# Axt (AXTI): value investors who own it | moatshark

1 value investor held Axt in their Q3 2026 13F, led by Polen Capital Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.0% | $3.8m | Added +6.8% | 3 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-17 | LEBLANC LEONARD J | Director | Sold | 4000 | $384k |
| 2026-08-07 | LEBLANC LEONARD J | Director | Sold | 2000 | $177k |
| 2026-06-10 | LEBLANC LEONARD J | Director | Sold | 500 | $45k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/axti). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.