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AXTI — AXT INC

Reported value held$1.76B
Funds holding (latest)42
SectorTechnology
Funds holding (Q2 2026)36
Institutional value$1.68B · 24.57M sh
New / Add / Cut / Exit10 / 21 / 5 / 1
Top-5 / Top-10 concentration62.3% / 81.2%
Institutional holdings change Accumulating +95.9% (+12.03M sh)
Institutional value change Up +152.8%

As of Q2 2026, 36 SEC-registered investment managers reported holding AXTI (AXT INC) in their latest 13F filings, with a combined reported value of $1.68B across 24.57M shares. That is +95.9% by share count (+12.03M shares) versus the previous quarter, while reported value moved +152.8%. Ownership is concentrated: the five largest holders account for 62.3% of reported value and the top ten for 81.2%.

Compared with the prior quarter, 10 opened new positions, 21 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AXTI is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 5.07M $365.61M 0.01% Add
Citadel Advisors history 3.83M $276.36M 0.03% Add
D. E. Shaw & Co history 2.69M $194.20M 0.10% Add
Geode Capital Management history 1.74M $125.17M 0.01% Add
Invesco Ltd history 1.14M $82.43M 0.01% Add
Citigroup Inc history 1.06M $76.05M 0.03% Add
Point72 Asset Management history 1.02M $73.70M 0.09% Add
Millennium Management history 854.32K $61.58M 0.02% Add
Goldman Sachs Group history 819.56K $59.07M 0.01% Reduce
UBS Group AG history 654.12K $47.15M 0.01% Reduce
Bank of America Corp history 639.04K $46.06M 0.00% Reduce
Morgan Stanley history 611.97K $44.11M 0.00% Reduce
Northern Trust Corp history 548.40K $39.53M 0.01% Add
Two Sigma Investments history 397.73K $28.67M 0.02% Add
Wellington Management Group history 359.48K $25.91M 0.01% New
Capital World Investors history 342.77K $24.71M 0.00% New
CPP Investments history 202.80K $14.62M 0.01% Add
BNY Mellon history 195.56K $14.10M 0.00% Add
Charles Schwab Investment Management history 186.73K $13.46M 0.00% Add
Deutsche Bank AG history 142.74K $10.29M 0.00% Add
Wells Fargo & Co history 140.16K $10.10M 0.00% Add
Balyasny Asset Management history 124.79K $8.99M 0.01% New
Marshall Wace history 100.33K $7.23M 0.01% Reduce
Renaissance Technologies history 84.30K $6.08M 0.01% New
Fidelity Management & Research (FMR) history 81.39K $5.87M 0.00% Add
JPMorgan Chase & Co history 62.29K $4.65M 0.00% New
Polen Capital Management history 52.71K $3.80M 0.03% Add
Legal & General Investment Management America history 38.39K $2.77M 0.00% Add
Manulife Financial history 21.46K $1.55M 0.00% Add
Prudential Financial history 10.24K $738.10K 0.00% New
AQR Capital Management history 7.02K $506.22K 0.00% New
Franklin Resources history 6.37K $459.37K 0.00% Add
Principal Global Investors history 4.78K $344.25K 0.00% New
Amundi US history 2.78K $200.09K 0.00% New
T. Rowe Price Associates history 1.32M $95.18K 0.01% Add
PNC Financial Services history 279 $20.11K 0.00% New

Q1 2026 — 27 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 1.56M $88.94M 0.01% Add
Morgan Stanley history 1.44M $82.26M 0.01% Add
BlackRock Inc history 1.12M $63.79M 0.00% Add
UBS Group AG history 1.10M $62.49M 0.01% Add
Citigroup Inc history 952.70K $54.28M 0.02% Add
Point72 Asset Management history 949.00K $54.07M 0.07% Reduce
Goldman Sachs Group history 933.50K $53.19M 0.01% Add
D. E. Shaw & Co history 911.26K $51.92M 0.03% Add
Bank of America Corp history 776.30K $44.23M 0.00% Add
Millennium Management history 739.19K $42.12M 0.02% Add
Geode Capital Management history 587.68K $33.50M 0.00% Add
Northern Trust Corp history 125.86K $7.17M 0.00% Add
Marshall Wace history 120.39K $6.86M 0.01% Reduce
Wells Fargo & Co history 75.48K $4.30M 0.00% Add
Two Sigma Investments history 65.10K $3.71M 0.00% Reduce
Polen Capital Management history 49.37K $2.81M 0.02% Add
Legal & General Investment Management America history 36.02K $2.05M 0.00% New
Charles Schwab Investment Management history 27.14K $1.55M 0.00% Add
Janus Henderson Group history 24.50K $1.39M 0.00% New
BNY Mellon history 11.63K $662.75K 0.00% New
CPP Investments history 8.30K $472.93K 0.00% New
Invesco Ltd history 7.19K $409.51K 0.00% New
Manulife Financial history 5.85K $333.28K 0.00% New
Franklin Resources history 4.05K $230.83K 0.00% New
Deutsche Bank AG history 2.86K $163.13K 0.00% New
Fidelity Management & Research (FMR) history 1.13K $64.17K 0.00% Reduce
T. Rowe Price Associates history 909.75K $51.84K 0.01% New

