SCHEDULE: Jane Street Group Discloses AXT Inc. Stake

Jane Street Group, LLC and its affiliates have filed an amended Schedule 13G, reporting a combined beneficial ownership of 6.7% in AXT Inc. common stock as of June 30, 2026.

Summary

• Jane Street Group, LLC, along with its affiliates Jane Street Capital, LLC, Jane Street Global Trading, LLC, and Jane Street Singapore Pte. Ltd., have filed an amendment to their Schedule 13G filing.
• This filing reports their beneficial ownership of AXT Inc. common stock.
• As of June 30, 2026, the aggregate beneficial ownership is 4,382,115 shares, representing 6.7% of the class.
• Jane Street Group, LLC holds 4,382,115 shares (6.7%).
• Jane Street Capital, LLC holds 3,836,581 shares (5.9%).
• Jane Street Global Trading, LLC holds 545,503 shares (0.8%).
• Jane Street Singapore Pte. Ltd holds 31 shares (0.0%).
• The reporting persons have shared voting and dispositive power over these shares.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting changes in beneficial ownership without significant new strategic or financial information.

Positives

• The filing clearly outlines the beneficial ownership of AXT Inc. common stock by Jane Street entities.
• The reporting is up-to-date as of June 30, 2026.

Negatives

• The filing does not contain any new financial performance data or strategic updates for AXT Inc.

Risks

• The filing does not explicitly mention any new risks for AXT Inc.

Future Outlook

This filing is a routine disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding AXT Inc.'s future performance.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and market makers like Jane Street when their ownership stake in a public company crosses a certain threshold. This filing indicates a significant, though not controlling, stake in AXT Inc. by these entities.

Stakeholder Impact

• Shareholders of AXT Inc. are informed of the significant beneficial ownership held by Jane Street entities, which could influence market dynamics or future corporate actions.

Next Steps

• Jane Street entities will continue to monitor their beneficial ownership in AXT Inc. and file amendments as required by SEC regulations.

Key Dates

Keywords

AXT Inc., Schedule 13G, Beneficial Ownership, Jane Street Group, Jane Street Capital, Jane Street Global Trading, Jane Street Singapore, Common Stock