AXTI · NASDAQ · Semiconductors

AXT (AXTI)

Makes InP, GaAs, and Ge wafers for optical and electronic devices.

$77.88
After hours+0.08 (+0.10%)
At close$77.80(−2.66%)

13F · 13D/G · Form 4

Institutions≈ 67.83%44.37M shares
295 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders7.63%4.99M shares
8 holders · as of Aug 19, 2026
Strategic holders6.12%4.01M shares
1 holder · as of May 6, 2026
Other≈ 18.42%12.05M shares
remainder

65.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (65.42M in the company's Sep 22, 2026 report, 50.75M elsewhere); stakes use the report.

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.75%5.07Mas of Jun 30, 2026
Morris S. YoungInsiderdirector, officer: CEO
6.57%4.30Mfiled Jun 16, 2026
Marex Securities Products Inc.Strategic
6.12%4.01Mfiled May 6, 2026
Marex Group PLCInstitution
5.45%3.56Mas of Jun 30, 2026
Jane Street Group, LLCInstitution
5.39%3.53Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.16%2.72Mas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
3.44%2.25Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
2.69%1.76Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.65%1.74Mas of Jun 30, 2026
State Street CorpInstitution
2.27%1.48Mas of Jun 30, 2026
Citadel Advisors LLCInstitution
2.26%1.48Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
2.02%1.32Mas of Jun 30, 2026
Clear Street Group Inc.Institution
2.00%1.31Mas of Jun 30, 2026
Invesco Ltd.Institution
1.75%1.14Mas of Jun 30, 2026
Citigroup IncInstitution
1.61%1.06Mas of Jun 30, 2026
Assenagon Asset Management S.A.Institution
1.56%1.02Mas of Jun 30, 2026
SG Americas Securities, LLCInstitution
1.53%1.00Mas of Jun 30, 2026
Millennium Management LLCInstitution
1.31%854,322as of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.25%819,556as of Jun 30, 2026
UBS Group AGInstitution
1.00%654,117as of Jun 30, 2026
Bank of America Corp /DE/Institution
0.98%639,037as of Jun 30, 2026
Healthcare of Ontario Pension Plan Trust FundInstitution
0.94%615,377as of Jun 30, 2026
Morgan StanleyInstitution
0.94%611,974as of Jun 30, 2026
Northern Trust CorpInstitution
0.84%548,403as of Jun 30, 2026
Fund Resources Investment Holding Group Co LtdInstitution
0.82%536,706as of Jun 30, 2026

13F, as of Jun 30, 2026

295 holders · 44.37M shares · 133 new positions · 205 increased · 52 reduced · 67 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.5.07M7.75%+3.95MAug 7, 2026
Marex Group PLC3.56M5.45%+3.56MAug 14, 2026
Jane Street Group, LLC3.53M5.39%+1.10MAug 14, 2026
Vanguard Capital Management LLC2.72M4.16%+444.5KAug 13, 2026
D. E. Shaw & Co., Inc.2.25M3.44%+1.47MAug 14, 2026
Vanguard Portfolio Management LLC1.76M2.69%+1.76MnewAug 13, 2026
Geode Capital Management, LLC1.74M2.65%+1.15MAug 12, 2026
State Street Corp1.48M2.27%+1.14MAug 7, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Jane Street Group, LLC7.50%4.78M13GApr 29, 2026
Marex Securities Products Inc.7.20%4.01M13GMay 6, 2026
BlackRock, Inc.7.10%4.65M13GJul 27, 2026
E20 Capital Ltd5.50%2.59M13GMay 18, 2026
Wade Massadincl. Cleveland Capital, L.P., John Shiry +1 more5.50%2.47M13GOct 17, 2024

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 7, 2026
Leonard J. Leblancdirector
Sale2,000$88.32117,129
Jun 10, 2026
Leonard J. Leblancdirector
Sale500$89.59119,129
Aug 17, 2026
Leonard J. Leblancdirector
Sale4,000$96.07113,129
Jun 15, 2026
David C. Changdirector
Sale8,333$111.1765,165
Jun 15, 2026
Jesse Chendirector
Sale6,172$115.2450,275
Jun 12, 2026
Jesse Chendirector
Sale13,000$95.7756,447
Jun 11, 2026
Jesse Chendirector
Sale9,000$88.5569,447
Jun 10, 2026
Jesse Chendirector
Sale9,000$86.7378,447
Jun 9, 2026
Jesse Chendirector
Sale1,500$93.3087,447
Jun 8, 2026
Jesse Chendirector
Sale6,000$94.0088,947

House and Senate disclosures

Not reported.