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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
Principal Financial Group Inc205,677$14.3M0.01%+11,639+6.0%Added
Royal Bank of Canada210,572$14.7M0.00%+93,006+79.1%Added
Federated Hermes, Inc.221,164$15.4M0.03%+26,972+13.9%Added
Bank of New York Mellon Corp226,063$15.8M0.00%+13,529+6.4%Added
Citadel Advisors LLC254,493$17.7M0.02%+232,400+1,051.9%Added
Royce & Associates LP265,038$18.5M0.19%−15,945−5.7%Reduced
Voloridge Investment Management, LLC311,838$21.7M0.08%−169,462−35.2%Reduced
BlackBarn Capital Partners LP360,000$25.1M8.31%−120,441−25.1%Reduced
Citigroup Inc362,457$25.3M0.02%+202,834+127.1%Added
FMR LLC382,573$26.7M0.00%+332,966+671.2%Added
Charles Schwab Investment Management Inc406,412$28.3M0.00%+20,405+5.3%Added
Northern Trust Corp441,658$30.8M0.00%+39,727+9.9%Added
Grantham, Mayo, Van Otterloo & Co. LLC442,065$30.8M0.09%−137,322−23.7%Reduced
Boston Partners474,043$33.6M0.04%+141,004+42.3%Added
Price T Rowe Associates Inc529,143$36.9M0.00%+2,721+0.5%Added
Morgan Stanley550,161$38.3M0.00%+42,781+8.4%Added
Goldman Sachs Group Inc591,177$41.2M0.01%−44,216−7.0%Reduced
Bank of America Corp703,438$49.0M0.00%−215,965−23.5%Reduced
Dimensional Fund Advisors LP735,459$51.3M0.01%+34,184+4.9%Added
Boston Trust Walden Corp845,911$59.0M0.42%+19,579+2.4%Added
Primecap Management Co852,296$59.4M0.05%+17,230+2.1%Added
Victory Capital Management Inc886,755$63.6M0.04%+867,592+4,527.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.921,126$64.2M0.16%−99,606−9.8%Reduced
Geode Capital Management, LLC925,305$64.5M0.00%−2660.0%Reduced
State Street Corp1,248,708$87.0M0.00%+4780.0%Added
Reinhart Partners, Inc.1,518,544$105.8M3.61%+77,522+5.4%Added
American Century Companies Inc1,659,463$115.6M0.06%+518,968+45.5%Added
Vanguard Group Inc4,323,949$301.3M0.00%−115,953−2.6%Reduced
BlackRock, Inc.5,021,946$350.0M0.01%−316,474−5.9%Reduced
IFP Advisors, Inc19––−33−63.5%Reduced
M&G Plc0$00.00%−136,914−100.0%Sold out
Mizuho Markets Americas LLC0$00.00%−119,376−100.0%Sold out
Walleye Capital LLC0$00.00%−94,169−100.0%Sold out
Caxton Associates LLP0$00.00%−60,941−100.0%Sold out
Engineers Gate Manager LP0$00.00%−58,784−100.0%Sold out
Jump Financial, LLC0$00.00%−37,192−100.0%Sold out
Colony Group, LLC0$00.00%−36,430−100.0%Sold out
MetLife Investment Management0$00.00%−19,155−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−17,800−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−17,682−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−17,376−100.0%Sold out
Second Line Capital, LLC0$00.00%−17,343−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−17,010−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−15,055−100.0%Sold out
IMC-Chicago, LLC0$00.00%−11,308−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−9,413−100.0%Sold out
Twinbeech Capital LP0$00.00%−7,261−100.0%Sold out
Three Seasons Wealth, LLC0$00.00%−7,105−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−6,100−100.0%Sold out
Entropy Technologies, LP0$00.00%−5,800−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−5,526−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−5,174−100.0%Sold out
Hancock Whitney Corp0$00.00%−4,826−100.0%Sold out
Quest Partners LLC0$00.00%−4,082−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,585−100.0%Sold out
EMC Capital Management0$00.00%−1,168−100.0%Sold out
Palouse Capital Management, Inc.0$00.00%−1,135−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,016−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−895−100.0%Sold out
State of Wyoming0$00.00%−822−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−730−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−347−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−210−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−120−100.0%Sold out
Boston Private Wealth LLC0$00.00%−25−100.0%Sold out
Hughes Financial Services, LLC0$00.00%−18−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−18−100.0%Sold out
Stephens Consulting, LLC0$00.00%−10−100.0%Sold out
CVA Family Office, LLC0$00.00%−9−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−6−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−1−100.0%Sold out
Lindbrook Capital, LLC––––Not filed