Who owns AXTI (AXTI)
Which tracked institutional funds hold AXTI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AXTI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AXTI is one-sided between 2025-Q4 and 2026-Q1: 105 added or opened and 29 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AXTI’s largest tracked holder by dollar value, JANE STREET GROUP, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AXTI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 192 tracked filers holding AXTI, 145 increased or opened the position and 70 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AXTI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 52
- VANGUARD CAPITAL MANAGEMENT LLC$130M
- WT Asset Management Ltd$77M
- Anther Capital Ltd$74M
- E Fund Management Co., Ltd.$72M
- PRICE T ROWE ASSOCIATES INC /MD/$52M
- Ariose Capital Management Ltd$39M
Full exits 15
- Davidson Kempner Capital Management LP$45M
- VANGUARD GROUP INC$30M
- BlueCrest Capital Management Ltd$11M
- LAZARD ASSET MANAGEMENT LLC$3M
- Voleon Capital Management LP$2M
- Walleye Capital LLC$1M
Largest adds
- JANE STREET GROUP, LLC$123M
- Assenagon Asset Management S.A.$76M
- E20 Capital Ltd$68M
- MORGAN STANLEY$68M
- UBS Group AG$61M
- CITIGROUP INC$54M
Largest trims
- Point72 Asset Management, L.P.$25M
- ACADIAN ASSET MANAGEMENT LLC$9M
- Alyeska Investment Group, L.P.$9M
- Maytree Asset Management Ltd$6M
- TWO SIGMA INVESTMENTS, LP$5M
- NOMURA HOLDINGS INC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JANE STREET GROUP, LLC added | 2,426,232 | $138M | 7.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,278,403 | $130M | 6.7% | 2026-Q1 |
| E20 Capital Ltd trimmed | 2,068,550 | $118M | 6.1% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,505,354 | $86M | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,443,634 | $82M | 4.2% | 2026-Q1 |
| WT Asset Management Ltd new | 1,347,119 | $77M | 4.0% | 2026-Q1 |
| Anther Capital Ltd new | 1,307,206 | $74M | 3.8% | 2026-Q1 |
| E Fund Management Co., Ltd. new | 1,262,719 | $72M | 3.7% | 2026-Q1 |
| BlackRock, Inc. added | 1,119,468 | $64M | 3.3% | 2026-Q1 |
| UBS Group AG added | 1,096,636 | $62M | 3.2% | 2026-Q1 |
| CITIGROUP INC added | 952,700 | $54M | 2.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 933,495 | $53M | 2.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 909,753 | $52M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 776,300 | $44M | 2.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 776,256 | $44M | 2.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 739,194 | $42M | 2.2% | 2026-Q1 |
| Ariose Capital Management Ltd new | 685,524 | $39M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 587,679 | $34M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 569,671 | $32M | 1.7% | 2026-Q1 |
| Hood River Capital Management LLC trimmed | 526,663 | $30M | 1.5% | 2026-Q1 |
| Anatole Investment Management Ltd new | 463,225 | $26M | 1.4% | 2026-Q1 |
| IMC-Chicago, LLC new | 456,014 | $26M | 1.3% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 384,561 | $22M | 1.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 376,956 | $21M | 1.1% | 2026-Q1 |
| STATE STREET CORP added | 337,917 | $19M | 1.0% | 2026-Q1 |
| CloudAlpha Capital Management Limited/Hong Kong trimmed | 334,402 | $19M | 1.0% | 2026-Q1 |
| Rokos Capital Management LLP new | 330,788 | $19M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 303,904 | $17M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 301,615 | $17M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 299,947 | $17M | 0.9% | 2026-Q1 |
| Monolith Management Ltd trimmed | 281,250 | $16M | 0.8% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd added | 255,567 | $15M | 0.8% | 2026-Q1 |
| BARCLAYS PLC added | 252,803 | $14M | 0.7% | 2026-Q1 |
| Persistent Asset Partners Ltd trimmed | 233,563 | $13M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC new | 224,395 | $13M | 0.7% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 206,944 | $12M | 0.6% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 200,000 | $11M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | 187,684 | $11M | 0.6% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 173,574 | $10M | 0.5% | 2026-Q1 |
