Ticker · CUSIP 03823U102
Holders (tracked)
17
Combined shares
6,457,897
Combined value
$225.12M
Last close
$159.42
Quarter
2025Q4
Price · 1Y$159.42+148.76 (+1395.50%)H $159.42 · L $10.05 · Avg Vol 6.2M
Insider sell
Tracked holders · last 8 quarters
+7 vs previous quarter over the last 8.
Price is +357.3% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
18 events
- Murry Stefan J. · Chief Financial Officer2026-04-10Sold $546.0K @ $136.50Insider sell
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−102,477 shares · 2025Q4Position
- D.E. Shaw & Co. opened position2026-02-17+1,366,856 shares · 2025Q4Position
- Two Sigma Investments trimmed2026-02-17−25,752 shares · 2025Q4Position
- +10,268 shares · 2025Q4Position
- Steve Cohen (Point72) exited2026-02-17−980,972 shares · 2025Q4Position
- T. Rowe Price added2026-02-17+2,188,630 shares · 2025Q4Position
- +95,133 shares · 2025Q4Position
- AQR Capital Management added2026-02-17+4,583 shares · 2025Q4Position
- +11,576 shares · 2025Q4Position
- Mario Gabelli (GAMCO) trimmed2026-02-05−19,800 shares · 2025Q4Position
- −476,742 shares · 2025Q3Position
- Two Sigma Investments trimmed2025-11-14−688,611 shares · 2025Q3Position
- D.E. Shaw & Co. exited2025-11-14−769,229 shares · 2025Q3Position
- Steve Cohen (Point72) opened position2025-11-14+980,972 shares · 2025Q3Position
- T. Rowe Price added2025-11-14+4,614 shares · 2025Q3Position
- AQR Capital Management added2025-11-14+3,142 shares · 2025Q3Position
- Mario Gabelli (GAMCO) trimmed2025-11-12−12,500 shares · 2025Q3Position
Insider activity
Last 30 days
Net (open-market)
−$546.0K
Buys
0 · $0
Sells
1 · $546.0K
Unique insiders
1
| Date | Insider | Code | Shares | Price | Value |
|---|---|---|---|---|---|
| 04-10 | Murry Stefan J. Chief Financial Officer · Officer | S | 4,000 | $136.50 | $546.0K |
Follow-the-investor returns
If you'd copied each holder of AAOI…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Mario Gabelli (GAMCO) | 2022Q3 | $5.36 | +2874.8% | $1.5M |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $15.17 | +951.2% | $1.6M |
| Steve Cohen (Point72) | 2018Q4 | $22.96 | +594.4% | $31.3M |
| Steve Cohen (Point72) | 2018Q4 | $22.96 | +594.4% | $31.3M |
| AQR Capital Management | 2016Q1 | $25.89 | +515.9% | $4.2M |
| Ken Griffin (Citadel Advisors) | 2016Q2 | $27.24 | +485.3% | $63.3M |
| Ken Griffin (Citadel Advisors) | 2016Q2 | $27.24 | +485.3% | $63.3M |
| Ken Griffin (Citadel Advisors) | 2016Q2 | $27.24 | +485.3% | $63.3M |
| Paul Tudor Jones (Tudor Investment) | 2016Q1 | $32.94 | +384.0% | $3.9M |
| Paul Tudor Jones (Tudor Investment) | 2016Q1 | $32.94 | +384.0% | $3.9M |
| D.E. Shaw & Co. | 2016Q3 | $33.87 | +370.7% | $21.3M |
| D.E. Shaw & Co. | 2016Q3 | $33.87 | +370.7% | $21.3M |
| D.E. Shaw & Co. | 2016Q3 | $33.87 | +370.7% | $21.3M |
| Two Sigma Investments | 2016Q4 | $34.28 | +365.1% | $42.0M |
| Two Sigma Investments | 2016Q4 | $34.28 | +365.1% | $42.0M |
| T. Rowe Price | 2018Q2 | $34.71 | +359.3% | $355.5M |
| George Soros (Soros Fund Mgmt) | 2025Q4 | $34.86 | +357.3% | $1.8M |
Who moved on this name in 2025Q4
Position changes reported for the latest quarter, grouped by direction.
