ACLS — AXCELIS TECHNOLOGIES INC
As of Q2 2026, 37 SEC-registered investment managers reported holding ACLS (AXCELIS TECHNOLOGIES INC) in their latest 13F filings, with a combined reported value of $2.87B across 15.53M shares. That is +4.3% by share count (+633.28K shares) versus the previous quarter, while reported value moved +111.9%. Ownership is concentrated: the five largest holders account for 73.5% of reported value and the top ten for 85.9%.
Compared with the prior quarter, 4 opened new positions, 14 added to existing stakes, 19 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ACLS is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 5.03M | $952.83M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.13M | $781.65M | 0.04% | Add |
| Vanguard Group history | Q4 2025 | 4.12M | $331.20M | 0.01% | Reduce |
| Geode Capital Management history | Q2 2026 | 833.61K | $157.96M | 0.01% | Add |
| Balyasny Asset Management history | Q2 2026 | 616.20K | $116.74M | 0.15% | Reduce |
| Invesco Ltd history | Q2 2026 | 527.72K | $99.98M | 0.01% | Add |
| Whale Rock Capital Management history | Q3 2023 | 517.06K | $84.31M | 1.75% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 416.23K | $78.85M | 0.01% | Reduce |
| Manulife Financial history | Q2 2026 | 383.76K | $72.70M | 0.06% | Reduce |
| Northern Trust Corp history | Q2 2026 | 382.03K | $72.38M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 366.08K | $69.35M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 320.89K | $60.79M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 235.25K | $44.57M | 0.00% | Reduce |
| Principal Global Investors history | Q2 2026 | 218.11K | $41.32M | 0.02% | Add |
| BNY Mellon history | Q2 2026 | 204.96K | $38.83M | 0.01% | Add |
| Citigroup Inc history | Q2 2026 | 184.12K | $34.88M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 160.94K | $30.49M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 157.54K | $29.85M | 0.01% | Add |
| D. E. Shaw & Co history | Q2 2026 | 141.64K | $26.83M | 0.01% | Reduce |
| PSP Investments history | Q2 2026 | 105.60K | $20.01M | 0.05% | Reduce |
New Positions (Q2 2026)
- Wellington Management Group 68.99K sh · $13.07M
- JPMorgan Chase & Co 44.01K sh · $8.00M
- Marshall Wace 22.25K sh · $4.21M
- Maverick Capital 2.63K sh · $498.25K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 14.63K sh · $1.36M
- Bridgewater Associates sold 8.30K sh · $772.66K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 5.34M | 5.45M | 5.34M | 5.02M | 4.86M | 4.83M | 4.94M | 5.03M |
| Fidelity Management & Research (FMR) | 619 | 699 | 687 | 15.88K | 13.56K | 1.04M | 1.04M | 1.08M | 296.56K | 167.01K | 21.64K | 173.88K | 263.33K | 22.06K | 49.61K | 382.57K | 551.40K | 610.60K | 2.43M | 4.13M |
| Geode Capital Management | 569.43K | 582.15K | 594.68K | 583.30K | 591.36K | 612.58K | 638.00K | 713.52K | 750.07K | 776.57K | 804.87K | 846.38K | 874.52K | 897.75K | 925.57K | 925.30K | 926.74K | 917.75K | 811.26K | 833.61K |
| Balyasny Asset Management | — | — | — | — | 5.03K | — | 25.39K | 1.41K | 7.13K | 1.79K | — | — | — | — | — | 90.75K | 2.33K | 243.50K | 1.36M | 616.20K |
| Invesco Ltd | 616.46K | 727.23K | 649.20K | 505.39K | 523.48K | 523.15K | 748.39K | 829.04K | 970.41K | 328.42K | 150.43K | 326.73K | 136.84K | 131.12K | 138.25K | 139.80K | 386.74K | 478.90K | 165.07K | 527.72K |
