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Axcelis Technologies Inc

ACLS
Exchange
Nasdaq
Industry
Special Industry Machinery, NEC
SEC CIK
0001113232

No open-market purchases or sales by Axcelis Technologies Inc insiders were filed in the last 90 days; 443 institutions reported holding it in 13F filings for Q2 2026, worth $5.85B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q4 2023

Institutional positions in Axcelis Technologies Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
421
+6 vs. Q3 2023
Shares held
29.4M
−186.8K (−0.6%) vs. Q3 2023
Total value
$3.81B
−$1.03B (−21.4%) vs. Q3 2023
New holders
71
161 more added
Sold out
65
132 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ACLS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 421 institutions
Q1 2021: 193 institutionsQ2 2021: 189 institutionsQ3 2021: 205 institutionsQ4 2021: 254 institutionsQ1 2022: 290 institutionsQ2 2022: 277 institutionsQ3 2022: 287 institutionsQ4 2022: 327 institutionsQ1 2023: 379 institutionsQ2 2023: 406 institutionsQ3 2023: 421 institutionsQ4 2023: 421 institutionsQ1 2024: 385 institutionsQ2 2024: 393 institutionsQ3 2024: 369 institutionsQ4 2024: 325 institutionsQ1 2025: 307 institutionsQ2 2025: 330 institutionsQ3 2025: 362 institutionsQ4 2025: 373 institutionsQ1 2026: 380 institutionsQ2 2026: 443 institutions
Value heldQ4 2023: $3.81B
Q1 2021: $1.20BQ2 2021: $1.17BQ3 2021: $1.37BQ4 2021: $2.05BQ1 2022: $2.05BQ2 2022: $1.52BQ3 2022: $1.72BQ4 2022: $2.31BQ1 2023: $3.86BQ2 2023: $5.41BQ3 2023: $4.85BQ4 2023: $3.81BQ1 2024: $3.37BQ2 2024: $4.35BQ3 2024: $3.17BQ4 2024: $2.16BQ1 2025: $1.54BQ2 2025: $2.20BQ3 2025: $2.96BQ4 2025: $2.52BQ1 2026: $3.03BQ2 2026: $5.85B
Institutions holding ACLS and their total value by quarter
QuarterHoldersValue
Q2 2026443$5.85B
Q1 2026380$3.03B
Q4 2025373$2.52B
Q3 2025362$2.96B
Q2 2025330$2.20B
Q1 2025307$1.54B
Q4 2024325$2.16B
Q3 2024369$3.17B
Q2 2024393$4.35B
Q1 2024385$3.37B
Q4 2023421$3.81B
Q3 2023421$4.85B
Q2 2023406$5.41B
Q1 2023379$3.86B
Q4 2022327$2.31B
Q3 2022287$1.72B
Q2 2022277$1.52B
Q1 2022290$2.05B
Q4 2021254$2.05B
Q3 2021205$1.37B
Q2 2021189$1.17B
Q1 2021193$1.20B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Axcelis Technologies Inc; share changes are against Q3 2023.

