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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
Allianz Asset Management GmbH12,730$887.2K0.00%−1,800−12.4%Reduced
Gotham Asset Management, LLC13,631$949.9K0.01%+8,713+177.2%Added
Cambridge Investment Research Advisors, Inc.13,967$973.0K0.00%+1,799+14.8%Added
Simplex Trading, LLC14,322$998.0K0.03%+14,322New
ProShare Advisors LLC14,363$1.00M0.00%−150−1.0%Reduced
Illinois Municipal Retirement Fund14,476$1.01M0.01%−547−3.6%Reduced
HSBC Holdings PLC14,345$1.01M0.00%+14,345New
Louisiana State Employees Retirement System15,000$1.05M0.02%−300−2.0%Reduced
Edgestream Partners, L.P.15,396$1.07M0.03%+15,396New
Canada Pension Plan Investment Board15,600$1.09M0.00%+15,600New
Mariner, LLC15,914$1.11M0.00%+9,244+138.6%Added
New York State Teachers Retirement System16,267$1.13M0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The16,736$1.17M0.00%−1,089−6.1%Reduced
Raymond James Financial Inc16,746$1.17M0.00%−3,225−16.1%Reduced
Vident Advisory, LLC16,746$1.17M0.01%−2,211−11.7%Reduced
Nebula Research & Development LLC16,839$1.17M0.10%−2,928−14.8%Reduced
Penbrook Management LLC16,895$1.18M0.89%−2,745−14.0%Reduced
Virginia Retirement Systems Et Al16,938$1.18M0.01%+100+0.6%Added
Algert Global LLC17,100$1.19M0.02%+1,990+13.2%Added
Intech Investment Management LLC17,116$1.19M0.01%00.0%Unchanged
Abn Amro Investment Solutions17,390$1.21M0.02%−67−0.4%Reduced
Mirae Asset Global ETFs Holdings Ltd.17,672$1.23M0.00%−1,724−8.9%Reduced
Andra AP-fonden17,990$1.25M0.02%−2,000−10.0%Reduced
Wakefield Asset Management LLLP18,067$1.26M0.35%+18,067New
Jefferies Financial Group Inc.18,089$1.26M0.02%+18,089New
ARGA Investment Management, LP18,534$1.29M0.04%+18,534New
State of Alaska, Department of Revenue19,097$1.33M0.01%+1,085+6.0%Added
Schonfeld Strategic Advisors LLC19,887$1.39M0.01%−4,735−19.2%Reduced
Stifel Financial Corp20,854$1.45M0.00%+2,061+11.0%Added
HRT Financial LP22,275$1.55M0.01%−32,488−59.3%Reduced
Deutsche Bank AG22,545$1.57M0.00%−3,818−14.5%Reduced
Voya Investment Management LLC23,176$1.62M0.00%−4,208−15.4%Reduced
Franklin Resources Inc23,281$1.62M0.00%−345−1.5%Reduced
Thrivent Financial for Lutherans23,626$1.65M0.00%−3,747−13.7%Reduced
Chase Investment Counsel Corp24,000$1.67M0.53%00.0%Unchanged
Ruffer LLP24,731$1.72M0.08%+24,731New
Brevan Howard Capital Management LP26,987$1.88M0.02%+26,987New
ExodusPoint Capital Management, LP27,436$1.91M0.02%−17,175−38.5%Reduced
Fox Run Management, L.L.C.27,543$1.92M0.32%+27,543New
Universal- Beteiligungs- und Servicegesellschaft mbH28,000$1.95M0.00%+13,891+98.5%Added
Bridges Investment Management Inc29,775$2.08M0.03%+3,982+15.4%Added
California State Teachers Retirement System30,130$2.10M0.00%+358+1.2%Added
Rice Hall James & Associates, LLC31,728$2.21M0.12%−1,155−3.5%Reduced
New Insight Wealth Advisors31,847$2.22M0.91%00.0%Unchanged
Optimize Financial Inc32,021$2.23M1.37%−230−0.7%Reduced
Wells Fargo & Company32,827$2.29M0.00%−2,666−7.5%Reduced
Prudential Financial Inc33,415$2.33M0.00%+1,595+5.0%Added
Isthmus Partners, LLC34,168$2.38M0.28%+2,547+8.1%Added
RE Advisers Corp34,200$2.38M0.06%00.0%Unchanged
