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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
Prudential Financial Inc39,565$3.18M0.00%−4,820−10.9%Reduced
F/M Investments LLC40,294$3.24M0.12%+19,226+91.3%Added
Intech Investment Management LLC40,463$3.25M0.03%+22,792+129.0%Added
Ossiam40,700$3.27M0.07%00.0%Unchanged
Isthmus Partners, LLC41,480$3.33M0.37%−536−1.3%Reduced
Janus Henderson Group PLC41,776$3.36M0.00%−193,636−82.3%Reduced
Harbor Capital Advisors, Inc.44,687$3.59M0.28%−338−0.8%Reduced
Soviero Asset Management, LP46,000$3.70M1.93%+15,000+48.4%Added
State of Wisconsin Investment Board50,506$4.06M0.01%+292+0.6%Added
Envestnet Asset Management Inc52,497$4.22M0.00%+9,801+23.0%Added
QSM Asset Management Ltd53,166$4.27M2.44%00.0%Unchanged
Globeflex Capital L P55,997$4.50M0.69%00.0%Unchanged
Paradigm Capital Management Inc56,000$4.50M0.19%−100−0.2%Reduced
UBS Asset Management Americas Inc61,097$4.91M0.00%−5,001−7.6%Reduced
Swiss National Bank61,200$4.92M0.00%−1,100−1.8%Reduced
Renaissance Technologies LLC66,899$5.37M0.01%+66,899New
Susquehanna Portfolio Strategies, LLC68,213$5.48M0.08%−2,873−4.0%Reduced
Nuveen, LLC70,393$5.66M0.00%−2,889−3.9%Reduced
Two Sigma Investments, LP71,244$5.72M0.01%+34,079+91.7%Added
Creative Planning73,500$5.90M0.00%+866+1.2%Added
Barclays PLC75,982$6.10M0.00%+6,397+9.2%Added
Legal & General Group Plc78,055$6.27M0.00%−4,961−6.0%Reduced
Jane Street Group, LLC79,049$6.35M0.01%+50,440+176.3%Added
Wells Fargo & Company79,752$6.41M0.00%+6,729+9.2%Added
Ameriprise Financial Inc86,057$6.91M0.00%−32,076−27.2%Reduced
Zacks Investment Management88,080$7.08M0.06%+67,867+335.8%Added
Rhumbline Advisers88,109$7.08M0.01%−8,788−9.1%Reduced
Norges Bank88,147$7.08M0.00%+88,147New
First Trust Advisors LP88,396$7.10M0.01%+33,153+60.0%Added
BlackBarn Capital Partners LP96,573$7.76M2.78%−103,427−51.7%Reduced
Segall Bryant & Hamill, LLC102,187$8.21M0.11%+43,576+74.3%Added
Clark Capital Management Group, Inc.110,294$8.86M0.05%+13,706+14.2%Added
Citigroup Inc110,470$8.88M0.01%−213,884−65.9%Reduced
Royce & Associates LP116,375$9.35M0.09%−28,333−19.6%Reduced
Bank of America Corp118,206$9.50M0.00%−292,108−71.2%Reduced
Public Sector Pension Investment Board129,777$10.4M0.04%+7,213+5.9%Added
Millennium Management LLC130,090$10.5M0.01%−131,686−50.3%Reduced
First Eagle Investment Management, LLC136,318$11.0M0.02%+5,960+4.6%Added
Squarepoint Ops LLC153,703$12.3M0.02%+24,832+19.3%Added
BNP Paribas Arbitrage, SA164,027$13.2M0.01%−119,899−42.2%Reduced
Citadel Advisors LLC176,047$14.1M0.01%+149,220+556.2%Added
Principal Financial Group Inc200,025$16.1M0.01%+14,757+8.0%Added
Bank of New York Mellon Corp203,536$16.4M0.00%−15,882−7.2%Reduced
Kennedy Capital Management, Inc.205,737$16.5M0.35%+22,637+12.4%Added
Arrowstreet Capital, Limited Partnership212,050$17.0M0.01%+94,253+80.0%Added
UBS Group AG213,388$17.1M0.00%+86,065+67.6%Added
Voloridge Investment Management, LLC220,713$17.7M0.06%+125,486+131.8%Added
Balyasny Asset Management LLC243,503$19.6M0.04%+241,177+10,368.7%Added
Federated Hermes, Inc.276,266$22.2M0.04%+58,464+26.8%Added
