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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 $5.85B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2026

Institutional positions in Axcelis Technologies Inc as of Jun 30, 2026. 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
441
+67 vs. Q1 2026
Shares held
30.9M
−1.60M (−4.9%) vs. Q1 2026
Total value
$5.85B
+$2.82B (+93.2%) vs. Q1 2026
New holders
113
117 more added
Sold out
46
146 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 441 institutions
Q1 2021: 192 institutionsQ2 2021: 188 institutionsQ3 2021: 204 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: 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 heldQ2 2026: $5.85B
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 2026441$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 2024392$4.35B
Q1 2024384$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 2021204$1.37B
Q2 2021188$1.17B
Q1 2021192$1.20B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Axcelis Technologies Inc; share changes are against Q1 2026.

Institutions holding ACLS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Holocene Advisors, LP9,616$1.82M0.00%−41,959−81.4%Reduced
JustInvest LLC9,690$1.84M0.02%+202+2.1%Added
State of New Jersey Common Pension Fund D9,936$1.88M0.01%+9,936New
QRG Capital Management, Inc.10,254$1.94M0.02%+658+6.9%Added
Illumine Investment Management, LLC0$1.99M1.30%−10,163−100.0%Reduced
Wiley Bros.-Aintree Capital, LLC10,621$2.01M0.01%−3,466−24.6%Reduced
HSBC Holdings PLC10,917$2.02M0.00%−526−4.6%Reduced
BOCHK Asset Management Ltd10,700$2.03M0.32%+10,700New
Gotham Asset Management, LLC10,795$2.05M0.00%−1,146−9.6%Reduced
State of Tennessee, Treasury Department10,831$2.05M0.01%+3,964+57.7%Added
Pathstone Holdings, LLC10,859$2.06M0.01%−991−8.4%Reduced
Penbrook Management LLC10,895$2.06M1.32%−1,200−9.9%Reduced
New York State Common Retirement Fund11,050$2.09M0.00%+900+8.9%Added
State Board of Administration of Florida Retirement System11,180$2.12M0.00%+4,100+57.9%Added
Tudor Investment Corp Et Al11,424$2.16M0.01%+11,424New
Glazer Capital, LLC11,656$2.21M0.05%+11,656New
Voya Investment Management LLC11,829$2.24M0.00%−2,577−17.9%Reduced
Man Group plc11,936$2.26M0.00%+11,936New
Zurcher Kantonalbank (Zurich Cantonalbank)12,181$2.31M0.00%00.0%Unchanged
Vanguard Global Advisers, LLC12,301$2.33M0.00%−50−0.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,321$2.33M0.00%−16,800−57.7%Reduced
Quantinno Capital Management LP12,518$2.37M0.00%+182+1.5%Added
Intech Investment Management LLC12,550$2.38M0.02%−1,956−13.5%Reduced
Janney Montgomery Scott LLC12,620$2.39M0.00%−9,530−43.0%Reduced
Virginia Retirement Systems Et Al12,638$2.39M0.01%−3,800−23.1%Reduced
Wesbanco Bank Inc12,800$2.42M0.06%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG13,383$2.54M0.02%+13,383New
Capital Fund Management S.A.13,475$2.55M0.02%+13,475New
Louisiana State Employees Retirement System13,500$2.56M0.04%−100−0.7%Reduced
Woodline Partners LP13,951$2.64M0.01%+13,951New
ProShare Advisors LLC14,001$2.65M0.00%+6,225+80.1%Added
Mirae Asset Global ETFs Holdings Ltd.14,453$2.74M0.00%−102−0.7%Reduced
Barclays PLC14,532$2.75M0.00%−20,839−58.9%Reduced
Cambridge Investment Research Advisors, Inc.14,779$2.80M0.01%+3,679+33.1%Added
ARGA Investment Management, LP14,881$2.82M0.07%−26,527−64.1%Reduced
RE Advisers Corp15,300$2.90M0.07%+2,800+22.4%Added
Illinois Municipal Retirement Fund15,490$2.93M0.03%+410+2.7%Added
New York State Teachers Retirement System15,867$3.01M0.01%+1,010+6.8%Added
Franklin Resources Inc16,865$3.20M0.00%−9,854−36.9%Reduced
State of Alaska, Department of Revenue16,950$3.21M0.03%−5,029−22.9%Reduced
