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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; 443 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, 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
+37 vs. Q2 2025
Shares held
30.4M
−1.06M (−3.4%) vs. Q2 2025
Total value
$2.96B
+$761.4M (+34.7%) vs. Q2 2025
New holders
74
108 more added
Sold out
37
120 more reduced

5 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: 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: 443 institutions
Value heldQ3 2025: $2.96B
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 2026443$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, 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
Wakefield Asset Management LLLP18,091$1.77M0.48%+24+0.1%Added
Intech Investment Management LLC17,671$1.73M0.02%+555+3.2%Added
Abn Amro Investment Solutions17,390$1.70M0.03%00.0%Unchanged
Penbrook Management LLC16,895$1.65M1.15%00.0%Unchanged
Virginia Retirement Systems Et Al16,638$1.62M0.01%−300−1.8%Reduced
Old West Investment Management, LLC16,268$1.59M0.36%+16,268New
Quantbot Technologies LP16,156$1.58M0.04%−19,122−54.2%Reduced
Illinois Municipal Retirement Fund16,102$1.57M0.02%+1,626+11.2%Added
New York State Teachers Retirement System15,867$1.55M0.00%−400−2.5%Reduced
State of Alaska, Department of Revenue15,810$1.54M0.02%−3,287−17.2%Reduced
Mizuho Markets Cayman LP15,616$1.52M0.13%−26,804−63.2%Reduced
Manufacturers Life Insurance Company, The15,299$1.49M0.00%−1,437−8.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.14,980$1.46M0.00%−2,692−15.2%Reduced
Oppenheimer Asset Management Inc.14,747$1.44M0.02%+7,775+111.5%Added
Raymond James Financial Inc14,695$1.43M0.00%−2,051−12.2%Reduced
Voya Investment Management LLC14,676$1.43M0.00%−8,500−36.7%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH14,648$1.43M0.00%−13,352−47.7%Reduced
Wiley Bros.-Aintree Capital, LLC14,609$1.43M0.01%+3,726+34.2%Added
Mariner, LLC14,529$1.42M0.00%−1,385−8.7%Reduced
Winton Group Ltd14,468$1.41M0.05%−39,849−73.4%Reduced
Louisiana State Employees Retirement System14,400$1.41M0.02%−600−4.0%Reduced
SEI Investments Co14,076$1.37M0.00%+3,665+35.2%Added
Cambridge Investment Research Advisors, Inc.13,961$1.36M0.00%−60.0%Reduced
Holocene Advisors, LP13,887$1.36M0.00%−21,911−61.2%Reduced
Brevan Howard Capital Management LP13,818$1.35M0.02%−13,169−48.8%Reduced
Quest Partners LLC13,793$1.35M0.09%+13,793New
Vident Advisory, LLC13,666$1.33M0.01%−3,080−18.4%Reduced
State of Tennessee, Treasury Department11,804$1.15M0.00%+1,881+19.0%Added
Pathstone Holdings, LLC11,609$1.13M0.00%+3,952+51.6%Added
Eagle Bay Advisors LLC11,495$1.12M0.88%+4,010+53.6%Added
Rede Wealth, LLC11,495$1.12M0.88%+11,495New
Zurcher Kantonalbank (Zurich Cantonalbank)11,326$1.11M0.00%+782+7.4%Added
KLP Kapitalforvaltning AS11,100$1.08M0.00%00.0%Unchanged
Gotham Asset Management, LLC11,015$1.08M0.00%−2,616−19.2%Reduced
ExodusPoint Capital Management, LP10,448$1.02M0.01%−16,988−61.9%Reduced
New York State Common Retirement Fund10,150$991.0K0.00%00.0%Unchanged
Illumine Investment Management, LLC10,031$979.4K0.70%+93+0.9%Added
Morningstar Investment Management LLC10,027$979.0K0.04%+10,027New
Bridgefront Capital, LLC9,895$966.1K0.28%+9,895New
Yousif Capital Management, LLC9,727$949.7K0.01%−2,349−19.5%Reduced
Comerica Bank9,721$949.2K0.00%−1,993−17.0%Reduced
Fox Run Management, L.L.C.9,618$939.1K0.15%−17,925−65.1%Reduced
Arizona State Retirement System9,505$928.1K0.00%+113+1.2%Added
