One Customer's Delay Can't Hide ADTRAN's (ADTN) Optical Surge
On August 4, ADTRAN Holdings Inc. (NASDAQ:ADTN) reported second-quarter revenue of $281.1 million, up 6.1% from a year earlier, for the period ended June 30.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 2,972,917 | $41,323,546 | -5% | 0.33% |
| 2. | Millennium Management Israel Englander | 2,722,820 | $37,847,198 | +44% | 0.01% |
| 3. | Renaissance Technologies Jim Simons | 1,773,740 | $24,654,986 | +775% | 0.03% |
| 4. | First Eagle Investment Management Jean-Marie Eveillard | 1,248,507 | $17,354,247 | -9% | 0.02% |
| 5. | D E Shaw D. E. Shaw | 1,091,898 | $15,177,383 | -11% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.60 | 6,579 | $50,000.40 | 59,924 | 2026-08-06 | Filing | |
| $8.02 | 6,150 | $49,323.00 | 26,594 | 2025-11-28 | Filing | |
| $7.81 | 12,859 | $100,428.79 | 52,154 | 2025-11-26 | Filing | |
| $7.33 | 40,928 | $300,002.24 | 982,096 | 2025-11-24 | Filing | |
| $19.21 | 36 | $697.75 | 21,673 | 2022-12-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.72 | 9,332 | $137,367.04 | 143,277 | 2026-05-20 | Filing | |
| $15.00 | 22,277 | $334,155.00 | 46,645 | 2026-05-08 | Filing | |
| $15.06 | 84,895 | $1,278,518.70 | 46,645 | 2026-05-07 | Filing | |
| $14.73 | 41,220 | $607,170.60 | 46,645 | 2026-05-07 | Filing | |
| $10.29 | 14,406 | $148,237.74 | 13,809 | 2026-03-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,836,196 | $108,923,125 | 0% | |
| 2. | 5,135,649 | $71,385,521 | 0% | |
| 3. | 3,510,271 | $48,792,767 | 0% | |
| 4. | 3,082,794 | $42,850,837 | 0% | |
| 5. | 2,940,724 | $40,876,064 | 0.01% |