| Charles Schwab Investment Management | 242.24K | 241.53K | 299.18K | 319.69K | 329.27K | 335.47K | 324.74K | 311.53K | 413.48K | 431.11K | 439.51K | 457.19K | 347.02K | 369.94K | 386.01K | 406.41K | 427.11K | 431.19K | 445.77K | 416.23K |
| Manulife Financial | 508.06K | 434.72K | 383.25K | 469.02K | 413.75K | 13.02K | 13.24K | 13.21K | 17.20K | 16.98K | 18.37K | 19.46K | 18.70K | 18.31K | 17.82K | 16.74K | 15.30K | 14.04K | 491.75K | 383.76K |
| Northern Trust Corp | 402.21K | 400.23K | 380.78K | 369.46K | 369.23K | 373.76K | 378.70K | 384.78K | 392.38K | 375.59K | 368.18K | 410.96K | 410.89K | 392.08K | 401.93K | 441.66K | 434.99K | 405.15K | 416.70K | 382.03K |
| Morgan Stanley | 201.39K | 236.28K | 192.28K | 368.97K | 353.30K | 356.06K | 386.13K | 401.50K | 332.58K | 467.82K | 652.18K | 637.64K | 675.92K | 495.48K | 507.38K | 550.16K | 454.09K | 350.22K | 581.64K | 366.08K |
| UBS Group AG | 121.14K | 136.15K | 128.85K | 124.39K | 161.17K | 159.10K | 160.48K | 125.69K | 163.92K | 217.76K | 196.07K | 159.49K | 135.74K | 248.39K | 272.14K | 198.02K | 127.32K | 213.39K | 377.24K | 320.89K |
| Goldman Sachs Group | 690.53K | 201.55K | 296.26K | 450.52K | 463.11K | 365.79K | 394.45K | 543.47K | 438.59K | 442.59K | 481.78K | 702.61K | 561.88K | 591.12K | 635.39K | 591.18K | 494.77K | 629.81K | 497.62K | 235.25K |
| Principal Global Investors | 235.96K | 227.44K | 225.84K | 226.17K | 211.88K | 214.59K | 207.72K | 215.42K | 191.34K | 192.26K | 196.67K | 211.56K | 181.08K | 188.56K | 194.04K | 205.68K | 185.27K | 200.03K | 210.20K | 218.11K |
| BNY Mellon | 338.40K | 330.68K | 332.75K | 324.76K | 324.08K | 296.87K | 283.93K | 307.97K | 300.35K | 281.37K | 261.89K | 295.74K | 264.80K | 226.36K | 212.53K | 226.06K | 219.42K | 203.54K | 199.67K | 204.96K |
| Citigroup Inc | 22.30K | 31.82K | 35.30K | 20.70K | 26.76K | 25.88K | 47.55K | 33.64K | 80.23K | 75.16K | 175.17K | 215.27K | 88.73K | 118.19K | 159.62K | 362.46K | 324.35K | 110.47K | 24.64K | 184.12K |
| Citadel Advisors | 97.71K | 183.99K | 95.52K | 82.81K | 103.45K | 35.99K | 311.91K | 128.40K | 179.16K | 234.30K | 384.83K | 327.04K | 436.04K | 467.76K | 511.49K | 578.29K | 203.03K | 247.85K | 64.70K | 160.94K |
| Millennium Management | 305.85K | 534.10K | 454.36K | 223.15K | 43.72K | — | 97.10K | 218.33K | 128.01K | 512.52K | 417.73K | 214.08K | 116.70K | 290.27K | 184.00K | 107.39K | 261.78K | 130.09K | 12.53K | 157.54K |
| D. E. Shaw & Co | 8.71K | — | 13.91K | 11.19K | 18.78K | 14.60K | 60.29K | 126.51K | 209.70K | 132.63K | 45.12K | 31.04K | 38.16K | 118.78K | 71.61K | 103.95K | 177.04K | 470.29K | 544.42K | 141.64K |
| PSP Investments | 67.84K | 67.84K | 62.17K | 61.12K | 60.55K | 59.76K | 57.64K | 58.06K | 40.56K | 67.95K | 66.99K | 71.59K | 69.19K | 81.03K | 103.07K | 109.58K | 122.56K | 129.78K | 109.79K | 105.60K |
| Bank of America Corp | 41.56K | 58.42K | 58.46K | 87.73K | 40.70K | 72.03K | 32.37K | 13.60K | 107.75K | 44.99K | 189.18K | 211.64K | 139.58K | 285.28K | 919.40K | 703.44K | 410.31K | 118.21K | 111.00K | 90.15K |
| First Eagle Investment Management | — | — | — | 48.84K | 65.25K | 64.30K | 27.40K | 8.20K | 7.28K | — | — | — | — | — | — | 73.00K | 130.36K | 136.32K | 100.55K | 71.92K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details