Institutions holding ACLS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ExodusPoint Capital Management, LP22,330$2.90M0.04%+14,032+169.1%Added
HSBC Holdings PLC22,460$2.91M0.00%+19,519+663.7%Added
LPL Financial LLC22,551$2.92M0.00%+4,498+24.9%Added
Aigen Investment Management, LP22,860$2.96M0.53%+22,860New
Mutual of America Capital Management LLC23,759$3.08M0.04%+5,506+30.2%Added
Assenagon Asset Management S.A.23,946$3.11M0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd24,607$3.19M0.34%+17,310+237.2%Added
Navellier & Associates Inc25,148$3.26M0.49%+7,245+40.5%Added
Gratus Capital LLC25,937$3.36M0.19%00.0%Unchanged
Two Sigma Advisers, LP26,500$3.44M0.01%+1,375+5.5%Added
CFM Wealth Partners LLC26,509$3.44M0.78%−66−0.2%Reduced
Bridge City Capital, LLC26,588$3.45M1.34%+3,162+13.5%Added
Royal Bank of Canada26,696$3.46M0.00%+14,861+125.6%Added
New York State Teachers Retirement System26,819$3.48M0.01%+3,141+13.3%Added
LSV Asset Management27,300$3.54M0.01%−700−2.5%Reduced
Amundi29,926$3.60M0.00%−59,780−66.6%Reduced
Eagle Asset Management Inc27,771$3.60M0.02%−1,740−5.9%Reduced
Schonfeld Strategic Advisors LLC27,787$3.60M0.03%+27,787New
Point72 Middle East FZE28,135$3.65M0.25%+28,135New
HRT Financial LP28,219$3.66M0.03%+28,219New
Seven Eight Capital, LP28,265$3.67M0.42%+20,252+252.7%Added
Wells Fargo & Company28,271$3.67M0.00%+1,370+5.1%Added
Texas Permanent School Fund28,289$3.67M0.03%+418+1.5%Added
Los Angeles Capital Management LLC29,925$3.88M0.01%−4,927−14.1%Reduced
Thrivent Financial for Lutherans30,809$4.00M0.01%+788+2.6%Added
Advisor Group Holdings, Inc.31,076$4.03M0.01%+17,089+122.2%Added
Lazard Asset Management LLC31,373$4.07M0.01%+8,070+34.6%Added
Stifel Financial Corp33,842$4.39M0.01%−703−2.0%Reduced
Envestnet Asset Management Inc34,183$4.43M0.00%+21,557+170.7%Added
Jacobs Levy Equity Management, Inc34,481$4.47M0.02%−138,166−80.0%Reduced
California State Teachers Retirement System34,606$4.49M0.01%−1,518−4.2%Reduced
Rice Hall James & Associates, LLC36,047$4.67M0.27%−1,266−3.4%Reduced
Schroder Investment Management Group38,297$4.97M0.01%−587−1.5%Reduced
UBS Asset Management Americas Inc39,070$5.07M0.00%+1,862+5.0%Added
Cerity Partners LLC39,183$5.08M0.02%+6,756+20.8%Added
New York State Common Retirement Fund39,661$5.14M0.01%−23,261−37.0%Reduced
Harber Asset Management LLC39,824$5.16M1.20%+39,824New
AXA S.A.40,200$5.21M0.02%−20,100−33.3%Reduced
Mirae Asset Global Investments Co., Ltd.42,830$5.55M0.01%−127−0.3%Reduced
Penbrook Management LLC43,040$5.58M3.75%−550−1.3%Reduced
State of Wisconsin Investment Board43,255$5.61M0.02%+913+2.2%Added
Two Sigma Investments, LP43,714$5.67M0.01%+32,789+300.1%Added
Aquatic Capital Management LLC44,400$5.76M0.15%+30,800+226.5%Added
Pier Capital, LLC44,452$5.76M0.82%−928−2.0%Reduced
Bank of America Corp44,990$5.83M0.00%−62,755−58.2%Reduced
Canada Pension Plan Investment Board45,862$5.95M0.01%+27,562+150.6%Added
Neumeier Poma Investment Counsel LLC46,690$6.06M0.54%−24,895−34.8%Reduced
Caisse de Depot Et Placement du Quebec48,600$6.30M0.02%+48,600New
Great West Life Assurance Co49,125$6.35M0.01%−917−1.8%Reduced
AQR Capital Management LLC49,149$6.37M0.01%+16,510+50.6%Added
