ACM RESH INC ACMR
COM CL A · Common Stock · CUSIP 00108J109 · ISIN US00108J1097
US semiconductor equipment company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $126.10. Options: 21 managers hold calls ($510.2m notional), 15 hold puts ($141.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 117 |
| Q4 2022 | 123 |
| Q1 2023 | 131 |
| Q2 2023 | 123 |
| Q3 2023 | 155 |
| Q4 2023 | 156 |
| Q1 2024 | 201 |
| Q2 2024 | 201 |
| Q3 2024 | 185 |
| Q4 2024 | 183 |
| Q1 2025 | 245 |
| Q2 2025 | 244 |
| Q3 2025 | 259 |
| Q4 2025 | 278 |
| Q1 2026 | 300 |
| Q2 2026 | 376 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 92 | 111 |
| Q4 2024 | 87 | 94 |
| Q1 2025 | 152 | 89 |
| Q2 2025 | 135 | 119 |
| Q3 2025 | 142 | 122 |
| Q4 2025 | 143 | 128 |
| Q1 2026 | 146 | 148 |
| Q2 2026 | 241 | 131 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $191.4m | $109.1m | 0.57 |
| Q4 2025 | $153.2m | $78.7m | 0.51 |
| Q1 2026 | $113.4m | $47.0m | 0.41 |
| Q2 2026 | $510.2m | $141.1m | 0.28 |
Biggest buyers
| Capital World Investors | New | +2.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +1.1m |
| WFM ASIA (BVI) Ltd | New | +969.2k |
| BlackRock, Inc. | Added | +676.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +639.4k |
| Capital International Investors | New | +623.4k |
| GILDER GAGNON HOWE & CO LLC | Added | +565.8k |
| CITADEL ADVISORS LLC | Added | +433.5k |
| Invesco Ltd. | Added | +383.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +374.6k |
Biggest sellers
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -943.2k |
| Longaeva Partners L.P. | Reduced | -690.6k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Reduced | -643.4k |
| Oxbow Capital Management (HK) Ltd | Sold out | -596.7k |
| LSV ASSET MANAGEMENT | Reduced | -533.2k |
| MORGAN STANLEY | Reduced | -492.5k |
| Qube Research & Technologies Ltd | Reduced | -444.4k |
| CITIGROUP INC | Reduced | -410.0k |
| Cederberg Capital Ltd | Reduced | -344.5k |
| WEXFORD CAPITAL LP | Reduced | -243.8k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $156.9m1.2m shares |
| Tidal Investments LLC | Added | $114.6m903.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $86.1m678.7k shares |
| IMC-Chicago, LLC | Added | $38.3m301.6k shares |
| CITADEL ADVISORS LLC | Reduced | $35.4m278.8k shares |
| Point72 Asset Management, L.P. | Added | $28.1m221.4k shares |
| PEAK6 LLC | Reduced | $16.6m131.2k shares |
| GROUP ONE TRADING LLC | Reduced | $8.4m66.0k shares |
| WELLS FARGO & COMPANY/MN | New | $6.3m50.0k shares |
| FIL Ltd | New | $6.1m47.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.6m264.5k shares |
| JANE STREET GROUP, LLC | Added | $26.9m211.9k shares |
| Point72 Asset Management, L.P. | Added | $26.3m207.1k shares |
| CITADEL ADVISORS LLC | Added | $20.2m159.1k shares |
| IMC-Chicago, LLC | Added | $17.2m135.5k shares |
| HRT FINANCIAL LP | Reduced | $4.2m32.9k shares |
| UBS Group AG | New | $3.6m28.7k shares |
| GROUP ONE TRADING LLC | Added | $3.2m24.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.2m17.2k shares |
| TWO SIGMA INVESTMENTS, LP | New | $951.7k7.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +6.0 pts · filed 2025-10-02 | 12.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $28.3m | $28.3m |
| Q1 2025 | 0 | — | 5 | $10.4m | $10.4m |
| Q2 2025 | 0 | — | 3 | $3.8m | $3.8m |
| Q3 2025 | 0 | — | 5 | $8.4m | $8.4m |
| Q4 2025 | 0 | — | 4 | $10.4m | $10.4m |
| Q1 2026 | 0 | — | 6 | $14.4m | $14.4m |
| Q2 2026 | 0 | — | 4 | $11.0m | $11.0m |
| Q3 2026 | 0 | — | 3 | $15.3m | $15.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | Wang David H Officer, director | Sold plan | $5.2m70.0k shares |
| 2026-09-08 | Wang David H Officer, director | Sold plan | $5.4m70.0k shares |
| 2026-08-20 | McKechnie Mark Officer | Sold plan | $4.3m55.2k shares |
| 2026-08-18 | Dun Haiping Director | Sold plan | $405.7k5.0k shares |
| 2026-06-05 | Cheav Sotheara Officer | Sold plan | $449.1k5.4k shares |
| 2026-06-04 | Wang David H Officer, director | Sold plan | $3.4m40.0k shares |
| 2026-06-04 | Cheav Sotheara Officer | Sold plan | $1.1m13.4k shares |
| 2026-06-03 | Wang David H Officer, director | Sold plan | $5.4m60.0k shares |