| Informed Momentum Co LLC added | 155,011 | $9M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 136,965 | $7M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 125,861 | $7M | 0.4% | 2026-Q1 |
| Q Fund Management (Hong Kong) Ltd new | 124,262 | $7M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 120,408 | $7M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 117,445 | $7M | 0.3% | 2026-Q1 |
| Polymer Capital Management (HK) LTD new | 115,567 | $7M | 0.3% | 2026-Q1 |
| Valliance Asset Management Ltd new | 112,600 | $6M | 0.3% | 2026-Q1 |
| LMR Partners LLP added | 105,000 | $6M | 0.3% | 2026-Q1 |
| Swiss National Bank new | 103,900 | $6M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 99,546 | $6M | 0.3% | 2026-Q1 |
| WHITE PINE CAPITAL LLC trimmed | 98,119 | $6M | 0.3% | 2026-Q1 |
| Maytree Asset Management Ltd trimmed | 94,822 | $5M | 0.3% | 2026-Q1 |
| LPL Financial LLC new | 90,152 | $5M | 0.3% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 87,092 | $5M | 0.3% | 2026-Q1 |
| Arosa Capital Management LP added | 85,000 | $5M | 0.3% | 2026-Q1 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. trimmed | 78,778 | $4M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 76,893 | $4M | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 74,979 | $4M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 73,298 | $4M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 65,100 | $4M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 64,406 | $4M | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 52,955 | $3M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 52,456 | $3M | 0.2% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC added | 49,368 | $3M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 41,908 | $2M | 0.1% | 2026-Q1 |
| Jain Global LLC new | 41,810 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 40,423 | $2M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. new | 37,654 | $2M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC added | 37,000 | $2M | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 36,902 | $2M | 0.1% | 2026-Q1 |
| Legal & General Group Plc added | 36,019 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 34,371 | $2M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 32,230 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,685 | $2M | 0.1% | 2026-Q1 |
| Atlas Brown,Inc. trimmed | 31,650 | $2M | 0.1% | 2026-Q1 |
| Oasis Advisors, LLC new | 30,779 | $2M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 29,536 | $2M | 0.1% | 2026-Q1 |
| 1832 Asset Management L.P. new | 29,100 | $2M | 0.1% | 2026-Q1 |
| Octahedron Capital Management L.P. new | 29,000 | $2M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 28,423 | $2M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 27,137 | $2M | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 26,200 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 25,858 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 24,744 | $1M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC new | 24,500 | $1M | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP trimmed | 24,123 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 21,631 | $1M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 21,160 | $1M | 0.1% | 2026-Q1 |
| Walleye Trading LLC new | 20,587 | $1M | 0.1% | 2026-Q1 |
| Davidson Kempner Capital Management LP new | 2,734,693 | $45M | 2.3% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 1,832,867 | $30M | 1.5% | 2025-Q4 stale |
| BlueCrest Capital Management Ltd new | 653,063 | $11M | 0.6% | 2025-Q4 stale |
| Pacific Ridge Capital Partners, LLC trimmed | 1,793,797 | $8M | 0.4% | 2025-Q3 stale |
| First Beijing Investment Ltd | 1,730,156 | $8M | 0.4% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 162,530 | $3M | 0.1% | 2025-Q4 stale |
| Voleon Capital Management LP new | 121,225 | $2M | 0.1% | 2025-Q4 stale |
| Walleye Capital LLC added | 91,074 | $1M | 0.1% | 2025-Q4 stale |
| NEEDHAM INVESTMENT MANAGEMENT LLC trimmed | 330,900 | $1M | 0.1% | 2025-Q3 stale |
| Keystone Wealth Services, LLC trimmed | 89,763 | $1M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 86,700 | $1M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.