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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; 442 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, 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
31.5M
+443.9K (+1.4%) vs. Q1 2025
Total value
$2.20B
+$658.9M (+42.7%) vs. Q1 2025
New holders
65
107 more added
Sold out
41
108 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: 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: 442 institutions
Value heldQ2 2025: $2.20B
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 2026442$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, 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
Central Trust Co1,350$94.1K0.00%+1,237+1,094.7%Added
SG Americas Securities, LLC1,661$116.0K0.00%−6,743−80.2%Reduced
Virtus ETF Advisers LLC1,670$116.4K0.07%+1,670New
Acadian Asset Management LLC1,781$124.0K0.00%+1,781New
Advisors Asset Management, Inc.1,825$127.2K0.00%−144−7.3%Reduced
Hennessy Advisors Inc2,067$144.0K0.00%+2,067New
The PNC Financial Services Group, Inc.2,131$148.5K0.00%−227−9.6%Reduced
LRI Investments, LLC2,585$180.1K0.02%+2,255+683.3%Added
Skandinaviska Enskilda Banken AB (publ)2,637$183.9K0.00%−342−11.5%Reduced
Shell Asset Management Co2,648$185.0K0.01%−640−19.5%Reduced
Advisor Group Holdings, Inc.2,748$191.5K0.00%+730+36.2%Added
Perkins Coie Trust Co2,749$191.6K0.03%+74+2.8%Added
GAMMA Investing LLC2,772$193.2K0.01%+1,196+75.9%Added
Vise Technologies, Inc.2,870$200.0K0.01%+2,870New
Breed's Hill Capital LLC3,000$209.1K0.10%+3,000New
Nisa Investment Advisors, LLC3,002$209.2K0.00%+2,206+277.1%Added
Profund Advisors LLC3,019$210.4K0.01%+3,019New
Two Sigma Securities, LLC3,295$229.6K0.03%+3,295New
Ameritas Investment Partners, Inc.3,300$230.0K0.01%00.0%Unchanged
Empirical Finance, LLC3,300$230.0K0.01%+3,300New
HighTower Advisors, LLC3,367$234.6K0.00%+3,367New
Public Employees Retirement Association of Colorado3,457$241.0K0.00%00.0%Unchanged
Lido Advisors, LLC3,504$244.2K0.00%+3,504New
CWM, LLC3,520$245.0K0.00%+1,863+112.4%Added
Exchange Traded Concepts, LLC3,666$255.5K0.00%−809−18.1%Reduced
Empowered Funds, LLC3,714$258.8K0.00%+3,714New
Essex Investment Management Co LLC3,725$259.6K0.05%00.0%Unchanged
Net Worth Advisory Group3,874$270.0K0.06%+3,874New
CIBC World Markets Corp3,973$276.9K0.00%−3,256−45.0%Reduced
James Investment Research Inc3,976$277.1K0.03%+3,976New
Cetera Investment Advisers3,995$278.4K0.00%−1,496−27.2%Reduced
Firsthand Capital Management, Inc.4,000$278.8K0.50%00.0%Unchanged
Mutual of America Capital Management LLC4,127$287.6K0.00%−607−12.8%Reduced
Linden Thomas Advisory Services, LLC4,127$287.6K0.03%+4,127New
Covestor Ltd4,127$288.0K0.17%+961+30.4%Added
Tower Research Capital LLC (TRC)4,145$288.9K0.01%+1,927+86.9%Added
Woodline Partners LP4,159$289.8K0.00%+4,159New
Bayforest Capital Ltd4,217$293.9K0.13%+3,453+452.0%Added
SkyOak Wealth, LLC4,594$320.2K0.06%−2,500−35.2%Reduced
Wealth Enhancement Advisory Services, LLC4,604$336.3K0.00%+4,604New
Everence Capital Management Inc4,880$340.0K0.02%00.0%Unchanged
Teacher Retirement System of Texas4,890$340.8K0.00%+137+2.9%Added
D.A. Davidson & Co.5,022$350.0K0.00%+110+2.2%Added
Pictet Asset Management Holding SA5,265$366.9K0.00%+369+7.5%Added
Ausbil Investment Management Ltd5,385$375.3K0.22%+5,385New
