AOSLNasdaqSemiconductors & Related DevicesFiscal year ends June 30
ALPHA & OMEGA SEMICONDUCTOR Ltd
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 27, 2026
$22.60+0.85 (+3.91%)
Close on Oct 19, 2026
- Market cap
- $681.23M
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
75.5%
23M of 30M shares
Institutional holders
216
65 new, 25 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 19 sales
Net sold $2.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Mike F. Chang | 4,212,201 | 13.90% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 3,735,172 | 12.70% | 13G (passive) amendment | Mar 31, 2025 |
| State Street Corporation | 2,347,448 | 7.80% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AOSL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,256,528 | 14.07% | $201.46M | +351,752 | 0.00% |
| State Street Corp | 2,347,448 | 7.76% | $111.10M | +945,898 | 0.00% |
| Manufacturers Life Insurance Company, The | 1,375,083 | 4.54% | $65.08M | −199,379 | 0.05% |
| Dimensional Fund Advisors LP | 1,335,089 | 4.41% | $63.18M | −228,782 | 0.01% |
| Vanguard Portfolio Management LLC | 1,111,480 | 3.67% | $52.61M | −57,449 | 0.00% |
| Vanguard Capital Management LLC | 1,070,895 | 3.54% | $50.69M | +19,664 | 0.00% |
| Two Sigma Investments, LP | 951,576 | 3.14% | $45.04M | +398,565 | 0.03% |
| FMR LLC | 791,715 | 2.62% | $37.47M | +247,006 | 0.00% |
| Geode Capital Management, LLC | 658,902 | 2.18% | $31.19M | +30,234 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 636,893 | 2.10% | $30.14M | +300,177 | 0.06% |
| Weber Capital Management LLC /Adv | 538,437 | 1.78% | $25.48M | −3,871 | 21.69% |
| Wellington Management Group Llp | 412,910 | 1.36% | $19.54M | −281,898 | 0.00% |
| Charles Schwab Investment Management Inc | 403,197 | 1.33% | $19.08M | −17,230 | 0.00% |
| Acadian Asset Management LLC | 323,866 | 1.07% | $15.31K | +113,226 | 0.02% |
| Royce & Associates LP | 309,015 | 1.02% | $14.63M | −209,100 | 0.12% |
| D. E. Shaw & Co., Inc. | 284,225 | 0.94% | $13.45M | +4,637 | 0.01% |
| Goldman Sachs Group Inc | 279,113 | 0.92% | $13.21M | +11,431 | 0.00% |
| Millennium Management LLC | 267,648 | 0.88% | $12.67M | +69,866 | 0.00% |
| Northern Trust Corp | 261,018 | 0.86% | $12.35M | +14,228 | 0.00% |
| Jane Street Group, LLC | 234,335 | 0.77% | $11.09M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 216 | 23M | 75.5% | 65 / 60 | 65 / 25 | 4M | 3M |
| Q1 2026 | 180 | 22M | 73.2% | 32 / 61 | 52 / 17 | 5M | 3M |
| Q4 2025 | 168 | 22M | 74.1% | 27 / 60 | 58 / 44 | 3M | 3M |
| Q3 2025 | 185 | 22M | 73.7% | 35 / 65 | 50 / 14 | 2M | 1M |
| Q2 2025 | 164 | 22M | 71.8% | 31 / 74 | 32 / 22 | 3M | 4M |
| Q1 2025 | 156 | 23M | 75.1% | 21 / 46 | 59 / 40 | 5M | 3M |
| Q4 2024 | 177 | 21M | 67.9% | 38 / 63 | 50 / 33 | 3M | 2M |
| Q3 2024 | 173 | 20M | 64.8% | 40 / 53 | 54 / 31 | 6M | 2M |
| Q2 2024 | 166 | 19M | 64.4% | 50 / 51 | 48 / 22 | 2M | 2M |
| Q1 2024 | 141 | 20M | 65.0% | 15 / 56 | 46 / 17 | 2M | 1M |
| Q4 2023 | 144 | 19M | 61.4% | 21 / 58 | 43 / 17 | 2M | 1M |
| Q3 2023 | 140 | 17M | 57.8% | 10 / 49 | 52 / 14 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AOSL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 759,077 | 2.51% | $35.93M | 0.00% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 643,075 | 2.13% | $29.16M | 0.02% | May 31, 2026 |
