13FPulse
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.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

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