Federation des caisses Desjardins du Quebec5,402$376.5K0.00%+10+0.2%Added
Headlands Technologies LLC5,550$386.8K0.05%+5,005+918.3%Added
Amundi5,353$390.5K0.00%−545,694−99.0%Reduced
Dynamic Technology Lab Private Ltd5,610$391.0K0.05%−6,280−52.8%Reduced
Cerity Partners LLC5,670$395.1K0.00%+5,670New
Magnetar Financial LLC5,769$402.0K0.00%−6,736−53.9%Reduced
Bank of Montreal5,864$408.7K0.00%−147−2.4%Reduced
Oppenheimer & Co Inc6,256$436.0K0.01%−250−3.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich6,282$437.8K0.00%−596−8.7%Reduced
Mackenzie Financial Corp6,346$442.3K0.00%00.0%Unchanged
Gabelli Funds LLC6,422$447.5K0.00%00.0%Unchanged
Vestcor Inc6,744$470.0K0.01%00.0%Unchanged
White Pine Capital LLC6,900$480.9K0.15%00.0%Unchanged
Axq Capital, LP6,914$481.8K0.16%+6,914New
Oppenheimer Asset Management Inc.6,972$485.9K0.01%+703+11.2%Added
Commonwealth Equity Services, LLC6,978$486.0K0.00%−6,584−48.5%Reduced
State Board of Administration of Florida Retirement System7,100$494.8K0.00%00.0%Unchanged
Kerrisdale Advisers, LLC7,265$506.3K0.26%+7,265New
Oregon Public Employees Retirement Fund7,360$512.9K0.01%−100−1.3%Reduced
North Star Investment Management Corp.7,392$515.1K0.04%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey7,465$520.2K0.00%+526+7.6%Added
Eagle Bay Advisors LLC7,485$521.6K0.43%−100−1.3%Reduced
Atria Wealth Solutions, Inc.7,187$524.3K0.01%+7,187New
Aviva PLC7,530$524.8K0.00%−2,659−26.1%Reduced
Quantinno Capital Management LP7,592$529.1K0.00%+2,998+65.3%Added
Moors & Cabot, Inc.7,630$531.7K0.02%−200−2.6%Reduced
Pathstone Holdings, LLC7,657$533.6K0.00%+497+6.9%Added
Allspring Global Investments Holdings, LLC7,588$546.3K0.00%+1,805+31.2%Added
Handelsbanken Fonder AB8,100$564.0K0.00%−2,100−20.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,249$574.9K0.00%+470+6.0%Added
Brookwood Investment Group LLC8,400$585.4K0.09%00.0%Unchanged
Guggenheim Capital LLC8,666$603.9K0.00%−66−0.8%Reduced
JustInvest LLC9,036$629.7K0.01%+3,750+70.9%Added
Peterson Wealth Services9,154$637.9K0.17%+23+0.3%Added
Amalgamated Bank9,190$640.0K0.00%−119−1.3%Reduced
Arizona State Retirement System9,392$654.5K0.00%+74+0.8%Added
Maryland State Retirement & Pension System9,456$659.0K0.01%00.0%Unchanged
State of Tennessee, Treasury Department9,923$691.5K0.00%−3,970−28.6%Reduced
Illumine Investment Management, LLC9,938$692.6K0.55%+207+2.1%Added
Ensign Peak Advisors, Inc9,966$694.5K0.00%−3,400−25.4%Reduced
New York State Common Retirement Fund10,150$707.4K0.00%00.0%Unchanged
Gsa Capital Partners LLP10,161$708.0K0.05%−8,648−46.0%Reduced
SEI Investments Co10,411$725.6K0.00%−147,771−93.4%Reduced
Numerai GP LLC10,490$731.0K0.11%−50,265−82.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,544$734.8K0.00%+47+0.4%Added
Teachers Retirement System of the State of Kentucky10,699$746.0K0.01%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC10,883$758.4K0.01%+10,883New
Renaissance Technologies LLC10,899$759.6K0.00%−78,600−87.8%Reduced
KLP Kapitalforvaltning AS11,100$773.6K0.00%00.0%Unchanged
Russell Investments Group, Ltd.11,365$792.0K0.00%−551−4.6%Reduced
ISAM Funds (UK) Ltd11,369$792.3K0.17%+3,311+41.1%Added
PEAK6 LLC11,617$809.6K0.03%+5,398+86.8%Added
Comerica Bank11,714$816.4K0.00%+579+5.2%Added
Yousif Capital Management, LLC12,076$841.6K0.01%+48+0.4%Added
Qube Research & Technologies Ltd12,268$855.0K0.00%−6,220−33.6%Reduced