New positions4
- D.E. Shaw & Co.+1,366,856$47.6M
- Paul Tudor Jones (Tudor Investment)+95,133$3.3M
- George Soros (Soros Fund Mgmt)+11,576$404K
- Izzy Englander (Millennium Mgmt)+10,268$358K
Added to2
- AQR Capital Management+4,583$160K
- T. Rowe Price+2,188,630$76K
Trimmed3
- Ken Griffin (Citadel Advisors)−102,477$3.6M
- Two Sigma Investments−25,752$898K
- Mario Gabelli (GAMCO)−19,800$690K
Exited1
- Steve Cohen (Point72)−980,972$25.4M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 9 | $9.2M |
| 2022Q2 | 9 | $4.5M |
| 2022Q3 | 8 | $4.9M |
| 2022Q4 | 7 | $3.3M |
| 2023Q1 | 8 | $3.0M |
| 2023Q2 | 6 | $7.7M |
| 2023Q3 | 6 | $37.6M |
| 2023Q4 | 11 | $73.2M |
| 2024Q1 | 10 | $65.5M |
| 2024Q2 | 10 | $47.5M |
| 2024Q3 | 10 | $51.0M |
| 2024Q4 | 15 | $186.4M |
| 2025Q1 | 13 | $81.1M |
| 2025Q2 | 11 | $79.6M |
| 2025Q3 | 10 | $84.9M |
| 2025Q4 | 17 | $225.1M |
Who owns AAOI
17 super-investors · 2025Q4
Tracked stake
6.46M
shares
Combined value
$225M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New7Added2Trim6Sold2
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | T. Rowe Price | 2.23M | $78M |
| 2 | D.E. Shaw & Co. | 1.37M | $48M |
| 3 | D.E. Shaw & Co. | 635.9K | $22M |
| 4 | Ken Griffin Citadel Advisors | 551.3K | $19M |
| 5 | Ken Griffin Citadel Advisors | 396.8K | $14M |
| 6 | Ken Griffin Citadel Advisors | 388.5K | $14M |
| 7 | Two Sigma Investments | 263.6K | $9M |
| 8 | Steve Cohen Point72 | 196.1K | $7M |
| 9 | D.E. Shaw & Co. | 133.5K | $5M |
| 10 | Steve Cohen Point72 | 110.5K | $4M |
| 11 | Paul Tudor Jones Tudor Investment | 95.1K | $3M |
| 12 | AQR Capital Management | 26.5K | $924K |
| 13 | Paul Tudor Jones Tudor Investment | 24.4K | $851K |
| 14 | George Soros Soros Fund Mgmt | 11.6K | $404K |
| 15 | Izzy Englander Millennium Mgmt | 10.3K | $358K |
| 16 | Mario Gabelli GAMCO | 9.2K | $321K |
| 17 | Two Sigma Investments | 8.0K | $279K |
Recent moves
20 transactions
- +95,133 · 2025Q4
- −102,477 · 2025Q4
- −25,752 · 2025Q4
- +4,583 · 2025Q4
- −980,972 · 2025Q4
- +2,188,630 · 2025Q4
- +1,366,856 · 2025Q4
- +10,268 · 2025Q4
- +11,576 · 2025Q4
- −19,800 · 2025Q4
- −476,742 · 2025Q3
- +980,972 · 2025Q3
- −688,611 · 2025Q3
- +3,142 · 2025Q3
- SOLDD.E. Shaw & Co.−769,229 · 2025Q3
- +4,614 · 2025Q3
- −12,500 · 2025Q3
- +7,998 · 2025Q2
- −143,624 · 2025Q2
- +150,792 · 2025Q2
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