AXCELIS TECHNOLOGIES INC ACLS
COM NEW · Common Stock · CUSIP 054540208 · ISIN US0545402085
Engages in the design, manufacture, and servicing of capital equipment for the semiconductor manufacturing industry
- SectorIndustrials
- IndustrySpecial Industry Machinery, NEC
- HeadquartersBeverly, MA
- Founded1995
- Websiteaxcelis.com
- FilingsSEC EDGAR
* 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 ($2.6m this quarter). Holder counts are more reliable. Shares outstanding: 30.7m as of 2026-05-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $93.06. Options: 11 managers hold calls ($23.5m notional), 8 hold puts ($7.2m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 287 |
| Q4 2022 | 328 |
| Q1 2023 | 379 |
| Q2 2023 | 406 |
| Q3 2023 | 421 |
| Q4 2023 | 421 |
| Q1 2024 | 383 |
| Q2 2024 | 391 |
| Q3 2024 | 369 |
| Q4 2024 | 325 |
| Q1 2025 | 307 |
| Q2 2025 | 330 |
| Q3 2025 | 361 |
| Q4 2025 | 372 |
| Q1 2026 | 379 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 202 | 179 |
| Q3 2024 | 181 | 202 |
| Q4 2024 | 166 | 192 |
| Q1 2025 | 168 | 152 |
| Q2 2025 | 168 | 147 |
| Q3 2025 | 178 | 157 |
| Q4 2025 | 174 | 172 |
| Q1 2026 | 162 | 192 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $34.3m | $34.4m | 1.00 |
| Q3 2025 | $30.7m | $40.8m | 1.33 |
| Q4 2025 | $10.1m | $8.7m | 0.85 |
| Q1 2026 | $23.5m | $7.2m | 0.31 |
Biggest buyers
| FMR LLC | Added | +1.8m |
| Balyasny Asset Management L.P. | Added | +1.1m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +477.7k |
| MORGAN STANLEY | Added | +231.4k |
| UBS Group AG | Added | +163.8k |
| TWO SIGMA INVESTMENTS, LP | Added | +126.3k |
| BlackRock, Inc. | Added | +109.2k |
| SEGALL BRYANT & HAMILL, LLC | Added | +98.2k |
| EMERALD ADVISERS, LLC | New | +96.2k |
| Sagefield Capital LP | New | +82.2k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -528.4k |
| Invesco Ltd. | Reduced | -313.8k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -281.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -212.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -176.5k |
| CITADEL ADVISORS LLC | Reduced | -171.5k |
| JPMORGAN CHASE & CO | Reduced | -134.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -132.2k |
| Squarepoint Ops LLC | Reduced | -120.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -117.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.8m105.8k shares |
| PEAK6 LLC | New | $4.5m48.3k shares |
| CITADEL ADVISORS LLC | Reduced | $4.1m43.8k shares |
| JANE STREET GROUP, LLC | Added | $2.2m23.9k shares |
| IMC-Chicago, LLC | Added | $2.1m22.4k shares |
| Walleye Capital LLC | Added | $307.2k3.3k shares |
| Squarepoint Ops LLC | New | $279.2k3.0k shares |
| Walleye Trading LLC | Reduced | $111.7k1.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.6k200 shares |
| GROUP ONE TRADING LLC | New | $9.3k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.9m30.8k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m16.4k shares |
| IMC-Chicago, LLC | Reduced | $1.3m14.0k shares |
| JANE STREET GROUP, LLC | Added | $781.9k8.4k shares |
| Walleye Capital LLC | Added | $316.5k3.4k shares |
| Squarepoint Ops LLC | New | $279.2k3.0k shares |
| Walleye Trading LLC | Added | $93.1k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.3k100 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 filed 2025-04-29 | 15.3% |
| FMR LLC 13G · institution +2.1 pts · filed 2026-08-06 | 13.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: REINHART PARTNERS, LLC. (3.0%, 2026-07-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), AMERICAN CENTURY INVESTMENT MANAGEMENT INC (4.3%, 2025-11-14)
Insider purchases and sales in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $137.3k | — |
| Q3 2024 | 0 | — | 1 | $669.3k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $104.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $443.5k | — |
| Q1 2026 | 0 | — | 2 | $192.0k | $112.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-24 | Low Russell PRESIDENT AND CEO, director | Sold plan | $112.0k1.2k shares |