Q4 2025 — 23 funds

FundSharesValuePortfolio WeightChange
Davidson Kempner Capital Management history 2.73M $44.71M 0.76% New
Vanguard Group history 2.11M $34.44M 0.00% Reduce
Point72 Asset Management history 1.52M $24.79M 0.03% New
Citadel Advisors history 984.24K $16.09M 0.00% Add
Morgan Stanley history 890.63K $14.56M 0.00% Add
BlackRock Inc history 836.52K $13.68M 0.00% Add
Two Sigma Investments history 518.65K $8.48M 0.01% Add
Geode Capital Management history 492.33K $8.05M 0.00% Add
D. E. Shaw & Co history 443.78K $7.26M 0.00% New
Bank of America Corp history 366.12K $5.99M 0.00% Add
Goldman Sachs Group history 269.41K $4.40M 0.00% Add
Millennium Management history 205.50K $3.36M 0.00% Add
Marshall Wace history 192.05K $3.14M 0.00% New
Lazard Asset Management history 162.53K $2.66M 0.01% New
UBS Group AG history 99.74K $1.63M 0.00% Add
Northern Trust Corp history 92.81K $1.52M 0.00% Add
Renaissance Technologies history 86.70K $1.42M 0.00% Add
Wells Fargo & Co history 26.33K $430.56K 0.00% New
Polen Capital Management history 22.21K $363.21K 0.00% New
Charles Schwab Investment Management history 20.02K $327.25K 0.00% Hold
Citigroup Inc history 9.13K $149.32K 0.00% Reduce
Fidelity Management & Research (FMR) history 2.47K $40.35K 0.00% Reduce
JPMorgan Chase & Co history 361 $5.90K 0.00% Hold

Q3 2025 — 16 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 2.20M $9.89M 0.00% Reduce
BlackRock Inc history 696.76K $3.13M 0.00% Add
Morgan Stanley history 615.90K $2.77M 0.00% Reduce
Geode Capital Management history 447.70K $2.01M 0.00% Hold
Citadel Advisors history 405.98K $1.82M 0.00% Add
Two Sigma Investments history 139.81K $627.74K 0.00% Reduce
Northern Trust Corp history 87.26K $391.80K 0.00% Hold
Goldman Sachs Group history 85.10K $382.11K 0.00% Add
UBS Group AG history 82.76K $371.60K 0.00% Reduce
Bank of America Corp history 52.57K $236.04K 0.00% Add
Renaissance Technologies history 51.40K $230.79K 0.00% New
Millennium Management history 30.34K $136.25K 0.00% New
Citigroup Inc history 26.69K $119.83K 0.00% New
Charles Schwab Investment Management history 20.00K $89.80K 0.00% New
Fidelity Management & Research (FMR) history 3.91K $17.55K 0.00% Hold
JPMorgan Chase & Co history 361 $1.62K 0.00% Hold

Q2 2025 — 13 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 2.27M $4.75M 0.00% Hold
BlackRock Inc history 688.51K $1.44M 0.00% Add
Morgan Stanley history 629.78K $1.32M 0.00% Add
Geode Capital Management history 446.23K $932.98K 0.00% Reduce
Two Sigma Investments history 168.44K $352.04K 0.00% Reduce
UBS Group AG history 143.25K $299.39K 0.00% Reduce
Citadel Advisors history 92.36K $193.03K 0.00% Add
Northern Trust Corp history 87.26K $182.38K 0.00% Hold
D. E. Shaw & Co history 71.41K $149.25K 0.00% Reduce
Goldman Sachs Group history 64.05K $133.87K 0.00% Add
Fidelity Management & Research (FMR) history 3.91K $8.17K 0.00% Reduce
Bank of America Corp history 407 $851 0.00% Add
JPMorgan Chase & Co history 361 $754 0.00% Hold

Q1 2025 — 15 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 2.27M $3.20M 0.00% Hold
BlackRock Inc history 683.48K $963.71K 0.00% Reduce
Morgan Stanley history 540.12K $761.57K 0.00% Add
Geode Capital Management history 488.38K $688.89K 0.00% Add
Two Sigma Investments history 262.78K $370.52K 0.00% Reduce
UBS Group AG history 213.85K $301.52K 0.00% Reduce
D. E. Shaw & Co history 154.40K $217.70K 0.00% Reduce
Northern Trust Corp history 87.26K $123.04K 0.00% Add
Marshall Wace history 70.19K $98.96K 0.00% Add
Goldman Sachs Group history 32.27K $45.49K 0.00% Reduce
Citadel Advisors history 18.60K $26.23K 0.00% New
Wells Fargo & Co history 10.00K $14.10K 0.00% Hold
Fidelity Management & Research (FMR) history 4.91K $6.93K 0.00% Add
JPMorgan Chase & Co history 361 $509 0.00% Reduce
Bank of America Corp history 346 $488 0.00% Reduce

