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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, Q4 2025

Institutional positions in Axcelis Technologies Inc as of Dec 31, 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
373
+16 vs. Q3 2025
Shares held
31.3M
+754.8K (+2.5%) vs. Q3 2025
Total value
$2.52B
−$455.9M (−15.3%) vs. Q3 2025
New holders
67
121 more added
Sold out
51
121 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 373 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 heldQ4 2025: $2.52B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Axcelis Technologies Inc; share changes are against Q3 2025.

Institutions holding ACLS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.4,827,575$387.8M0.01%−36,598−0.8%Reduced
Vanguard Group Inc4,122,529$331.2M0.00%−63,172−1.5%Reduced
Victory Capital Management Inc1,807,404$145.2M0.08%+835,242+85.9%Added
Reinhart Partners, Inc.1,589,898$127.7M3.83%−20,434−1.3%Reduced
American Century Companies Inc1,233,646$99.1M0.05%−112,115−8.3%Reduced
State Street Corp1,186,227$95.3M0.00%−43,889−3.6%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,091,094$87.7M0.10%+160,732+17.3%Added
Geode Capital Management, LLC917,747$73.7M0.00%−8,992−1.0%Reduced
Dimensional Fund Advisors LP841,040$67.6M0.01%+71,428+9.3%Added
Primecap Management Co664,942$53.4M0.04%−168,734−20.2%Reduced
Goldman Sachs Group Inc629,814$50.6M0.01%+135,039+27.3%Added
FMR LLC610,603$49.1M0.00%+59,205+10.7%Added
Invesco Ltd.478,897$38.5M0.00%+92,162+23.8%Added
D. E. Shaw & Co., Inc.470,285$37.8M0.03%+315,947+204.7%Added
Boston Partners422,435$35.1M0.04%−46,306−9.9%Reduced
Charles Schwab Investment Management Inc431,195$34.6M0.01%+4,082+1.0%Added
LSV Asset Management429,500$34.5M0.08%+114,600+36.4%Added
Boston Trust Walden Corp427,736$34.4M0.26%−32,551−7.1%Reduced
Northern Trust Corp405,146$32.5M0.00%−29,842−6.9%Reduced
Price T Rowe Associates Inc383,056$30.8M0.00%−149,052−28.0%Reduced
JPMorgan Chase & Co357,502$28.7M0.00%−77,286−17.8%Reduced
Morgan Stanley350,220$28.1M0.00%−103,867−22.9%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC322,849$25.9M0.07%−121,014−27.3%Reduced
Allspring Global Investments Holdings, LLC266,015$22.9M0.04%+156,387+142.7%Added
Federated Hermes, Inc.276,266$22.2M0.04%+58,464+26.8%Added
Balyasny Asset Management LLC243,503$19.6M0.04%+241,177+10,368.7%Added
Voloridge Investment Management, LLC220,713$17.7M0.06%+125,486+131.8%Added
UBS Group AG213,388$17.1M0.00%+86,065+67.6%Added
Arrowstreet Capital, Limited Partnership212,050$17.0M0.01%+94,253+80.0%Added
Kennedy Capital Management, Inc.205,737$16.5M0.35%+22,637+12.4%Added
Bank of New York Mellon Corp203,536$16.4M0.00%−15,882−7.2%Reduced
Principal Financial Group Inc200,025$16.1M0.01%+14,757+8.0%Added
Citadel Advisors LLC176,047$14.1M0.01%+149,220+556.2%Added
BNP Paribas Arbitrage, SA164,027$13.2M0.01%−119,899−42.2%Reduced
Squarepoint Ops LLC153,703$12.3M0.02%+24,832+19.3%Added
First Eagle Investment Management, LLC136,318$11.0M0.02%+5,960+4.6%Added
Millennium Management LLC130,090$10.5M0.01%−131,686−50.3%Reduced
Public Sector Pension Investment Board129,777$10.4M0.04%+7,213+5.9%Added
Bank of America Corp118,206$9.50M0.00%−292,108−71.2%Reduced
Royce & Associates LP116,375$9.35M0.09%−28,333−19.6%Reduced
Citigroup Inc110,470$8.88M0.01%−213,884−65.9%Reduced
Clark Capital Management Group, Inc.110,294$8.86M0.05%+13,706+14.2%Added
