Who owns POET
Which tracked institutional funds hold POET, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See POET company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 POET is one-sided between 2026-Q1 and 2026-Q2: 55 added or opened and 16 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
POET’s largest tracked holder by dollar value, CloudAlpha Capital Management Limited/Hong Kong, sizes it at 3.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in POET 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 2026-Q1 and 2026-Q2, across 145 tracked filers holding POET, 108 increased or opened the position and 65 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 POET between the 2026-Q1 and 2026-Q2 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 27
- CloudAlpha Capital Management Limited/Hong Kong$40M
- RENAISSANCE TECHNOLOGIES LLC$36M
- Elequin Capital, LP$17M
- Clear Street Group Inc.$10M
- NOMURA HOLDINGS INC$8M
- Tairen Capital Ltd$6M
Full exits 8
- MMCAP International Inc. SPC$9M
- GROUP ONE TRADING LLC$7M
- TUDOR INVESTMENT CORP ET AL$6M
- Point72 Asset Management, L.P.$4M
- GSA CAPITAL PARTNERS LLP$2M
- Kultura Capital Management LP$2M
Largest adds
- IMC-Chicago, LLC$27M
- GOLDMAN SACHS GROUP INC$23M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$17M
- NATIONAL BANK OF CANADA /FI/$14M
- Trexquant Investment LP$10M
- JANE STREET GROUP, LLC$8M
Largest trims
- RAYMOND JAMES FINANCIAL INC$6M
- MILLENNIUM MANAGEMENT LLC$4M
- CITADEL ADVISORS LLC$4M
- ROYAL BANK OF CANADA$627K
- WELLS FARGO & COMPANY/MN$409K
- JPMORGAN CHASE & CO$384K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong new | 3,860,024 | $40M | 11.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 3,469,500 | $36M | 10.5% | 2026-Q2 |
| IMC-Chicago, LLC added | 2,705,352 | $28M | 8.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,308,672 | $24M | 7.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,683,132 | $17M | 5.1% | 2026-Q2 |
| Elequin Capital, LP new | 1,642,105 | $17M | 5.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 1,496,010 | $15M | 4.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,360,271 | $14M | 4.1% | 2026-Q2 |
| Trexquant Investment LP added | 1,264,402 | $13M | 3.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,066,398 | $11M | 3.2% | 2026-Q2 |
| Clear Street Group Inc. new | 982,265 | $10M | 3.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 800,477 | $8M | 2.4% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 734,165 | $8M | 2.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 665,850 | $7M | 2.0% | 2026-Q2 |
| UBS Group AG added | 598,946 | $6M | 1.8% | 2026-Q2 |
| Tairen Capital Ltd new | 540,000 | $6M | 1.6% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. new | 531,180 | $5M | 1.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 464,407 | $5M | 1.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 413,448 | $4M | 1.2% | 2026-Q2 |
| Paragon Capital Management Ltd trimmed | 371,220 | $4M | 1.1% | 2026-Q2 |
| Palisades Investment Partners, LLC new | 347,540 | $4M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 306,169 | $3M | 0.9% | 2026-Q2 |
| XTX Topco Ltd added | 289,718 | $3M | 0.9% | 2026-Q2 |
| Tuttle Capital Management, LLC new | 280,644 | $3M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 276,374 | $3M | 0.8% | 2026-Q2 |
| Maytree Asset Management Ltd added | 271,237 | $3M | 0.8% | 2026-Q2 |
| Soviero Asset Management, LP new | 260,000 | $3M | 0.8% | 2026-Q2 |
| Funde Sino Life Insurance Co Ltd new | 200,751 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 182,982 | $2M | 0.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC new | 161,888 | $2M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 153,346 | $2M | 0.5% | 2026-Q2 |
| Walleye Capital LLC trimmed | 149,444 | $2M | 0.5% | 2026-Q2 |
| APEIRON CAPITAL Ltd new | 142,000 | $1M | 0.4% | 2026-Q2 |
| Weiss Asset Management LP new | 139,369 | $1M | 0.4% | 2026-Q2 |
| Marex Group Ltd added | 126,864 | $1M | 0.4% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 118,794 | $1M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 114,349 | $1M | 0.3% | 2026-Q2 |
| Capstone Capital Management Ltd new | 105,694 | $1M | 0.3% | 2026-Q2 |
| Counterpoint Mutual Funds LLC | 100,591 | $1M | 0.3% | 2026-Q2 |
