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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
Stifel Financial Corp20,854$1.45M0.00%+2,061+11.0%Added
Schonfeld Strategic Advisors LLC19,887$1.39M0.01%−4,735−19.2%Reduced
State of Alaska, Department of Revenue19,097$1.33M0.01%+1,085+6.0%Added
ARGA Investment Management, LP18,534$1.29M0.04%+18,534New
Jefferies Financial Group Inc.18,089$1.26M0.02%+18,089New
Wakefield Asset Management LLLP18,067$1.26M0.35%+18,067New
Andra AP-fonden17,990$1.25M0.02%−2,000−10.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.17,672$1.23M0.00%−1,724−8.9%Reduced
Abn Amro Investment Solutions17,390$1.21M0.02%−67−0.4%Reduced
Intech Investment Management LLC17,116$1.19M0.01%00.0%Unchanged
Algert Global LLC17,100$1.19M0.02%+1,990+13.2%Added
Virginia Retirement Systems Et Al16,938$1.18M0.01%+100+0.6%Added
Penbrook Management LLC16,895$1.18M0.89%−2,745−14.0%Reduced
Nebula Research & Development LLC16,839$1.17M0.10%−2,928−14.8%Reduced
Vident Advisory, LLC16,746$1.17M0.01%−2,211−11.7%Reduced
Raymond James Financial Inc16,746$1.17M0.00%−3,225−16.1%Reduced
Manufacturers Life Insurance Company, The16,736$1.17M0.00%−1,089−6.1%Reduced
New York State Teachers Retirement System16,267$1.13M0.00%00.0%Unchanged
Mariner, LLC15,914$1.11M0.00%+9,244+138.6%Added
Canada Pension Plan Investment Board15,600$1.09M0.00%+15,600New
Edgestream Partners, L.P.15,396$1.07M0.03%+15,396New
Louisiana State Employees Retirement System15,000$1.05M0.02%−300−2.0%Reduced
HSBC Holdings PLC14,345$1.01M0.00%+14,345New
Illinois Municipal Retirement Fund14,476$1.01M0.01%−547−3.6%Reduced
ProShare Advisors LLC14,363$1.00M0.00%−150−1.0%Reduced
Simplex Trading, LLC14,322$998.0K0.03%+14,322New
Cambridge Investment Research Advisors, Inc.13,967$973.0K0.00%+1,799+14.8%Added
Gotham Asset Management, LLC13,631$949.9K0.01%+8,713+177.2%Added
Allianz Asset Management GmbH12,730$887.2K0.00%−1,800−12.4%Reduced
Qube Research & Technologies Ltd12,268$855.0K0.00%−6,220−33.6%Reduced
Yousif Capital Management, LLC12,076$841.6K0.01%+48+0.4%Added
Comerica Bank11,714$816.4K0.00%+579+5.2%Added
PEAK6 LLC11,617$809.6K0.03%+5,398+86.8%Added
ISAM Funds (UK) Ltd11,369$792.3K0.17%+3,311+41.1%Added
Russell Investments Group, Ltd.11,365$792.0K0.00%−551−4.6%Reduced
KLP Kapitalforvaltning AS11,100$773.6K0.00%00.0%Unchanged
Renaissance Technologies LLC10,899$759.6K0.00%−78,600−87.8%Reduced
Wiley Bros.-Aintree Capital, LLC10,883$758.4K0.01%+10,883New
Teachers Retirement System of the State of Kentucky10,699$746.0K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)10,544$734.8K0.00%+47+0.4%Added
Numerai GP LLC10,490$731.0K0.11%−50,265−82.7%Reduced
SEI Investments Co10,411$725.6K0.00%−147,771−93.4%Reduced
Gsa Capital Partners LLP10,161$708.0K0.05%−8,648−46.0%Reduced
New York State Common Retirement Fund10,150$707.4K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc9,966$694.5K0.00%−3,400−25.4%Reduced
Illumine Investment Management, LLC9,938$692.6K0.55%+207+2.1%Added
State of Tennessee, Treasury Department9,923$691.5K0.00%−3,970−28.6%Reduced