Aquatic Capital Management LLC34,572$2.41M0.05%+14,586+73.0%Added
Jackson Square Partners, LLC35,049$2.44M0.90%−175,295−83.3%Reduced
Quantbot Technologies LP35,278$2.46M0.06%−29,813−45.8%Reduced
Great West Life Assurance Co35,550$2.48M0.00%−1,484−4.0%Reduced
Holocene Advisors, LP35,798$2.49M0.01%−60,885−63.0%Reduced
Two Sigma Investments, LP35,893$2.50M0.00%−8,451−19.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund36,000$2.51M0.01%+36,000New
Envestnet Asset Management Inc38,260$2.67M0.00%+13,197+52.7%Added
Janney Montgomery Scott LLC38,923$2.71M0.01%+19,820+103.8%Added
Susquehanna International Group, LLP40,996$2.86M0.00%−24,361−37.3%Reduced
Mizuho Markets Cayman LP42,420$2.96M0.21%+42,420New
AQR Capital Management LLC43,303$3.02M0.00%+7,586+21.2%Added
Globeflex Capital L P43,512$3.03M0.25%+24,959+134.5%Added
Soviero Asset Management, LP48,000$3.35M2.45%+48,000New
Private Advisor Group, LLC48,635$3.39M0.02%−4,940−9.2%Reduced
Verition Fund Management LLC50,227$3.50M0.02%+15,211+43.4%Added
LPL Financial LLC54,069$3.77M0.00%−2,366−4.2%Reduced
Winton Group Ltd54,317$3.79M0.19%−47,044−46.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54,521$3.80M0.00%+21,000+62.6%Added
QSM Asset Management Ltd60,416$4.22M3.89%+60,416New
Swiss National Bank61,500$4.29M0.00%−1,500−2.4%Reduced
Norges Bank62,448$4.35M0.00%−23,935−27.7%Reduced
Jane Street Group, LLC65,504$4.56M0.01%−55,868−46.0%Reduced
Creative Planning67,212$4.68M0.00%+19,767+41.7%Added
Susquehanna Portfolio Strategies, LLC67,866$4.73M0.10%+67,866New
First Trust Advisors LP70,034$4.88M0.00%+62,734+859.4%Added
Alliancebernstein L.P.71,588$4.99M0.00%+10,068+16.4%Added
First Eagle Investment Management, LLC73,000$5.09M0.01%+73,000New
Nuveen, LLC74,209$5.17M0.00%−15,327−17.1%Reduced
D. E. Shaw & Co., Inc.78,253$5.45M0.01%+71,943+1,140.1%Added
Barclays PLC78,287$5.46M0.00%+21,977+39.0%Added
Trexquant Investment LP81,043$5.65M0.06%+81,043New
Clark Capital Management Group, Inc.84,591$5.90M0.04%+84,591New
Paradigm Capital Management Inc88,100$6.14M0.30%−94,000−51.6%Reduced
Legal & General Group Plc88,596$6.17M0.00%−16,659−15.8%Reduced
State of Wisconsin Investment Board90,573$6.31M0.02%+12,106+15.4%Added
Balyasny Asset Management LLC90,748$6.32M0.01%+90,748New
Rhumbline Advisers94,758$6.60M0.01%−1,889−2.0%Reduced
Janus Henderson Group PLC97,205$6.77M0.00%+34,952+56.1%Added
Squarepoint Ops LLC100,023$6.97M0.02%+27,021+37.0%Added
Pacer Advisors, Inc.106,522$7.42M0.02%−54,959−34.0%Reduced
Millennium Management LLC107,395$7.48M0.01%−76,600−41.6%Reduced
Public Sector Pension Investment Board109,575$7.64M0.03%+6,508+6.3%Added
UBS Asset Management Americas Inc111,390$7.76M0.00%+32,634+41.4%Added
Ameriprise Financial Inc122,351$8.53M0.00%+22,565+22.6%Added
Kennedy Capital Management, Inc.133,206$9.28M0.22%+3,325+2.6%Added
Harbor Capital Advisors, Inc.135,583$9.45M0.40%−4,999−3.6%Reduced
Invesco Ltd.139,796$9.74M0.00%+1,545+1.1%Added
JPMorgan Chase & Co177,867$12.4M0.00%+7,856+4.6%Added
BNP Paribas Arbitrage, SA192,188$13.4M0.01%+57,106+42.3%Added
UBS Group AG198,017$13.8M0.00%−74,121−27.2%Reduced