§ SEMICONDUCTORS
USD · SemiconductorsAXTI
AXT INC
USDSector · Semiconductors
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
217 increased/new, 51 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| E20 Capital Ltd | 4.1M | 11.1% | −32% |
| JANE STREET GROUP, LLC | 2.4M | 0.0% | +168% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | n/a | n/a |
| Assenagon Asset Management S.A. | 1.5M | 0.1% | +162% |
| Morgan Stanley | 1.4M | 0.0% | n/a |
| WT Asset Management Ltd | 1.3M | 1.6% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for AXTI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER14.2% · 0 holders
OTHER55.2% · 142 holders
DEALER / BANK12.1% · 20 holders
SYSTEMATIC / QUANT8.0% · 9 holders
TACTICAL / MACRO4.5% · 4 holders
PASSIVE / INDEX3.3% · 6 holders
ACTIVIST1.7% · 1 holder
QUALITY / COMPOUNDER0.8% · 11 holders
INCOME / DEFENSIVE0.2% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AXTI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AXTI yet.