| Small Cap Core Fund | 476,851 | 1.58% | $15.14M | 0.78% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 287,453 | 0.95% | $13.61M | 0.01% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 170,217 | 0.56% | $5.40M | 0.07% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 129,879 | 0.43% | $5.89M | 0.03% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 110,161 | 0.36% | $3.50M | 0.02% | Jul 31, 2026 |
| Vanguard S&p Small-Cap 600 Index Fund | 85,320 | 0.28% | $3.87M | 0.07% | May 31, 2026 |
| Small Cap Core Trust | 82,450 | 0.27% | $3.90M | 1.09% | Jun 30, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 71,101 | 0.23% | $2.26M | 0.00% | Jul 31, 2026 |
| Vanguard S&p Small-Cap 600 Value Index Fund | 54,217 | 0.18% | $2.46M | 0.13% | May 31, 2026 |
| Invesco S&P Smallcap 600 Pure Value ETF | 53,577 | 0.18% | $1.70M | 0.58% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 52,210 | 0.17% | $2.47M | 0.02% | Jun 30, 2026 |
| Invesco S&P SmallCap Information Technology ETF | 49,897 | 0.16% | $2.26M | 0.42% | May 31, 2026 |
| Avantis U.S. Small Cap Equity ETF | 48,016 | 0.16% | $2.18M | 0.08% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stephen Chunping Chang | Chief Executive Officer, Director | 735,017 | 2.43% | Sep 11, 2026 |
| Bing Xue | EVP-WW Sales & Bus Development | 122,785 | 0.41% | Jul 17, 2026 |
| Yifan Liang | CFO and Corp Secretary | 269,403 | 0.89% | Apr 30, 2026 |
| Wenjun Li | Chief Operating Officer | 68,846 | 0.23% | Mar 25, 2026 |
| Mike F. Chang | Director, 10% owner | 4,259,379 | 14.08% | Sep 11, 2026 |
| Joshua C. Chien | Director | 1,368 | 0.00% | Jul 21, 2026 |
| Claudia Chen | Director | 28,409 | 0.09% | May 26, 2026 |
| So-Yeon Jeong | Director | 23,800 | 0.08% | Nov 12, 2025 |
| King Owyang | Director | 75,256 | 0.25% | Nov 12, 2025 |
| Michael J. Salameh | Director | 64,824 | 0.21% | Nov 12, 2025 |
| Michael L. Pfeiffer | Director | 71,294 | 0.24% | Nov 12, 2025 |
| Lucas S. Chang | Director | 30,885 | 0.10% | Nov 12, 2025 |
| Hanqing Li | Director | 23,800 | 0.08% | Nov 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mike F. Chang Director, 10% owner | Aug 24, 2026 | Gift | −100,947 | – | – | 3,698,839 |
| Stephen Chunping Chang Chief Executive Officer, Director | Aug 24, 2026 | Gift | +100,947 | – | – | 100,947 |
| Mike F. Chang Director, 10% owner | Aug 13, 2026 | Gift | −3,000,000 | – | – | 560,540 |
| Joshua C. Chien Director | Jul 20, 2026 | Award | +1,368 | – | – | 1,368 |
| Bing Xue EVP-WW Sales & Bus Development | Jul 16, 2026 | Sale(10b5-1 plan) | −875 | $33.99 | $29.74K | 122,785 |
| Mike F. Chang Director, 10% owner | Jul 13, 2026 | Gift | −23,754 | – | – | 3,560,540 |
| Bing Xue EVP-WW Sales & Bus Development | Jun 16, 2026 | Sale(10b5-1 plan) | −4,916 | $47.09 | $231.49K | 123,660 |
| Mike F. Chang Director, 10% owner | Jun 1, 2026 | Gift | −30,000 | – | – | 3,584,294 |
| Mike F. Chang Director, 10% owner | May 26, 2026 | Gift | −39,780 | – | – | 3,614,294 |
| Mike F. Chang Director, 10% owner | May 22, 2026 | Gift | −736,252 | – | – | 3,654,074 |
| Claudia Chen Director | May 22, 2026 | Sale(10b5-1 plan) | −3,844 | $39.47 | $151.72K | 28,409 |
| Claudia Chen Director | May 22, 2026 | Sale(10b5-1 plan) | −217 | $40.54 | $8.80K | 28,192 |
| Stephen Chunping Chang Chief Executive Officer, Director | May 21, 2026 | Gift | −2,000 | – | – | 634,070 |
