Audioeye
AEYE on Nasdaq. Market value $85m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 87 funds in all.
Largest holders overall
- Kennedy Capital Management$5m
- Vanguard Capital Management$2mAdded
- AQR Capital Management$2mAdded
- Skylands Capital$2mAdded
- UBS Group AG$1mAdded
- Citadel Advisors$1mAdded
- Formula Growth$1m
- Renaissance Technologies$960,759Added
- Focus Financial Network$712,597Added
- Jane Street Group$691,233Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- Moradi DavidPassive investorat least 21.3%(filed with 1 related holder)Since 31 December 2025
- David MoradiPassive investorat least 20.9%(filed with 1 related holder)Since 31 December 2024
- KENNEDY CAPITAL MANAGEMENT LLCPassive investor6.6%Since 17 February 2026
- Bettis CarrPassive investorat least 5.1%(filed with 1 related holder)Since 31 December 2024
- Kosow KeithPassive investorat least 3.3%(filed with 2 related holders)Since 31 December 2024
- Wasatch Advisors LPPassive investorSold down below 5%Since 25 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Moradi David Passive investor | at least 21.3% (filed with 1 related holder) | 31 December 2025 | |
David Moradi Passive investor | at least 20.9% (filed with 1 related holder) | 31 December 2024 | |
KENNEDY CAPITAL MANAGEMENT LLC Passive investor | 6.6% | 17 February 2026 | |
Bettis Carr Passive investor | at least 5.1% (filed with 1 related holder) | 31 December 2024 | |
Kosow Keith Passive investor | at least 3.3% (filed with 2 related holders) | 31 December 2024 | |
Wasatch Advisors LP Passive investor | Sold down below 5% | 25 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $582,485 of shares on the open market.
- Georgevich KellyCHIEF FINANCIAL OFFICERBought
- Date
- 13 March 2026
- Shares
- 16,850
- Price
- $5.90
- Value
- $99,415
- HAWKINS JAMES BDirectorBought
- Date
- 12 March 2026
- Shares
- 11,000
- Price
- $5.64
- Value
- $62,040
- HAWKINS JAMES BDirectorBought
- Date
- 11 March 2026
- Shares
- 13,000
- Price
- $5.77
- Value
- $75,010
- HAWKINS JAMES BDirectorBought
- Date
- 10 March 2026
- Shares
- 14,000
- Price
- $5.91
- Value
- $82,740
- HAWKINS JAMES BDirectorBought
- Date
- 21 November 2025
- Shares
- 2,000
- Price
- $11.05
- Value
- $22,100
- HAWKINS JAMES BDirectorBought
- Date
- 20 November 2025
- Shares
- 2,000
- Price
- $11.60
- Value
- $23,200
- HAWKINS JAMES BDirectorBought
- Date
- 18 November 2025
- Shares
- 2,000
- Price
- $11.40
- Value
- $22,800
- HAWKINS JAMES BDirectorBought
- Date
- 17 November 2025
- Shares
- 2,000
- Price
- $11.57
- Value
- $23,140
- HAWKINS JAMES BDirectorBought
- Date
- 13 November 2025
- Shares
- 6,000
- Price
- $11.90
- Value
- $71,400
- HAWKINS JAMES BDirectorBought
- Date
- 11 November 2025
- Shares
- 8,000
- Price
- $12.58
- Value
- $100,640
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 13 March 2026 | Georgevich Kelly CHIEF FINANCIAL OFFICER | Bought | 16,850 | $5.90 | $99,415 |
| 12 March 2026 | HAWKINS JAMES B Director | Bought | 11,000 | $5.64 | $62,040 |
| 11 March 2026 | HAWKINS JAMES B Director | Bought | 13,000 | $5.77 | $75,010 |
| 10 March 2026 | HAWKINS JAMES B Director | Bought | 14,000 | $5.91 | $82,740 |
| 21 November 2025 | HAWKINS JAMES B Director | Bought | 2,000 | $11.05 | $22,100 |
| 20 November 2025 | HAWKINS JAMES B Director | Bought | 2,000 | $11.60 | $23,200 |
| 18 November 2025 | HAWKINS JAMES B Director | Bought | 2,000 | $11.40 | $22,800 |
| 17 November 2025 | HAWKINS JAMES B Director | Bought | 2,000 | $11.57 | $23,140 |
| 13 November 2025 | HAWKINS JAMES B Director | Bought | 6,000 | $11.90 | $71,400 |
| 11 November 2025 | HAWKINS JAMES B Director | Bought | 8,000 | $12.58 | $100,640 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the serious warning signs we check for were found. 1 thing worth knowing.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 12 Mar 2026, plus the 10-Q filed 13 Aug 2026 and 8 later 8-Ks.
Changed auditor
Worth knowingThe company changed its auditor (the firm that checks its books) in the last two years.
“On May 26, 2026, the Audit Committee of the Board of Directors of AudioEye, Inc. (the “Company”) approved the dismissal of MaloneBailey, LLP (“MaloneBailey”), which had been serving as the Company’s independent registered public accounting firm, effective immediately.”
From an 8-K filed 26 May 2026: Change of auditor. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.