Soviero Asset Management, LP50,000$6.48M4.05%+50,000New
Annex Advisory Services, LLC51,608$6.69M0.28%+46,758+964.1%Added
Healthcare of Ontario Pension Plan Trust Fund52,927$6.86M0.02%+40,927+341.1%Added
Crestline Management, LP53,828$6.98M0.65%+38,492+251.0%Added
Paradigm Capital Management Inc62,000$8.04M0.42%−2,000−3.1%Reduced
Algert Global LLC62,409$8.09M0.33%+26,174+72.2%Added
Connor, Clark & Lunn Investment Management Ltd.62,891$8.16M0.04%+11,478+22.3%Added
Comerica Bank64,608$8.38M0.04%−10,569−14.1%Reduced
Swiss National Bank64,700$8.39M0.01%−7,300−10.1%Reduced
Rockefeller Capital Management L.P.65,014$8.43M0.03%+23,010+54.8%Added
California Public Employees Retirement System65,797$8.53M0.01%+2,348+3.7%Added
Victory Capital Management Inc66,746$8.66M0.01%−68,558−50.7%Reduced
Public Sector Pension Investment Board67,954$8.81M0.07%+27,392+67.5%Added
Royce & Associates LP71,096$9.22M0.09%−14,676−17.1%Reduced
Twinbeech Capital LP72,397$9.39M0.15%+10,464+16.9%Added
Alliancebernstein L.P.73,472$9.53M0.00%+9,187+14.3%Added
First Trust Advisors LP73,687$9.56M0.01%−10,385−12.4%Reduced
Citigroup Inc75,163$9.75M0.01%−5,071−6.3%Reduced
D. E. Shaw & Co., Inc.75,232$9.76M0.01%−34,471−31.4%Reduced
Engineers Gate Manager LP82,572$10.7M0.31%+61,998+301.3%Added
Voloridge Investment Management, LLC85,108$11.0M0.04%+85,108New
Jane Street Group, LLC86,007$11.2M0.01%+37,773+78.3%Added
Rhumbline Advisers93,382$12.1M0.01%−1,541−1.6%Reduced
SEI Investments Co101,732$13.2M0.02%+33,314+48.7%Added
BNP Paribas Arbitrage, SA102,722$13.3M0.02%+6,981+7.3%Added
Neuberger Berman Group LLC105,507$13.7M0.01%+17,849+20.4%Added
Legal & General Group Plc111,979$14.5M0.00%+6,352+6.0%Added
Deutsche Bank AG112,802$14.6M0.01%+94,020+500.6%Added
Prudential Financial Inc117,069$15.2M0.02%−3,208−2.7%Reduced
Allianz Asset Management GmbH125,328$16.3M0.03%+2,462+2.0%Added
Credit Suisse AG127,676$16.6M0.02%+71,085+125.6%Added
Voya Investment Management LLC132,623$17.2M0.02%+34,044+34.5%Added
Grantham, Mayo, Van Otterloo & Co. LLC142,991$18.5M0.08%+23,162+19.3%Added
American Century Companies Inc146,521$19.0M0.01%−9,505−6.1%Reduced
Putnam Investments LLC166,247$21.6M0.03%+7,438+4.7%Added
FMR LLC167,008$21.7M0.00%−129,556−43.7%Reduced
Fuller & Thaler Asset Management, Inc.167,834$21.8M0.11%−56,284−25.1%Reduced
Standard Life Aberdeen plc180,175$23.4M0.05%+44,855+33.1%Added
Man Group plc183,627$23.8M0.07%––
Barclays PLC187,200$24.3M0.01%+86,791+86.4%Added
Cubist Systematic Strategies, LLC190,667$24.7M0.31%+132,410+227.3%Added
Principal Financial Group Inc192,263$24.9M0.02%+928+0.5%Added
Rafferty Asset Management, LLC203,622$26.4M0.11%+26,228+14.8%Added
Westfield Capital Management Co LP212,888$27.6M0.16%−35,040−14.1%Reduced
UBS Group AG217,759$28.2M0.01%+53,838+32.8%Added
Wellington Management Group LLP222,214$28.8M0.01%−324,851−59.4%Reduced
Allspring Global Investments Holdings, LLC236,858$30.7M0.05%+8,570+3.8%Added
Oberweis Asset Management Inc245,329$31.8M2.96%+51,770+26.7%Added
Clark Capital Management Group, Inc.272,474$35.3M0.29%+243,745+848.4%Added
Nuveen Asset Management, LLC279,986$36.3M0.01%+42,605+17.9%Added