POETNasdaqSemiconductors & Related Devices
POET TECHNOLOGIES INC.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Mar 31, 2026
$5.52+0.09 (+1.66%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
26.1%
35M of 132M shares
Institutional holders
154
80 new, 32 sold out
Net institutional buying
18M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 9,808,403 | 5.70% | 13G (passive) | Jun 30, 2026 |
| MM Asset Management Inc. | 9,763,230 | 9.99% | 13G (passive) amendment | Sep 30, 2025 |
| Jane Street Group, LLC | 9,514,777 | 5.50% | 13G (passive) amendment | Jun 30, 2026 |
| Marex Securities Products Inc. | 9,150,000 | 6.00% | 13G (passive) | May 14, 2026 |
| MMCAP International Inc. SPC | 19,155,361 | 9.99% | 13G (passive) amendment | Jun 30, 2026 |
| Kenneth Griffin | 10,110,970 | 5.90% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of POET | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong | 3,860,024 | 2.92% | $39.68M | New | 1.13% |
| Renaissance Technologies LLC | 3,469,500 | 2.62% | $35.67M | New | 0.05% |
| IMC-Chicago, LLC | 2,705,352 | 2.05% | $27.81M | +2,610,705 | 0.01% |
| Goldman Sachs Group Inc | 2,308,672 | 1.75% | $23.73M | +2,219,700 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 1,683,132 | 1.27% | $17.30M | +1,663,350 | 0.01% |
| Elequin Capital, LP | 1,642,105 | 1.24% | $16.88M | New | 0.50% |
| National Bank Of Canada /Fi/ | 1,496,010 | 1.13% | $15.38M | +1,197,715 | 0.01% |
| Morgan Stanley | 1,360,271 | 1.03% | $13.98M | −3,626 | 0.00% |
| Trexquant Investment LP | 1,264,402 | 0.96% | $13.00M | +679,712 | 0.08% |
| Citadel Advisors LLC | 1,066,398 | 0.81% | $10.96M | −1,463,436 | 0.00% |
| Cantor Fitzgerald, L. P. | 1,062,360 | 0.80% | $10.92M | New | 0.06% |
| Clear Street Group Inc. | 982,265 | 0.74% | $10.10M | New | 0.03% |
| Jane Street Group, LLC | 800,477 | 0.61% | $8.23M | +710,392 | 0.00% |
| Nomura Holdings Inc | 734,165 | 0.55% | $7.55M | New | 0.01% |
| Bank Of Montreal /Can/ | 665,850 | 0.50% | $6.84M | +654,669 | 0.00% |
| UBS Group AG | 598,946 | 0.45% | $6.16M | +479,473 | 0.00% |
| Tairen Capital Ltd | 540,000 | 0.41% | $5.55M | New | 0.49% |
| Susquehanna International Group, Llp | 464,407 | 0.35% | $4.77M | +386,111 | 0.00% |
| Federation des caisses Desjardins du Quebec | 413,448 | 0.31% | $4.25M | −214,542 | 0.01% |
| Paragon Capital Management Ltd | 371,220 | 0.28% | $3.82M | −100,500 | 0.72% |
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 | 154 | 35M | 26.1% | 80 / 36 | 28 / 32 | 28M | 9M |
| Q1 2026 | 107 | 16M | 12.4% | 37 / 30 | 23 / 23 | 9M | 3M |
| Q4 2025 | 94 | 11M | 8.2% | 47 / 23 | 13 / 18 | 6M | 3M |
| Q3 2025 | 66 | 8M | 5.7% | 27 / 24 | 6 / 9 | 2M | 3M |
| Q2 2025 | 49 | 9M | 6.5% | 15 / 15 | 12 / 13 | 7M | 1M |
| Q1 2025 | 48 | 3M | 2.2% | 15 / 19 | 9 / 19 | 1M | 4M |
| Q4 2024 | 52 | 6M | 4.3% | 25 / 13 | 9 / 5 | 3M | 3M |
| Q3 2024 | 34 | 6M | 4.8% | 16 / 9 | 4 / 8 | 3M | 0M |
| Q2 2024 | 26 | 4M | 2.8% | 8 / 6 | 7 / 3 | 3M | 0M |
| Q1 2024 | 21 | 1M | 0.7% | 6 / 4 | 5 / 4 | 0M | 0M |
| Q4 2023 | 19 | 1M | 0.8% | 8 / 4 | 5 / 5 | 1M | 0M |
| Q3 2023 | 16 | 1M | 0.5% | 4 / 3 | 6 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of POET | Value | % of fund | As of |
|---|---|---|---|---|---|
| Tuttle Capital Pure Play Photonics ETF | 280,644 | 0.21% | $2.89M | 1.73% | Jun 30, 2026 |
| Corgi Lithography & Semiconductor Photonics ETF | 279,542 | 0.21% | $2.87M | 0.67% | Jun 30, 2026 |
| Counterpoint Tactical Equity Fund | 100,591 | 0.08% | $1.03M | 0.14% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) International Small Cap ETF | 79,690 | 0.06% | $819.21K | 0.09% | Jun 30, 2026 |
| USA Mutuals Vice Fund | 65,000 | 0.05% | $668.20K | 1.31% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 57,806 | 0.04% | $710.44K | 0.00% | May 31, 2026 |
| Small Cap Core Fund | 10,386 | 0.01% | $106.77K | 0.03% | Jun 30, 2026 |
| Lazard US Systematic Small Cap Equity ETF | 7,192 | 0.01% | $73.93K | 0.11% | Jun 30, 2026 |
| Gotham Neutral Fund | 2,051 | 0.00% | $21.08K | 0.02% | Jun 30, 2026 |
| Tiff Multi-Asset Fund | -32,993 | -0.02% | -$339.17K | -0.02% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -47,300 | -0.04% | -$486.24K | -0.01% | Jun 30, 2026 |
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Riley Family Trust UAD October 16, 2014 Director | Oct 3, 2025 | 8,163 | $51.02K | Oct 3, 2025 | Open market purchase |