| Sculptor Capital LP new | 100,000 | $1M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 97,909 | $1M | 0.3% | 2026-Q2 |
| FORA Capital, LLC new | 88,592 | $912K | 0.3% | 2026-Q2 |
| Anatole Investment Management Ltd new | 87,330 | $898K | 0.3% | 2026-Q2 |
| Feynman Point Asset Management LLC new | 86,000 | $884K | 0.3% | 2026-Q2 |
| STATE STREET CORP added | 79,690 | $819K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 72,590 | $746K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 70,625 | $726K | 0.2% | 2026-Q2 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. new | 69,966 | $719K | 0.2% | 2026-Q2 |
| SevenBridge Financial Group, LLC trimmed | 68,375 | $609K | 0.2% | 2026-Q2 |
| Daiwa Securities Group Inc. new | 67,900 | $698K | 0.2% | 2026-Q2 |
| WOODSTOCK CORP | 67,900 | $698K | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 66,353 | $682K | 0.2% | 2026-Q2 |
| Scientech Research LLC added | 63,166 | $649K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 61,677 | $634K | 0.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC | 57,806 | $594K | 0.2% | 2026-Q2 |
| Headlands Technologies LLC added | 56,776 | $584K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 55,112 | $567K | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC new | 54,052 | $556K | 0.2% | 2026-Q2 |
| Keebeck Wealth Management | 50,000 | $514K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 48,689 | $460K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 46,169 | $475K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 45,882 | $472K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 44,622 | $458K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 43,458 | $447K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 42,296 | $435K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 41,977 | $432K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 41,682 | $428K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 38,063 | $391K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 36,417 | $374K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP new | 35,709 | $367K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 34,178 | $351K | 0.1% | 2026-Q2 |
| Teza Capital Management LLC new | 33,949 | $349K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 33,270 | $342K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 29,130 | $294K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC added | 28,030 | $288K | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. trimmed | 26,815 | $276K | 0.1% | 2026-Q2 |
| KLCM Advisors, Inc. trimmed | 25,000 | $257K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 23,920 | $246K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 20,931 | $215K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 20,757 | $213K | 0.1% | 2026-Q2 |
| Centiva Capital, LP trimmed | 20,618 | $212K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 20,050 | $206K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 20,000 | $206K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 19,927 | $205K | 0.1% | 2026-Q2 |
| Sender Co & Partners, Inc. trimmed | 18,010 | $185K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 17,593 | $181K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC new | 16,472 | $169K | 0.0% | 2026-Q2 |
| Black Maple Capital Management LP trimmed | 16,000 | $164K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 15,679 | $152K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 15,113 | $155K | 0.0% | 2026-Q2 |
| IPG Investment Advisors LLC new | 14,500 | $149K | 0.0% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 13,098 | $135K | 0.0% | 2026-Q2 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC new | 13,000 | $134K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 12,922 | $133K | 0.0% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 12,528 | $129K | 0.0% | 2026-Q2 |
| Leonteq Securities AG new | 12,152 | $125K | 0.0% | 2026-Q2 |
| OXFORD ASSET MANAGEMENT LLP trimmed | 11,940 | $123K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC new | 11,845 | $122K | 0.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC new | 11,050 | $114K | 0.0% | 2026-Q2 |
| Optimus Capital Advisors, LLC new | 10,000 | $103K | 0.0% | 2026-Q2 |
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.