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 5.07M 1.12M 836.52K 696.76K 688.51K 683.48K 731.95K 688.89K — — — — — — — — — — — —
Citadel Advisors 3.83M 1.56M 984.24K 405.98K 92.36K 18.60K — 115.60K 129.79K 132.69K 50.78K 43.69K 192.66K 171.07K 221.78K 92.22K 19.96K 37.26K 24.20K 64.51K
D. E. Shaw & Co 2.69M 911.26K 443.78K — 71.41K 154.40K 606.37K 510.17K 604.28K 669.73K 509.69K 436.95K 280.29K 189.55K 248.95K 147.27K 36.07K 43.87K 57.58K —
Geode Capital Management 1.74M 587.68K 492.33K 447.70K 446.23K 488.38K 466.35K 464.02K 456.44K 411.49K 406.30K 391.09K 397.71K 797.96K 755.94K 740.32K 750.66K 736.27K 718.28K 700.94K
Invesco Ltd 1.14M 7.19K — — — — — 16.68K 10.30K — 65.40K 64.66K 64.13K 81.73K 88.21K 55.42K 57.86K 48.73K 30.53K 41.17K
Citigroup Inc 1.06M 952.70K 9.13K 26.69K — — 383 3.16K 387 319.74K 387 387 404 383 660 998 3.35K 2.13K 10.97K 4.69K
Point72 Asset Management 1.02M 949.00K 1.52M — — — 289.41K — — — — 12.96K 5.29K — — — — — — —
Millennium Management 854.32K 739.19K 205.50K 30.34K — — — 292.65K 317.51K 804.70K 357.46K 361.61K 545.29K 25.94K — 267.75K — 15.68K — 151.05K
Goldman Sachs Group 819.56K 933.50K 269.41K 85.10K 64.05K 32.27K 49.31K 22.98K 34.70K 304.63K — — 84.54K 57.01K 89.88K 187.69K 107.06K 53.01K 75.59K 47.40K
UBS Group AG 654.12K 1.10M 99.74K 82.76K 143.25K 213.85K 454.22K 60.87K 60.83K 12.48K 10.06K 11.14K 15.95K 28.14K 21.60K 21.91K 9.41K 19.46K 31.50K 16.37K
Bank of America Corp 639.04K 776.30K 366.12K 52.57K 407 346 7.70K 385 341 27.76K 44.96K 45.42K 47.06K 73.11K 73.88K 46.67K 147.57K 169.07K 72.76K 93.31K
Morgan Stanley 611.97K 1.44M 890.63K 615.90K 629.78K 540.12K 517.99K 455.77K 883.62K 449.46K 147.60K 158.38K 242.80K 245.86K 290.73K 425.92K 393.19K 363.35K 355.61K 350.18K
Northern Trust Corp 548.40K 125.86K 92.81K 87.26K 87.26K 87.26K 74.36K 86.36K 86.36K 78.94K 69.96K 134.61K 135.26K 398.61K 399.22K 401.73K 403.00K 415.48K 428.98K 440.57K
Two Sigma Investments 397.73K 65.10K 518.65K 139.81K 168.44K 262.78K 564.42K 686.11K 930.83K 788.88K 289.70K 224.48K 132.59K 32.61K 69.46K 155.76K 96.37K 124.06K 119.59K 212.24K
Wellington Management Group 359.48K — — — — — — — — — — 1.62M 1.62M 1.62M 1.62M 1.62M 2.10M 2.10M 2.10M 1.84M
Capital World Investors 342.77K — — — — — — — — — — — — — — — — — — —
CPP Investments 202.80K 8.30K — — — — — — — — — — — — — — — — — —
BNY Mellon 195.56K 11.63K — — — — — — — — 18.84K 29.20K 28.75K 150.51K 166.80K 179.89K 167.80K 177.44K 168.61K 145.04K
Charles Schwab Investment Management 186.73K 27.14K 20.02K 20.00K — — 15.89K 15.89K 15.89K 15.89K 15.89K 15.89K 15.89K 108.83K 108.83K 105.61K 105.07K 105.56K 105.56K 101.58K
Deutsche Bank AG 142.74K 2.86K — — — — — — — — — — — 24.91K 16.42K 16.15K 18.86K 21.64K 24.25K 38.97K

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