| 2026-05-19 | Dun Haiping Director | Sold plan | $331.1k5.0k shares |
| 2026-04-17 | Pappis Charles C Director | Sold plan | $260.0k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 8.7m $1.1bn | Added +676.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 3.3m $425.0m | Added +1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.5m $312.5m | Added +198.4k |
| Capital World Investors 0.04% of their portfolio | 2.4m $304.3m | New |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $277.7m | Added +182.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.5m $188.8m | Added +116.6k |
| Invesco Ltd. 0.01% of their portfolio | 1.2m $148.5m | Added +383.0k |
| Value Aligned Research Advisors, LLC 0.80% of their portfolio | 1.1m $133.7m | Added +98.0k |
| WFM ASIA (BVI) Ltd 18.56% of their portfolio | 969.2k $123.0m | New |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 954.5k $121.1m | Added +235.5k |
| WCM INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 917.7k $109.1m | Reduced -943.2k |
| Polunin Capital Partners Ltd 18.92% of their portfolio | 748.5k $77.1m | Reduced -14.8k |
| Tekne Capital Management, LLC 30.62% of their portfolio | 737.5k $93.6m | Added +22.5k |
| MORGAN STANLEY 0.00% of their portfolio | 700.2k $88.8m | Reduced -492.5k |
| FMR LLC 0.00% of their portfolio | 672.2k $85.3m | Added +42.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.22% of their portfolio | 639.4k $81.1m | New |
| GILDER GAGNON HOWE & CO LLC 0.83% of their portfolio | 637.1k $80.8m | Added +565.8k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 636.8k $80.8m | Added +433.5k |
| Capital International Investors 0.02% of their portfolio | 623.4k $79.1m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 591.6k $75.1m | Added +374.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 569.1k $72.2m | Added +6.6k |
| Jupiter Topco LLC 0.03% of their portfolio | 553.8k $70.2m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 526.8k $66.8m | Added +45.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 479.7k $60.9m | Added +77.3k |
| Tidal Investments LLC 0.14% of their portfolio | 470.9k $59.8m | Added +157.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 426.2k $54.1m | Reduced -126.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 404.1k $51.3m | Added +62.7k |
| UBS Group AG 0.01% of their portfolio | 402.5k $51.1m | Reduced -1.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 370.9k $47.1m | Added +30.2k |
| Raiffeisen Bank International AG 0.50% of their portfolio | 360.0k $42.8m | Reduced -20.0k |
| WEXFORD CAPITAL LP 6.19% of their portfolio | 355.4k $45.1m | Reduced -243.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.10% of their portfolio | 351.2k $44.6m | Reduced -114.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 326.3k $41.4m | Added +11.7k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 314.2k $39.9m | Reduced -9.2k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 306.0k $38.8m | Reduced -68.0k |
| Penn Capital Management Company, LLC 2.30% of their portfolio | 285.8k $36.3m | Reduced -112.0k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 280.0k $35.5m | Reduced -444.4k |
| Oasis Management Co Ltd. 3.76% of their portfolio | 274.5k $34.8m | Added +4.4k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 268.0k $34.0m | Added +197.1k |
| Cederberg Capital Ltd 32.20% of their portfolio | 254.7k $32.3m | Reduced -344.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 253.7k $32.2m | Added +193.9k |
| MY.Alpha Management HK Advisors Ltd 12.19% of their portfolio | 249.5k $31.7m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 229.8k $29.2m | Added +107.2k |
| 12 West Capital Management LP 5.34% of their portfolio | 225.0k $28.6m | Added +218.9k |
| CONGRESS ASSET MANAGEMENT CO 0.17% of their portfolio | 223.9k $28.4m | Reduced -116.0k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 221.8k $28.1m | Added +60.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 214.9k $25.8m | Reduced -82.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 212.5k $27.0m | Added +160.1k |
| CITIGROUP INC 0.01% of their portfolio | 209.8k $26.6m | Reduced -410.0k |