| Bing Xue EVP-WW Sales & Bus Development | May 18, 2026 | Sale(10b5-1 plan) | −4,916 | $41.00 | $201.56K | 127,701 |
| Yifan Liang CFO and Corp Secretary | Apr 28, 2026 | Gift | −300 | – | – | 269,403 |
| Yifan Liang CFO and Corp Secretary | Apr 27, 2026 | Gift | −300 | – | – | 269,703 |
| Stephen Chunping Chang Chief Executive Officer, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −9,911 | $34.90 | $345.89K | 635,901 |
| Stephen Chunping Chang Chief Executive Officer, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −1,492 | $32.90 | $49.09K | 649,293 |
| Stephen Chunping Chang Chief Executive Officer, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −3,481 | $33.90 | $118.01K | 645,812 |
| Yifan Liang CFO and Corp Secretary | Apr 17, 2026 | Sale(10b5-1 plan) | −8,625 | $35.00 | $301.88K | 270,003 |
| Bing Xue EVP-WW Sales & Bus Development | Apr 16, 2026 | Sale(10b5-1 plan) | −1,832 | $31.21 | $57.18K | 132,617 |
| Yifan Liang CFO and Corp Secretary | Apr 14, 2026 | Sale(10b5-1 plan) | −11,187 | $32.00 | $357.98K | 278,628 |
| Yifan Liang CFO and Corp Secretary | Apr 14, 2026 | Sale(10b5-1 plan) | −7,939 | $30.00 | $238.17K | 289,815 |
| Yifan Liang CFO and Corp Secretary | Apr 14, 2026 | Sale(10b5-1 plan) | −7,391 | $29.00 | $214.34K | 297,754 |
| Stephen Chunping Chang Chief Executive Officer, Director | Apr 14, 2026 | Sale(10b5-1 plan) | −5,594 | $31.90 | $178.45K | 650,785 |
| Mike F. Chang Director, 10% owner | Mar 16, 2026 | Tax withholding | −14,419 | $21.43 | $309.00K | 4,355,155 |
| Mike F. Chang Director, 10% owner | Mar 16, 2026 | Award | +22,500 | – | – | 4,390,326 |
| Wenjun Li Chief Operating Officer | Mar 16, 2026 | Tax withholding | −3,319 | $21.43 | $71.13K | 68,846 |
| Wenjun Li Chief Operating Officer | Mar 16, 2026 | Award | +10,000 | – | – | 86,558 |
| Wenjun Li Chief Operating Officer | Mar 16, 2026 | Tax withholding | −2,288 | $21.43 | $49.03K | 66,558 |
| Yifan Liang CFO and Corp Secretary | Mar 16, 2026 | Award | +22,500 | – | – | 294,144 |
| Yifan Liang CFO and Corp Secretary | Mar 16, 2026 | Tax withholding | −4,610 | $21.43 | $98.79K | 282,645 |
| Yifan Liang CFO and Corp Secretary | Mar 16, 2026 | Award | +22,500 | – | – | 305,145 |
| Yifan Liang CFO and Corp Secretary | Mar 16, 2026 | Tax withholding | −6,889 | $21.43 | $147.63K | 287,255 |
| Mike F. Chang Director, 10% owner | Mar 16, 2026 | Tax withholding | −9,829 | $21.43 | $210.64K | 4,364,261 |
| Mike F. Chang Director, 10% owner | Mar 16, 2026 | Tax withholding | −17,984 | $21.43 | $385.40K | 4,374,090 |
| Mike F. Chang Director, 10% owner | Mar 16, 2026 | Award | +22,500 | – | – | 4,386,761 |
| Mike F. Chang Director, 10% owner | Mar 16, 2026 | Award | +22,500 | – | – | 4,392,074 |
| Wenjun Li Chief Operating Officer | Mar 16, 2026 | Tax withholding | −2,267 | $21.43 | $48.58K | 76,626 |
| Wenjun Li Chief Operating Officer | Mar 16, 2026 | Award | +10,000 | – | – | 86,626 |
| Wenjun Li Chief Operating Officer | Mar 16, 2026 | Award | +10,000 | – | – | 82,165 |
| Wenjun Li Chief Operating Officer | Mar 16, 2026 | Tax withholding | −3,272 | $21.43 | $70.12K | 78,893 |
| Bing Xue EVP-WW Sales & Bus Development | Mar 16, 2026 | Tax withholding | −3,584 | $21.43 | $76.81K | 119,449 |
