PO

POET POET TECHNOLOGIES INC

2026Q2 · CUSIP 73044W302 · Optical · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
153
Institutions that reported holding it to the SEC
Net increase in holders
+47
Last quarter 106 → now 153
How unusual is that
Top 10%
Stronger buying than 94% of US stocks
What the filings say, in one paragraph

153 funds held POET at the end of 2026Q2, up 47 from the quarter before. That is stronger buying than 94.1% of US stocks — among the most piled-into names this quarter. POET has had 2 buying rushes in its history. It sits in the Semiconductors sector, tagged Optical.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q2: holders=13 2022Q3: holders=14 2022Q4: holders=14 2023Q1: holders=17 2023Q2: holders=18 2023Q3: holders=16 2023Q4: holders=19 2024Q1: holders=21 2024Q2: holders=26 2024Q3: holders=34 2024Q4: holders=53 2025Q1: holders=48 2025Q2: holders=49 2025Q3: holders=67 2025Q4: holders=93 2026Q1: holders=106 2026Q2: holders=153 -47 -23.5 +0 +23.5 +47 1186161 22Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2025Q3 Top 20% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
63
Change in large funds
+18
Total value they hold
$349M
Funds buying for the first time
81
Funds that sold out entirely
34
Price change that quarter
—
Funds holding puts (bearish)
20
Funds holding calls (bullish)
27

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.