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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, 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
+955.3K (+3.1%) vs. Q3 2025
Total value
$2.52B
−$433.0M (−14.7%) 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: 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 heldQ4 2025: $2.52B
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, 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
Gabelli Funds LLC6,051$486.1K0.00%−371−5.8%Reduced
White Pine Capital LLC6,671$535.9K0.15%−229−3.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,674$536.2K0.00%−1,328−16.6%Reduced
XTX Topco Ltd6,771$544.0K0.01%+6,771New
Martingale Asset Management L P6,828$548.6K0.01%00.0%Unchanged
Merit Financial Group, LLC6,867$551.7K0.00%+773+12.7%Added
Freestone Grove Partners LP6,989$561.5K0.00%+6,989New
Evolve Private Wealth, LLC7,029$564.7K0.03%+7,029New
Unique Wealth Strategies, LLC7,060$567.2K0.22%+7,060New
Oregon Public Employees Retirement Fund7,060$567.2K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System7,080$568.8K0.00%00.0%Unchanged
North Star Investment Management Corp.7,392$593.9K0.04%00.0%Unchanged
Peterson Wealth Services7,403$594.8K0.15%+7,003+1,750.8%Added
Moors & Cabot, Inc.7,430$596.9K0.03%−1,000−11.9%Reduced
Teacher Retirement System of Texas7,519$604.1K0.00%+1,462+24.1%Added
State of Tennessee, Treasury Department6,867$604.8K0.00%−4,937−41.8%Reduced
Guggenheim Capital LLC7,704$618.9K0.00%−161−2.0%Reduced
Teachers Retirement System of the State of Kentucky7,973$640.0K0.00%−1,176−12.9%Reduced
Summit Global Investments7,998$643.0K0.04%−87−1.1%Reduced
Handelsbanken Fonder AB8,100$651.0K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey8,210$659.6K0.01%−719−8.1%Reduced
James Investment Research Inc8,281$665.3K0.07%00.0%Unchanged
Pathstone Holdings, LLC8,308$667.5K0.00%−3,301−28.4%Reduced
Brookwood Investment Group LLC8,400$674.9K0.08%00.0%Unchanged
MML Investors Services, LLC8,490$682.1K0.00%+4,765+127.9%Added
Arizona State Retirement System8,630$693.3K0.00%−875−9.2%Reduced
Comerica Bank8,969$720.6K0.00%−752−7.7%Reduced
ProShare Advisors LLC8,978$721.3K0.00%−443−4.7%Reduced
Amalgamated Bank9,012$724.0K0.01%−60−0.7%Reduced
JustInvest LLC9,141$734.4K0.01%−102−1.1%Reduced
Yousif Capital Management, LLC8,416$742.0K0.01%−1,311−13.5%Reduced
Two Sigma Securities, LLC9,333$749.8K0.10%+9,333New
Cetera Investment Advisers9,955$799.8K0.00%+3,863+63.4%Added
Morningstar Investment Management LLC10,027$806.0K0.05%00.0%Unchanged
Vestcor Inc10,071$809.0K0.02%+5,785+135.0%Added
Illumine Investment Management, LLC10,117$812.8K0.59%+86+0.9%Added
New York State Common Retirement Fund10,150$815.5K0.00%00.0%Unchanged
Engineers Gate Manager LP11,167$897.2K0.01%+7,596+212.7%Added
KLP Kapitalforvaltning AS11,200$899.8K0.00%+100+0.9%Added
Quantinno Capital Management LP11,214$900.9K0.00%+1,865+19.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,326$909.9K0.00%00.0%Unchanged
Universal- Beteiligungs- und Servicegesellschaft mbH11,782$960.3K0.00%−2,866−19.6%Reduced
Gotham Asset Management, LLC12,210$981.0K0.00%+1,195+10.8%Added
HSBC Holdings PLC12,254$991.5K0.00%−8,507−41.0%Reduced
RE Advisers Corp12,500$1.00M0.03%−21,700−63.5%Reduced
Vident Advisory, LLC13,099$1.05M0.01%−567−4.1%Reduced
