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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, Q3 2025

Institutional positions in Axcelis Technologies Inc as of Sep 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
362
+36 vs. Q2 2025
Shares held
30.6M
−1.15M (−3.6%) vs. Q2 2025
Total value
$2.98B
+$765.0M (+34.5%) vs. Q2 2025
New holders
74
108 more added
Sold out
38
121 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 362 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 heldQ3 2025: $2.98B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Axcelis Technologies Inc; share changes are against Q2 2025.

Institutions holding ACLS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,864,173$474.9M0.01%−157,773−3.1%Reduced
Vanguard Group Inc4,185,701$408.7M0.01%−138,248−3.2%Reduced
Reinhart Partners, Inc.1,610,332$157.2M5.11%+91,788+6.0%Added
American Century Companies Inc1,345,761$131.4M0.07%−313,702−18.9%Reduced
State Street Corp1,230,116$120.1M0.00%−18,592−1.5%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.930,362$90.8M0.24%+9,236+1.0%Added
Geode Capital Management, LLC926,739$90.5M0.01%+1,434+0.2%Added
Victory Capital Management Inc972,162$90.2M0.05%+85,407+9.6%Added
Primecap Management Co833,676$81.4M0.06%−18,620−2.2%Reduced
Dimensional Fund Advisors LP769,612$75.1M0.02%+34,153+4.6%Added
FMR LLC551,398$53.8M0.00%+168,825+44.1%Added
Price T Rowe Associates Inc532,108$52.0M0.01%+2,965+0.6%Added
Goldman Sachs Group Inc494,775$48.3M0.01%−96,402−16.3%Reduced
Boston Trust Walden Corp460,287$44.9M0.33%−385,624−45.6%Reduced
Boston Partners468,741$44.9M0.05%−5,302−1.1%Reduced
Morgan Stanley454,087$44.3M0.00%−96,074−17.5%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC443,863$43.3M0.12%+1,798+0.4%Added
Northern Trust Corp434,988$42.5M0.01%−6,670−1.5%Reduced
JPMorgan Chase & Co434,788$42.5M0.00%+256,921+144.4%Added
Charles Schwab Investment Management Inc427,113$41.7M0.01%+20,701+5.1%Added
Bank of America Corp410,314$40.1M0.00%−293,124−41.7%Reduced
Invesco Ltd.386,735$37.8M0.01%+246,939+176.6%Added
Citigroup Inc324,354$31.7M0.02%−38,103−10.5%Reduced
LSV Asset Management314,900$30.7M0.07%+314,900New
BNP Paribas Arbitrage, SA283,926$27.7M0.02%+91,738+47.7%Added
Millennium Management LLC261,776$25.6M0.02%+154,381+143.8%Added
Janus Henderson Group PLC235,412$23.0M0.01%+138,207+142.2%Added
Bank of New York Mellon Corp219,418$21.4M0.00%−6,645−2.9%Reduced
Federated Hermes, Inc.217,802$21.3M0.04%−3,362−1.5%Reduced
BlackBarn Capital Partners LP200,000$19.5M6.37%−160,000−44.4%Reduced
Principal Financial Group Inc185,268$18.1M0.01%−20,409−9.9%Reduced
Kennedy Capital Management, Inc.183,100$17.9M0.40%+49,894+37.5%Added
Royal Bank of Canada168,865$16.5M0.00%−252,279−59.9%Reduced
D. E. Shaw & Co., Inc.154,338$15.1M0.01%+76,085+97.2%Added
Royce & Associates LP144,708$14.1M0.14%−120,330−45.4%Reduced
First Eagle Investment Management, LLC130,358$12.7M0.02%+57,358+78.6%Added
Squarepoint Ops LLC128,871$12.6M0.03%+28,848+28.8%Added
UBS Group AG127,323$12.4M0.00%−70,694−35.7%Reduced
Public Sector Pension Investment Board122,564$12.0M0.04%+12,989+11.9%Added
Ameriprise Financial Inc118,133$11.5M0.00%−4,218−3.4%Reduced
Arrowstreet Capital, Limited Partnership117,797$11.5M0.01%+117,797New
Allspring Global Investments Holdings, LLC109,628$10.4M0.02%+102,040+1,344.8%Added
Rhumbline Advisers96,897$9.46M0.01%+2,139+2.3%Added