Maryland State Retirement & Pension System9,456$659.0K0.01%00.0%Unchanged
Arizona State Retirement System9,392$654.5K0.00%+74+0.8%Added
Amalgamated Bank9,190$640.0K0.00%−119−1.3%Reduced
Peterson Wealth Services9,154$637.9K0.17%+23+0.3%Added
JustInvest LLC9,036$629.7K0.01%+3,750+70.9%Added
Guggenheim Capital LLC8,666$603.9K0.00%−66−0.8%Reduced
Brookwood Investment Group LLC8,400$585.4K0.09%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,249$574.9K0.00%+470+6.0%Added
Handelsbanken Fonder AB8,100$564.0K0.00%−2,100−20.6%Reduced
Allspring Global Investments Holdings, LLC7,588$546.3K0.00%+1,805+31.2%Added
Pathstone Holdings, LLC7,657$533.6K0.00%+497+6.9%Added
Moors & Cabot, Inc.7,630$531.7K0.02%−200−2.6%Reduced
Quantinno Capital Management LP7,592$529.1K0.00%+2,998+65.3%Added
Aviva PLC7,530$524.8K0.00%−2,659−26.1%Reduced
Atria Wealth Solutions, Inc.7,187$524.3K0.01%+7,187New
Eagle Bay Advisors LLC7,485$521.6K0.43%−100−1.3%Reduced
Police & Firemen's Retirement System of New Jersey7,465$520.2K0.00%+526+7.6%Added
North Star Investment Management Corp.7,392$515.1K0.04%00.0%Unchanged
Oregon Public Employees Retirement Fund7,360$512.9K0.01%−100−1.3%Reduced
Kerrisdale Advisers, LLC7,265$506.3K0.26%+7,265New
State Board of Administration of Florida Retirement System7,100$494.8K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC6,978$486.0K0.00%−6,584−48.5%Reduced
Oppenheimer Asset Management Inc.6,972$485.9K0.01%+703+11.2%Added
Axq Capital, LP6,914$481.8K0.16%+6,914New
White Pine Capital LLC6,900$480.9K0.15%00.0%Unchanged
Vestcor Inc6,744$470.0K0.01%00.0%Unchanged
Gabelli Funds LLC6,422$447.5K0.00%00.0%Unchanged
Mackenzie Financial Corp6,346$442.3K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich6,282$437.8K0.00%−596−8.7%Reduced
Oppenheimer & Co Inc6,256$436.0K0.01%−250−3.8%Reduced
Bank of Montreal5,864$408.7K0.00%−147−2.4%Reduced
Magnetar Financial LLC5,769$402.0K0.00%−6,736−53.9%Reduced
Cerity Partners LLC5,670$395.1K0.00%+5,670New
Dynamic Technology Lab Private Ltd5,610$391.0K0.05%−6,280−52.8%Reduced
Amundi5,353$390.5K0.00%−545,694−99.0%Reduced
Headlands Technologies LLC5,550$386.8K0.05%+5,005+918.3%Added
Federation des caisses Desjardins du Quebec5,402$376.5K0.00%+10+0.2%Added
Ausbil Investment Management Ltd5,385$375.3K0.22%+5,385New
Pictet Asset Management Holding SA5,265$366.9K0.00%+369+7.5%Added
D.A. Davidson & Co.5,022$350.0K0.00%+110+2.2%Added
Teacher Retirement System of Texas4,890$340.8K0.00%+137+2.9%Added
Everence Capital Management Inc4,880$340.0K0.02%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC4,604$336.3K0.00%+4,604New
SkyOak Wealth, LLC4,594$320.2K0.06%−2,500−35.2%Reduced
Bayforest Capital Ltd4,217$293.9K0.13%+3,453+452.0%Added
Woodline Partners LP4,159$289.8K0.00%+4,159New
Tower Research Capital LLC (TRC)4,145$288.9K0.01%+1,927+86.9%Added
Covestor Ltd4,127$288.0K0.17%+961+30.4%Added
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
Firsthand Capital Management, Inc.4,000$278.8K0.50%00.0%Unchanged
Cetera Investment Advisers3,995$278.4K0.00%−1,496−27.2%Reduced
James Investment Research Inc3,976$277.1K0.03%+3,976New