Cambridge Investment Research Advisors, Inc.13,378$1.07M0.00%−583−4.2%Reduced
Quantbot Technologies LP13,619$1.09M0.04%−2,537−15.7%Reduced
Wiley Bros.-Aintree Capital, LLC13,953$1.12M0.01%−656−4.5%Reduced
Manufacturers Life Insurance Company, The14,040$1.13M0.00%−1,259−8.2%Reduced
SG Americas Securities, LLC14,166$1.14M0.00%+14,166New
Louisiana State Employees Retirement System14,200$1.14M0.02%−200−1.4%Reduced
Raymond James Financial Inc14,322$1.15M0.00%−373−2.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.14,447$1.16M0.00%−533−3.6%Reduced
Voya Investment Management LLC14,584$1.17M0.00%−92−0.6%Reduced
Winton Group Ltd14,724$1.18M0.04%+256+1.8%Added
Illinois Municipal Retirement Fund15,561$1.25M0.02%−541−3.4%Reduced
Holocene Advisors, LP15,679$1.26M0.00%+1,792+12.9%Added
New York State Teachers Retirement System15,867$1.27M0.00%00.0%Unchanged
Penbrook Management LLC15,895$1.28M0.88%−1,000−5.9%Reduced
Virginia Retirement Systems Et Al16,638$1.34M0.01%00.0%Unchanged
MetLife Investment Management17,047$1.37M0.01%−1,693−9.0%Reduced
Bridgefront Capital, LLC17,765$1.43M0.36%+7,870+79.5%Added
Twinbeech Capital LP18,000$1.45M0.10%+18,000New
Oliver Luxxe Assets LLC18,063$1.45M0.22%+18,063New
Old West Investment Management, LLC18,064$1.45M0.26%+1,796+11.0%Added
Wakefield Asset Management LLLP18,133$1.46M0.40%+42+0.2%Added
ARGA Investment Management, LP18,534$1.49M0.04%00.0%Unchanged
Mizuho Markets Cayman LP18,816$1.51M0.08%+3,200+20.5%Added
Dynamic Technology Lab Private Ltd19,470$1.56M0.35%+19,470New
Susquehanna International Group, LLP19,738$1.59M0.00%+12,954+190.9%Added
Needham Investment Management LLC20,000$1.61M0.10%+20,000New
Tudor Investment Corp Et Al20,741$1.67M0.01%+20,741New
Verition Fund Management LLC21,177$1.70M0.01%−14,599−40.8%Reduced
Schonfeld Strategic Advisors LLC21,182$1.70M0.01%−16,455−43.7%Reduced
Thrivent Financial for Lutherans21,301$1.71M0.00%−1,366−6.0%Reduced
Jackson Creek Investment Advisors LLC22,054$1.77M0.52%−245−1.1%Reduced
Janney Montgomery Scott LLC22,436$1.80M0.00%−13,093−36.9%Reduced
Elo Mutual Pension Insurance Co22,446$1.80M0.03%+22,446New
State of Alaska, Department of Revenue22,568$1.81M0.02%+6,758+42.7%Added
Aquatic Capital Management LLC22,642$1.82M0.05%+22,642New
Stifel Financial Corp24,347$1.96M0.00%+2,611+12.0%Added
Burney Co24,721$1.99M0.06%+24,721New
Abn Amro Investment Solutions24,798$1.99M0.03%+7,408+42.6%Added
Algert Global LLC25,340$2.04M0.03%−5,770−18.5%Reduced
Deutsche Bank AG25,920$2.08M0.00%+473+1.9%Added
Great West Life Assurance Co26,302$2.11M0.00%−6,683−20.3%Reduced
Quest Partners LLC26,367$2.12M0.12%+12,574+91.2%Added
SEI Investments Co27,976$2.25M0.00%+13,900+98.7%Added
Bridges Investment Management Inc28,400$2.28M0.03%−3,299−10.4%Reduced
California State Teachers Retirement System30,030$2.41M0.00%−101−0.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.29,121$2.51M0.00%−25,100−46.3%Reduced
Franklin Resources Inc33,248$2.67M0.00%−41,424−55.5%Reduced
Alliancebernstein L.P.34,246$2.75M0.00%−35,398−50.8%Reduced
LPL Financial LLC34,574$2.78M0.00%−14,394−29.4%Reduced
Bridgeway Capital Management, LLC36,000$2.89M0.06%+5,000+16.1%Added
Amundi37,274$2.99M0.00%+3,256+9.6%Added
AQR Capital Management LLC37,581$3.02M0.00%+930+2.5%Added
Bessemer Group Inc37,972$3.05M0.00%+37,748+16,851.8%Added
Private Advisor Group, LLC38,482$3.09M0.01%−7,413−16.2%Reduced