| Bing Xue EVP-WW Sales & Bus Development | Mar 16, 2026 | Sale(10b5-1 plan) | −2,408 | $21.92 | $52.78K | 113,631 |
| Bing Xue EVP-WW Sales & Bus Development | Mar 16, 2026 | Award | +15,000 | – | – | 128,631 |
| Bing Xue EVP-WW Sales & Bus Development | Mar 16, 2026 | Tax withholding | −5,598 | $21.43 | $119.97K | 123,033 |
| Bing Xue EVP-WW Sales & Bus Development | Mar 16, 2026 | Award | +15,000 | – | – | 134,449 |
| Stephen Chunping Chang Chief Executive Officer, Director | Mar 16, 2026 | Award | +67,500 | – | – | 632,362 |
| Stephen Chunping Chang Chief Executive Officer, Director | Mar 16, 2026 | Tax withholding | −25,644 | $21.43 | $549.55K | 606,718 |
| Stephen Chunping Chang Chief Executive Officer, Director | Mar 16, 2026 | Tax withholding | −17,839 | $21.43 | $382.29K | 588,879 |
| Stephen Chunping Chang Chief Executive Officer, Director | Mar 16, 2026 | Award | +67,500 | – | – | 656,379 |
| Mike F. Chang Director, 10% owner | Mar 9, 2026 | Buy | +33,727 | $19.00 | $640.81K | 4,369,574 |
| Bing Xue EVP-WW Sales & Bus Development | Feb 17, 2026 | Sale(10b5-1 plan) | −2,460 | $22.33 | $54.93K | 116,039 |
| Bing Xue EVP-WW Sales & Bus Development | Jan 15, 2026 | Sale(10b5-1 plan) | −737 | $22.43 | $16.53K | 118,499 |
| Wenjun Li Chief Operating Officer | Jan 2, 2026 | Tax withholding | −3,157 | $20.66 | $65.22K | 72,165 |
| Yifan Liang CFO and Corp Secretary | Jan 2, 2026 | Tax withholding | −8,627 | $20.66 | $178.23K | 271,644 |
| Stephen Chunping Chang Chief Executive Officer, Director | Jan 2, 2026 | Tax withholding | −12,002 | $20.66 | $247.96K | 564,862 |
| Bing Xue EVP-WW Sales & Bus Development | Jan 2, 2026 | Tax withholding | −8,627 | $20.66 | $178.23K | 119,236 |
| Mike F. Chang Director, 10% owner | Jan 2, 2026 | Tax withholding | −16,700 | $20.66 | $345.02K | 4,335,847 |
| Bing Xue EVP-WW Sales & Bus Development | Dec 15, 2025 | Sale(10b5-1 plan) | −1,845 | $20.56 | $37.93K | 127,863 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Xue Bing Officer | Jul 16, 2026 | 875 | $29.74K | Jul 16, 2026 | Employee Stock Purchase Plan |
| Xue Bing Officer | Jun 16, 2026 | 4,916 | $231.49K | Jun 16, 2026 | Performance Shares |
| Chen Claudia Director | May 22, 2026 | 4,061 | $160.54K | May 22, 2026 | Restricted Stock |
| Xue Bing Officer | May 18, 2026 | 4,916 | $201.56K | May 18, 2026 | Restricted Stock |
| Chang Stephen Officer, Director | Apr 17, 2026 | 14,884 | $512.99K | Apr 17, 2026 | Performance Shares |
| Liang Yifan Officer | Apr 17, 2026 | 8,625 | $301.88K | Apr 17, 2026 | Performance Shares |
| Xue Bing Officer | Apr 16, 2026 | 1,832 | $57.18K | Apr 16, 2026 | Performance Shares |
| Liang Yifan Officer | Apr 14, 2026 | 26,517 | $810.50K | Apr 14, 2026 | Performance Shares |
| Chang Stephen Officer, Director | Apr 14, 2026 | 5,594 | $178.45K | Apr 14, 2026 | Performance Shares |
| Xue Bing Officer | Mar 16, 2026 | 2,408 | $52.78K | Mar 16, 2026 | Performance Shares |
| Xue Bing Officer | Feb 17, 2026 | 2,460 | $54.93K | Feb 17, 2026 | Restricted Stock |
| Xue Bing Officer | Jan 15, 2026 | 737 | $16.53K | Jan 15, 2026 | Restricted Stock |
| Xue Bing Officer | Dec 15, 2025 | 1,845 | $37.93K | Dec 15, 2025 | Restricted Stock |
| Xue Bing Officer | Nov 14, 2025 | 1,845 | $33.51K | Nov 14, 2025 | Restricted Stock |
| Xue Bing Officer | Jan 13, 2025 | 1,242 | $43.47K | Jan 13, 2025 | Restricted Stock |