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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; 441 institutions reported holding it in 13F filings for Q2 2026, worth $5.87B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2025

Institutional positions in Axcelis Technologies Inc as of Jun 30, 2025. 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
330
+24 vs. Q1 2025
Shares held
31.8M
+658.4K (+2.1%) vs. Q1 2025
Total value
$2.22B
+$674.0M (+43.7%) vs. Q1 2025
New holders
65
108 more added
Sold out
41
107 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 330 institutions
Q1 2021: 192 institutionsQ2 2021: 188 institutionsQ3 2021: 204 institutionsQ4 2021: 254 institutionsQ1 2022: 290 institutionsQ2 2022: 277 institutionsQ3 2022: 287 institutionsQ4 2022: 328 institutionsQ1 2023: 379 institutionsQ2 2023: 406 institutionsQ3 2023: 421 institutionsQ4 2023: 421 institutionsQ1 2024: 384 institutionsQ2 2024: 392 institutionsQ3 2024: 369 institutionsQ4 2024: 325 institutionsQ1 2025: 307 institutionsQ2 2025: 330 institutionsQ3 2025: 362 institutionsQ4 2025: 373 institutionsQ1 2026: 380 institutionsQ2 2026: 441 institutions
Value heldQ2 2025: $2.22B
Q1 2021: $1.20BQ2 2021: $1.17BQ3 2021: $1.37BQ4 2021: $2.06BQ1 2022: $2.05BQ2 2022: $1.52BQ3 2022: $1.72BQ4 2022: $2.32BQ1 2023: $4.00BQ2 2023: $5.41BQ3 2023: $4.85BQ4 2023: $3.95BQ1 2024: $3.57BQ2 2024: $4.38BQ3 2024: $3.19BQ4 2024: $2.16BQ1 2025: $1.54BQ2 2025: $2.22BQ3 2025: $2.98BQ4 2025: $2.52BQ1 2026: $3.03BQ2 2026: $5.87B
Institutions holding ACLS and their total value by quarter
QuarterHoldersValue
Q2 2026441$5.87B
Q1 2026380$3.03B
Q4 2025373$2.52B
Q3 2025362$2.98B
Q2 2025330$2.22B
Q1 2025307$1.54B
Q4 2024325$2.16B
Q3 2024369$3.19B
Q2 2024392$4.38B
Q1 2024384$3.57B
Q4 2023421$3.95B
Q3 2023421$4.85B
Q2 2023406$5.41B
Q1 2023379$4.00B
Q4 2022328$2.32B
Q3 2022287$1.72B
Q2 2022277$1.52B
Q1 2022290$2.05B
Q4 2021254$2.06B
Q3 2021204$1.37B
Q2 2021188$1.17B
Q1 2021192$1.20B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Axcelis Technologies Inc; share changes are against Q1 2025.