Integrated Quantitative Investments LLC17,649$3.34M0.55%+17,649New
Los Angeles Capital Management LLC17,962$3.40M0.01%+17,732+7,709.6%Added
Stifel Financial Corp18,080$3.43M0.00%−4,504−19.9%Reduced
MetLife Investment Management18,260$3.46M0.02%+1,025+5.9%Added
Abn Amro Investment Solutions20,103$3.81M0.03%−4,547−18.4%Reduced
Thrivent Financial for Lutherans20,182$3.82M0.01%−309−1.5%Reduced
Alliancebernstein L.P.43,657$4.06M0.00%+9,168+26.6%Added
Bridges Investment Management Inc21,558$4.08M0.05%−17,079−44.2%Reduced
Marshall Wace, LLP22,248$4.21M0.00%+22,248New
Qube Research & Technologies Ltd23,094$4.38M0.00%+23,094New
Isthmus Partners, LLC23,594$4.47M0.43%−15,763−40.1%Reduced
Paradigm Capital Management Inc24,000$4.55M0.12%00.0%Unchanged
Great West Life Assurance Co24,513$4.64M0.01%−641−2.5%Reduced
LSV Asset Management24,600$4.66M0.01%−404,900−94.3%Reduced
Harbor Capital Advisors, Inc.25,961$4.92M0.34%−15,870−37.9%Reduced
State of Wisconsin Investment Board26,472$5.02M0.01%−14,735−35.8%Reduced
Susquehanna International Group, LLP26,829$5.08M0.00%+14,053+110.0%Added
Russell Investments Group, Ltd.28,274$5.36M0.00%+20,484+263.0%Added
Vanguard Asset Management, Ltd29,754$5.64M0.00%+2,555+9.4%Added
Verition Fund Management LLC30,042$5.69M0.04%+30,042New
Great Lakes Advisors, LLC31,556$5.98M0.05%−16,038−33.7%Reduced
Mercer Global Advisors Inc31,663$6.00M0.01%−16,313−34.0%Reduced
Jupiter Topco LLC31,821$6.03M0.00%+31,821New
Prudential Financial Inc31,862$6.04M0.01%+485+1.5%Added
Amundi33,609$6.37M0.00%−7,018−17.3%Reduced
SEI Investments Co33,749$6.39M0.01%−11,286−25.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.34,043$6.45M0.01%+18,365+117.1%Added
EAM Investors, LLC35,066$6.64M0.59%+35,066New
California State Teachers Retirement System35,447$6.72M0.01%−973−2.7%Reduced
Needham Investment Management LLC35,500$6.73M0.20%−7,000−16.5%Reduced
AQR Capital Management LLC35,538$6.73M0.00%−4,477−11.2%Reduced
Envestnet Asset Management Inc35,707$6.76M0.00%+3,926+12.4%Added
Raymond James Financial Inc37,959$7.19M0.00%+35,409+1,388.6%Added
Polar Asset Management Partners Inc.38,728$7.34M0.13%+38,728New
LPL Financial LLC38,900$7.37M0.00%+16,403+72.9%Added
Voleon Capital Management LP39,127$7.41M0.14%+3,906+11.1%Added
Globeflex Capital L P39,162$7.42M0.95%−5,293−11.9%Reduced
Wells Fargo & Company40,607$7.69M0.00%−11,094−21.5%Reduced
Virtu Financial LLC40,766$7.72M0.24%+26,069+177.4%Added
Emerald Investment Advisers, LLC41,615$7.88M0.52%+1,851+4.7%Added
JPMorgan Chase & Co44,011$8.00M0.00%−178,703−80.2%Reduced
Citadel Advisors LLC46,239$8.76M0.01%+41,734+926.4%Added
Two Sigma Investments, LP48,437$9.18M0.01%−149,129−75.5%Reduced
Adage Capital Partners GP, L.L.C.50,777$9.62M0.01%+43,277+577.0%Added
Ameriprise Financial Inc52,552$9.96M0.00%−26,143−33.2%Reduced
Swiss National Bank61,600$11.7M0.01%+400+0.7%Added
Royce & Associates LP65,700$12.4M0.10%−59,580−47.6%Reduced
UBS Asset Management Americas Inc66,069$12.5M0.00%+1,519+2.4%Added
Deutsche Bank AG67,840$12.9M0.00%+38,981+135.1%Added
Wellington Management Group LLP68,987$13.1M0.00%+68,987New
Legal & General Group Plc70,350$13.3M0.00%−1,559−2.2%Reduced
First Eagle Investment Management, LLC71,925$13.6M0.02%−28,626−28.5%Reduced
Rhumbline Advisers76,372$14.5M0.01%−10,935−12.5%Reduced
Nuveen, LLC81,142$15.4M0.00%+9,757+13.7%Added
Creative Planning83,477$15.8M0.01%+5,765+7.4%Added
BNP Paribas Arbitrage, SA87,705$16.6M0.01%−56,973−39.4%Reduced
Bank of America Corp90,147$17.1M0.00%−20,852−18.8%Reduced
Old West Investment Management, LLC90,334$17.1M1.81%+47,853+112.6%Added
Bessemer Group Inc95,004$18.0M0.02%+57,003+150.0%Added
Kennedy Capital Management, Inc.95,038$18.0M0.32%−82,978−46.6%Reduced