96814 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.57,970$4.0munder 0.1%Added+46,59614 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP52,740$3.7munder 0.1%Added+29,83214 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC44,029$3.1munder 0.1%Trimmed-14,26614 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd21,941$1.5munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP20,213$1.4munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP19,653$1.4munder 0.1%Trimmed-53214 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC10,412$725kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, 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 (3)

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 →