Institutions holding ACLS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.5,021,946$350.0M0.01%−316,474−5.9%Reduced
Vanguard Group Inc4,323,949$301.3M0.00%−115,953−2.6%Reduced
American Century Companies Inc1,659,463$115.6M0.06%+518,968+45.5%Added
Reinhart Partners, Inc.1,518,544$105.8M3.61%+77,522+5.4%Added
State Street Corp1,248,708$87.0M0.00%+4780.0%Added
Geode Capital Management, LLC925,305$64.5M0.00%−2660.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.921,126$64.2M0.16%−99,606−9.8%Reduced
Victory Capital Management Inc886,755$63.6M0.04%+867,592+4,527.4%Added
Primecap Management Co852,296$59.4M0.05%+17,230+2.1%Added
Boston Trust Walden Corp845,911$59.0M0.42%+19,579+2.4%Added
Dimensional Fund Advisors LP735,459$51.3M0.01%+34,184+4.9%Added
Bank of America Corp703,438$49.0M0.00%−215,965−23.5%Reduced
Goldman Sachs Group Inc591,177$41.2M0.01%−44,216−7.0%Reduced
Morgan Stanley550,161$38.3M0.00%+42,781+8.4%Added
Price T Rowe Associates Inc529,143$36.9M0.00%+2,721+0.5%Added
Boston Partners474,043$33.6M0.04%+141,004+42.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC442,065$30.8M0.09%−137,322−23.7%Reduced
Northern Trust Corp441,658$30.8M0.00%+39,727+9.9%Added
Royal Bank of Canada421,144$29.4M0.00%+303,578+258.2%Added
Charles Schwab Investment Management Inc406,412$28.3M0.00%+20,405+5.3%Added
FMR LLC382,573$26.7M0.00%+332,966+671.2%Added
Citigroup Inc362,457$25.3M0.02%+202,834+127.1%Added
BlackBarn Capital Partners LP360,000$25.1M8.31%−120,441−25.1%Reduced
Voloridge Investment Management, LLC311,838$21.7M0.08%−169,462−35.2%Reduced
Royce & Associates LP265,038$18.5M0.19%−15,945−5.7%Reduced
Citadel Advisors LLC254,493$17.7M0.02%+232,400+1,051.9%Added
Bank of New York Mellon Corp226,063$15.8M0.00%+13,529+6.4%Added
Federated Hermes, Inc.221,164$15.4M0.03%+26,972+13.9%Added
Principal Financial Group Inc205,677$14.3M0.01%+11,639+6.0%Added
UBS Group AG198,017$13.8M0.00%−74,121−27.2%Reduced
BNP Paribas Arbitrage, SA192,188$13.4M0.01%+57,106+42.3%Added
JPMorgan Chase & Co177,867$12.4M0.00%+7,856+4.6%Added
Invesco Ltd.139,796$9.74M0.00%+1,545+1.1%Added
Harbor Capital Advisors, Inc.135,583$9.45M0.40%−4,999−3.6%Reduced
Kennedy Capital Management, Inc.133,206$9.28M0.22%+3,325+2.6%Added
Ameriprise Financial Inc122,351$8.53M0.00%+22,565+22.6%Added
UBS Asset Management Americas Inc111,390$7.76M0.00%+32,634+41.4%Added
Public Sector Pension Investment Board109,575$7.64M0.03%+6,508+6.3%Added
Millennium Management LLC107,395$7.48M0.01%−76,600−41.6%Reduced
Pacer Advisors, Inc.106,522$7.42M0.02%−54,959−34.0%Reduced
Squarepoint Ops LLC100,023$6.97M0.02%+27,021+37.0%Added
Janus Henderson Group PLC97,205$6.77M0.00%+34,952+56.1%Added
Rhumbline Advisers94,758$6.60M0.01%−1,889−2.0%Reduced
Balyasny Asset Management LLC90,748$6.32M0.01%+90,748New
State of Wisconsin Investment Board90,573$6.31M0.02%+12,106+15.4%Added
Legal & General Group Plc88,596$6.17M0.00%−16,659−15.8%Reduced
Paradigm Capital Management Inc88,100$6.14M0.30%−94,000−51.6%Reduced
Clark Capital Management Group, Inc.84,591$5.90M0.04%+84,591New
Trexquant Investment LP81,043$5.65M0.06%+81,043New
