AEye
LIDR on Nasdaq. Market value $51m.
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. 51 funds in all.
Largest holders overall
- AIGH Capital Management$6mNew
- Vanguard Capital Management$3mCut
- Renaissance Technologies$1mCut
- Geode Capital Management$751,033Cut
- Morgan Stanley$698,716Cut
- Atala Financial$555,189New
- UBS Group AG$554,028Added
- Benjamin Edwards$530,942Cut
- BlackRock$485,856Added
- Vanguard Fiduciary Trust$426,195Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
No one has reported a stake above 5% since December 2024.
- Vanguard Capital ManagementPassive investorSold down below 5%Since 30 June 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
- General Motors Ventures LLCPassive investorSold down below 5%Since 10 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
Vanguard Capital Management Passive investor | Sold down below 5% | 30 June 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 | |
General Motors Ventures LLC Passive investor | Sold down below 5% | 10 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $24,840 of shares on the open market. 2 sold $86,946.
- Fisch MatthewChief Executive Officer, DirectorSold
- Date
- 11 September 2026
- Shares
- 7,798
- Price
- $1.30
- Value
- $10,146
- Dussan LuisDirectorSold
- Date
- 11 December 2025
- Shares
- 32,000
- Price
- $2.40
- Value
- $76,800
- Husby Jonathon B.DirectorBought
- Date
- 12 November 2025
- Shares
- 10,350
- Price
- $2.40
- Value
- $24,840
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 11 September 2026 | Fisch Matthew Chief Executive Officer, Director | Sold | 7,798 | $1.30 | $10,146 |
| 11 December 2025 | Dussan Luis Director | Sold | 32,000 | $2.40 | $76,800 |
| 12 November 2025 | Husby Jonathon B. Director | Bought | 10,350 | $2.40 | $24,840 |
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 warning signs we check for were found.
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 18 Mar 2026, plus the 10-Q filed 6 Aug 2026 and 10 later 8-Ks.
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.