| RPg Family Wealth Advisory, LLC 2.30% of their portfolio | 196.3k $24.9m | Added +105.3k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 196.0k $24.9m | Added +5.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.09% of their portfolio | 192.0k $24.4m | Reduced -52.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 191.5k $24.3m | Reduced -67.9k |
| Steamboat Capital Partners, LLC 4.96% of their portfolio | 182.8k $23.2m | Reduced -40.6k |
| Portolan Capital Management, LLC 0.84% of their portfolio | 177.4k $22.5m | Added +94.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 175.0k $22.2m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 169.3k $21.5m | Added +152.5k |
| GROUP ONE TRADING LLC 0.57% of their portfolio | 157.1k $19.9m | Added +65.6k |
| Nuveen, LLC 0.00% of their portfolio | 148.5k $18.8m | Added +36.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 146.4k $18.6m | Added +54.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 145.4k $18.4m | Added +49.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 140.5k $17.8m | Added +74.9k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 0.92% of their portfolio | 139.5k $17.7m | Reduced -643.4k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 5.76% of their portfolio | 132.4k $16.8m | Reduced -6.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 129.0k $16.4m | Reduced -13.0k |
| Legal & General Group Plc 0.00% of their portfolio | 125.6k $15.9m | Reduced -677 |
| BRIGHT VALLEY CAPITAL Ltd 4.29% of their portfolio | 118.0k $15.0m | New |
| Dodge & Cox 0.01% of their portfolio | 116.4k $14.8m | Reduced -3.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 115.2k $14.6m | Reduced -97.1k |
| Horiko Capital Management LLC 2.38% of their portfolio | 106.6k $13.5m | Added +40.6k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.24% of their portfolio | 105.8k $13.4m | Added +4.7k |
| Swiss National Bank 0.01% of their portfolio | 103.6k $13.1m | Reduced -3.0k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 101.2k $12.8m | Reduced -49.3k |
| LPL Financial LLC 0.00% of their portfolio | 93.3k $11.8m | Added +10.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 90.5k $11.5m | Added +10.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 86.3k $11.0m | Added +32.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 80.5k $10.2m | Reduced -99.5k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.25% of their portfolio | 80.0k $10.2m | Unchanged |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 74.8k $9.5m | Added +17.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 74.3k $2.9m | Added +16.3k |
| Kendall Capital Management 1.54% of their portfolio | 72.8k $9.2m | Reduced -10.3k |
| Aperture Investors, LLC 0.95% of their portfolio | 70.6k $9.0m | Added +50.1k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 63.8k $8.1m | Added +20.8k |
| Atika Capital Management LLC 0.79% of their portfolio | 63.0k $8.0m | New |
| Inspire Investing, LLC 0.33% of their portfolio | 63.0k $8.0m | Added +247 |
| Kerrisdale Advisers, LLC 1.99% of their portfolio | 62.6k $7.9m | Reduced -161.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 59.7k $7.6m | Reduced -3.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 58.6k $7.4m | Reduced -145.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 58.5k $7.4m | Added +4.4k |
| BESSEMER GROUP INC 0.01% of their portfolio | 56.0k $7.1m | Added +28 |
| Quantinno Capital Management LP 0.01% of their portfolio | 54.2k $6.9m | Added +293 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 51.9k $2.5m | Reduced -7.3k |
| Quadrature Capital Ltd 0.05% of their portfolio | 48.9k $6.2m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 45.4k $5.7m | Added +2.0k |
| SIMPLEX TRADING, LLC 0.15% of their portfolio | 44.3k $5.6m | Added +19.9k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 44.2k $5.4m | Added +18.9k |
| Focus Partners Wealth 0.01% of their portfolio | 43.9k $5.6m | Added +1.6k |
| SG Americas Securities, LLC 0.00% of their portfolio | 41.6k $5.3m | Added +20.3k |
| CenterBook Partners LP 0.26% of their portfolio | 41.4k $5.3m | New |
| BARCLAYS PLC 0.00% of their portfolio | 40.3k $5.1m | Reduced -8.9k |