Applied Optoelectronics ($AAOI) Insider Trading & Smart Money Activity

Applied Optoelectronics, Inc. · Communication Equipment · Latest filing Oct 16, 2026

Applied Optoelectronics, Inc. ($AAOI) has 7 insider trades, 25 13F position changes and 1 analyst rating on file. In the last 12 months on the open market, no insider bought and 3 insiders sold ($19.51M), net -$19.51M.

Insider buyers (12 mo)
0
Insider sellers (12 mo)
3
Net insider $ (12 mo)
-$19.51M
Congress trades (12 mo)
0
13F moves on file
25
Analyst ratings on file
1

AAOI insider buying and selling by quarter

QuarterInsider buysInsider salesCongress buys / sales13F added / cut
Q1 2026 0 0 0 / 0 0 / 0
Q2 2026 0 4 · $18.37M 0 / 0 18 / 6
Q3 2026 0 0 0 / 0 0 / 0
Q4 2026 0 2 · $1.13M 0 / 0 1 / 0

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All AAOI insider, congress, 13F and analyst activity

DateSourceWhoActionSharesValue / amount ΔOwn1W1M6MFilingStory
13F Tema Etfs Added +45.40K sh $4.55M —
Insider Murry Stefan J.Chief Financial Officer Sell (Open-market sale) 10b5-1 4K sh $411.48K Read
Insider Yeh Shu-Hua (Joshua)Senior Vice President and Asia General Manager. Sell (Open-market sale) 10b5-1 6K sh $720.18K -17.2% —
Analyst Rosenblatt Reiterates to buy PT $220 -12.3%-35.5% Read
Insider Yeh Shu-Hua (Joshua)*** See Remarks Sell (Open-market sale) 10b5-1 6K sh $1.03M -14.4%-36.3% —
Insider Chang Hung-Lun (Fred)*** See Remarks Sell (Open-market sale) 10b5-1 40.33K sh $6.88M -12.2%-38.8% —
Insider Yeh Shu-Hua (Joshua)*** See Remarks Sell (Open-market sale) 28.83K sh $4.80M +1.3%-33.8% —
Insider Lin Chih-Hsiang (Thompson)President and CEO Sell (Tax withholding) 86.66K sh $14.97M +1.3%-33.8% Read
Insider Chang Hung-Lun (Fred)*** See Remarks Sell (Open-market sale) 34K sh $5.66M +1.3%-33.8% —
13F Verition Fund Management Added +53.71K sh $20.55M -4.7%+0.6% Read
13F Two Sigma Investments Added +77.57K sh $57.09M -4.7%+0.6% —
13F Tudor Investment Added +347.65K sh $64.53M -4.7%+0.6% —
13F Susquehanna International Group Reduced -242.50K sh $12.67M -4.7%+0.6% —
13F Squarepoint Ops Added +302.64K sh $72.25M -4.7%+0.6% —
13F Point72 Asset Management, L.P. New +265.54K sh $38.12M -4.7%+0.6% —
13F Focus Partners Wealth Added +360.58K sh $55.24M -4.7%+0.6% —
13F Driehaus Capital Management Added +124.86K sh $102.34M -4.7%+0.6% Read
13F D. E. Shaw Added +750.30K sh $308.53M -4.7%+0.6% —
13F Citadel Advisors Reduced -130.29K sh $61.35M -4.7%+0.6% —
13F Bridgewater Associates New +223.94K sh $42.89M -4.7%+0.6% —
13F Balyasny Asset Management L.P. Added +302.51K sh $68.33M -4.7%+0.6% —
13F Simplex Trading Reduced -123K sh $5.82M -13.1%-5.9% —
13F Renaissance Technologies New +565.28K sh $82.38M -13.1%-5.9% —
13F Raymond James Financial Added +354.48K sh $106.92M -13.1%-5.9% —
13F Peak6 New +12.07K sh $1.76M -13.1%-5.9% —
13F JPMorgan Chase Added +1.06M sh $212.84M -25.9%-24.2% Read
13F Group One Trading Reduced -24.75K sh $19.82M -25.9%-24.2% —
13F Blackrock Added +1.89M sh $1.38B -25.9%-24.2% —
13F Jane Street Group Added +596.42K sh $332.17M -9.0%-8.2% —
13F New York State Common Retirement Fund Reduced -156.64K sh $23.08M +25.0%-0.9% —
13F UBS Group Added +19.68K sh $141.47M +4.3%+12.4% —
13F Imc-Chicago Reduced -92.33K sh $16.16M +4.3%+12.4% —
13F Commonwealth Equity Services Added +8.71K sh $13.07M +18.7%+23.4% —

1W / 1M / 6M = how AAOI moved from the trade or filing date.

Insider trading in AAOI: who is buying and selling

InsiderRoleTradesOpen-market netShares heldLast trade
Murry Stefan J. Chief Financial Officer 1 -$411.48K Oct 12, 2026
Yeh Shu-Hua (Joshua) Senior Vice President and Asia General Manager. 3 -$6.55M Oct 5, 2026
Chang Hung-Lun (Fred) *** See Remarks 2 -$12.54M Jun 17, 2026
Lin Chih-Hsiang (Thompson) President and CEO 1 — Jun 12, 2026

Institutions moving AAOI (13F)

Analyst ratings on AAOI

DateFirmActionRatingPrice target1W1M6MStory
Rosenblatt Reiterates buy $220 -12.3%-35.5% Read

Frequently asked questions

Are AAOI insiders buying or selling?

Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 3 insiders made 6 open-market sales worth $19.51M, a net -$19.51M.

What is the latest insider trade in AAOI?

Murry Stefan J., Chief Financial Officer filed a sell (open-market sale) of 4K sh worth $411.48K on Oct 12, 2026.

Which institutions changed their AAOI positions?

Recent 13F filers moving the stock include Tema Etfs, Verition Fund Management, Two Sigma Investments, Tudor Investment and Susquehanna International Group.

Other communication equipment stocks

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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