| 2026-02-20 | Titinger Jorge Director | Sold | $80.0k1.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.9m $459.5m | Added +109.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.5m $231.6m | First filing |
| FMR LLC 0.01% of their portfolio | 2.4m $226.3m | Added +1.8m |
| REINHART PARTNERS, LLC. 4.44% of their portfolio | 1.7m $154.3m | Added +67.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.4m $128.7m | First filing |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 1.4m $127.0m | Added +1.1m |
| VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio | 1.3m $119.0m | Reduced -528.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $110.7m | Added +2.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% of their portfolio | 1.0m $93.6m | Reduced -85.1k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 951.9k $88.6m | Reduced -281.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 844.1k $78.6m | Added +3.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 811.3k $75.5m | Reduced -106.5k |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 658.7k $61.3m | Reduced -6.3k |
| MORGAN STANLEY 0.00% of their portfolio | 581.6k $54.1m | Added +231.4k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 544.4k $50.7m | Added +74.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 497.6k $46.3m | Reduced -132.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 491.7k $45.8m | Added +477.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 445.8k $41.5m | Added +14.6k |
| LSV ASSET MANAGEMENT 0.09% of their portfolio | 429.5k $40.0m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 416.7k $38.8m | Added +11.6k |
| Boston Trust Walden Corp 0.29% of their portfolio | 378.5k $35.2m | Reduced -49.2k |
| UBS Group AG 0.01% of their portfolio | 377.2k $35.1m | Added +163.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 362.2k $33.7m | Reduced -20.9k |
| Boston Partners 0.03% of their portfolio | 340.3k $31.8m | Reduced -82.2k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 334.8k $31.2m | Added +11.9k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 258.5k $24.7m | Reduced -7.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 222.7k $20.1m | Reduced -134.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 210.2k $19.6m | Added +10.2k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 209.2k $19.5m | Reduced -67.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 200.5k $18.7m | First filing |
| SEGALL BRYANT & HAMILL, LLC 0.27% of their portfolio | 200.4k $18.7m | Added +98.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 199.7k $18.6m | Reduced -3.9k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 197.6k $18.4m | Added +126.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.35% of their portfolio | 178.0k $16.6m | Reduced -27.7k |
| Invesco Ltd. 0.00% of their portfolio | 165.1k $15.4m | Reduced -313.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 144.7k $13.5m | Reduced -19.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 137.8k $12.8m | Added +49.4k |
| ROYCE & ASSOCIATES LP 0.12% of their portfolio | 125.3k $11.7m | Added +8.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 111.0k $10.3m | Reduced -7.2k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 109.8k $10.2m | Reduced -20.0k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 100.6k $9.4m | Reduced -35.8k |
| EMERALD ADVISERS, LLC 0.28% of their portfolio | 96.2k $9.0m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 87.3k $8.1m | Reduced -802 |
| Sagefield Capital LP 0.55% of their portfolio | 82.2k $7.7m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 78.7k $7.3m | Reduced -7.4k |
| Creative Planning 0.00% of their portfolio | 77.7k $7.2m | Added +4.2k |
| Portolan Capital Management, LLC 0.38% of their portfolio | 77.2k $7.2m | New |
| Legal & General Group Plc 0.00% of their portfolio | 71.9k $6.7m | Reduced -6.1k |
| Nuveen, LLC 0.00% of their portfolio | 71.4k $6.6m | Added +992 |
