
Insider filings
AXT, Inc. (AXTI)
NASDAQ · Technology · 331 insider transactions · last filed 2 months ago
About AXT, Inc.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Morris S. Young
- Employees
- 1,541
- Listed since
- May 21, 1998
- Market value
- $3.4B
- Price to earnings (12 mo)
- 2157.3
- Net income per share, as reported (12 mo)
- -
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $0.19 | $0.07 | $47.6M | $34.1M | EPS beatRevenue beat |
| Q1 FY2026reported Apr 30, 2026 | -$0.01 | -$0.04 | $26.9M | $26.2M | EPS beatRevenue beat |
| Q4 FY2025reported Feb 19, 2026 | -$0.05 | -$0.04 | $23.0M | $25.2M | EPS missRevenue miss |
| Q3 FY2025reported Oct 30, 2025 | -$0.03 | -$0.11 | $28.0M | $28.8M | EPS beat, GAAPRevenue miss |
| Q2 FY2025reported Jul 31, 2025 | -$0.15 | -$0.13 | $18.0M | $19.5M | EPS miss, GAAPRevenue miss |
| Q1 FY2025reported May 1, 2025 | -$0.19 | -$0.13 | $19.4M | $19.0M | EPS miss, GAAPRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 31, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Morris S. YoungChief Executive Officer | $479K | $983K | $211K | $1.7M |
| Gary L. FischerChief Financial Officer | $354K | $367K | $119K | $840K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $365.6M | 5,072,242 | +353.1% | 8.28% |
| Marex Group Ltd | $256.9M | 3,563,896 | +44398.6% | 5.82% |
| Jane Street Group, LLC | $254.2M | 3,527,115 | +45.4% | 5.76% |
| Vanguard Capital Management LLC | $196.3M | 2,722,914 | +19.5% | 4.45% |
| D. E. Shaw & Co., Inc. | $162.2M | 2,250,085 | +189.9% | 3.67% |
| Vanguard Portfolio Management LLC | $126.7M | 1,758,421 | New | 2.87% |
| Geode Capital Management, LLC | $125.2M | 1,736,210 | +195.4% | 2.84% |
| State Street Corp | $106.9M | 1,482,498 | +338.7% | 2.42% |
| Citadel Advisors LLCKen Griffin | $106.8M | 1,481,332 | +160.0% | 2.42% |
| T. Rowe Price Associates, Inc. | $95.2M | 1,320,508 | +45.2% | 2.16% |
| Clear Street Group Inc. | $94.3M | 1,308,921 | New | 2.14% |
| Invesco Ltd. | $82.4M | 1,143,577 | +15811.7% | 1.87% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Leonard J. LeblancDirector | Sold | 2,000 | $88.31 | $177K | Aug 7, 2026filed Aug 19, 2026 | 8d |
| Leonard J. LeblancDirector | Sold | 500 | $89.59 | $45K | Jun 10, 2026filed Aug 19, 2026 | 48d |
| Leonard J. LeblancDirector | Sold | 4,000 | $96.07 | $384K | Aug 17, 2026filed Aug 19, 2026 | 2d |
| David C. ChangDirector | Sold | 8,333 | $111.17 | $926K | Jun 15, 2026filed Jun 17, 2026 | 2d |
| Jesse ChenDirector | Sold | 6,172 | $115.24 | $711K | Jun 15, 2026filed Jun 17, 2026 | 2d |
| Jesse ChenDirector | Sold | 13,000 | $95.77 | $1.2M | Jun 12, 2026filed Jun 15, 2026 | 1d |
| Jesse ChenDirector | Sold | 9,000 | $88.55 | $797K | Jun 11, 2026filed Jun 15, 2026 | 2d |
| Jesse ChenDirector | Sold | 9,000 | $86.73 | $781K | Jun 10, 2026filed Jun 10, 2026 | 0d |
| Jesse ChenDirector | Sold | 1,500 | $93.30 | $140K | Jun 9, 2026filed Jun 10, 2026 | 1d |
| Jesse ChenDirector | Sold | 6,000 | $94.00 | $564K | Jun 8, 2026filed Jun 10, 2026 | 2d |
| Jesse ChenDirector | Sold | 6,133 | $108.28 | $664K | Jun 4, 2026filed Jun 5, 2026 | 1d |
| Jesse ChenDirector | Sold | 4,000 | $111.36 | $445K | Jun 3, 2026filed Jun 5, 2026 | 2d |
| Morris S. YoungCEO | Sold | 123,601 | $113.33 | $14.0M | Jun 2, 2026filed Jun 3, 2026 | 1d |
| Morris S. YoungCEO | Sold | 73,897 | $112.39 | $8.3M | Jun 1, 2026filed Jun 3, 2026 | 2d |
| Gary L. FischerCFO | Sold | 80,776 | $50.64 | $4.1M | Mar 13, 2026filed Mar 16, 2026 | 1d |
| Gary L. FischerCFO | Sold | 8,256 | $50.20 | $414K | Mar 12, 2026filed Mar 16, 2026 | 2d |
| Morris S. YoungCEO | Sold | 37,905 | $51.13 | $1.9M | Mar 13, 2026filed Mar 16, 2026 | 1d |
| Jesse ChenDirector | Sold | 8,083 | $50.25 | $406K | Mar 13, 2026filed Mar 16, 2026 | 1d |
| Jesse ChenDirector | Sold | 6,003 | $48.95 | $294K | Mar 12, 2026filed Mar 16, 2026 | 2d |
| Jesse ChenDirector | Sold | 15,000 | $47.13 | $707K | Mar 11, 2026filed Mar 12, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Morris S. YoungCEO | Gift | 1,200 | Jun 12, 2026 |
| David C. ChangDirector | Stock award | 754 | Jun 4, 2026 |
| Leonard J. LeblancDirector | Stock award | 754 | Jun 4, 2026 |
| Jesse ChenDirector | Stock award | 754 | Jun 4, 2026 |
| Morris S. YoungCEO | Option exercise | 11,806 | Jun 2, 2026 |
| Morris S. YoungCEO | Option exercise | 73,897 | Jun 1, 2026 |
| Morris S. YoungCEO | Gift | 14,000 | May 1, 2026 |
| Morris S. YoungCEO | Gift | 3,780 | Mar 3, 2026 |
| Morris S. YoungCEO | Gift | 27,200 | Mar 2, 2026 |
| Gary L. FischerCFO | Option exercise | 247,828 | Feb 26, 2026 |
| Gary L. FischerCFO | Stock award | 75,718 | Feb 18, 2026 |
| Morris S. YoungCEO | Stock award | 218,170 | Feb 18, 2026 |
| Morris S. YoungCEO | Gift | 7,800 | Dec 9, 2025 |
| Morris S. YoungCEO | Option exercise | 69,204 | Dec 4, 2025 |
| Morris S. YoungCEO | Gift | 15,000 | Nov 21, 2025 |
| Morris S. YoungCEO | Option exercise | 70,000 | Nov 14, 2025 |
| Morris S. YoungCEO | Gift | 30,000 | Oct 31, 2025 |
| Gary L. FischerCFO | Stock award | 37,500 | Oct 28, 2025 |
| Morris S. YoungCEO | Stock award | 100,000 | Oct 28, 2025 |
| Gary L. FischerCFO | Option exercise | 10,280 | Oct 20, 2025 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling AXTI?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales.
How quickly are AXTI trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 27, 2026.