Clark Capital Management Group, Inc.96,588$9.43M0.06%+11,997+14.2%Added
Voloridge Investment Management, LLC95,227$9.30M0.03%−216,611−69.5%Reduced
Legal & General Group Plc83,016$8.11M0.00%−5,580−6.3%Reduced
Nuveen, LLC73,282$7.16M0.00%−927−1.2%Reduced
Wells Fargo & Company73,023$7.13M0.00%+40,196+122.4%Added
Creative Planning72,634$7.09M0.01%+5,422+8.1%Added
Susquehanna Portfolio Strategies, LLC71,086$6.94M0.11%+3,220+4.7%Added
Alliancebernstein L.P.69,644$6.80M0.00%−1,944−2.7%Reduced
Barclays PLC69,585$6.79M0.00%−8,702−11.1%Reduced
UBS Asset Management Americas Inc66,098$6.45M0.00%−45,292−40.7%Reduced
Swiss National Bank62,300$6.08M0.00%+800+1.3%Added
Segall Bryant & Hamill, LLC58,611$5.72M0.08%+58,611New
Paradigm Capital Management Inc56,100$5.48M0.24%−32,000−36.3%Reduced
Globeflex Capital L P55,997$5.47M0.84%+12,485+28.7%Added
First Trust Advisors LP55,243$5.39M0.00%−14,791−21.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54,221$5.29M0.00%−300−0.6%Reduced
QSM Asset Management Ltd53,166$5.17M3.69%−7,250−12.0%Reduced
AXA Investment Managers S.A.52,179$5.09M0.01%+52,179New
Franklin Resources Inc74,672$5.04M0.00%+51,391+220.7%Added
State of Wisconsin Investment Board50,214$4.90M0.01%−40,359−44.6%Reduced
LPL Financial LLC48,968$4.78M0.00%−5,101−9.4%Reduced
Private Advisor Group, LLC45,895$4.48M0.02%−2,740−5.6%Reduced
Harbor Capital Advisors, Inc.45,025$4.40M0.34%−90,558−66.8%Reduced
Prudential Financial Inc44,385$4.33M0.01%+10,970+32.8%Added
Envestnet Asset Management Inc42,696$4.17M0.00%+4,436+11.6%Added
Ossiam40,700$3.97M0.05%+40,700New
Schonfeld Strategic Advisors LLC37,637$3.67M0.03%+17,750+89.3%Added
Two Sigma Investments, LP37,165$3.63M0.01%+1,272+3.5%Added
AQR Capital Management LLC36,651$3.58M0.00%−6,652−15.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund36,000$3.52M0.01%00.0%Unchanged
Verition Fund Management LLC35,776$3.49M0.02%−14,451−28.8%Reduced
Janney Montgomery Scott LLC35,529$3.47M0.01%−3,394−8.7%Reduced
RE Advisers Corp34,200$3.34M0.08%00.0%Unchanged
Great West Life Assurance Co32,985$3.19M0.00%−2,565−7.2%Reduced
Bridges Investment Management Inc31,699$3.10M0.04%+1,924+6.5%Added
Colony Group, LLC4,206$3.09M0.00%+4,206New
Algert Global LLC31,110$3.04M0.05%+14,010+81.9%Added
Soviero Asset Management, LP31,000$3.03M1.87%−17,000−35.4%Reduced
Bridgeway Capital Management, LLC31,000$3.03M0.06%+31,000New
Amundi34,018$2.98M0.00%+28,665+535.5%Added
California State Teachers Retirement System30,131$2.94M0.00%+10.0%Added
Jane Street Group, LLC28,609$2.79M0.00%−36,895−56.3%Reduced
Jackson Square Partners, LLC27,335$2.67M1.08%−7,714−22.0%Reduced
New Insight Wealth Advisors27,013$2.64M0.99%−4,834−15.2%Reduced
Citadel Advisors LLC26,827$2.62M0.00%−227,666−89.5%Reduced
Marshall Wace, LLP25,684$2.51M0.00%+25,684New
Deutsche Bank AG25,447$2.48M0.00%+2,902+12.9%Added
Chase Investment Counsel Corp24,000$2.34M0.69%00.0%Unchanged
Thrivent Financial for Lutherans22,667$2.21M0.00%−959−4.1%Reduced
Jackson Creek Investment Advisors LLC22,299$2.18M0.63%+22,299New
Stifel Financial Corp21,736$2.12M0.00%+882+4.2%Added
F/M Investments LLC21,068$2.06M0.08%+21,068New
HSBC Holdings PLC20,761$2.01M0.00%+6,416+44.7%Added
Zacks Investment Management20,213$1.97M0.02%+20,213New
Andra AP-fonden19,990$1.95M0.02%+2,000+11.1%Added
Simplex Trading, LLC18,887$1.84M0.04%+4,565+31.9%Added
MetLife Investment Management18,740$1.83M0.01%+18,740New