| Susquehanna Portfolio Strategies, LLC 0.09% of their portfolio | 68.2k $6.3m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 64.5k $6.0m | Added +3.5k |
| Swiss National Bank 0.00% of their portfolio | 61.2k $5.7m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 51.7k $4.8m | Reduced -28.1k |
| Holocene Advisors, LP 0.01% of their portfolio | 51.6k $4.8m | Added +35.9k |
| QSM Asset Management Ltd 2.27% of their portfolio | 51.6k $4.6m | Reduced -1.6k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 48.0k $4.5m | Added +44.3k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 47.6k $4.4m | New |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.21% of their portfolio | 47.4k $4.4m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 45.0k $4.2m | Added +17.1k |
| GLOBEFLEX CAPITAL L P 0.63% of their portfolio | 44.5k $4.1m | Reduced -11.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 44.2k $4.1m | Reduced -176.5k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.20% of their portfolio | 42.5k $4.0m | Added +22.5k |
| Old West Investment Management, LLC 0.43% of their portfolio | 42.5k $4.0m | Added +24.4k |
| HARBOR CAPITAL ADVISORS, INC. 0.32% of their portfolio | 41.8k $3.9m | Reduced -2.9k |
| ARGA Investment Management, LP 0.13% of their portfolio | 41.4k $3.9m | Added +22.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 41.2k $3.8m | Reduced -9.3k |
| OSSIAM 0.07% of their portfolio | 40.7k $3.8m | Unchanged |
| Amundi 0.00% of their portfolio | 40.6k $3.8m | Added +3.4k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 40.1k $3.7m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 40.0k $3.7m | Added +2.4k |
| Emerald Investment Advisers, LLC 0.33% of their portfolio | 39.8k $3.7m | First filing |
| ISTHMUS PARTNERS, LLC 0.38% of their portfolio | 39.4k $3.7m | Reduced -2.1k |
| Empowered Funds, LLC 0.02% of their portfolio | 39.1k $3.6m | New |
| BRIDGES INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 38.6k $3.6m | Added +10.2k |
| BESSEMER GROUP INC 0.01% of their portfolio | 38.0k $3.5m | Added +29 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.4k $3.4m | Added +6.4k |
| Alberta Investment Management Corp 0.02% of their portfolio | 35.8k $3.3m | New |
| BARCLAYS PLC 0.00% of their portfolio | 35.4k $3.3m | Reduced -40.6k |
| Voleon Capital Management LP 0.07% of their portfolio | 35.2k $3.3m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 34.5k $2.8m | Added +243 |
| TORONTO DOMINION BANK 0.01% of their portfolio | 34.0k $3.2m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 33.3k $3.1m | Reduced -120.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 31.8k $3.0m | Reduced -20.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 31.4k $2.9m | Reduced -8.2k |
| Inspire Advisors, LLC 0.22% of their portfolio | 29.4k $2.7m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 29.1k $2.7m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 28.9k $2.7m | Added +2.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 27.2k $2.5m | First filing |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 26.7k $2.5m | Reduced -6.5k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 25.2k $2.3m | Reduced -1.1k |
| ABN AMRO INVESTMENT SOLUTIONS 0.03% of their portfolio | 24.6k $2.3m | Reduced -148 |
| CITIGROUP INC 0.00% of their portfolio | 24.6k $2.3m | Reduced -85.8k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.09% of their portfolio | 24.0k $2.2m | Reduced -32.0k |
| Yakira Capital Management, Inc. 0.62% of their portfolio | 22.6k $2.1m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 22.6k $2.1m | Reduced -1.8k |
| LPL Financial LLC 0.00% of their portfolio | 22.5k $2.1m | Reduced -12.1k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 22.1k $2.1m | Reduced -286 |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 22.0k $2.0m | Reduced -589 |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.42% of their portfolio | 21.0k $2.0m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 20.5k $1.9m | Reduced -810 |