Barclays PLC78,287$5.46M0.00%+21,977+39.0%Added
D. E. Shaw & Co., Inc.78,253$5.45M0.01%+71,943+1,140.1%Added
Nuveen, LLC74,209$5.17M0.00%−15,327−17.1%Reduced
First Eagle Investment Management, LLC73,000$5.09M0.01%+73,000New
Alliancebernstein L.P.71,588$4.99M0.00%+10,068+16.4%Added
First Trust Advisors LP70,034$4.88M0.00%+62,734+859.4%Added
Susquehanna Portfolio Strategies, LLC67,866$4.73M0.10%+67,866New
Creative Planning67,212$4.68M0.00%+19,767+41.7%Added
Jane Street Group, LLC65,504$4.56M0.01%−55,868−46.0%Reduced
Norges Bank62,448$4.35M0.00%−23,935−27.7%Reduced
Swiss National Bank61,500$4.29M0.00%−1,500−2.4%Reduced
QSM Asset Management Ltd60,416$4.22M3.89%+60,416New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54,521$3.80M0.00%+21,000+62.6%Added
Winton Group Ltd54,317$3.79M0.19%−47,044−46.4%Reduced
LPL Financial LLC54,069$3.77M0.00%−2,366−4.2%Reduced
Verition Fund Management LLC50,227$3.50M0.02%+15,211+43.4%Added
Private Advisor Group, LLC48,635$3.39M0.02%−4,940−9.2%Reduced
Soviero Asset Management, LP48,000$3.35M2.45%+48,000New
Globeflex Capital L P43,512$3.03M0.25%+24,959+134.5%Added
AQR Capital Management LLC43,303$3.02M0.00%+7,586+21.2%Added
Mizuho Markets Cayman LP42,420$2.96M0.21%+42,420New
Susquehanna International Group, LLP40,996$2.86M0.00%−24,361−37.3%Reduced
Janney Montgomery Scott LLC38,923$2.71M0.01%+19,820+103.8%Added
Envestnet Asset Management Inc38,260$2.67M0.00%+13,197+52.7%Added
Healthcare of Ontario Pension Plan Trust Fund36,000$2.51M0.01%+36,000New
Two Sigma Investments, LP35,893$2.50M0.00%−8,451−19.1%Reduced
Holocene Advisors, LP35,798$2.49M0.01%−60,885−63.0%Reduced
Great West Life Assurance Co35,550$2.48M0.00%−1,484−4.0%Reduced
Quantbot Technologies LP35,278$2.46M0.06%−29,813−45.8%Reduced
Jackson Square Partners, LLC35,049$2.44M0.90%−175,295−83.3%Reduced
Aquatic Capital Management LLC34,572$2.41M0.05%+14,586+73.0%Added
RE Advisers Corp34,200$2.38M0.06%00.0%Unchanged
Isthmus Partners, LLC34,168$2.38M0.28%+2,547+8.1%Added
Prudential Financial Inc33,415$2.33M0.00%+1,595+5.0%Added
Wells Fargo & Company32,827$2.29M0.00%−2,666−7.5%Reduced
Optimize Financial Inc32,021$2.23M1.37%−230−0.7%Reduced
New Insight Wealth Advisors31,847$2.22M0.91%00.0%Unchanged
Rice Hall James & Associates, LLC31,728$2.21M0.12%−1,155−3.5%Reduced
Penbrook Management LLC36,535$2.15M0.81%+16,895+86.0%Added
California State Teachers Retirement System30,130$2.10M0.00%+358+1.2%Added
Bridges Investment Management Inc29,775$2.08M0.03%+3,982+15.4%Added
Universal- Beteiligungs- und Servicegesellschaft mbH28,000$1.95M0.00%+13,891+98.5%Added
Fox Run Management, L.L.C.27,543$1.92M0.32%+27,543New
ExodusPoint Capital Management, LP27,436$1.91M0.02%−17,175−38.5%Reduced
Brevan Howard Capital Management LP26,987$1.88M0.02%+26,987New
Ruffer LLP24,731$1.72M0.08%+24,731New
Chase Investment Counsel Corp24,000$1.67M0.53%00.0%Unchanged
Thrivent Financial for Lutherans23,626$1.65M0.00%−3,747−13.7%Reduced
Franklin Resources Inc23,281$1.62M0.00%−345−1.5%Reduced
PEAK6 LLC23,234$1.62M0.03%+17,015+273.6%Added
Voya Investment Management LLC23,176$1.62M0.00%−31,592−57.7%Reduced