Allspring Global Investments Holdings, LLC266,015$22.9M0.04%+156,387+142.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC322,849$25.9M0.07%−121,014−27.3%Reduced
Morgan Stanley350,220$28.1M0.00%−103,867−22.9%Reduced
JPMorgan Chase & Co357,502$28.7M0.00%+140,108+64.4%Added
Price T Rowe Associates Inc383,056$30.8M0.00%−149,052−28.0%Reduced
Northern Trust Corp405,146$32.5M0.00%−29,842−6.9%Reduced
Boston Trust Walden Corp427,736$34.4M0.26%−32,551−7.1%Reduced
LSV Asset Management429,500$34.5M0.08%+114,600+36.4%Added
Charles Schwab Investment Management Inc431,195$34.6M0.01%+4,082+1.0%Added
Boston Partners422,435$35.1M0.04%−46,306−9.9%Reduced
D. E. Shaw & Co., Inc.470,285$37.8M0.03%+315,947+204.7%Added
Invesco Ltd.478,897$38.5M0.00%+92,162+23.8%Added
FMR LLC610,603$49.1M0.00%+59,205+10.7%Added
Goldman Sachs Group Inc629,814$50.6M0.01%+135,039+27.3%Added
Primecap Management Co664,942$53.4M0.04%−168,734−20.2%Reduced
Dimensional Fund Advisors LP841,040$67.6M0.01%+71,428+9.3%Added
Geode Capital Management, LLC917,747$73.7M0.00%−8,992−1.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,091,094$87.7M0.10%+160,732+17.3%Added
State Street Corp1,186,227$95.3M0.00%−43,889−3.6%Reduced
American Century Companies Inc1,233,646$99.1M0.05%−112,115−8.3%Reduced
Reinhart Partners, Inc.1,589,898$127.7M3.83%−20,434−1.3%Reduced
Victory Capital Management Inc1,807,404$145.2M0.08%+835,242+85.9%Added
Vanguard Group Inc4,122,529$331.2M0.00%−63,172−1.5%Reduced
BlackRock, Inc.4,827,575$387.8M0.01%−36,598−0.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−36,000−100.0%Sold out
Jackson Square Partners, LLC0$00.00%−27,335−100.0%Sold out
New Insight Wealth Advisors0$00.00%−27,013−100.0%Sold out
Marshall Wace, LLP0$00.00%−25,684−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−24,000−100.0%Sold out
Andra AP-fonden0$00.00%−19,990−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−14,747−100.0%Sold out
Mariner, LLC0$00.00%−14,529−100.0%Sold out
Rede Wealth, LLC0$00.00%−11,495−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,448−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−9,618−100.0%Sold out
Ausbil Investment Management Ltd0$00.00%−9,234−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−7,315−100.0%Sold out
Kerrisdale Advisers, LLC0$00.00%−7,265−100.0%Sold out
Horizon Investments, LLC0$00.00%−7,194−100.0%Sold out
Veracity Capital LLC0$00.00%−6,114−100.0%Sold out
Man Group plc0$00.00%−5,979−100.0%Sold out
Empowered Funds, LLC0$00.00%−4,820−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,618−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−4,177−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−3,386−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−2,594−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−2,518−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−2,503−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−2,500−100.0%Sold out
NJ State Employees Deferred Compensation Plan0$00.00%−2,358−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−2,356−100.0%Sold out