Segall Bryant & Hamill, LLC102,187$8.21M0.11%+43,576+74.3%Added
BlackBarn Capital Partners LP96,573$7.76M2.78%−103,427−51.7%Reduced
First Trust Advisors LP88,396$7.10M0.01%+33,153+60.0%Added
Norges Bank88,147$7.08M0.00%+88,147New
Rhumbline Advisers88,109$7.08M0.01%−8,788−9.1%Reduced
Zacks Investment Management88,080$7.08M0.06%+67,867+335.8%Added
Ameriprise Financial Inc86,057$6.91M0.00%−32,076−27.2%Reduced
Wells Fargo & Company79,752$6.41M0.00%+6,729+9.2%Added
Jane Street Group, LLC79,049$6.35M0.01%+50,440+176.3%Added
Legal & General Group Plc78,055$6.27M0.00%−4,961−6.0%Reduced
Barclays PLC75,982$6.10M0.00%+6,397+9.2%Added
Creative Planning73,500$5.90M0.00%+866+1.2%Added
Two Sigma Investments, LP71,244$5.72M0.01%+34,079+91.7%Added
Nuveen, LLC70,393$5.66M0.00%−2,889−3.9%Reduced
Susquehanna Portfolio Strategies, LLC68,213$5.48M0.08%−2,873−4.0%Reduced
Renaissance Technologies LLC66,899$5.37M0.01%+66,899New
Swiss National Bank61,200$4.92M0.00%−1,100−1.8%Reduced
UBS Asset Management Americas Inc61,097$4.91M0.00%−5,001−7.6%Reduced
Paradigm Capital Management Inc56,000$4.50M0.19%−100−0.2%Reduced
Globeflex Capital L P55,997$4.50M0.69%00.0%Unchanged
QSM Asset Management Ltd53,166$4.27M2.44%00.0%Unchanged
Envestnet Asset Management Inc52,497$4.22M0.00%+9,801+23.0%Added
State of Wisconsin Investment Board50,506$4.06M0.01%+292+0.6%Added
Soviero Asset Management, LP46,000$3.70M1.93%+15,000+48.4%Added
Harbor Capital Advisors, Inc.44,687$3.59M0.28%−338−0.8%Reduced
Janus Henderson Group PLC41,776$3.36M0.00%−193,636−82.3%Reduced
Isthmus Partners, LLC41,480$3.33M0.37%−536−1.3%Reduced
Ossiam40,700$3.27M0.07%00.0%Unchanged
Intech Investment Management LLC40,463$3.25M0.03%+22,792+129.0%Added
F/M Investments LLC40,294$3.24M0.12%+19,226+91.3%Added
Prudential Financial Inc39,565$3.18M0.00%−4,820−10.9%Reduced
Private Advisor Group, LLC38,482$3.09M0.01%−7,413−16.2%Reduced
Bessemer Group Inc37,972$3.05M0.00%+37,748+16,851.8%Added
AQR Capital Management LLC37,581$3.02M0.00%+930+2.5%Added
Amundi37,274$2.99M0.00%+3,256+9.6%Added
Bridgeway Capital Management, LLC36,000$2.89M0.06%+5,000+16.1%Added
LPL Financial LLC34,574$2.78M0.00%−14,394−29.4%Reduced
Alliancebernstein L.P.34,246$2.75M0.00%−35,398−50.8%Reduced
Franklin Resources Inc33,248$2.67M0.00%−41,424−55.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29,121$2.51M0.00%−25,100−46.3%Reduced
California State Teachers Retirement System30,030$2.41M0.00%−101−0.3%Reduced
Bridges Investment Management Inc28,400$2.28M0.03%−3,299−10.4%Reduced
SEI Investments Co27,976$2.25M0.00%+13,900+98.7%Added
Quest Partners LLC26,367$2.12M0.12%+12,574+91.2%Added
Great West Life Assurance Co26,302$2.11M0.00%−6,683−20.3%Reduced
Deutsche Bank AG25,920$2.08M0.00%+473+1.9%Added
Algert Global LLC25,340$2.04M0.03%−5,770−18.5%Reduced
Abn Amro Investment Solutions24,798$1.99M0.03%+7,408+42.6%Added
Burney Co24,721$1.99M0.06%+24,721New
HSBC Holdings PLC24,508$1.98M0.00%+3,747+18.0%Added
Stifel Financial Corp24,347$1.96M0.00%+2,611+12.0%Added
Aquatic Capital Management LLC22,642$1.82M0.05%+22,642New
State of Alaska, Department of Revenue22,568$1.81M0.02%+6,758+42.7%Added
Elo Mutual Pension Insurance Co22,446$1.80M0.03%+22,446New
Janney Montgomery Scott LLC22,436$1.80M0.00%−13,093−36.9%Reduced
Jackson Creek Investment Advisors LLC22,054$1.77M0.52%−245−1.1%Reduced
Thrivent Financial for Lutherans21,301$1.71M0.00%−1,366−6.0%Reduced
Schonfeld Strategic Advisors LLC21,182$1.70M0.01%−16,455−43.7%Reduced