Peterson Wealth Services400$923.4K0.23%−8,754−95.6%Reduced
ProShare Advisors LLC9,421$919.9K0.00%−4,942−34.4%Reduced
Quantinno Capital Management LP9,349$912.8K0.00%+1,757+23.1%Added
JustInvest LLC9,243$902.5K0.01%+207+2.3%Added
Teachers Retirement System of the State of Kentucky9,149$894.0K0.01%−1,550−14.5%Reduced
Amalgamated Bank9,072$886.0K0.01%−118−1.3%Reduced
Ausbil Investment Management Ltd9,234$875.0K0.47%+3,849+71.5%Added
Police & Firemen's Retirement System of New Jersey8,929$871.8K0.01%+1,464+19.6%Added
Gsa Capital Partners LLP8,566$836.0K0.07%−1,595−15.7%Reduced
Moors & Cabot, Inc.8,430$823.1K0.04%+800+10.5%Added
Brookwood Investment Group LLC8,400$820.2K0.11%00.0%Unchanged
James Investment Research Inc8,281$808.6K0.09%+4,305+108.3%Added
Handelsbanken Fonder AB8,100$791.0K0.00%00.0%Unchanged
Summit Global Investments8,085$789.0K0.05%+8,085New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,002$781.3K0.00%−247−3.0%Reduced
Guggenheim Capital LLC7,865$767.9K0.01%−801−9.2%Reduced
North Star Investment Management Corp.7,392$721.8K0.05%00.0%Unchanged
Allianz Asset Management GmbH7,315$714.2K0.00%−5,415−42.5%Reduced
Kerrisdale Advisers, LLC7,265$709.4K0.37%00.0%Unchanged
Horizon Investments, LLC7,194$702.4K0.01%+7,194New
HRT Financial LP7,130$696.0K0.00%−15,145−68.0%Reduced
State Board of Administration of Florida Retirement System7,080$691.3K0.00%−20−0.3%Reduced
Oregon Public Employees Retirement Fund7,060$689.3K0.01%−300−4.1%Reduced
White Pine Capital LLC6,900$673.7K0.19%00.0%Unchanged
Martingale Asset Management L P6,828$666.7K0.02%+6,828New
Susquehanna International Group, LLP6,784$662.4K0.00%−34,212−83.5%Reduced
Gabelli Funds LLC6,422$627.0K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc6,266$611.8K0.00%−3,700−37.1%Reduced
Bayforest Capital Ltd6,115$597.1K0.28%+1,898+45.0%Added
Veracity Capital LLC6,114$597.0K0.19%+6,114New
Merit Financial Group, LLC6,094$595.0K0.01%+6,094New
Cetera Investment Advisers6,092$594.8K0.00%+2,097+52.5%Added
Teacher Retirement System of Texas6,057$591.4K0.00%+1,167+23.9%Added
Man Group plc5,979$583.8K0.00%+5,979New
Cerity Partners LLC5,831$569.3K0.00%+161+2.8%Added
Federation des caisses Desjardins du Quebec5,610$547.8K0.00%+208+3.9%Added
CI Private Wealth, LLC5,570$543.9K0.00%+5,570New
Aviva PLC5,513$538.3K0.00%−2,017−26.8%Reduced
Wealth Enhancement Advisory Services, LLC5,715$478.1K0.00%+1,111+24.1%Added
Everence Capital Management Inc4,880$476.0K0.03%00.0%Unchanged
Empowered Funds, LLC4,820$470.6K0.00%+1,106+29.8%Added
Magnetar Financial LLC4,618$450.9K0.00%−1,151−20.0%Reduced
Maryland State Retirement & Pension System4,517$441.0K0.01%−4,939−52.2%Reduced
Pacer Advisors, Inc.4,485$437.9K0.00%−102,037−95.8%Reduced
Pictet Asset Management Holding SA4,300$419.9K0.00%−965−18.3%Reduced
Vestcor Inc4,286$418.0K0.01%−2,458−36.4%Reduced
Russell Investments Group, Ltd.4,239$413.9K0.00%−7,126−62.7%Reduced
Bank of Montreal4,202$410.3K0.00%−1,662−28.3%Reduced
Graham Capital Management, L.P.4,198$409.9K0.02%+4,198New
SkyOak Wealth, LLC4,177$407.8K0.08%−417−9.1%Reduced
Mackenzie Financial Corp4,157$405.9K0.00%−2,189−34.5%Reduced
Linden Thomas Advisory Services, LLC4,085$398.9K0.04%−42−1.0%Reduced
Firsthand Capital Management, Inc.4,000$390.6K0.66%00.0%Unchanged
MML Investors Services, LLC3,725$363.7K0.00%+3,725New
HighTower Advisors, LLC3,642$355.6K0.00%+275+8.2%Added
Engineers Gate Manager LP3,571$348.7K0.00%+3,571New
Net Worth Advisory Group3,547$346.3K0.10%−327−8.4%Reduced