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 ($1.8m this quarter). Holder counts are more reliable. Shares outstanding: 30.9m as of 2026-08-03, 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 ≈ $189.05. Options: 13 managers hold calls ($134.9m notional), 11 hold puts ($40.9m).
Trends to Q2 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 |
| Q2 2026 | 441 |
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 | 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 |
| Q2 2026 | 225 | 189 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $30.7m | $40.8m | 1.33 |
| Q4 2025 | $10.1m | $8.7m | 0.85 |
| Q1 2026 | $23.5m | $7.2m | 0.31 |
| Q2 2026 | $134.9m | $40.9m | 0.30 |
Biggest buyers
| FMR LLC | Added | +1.7m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Added | +392.2k |
| Invesco Ltd. | Added | +362.6k |
| EMERALD ADVISERS, LLC | Added | +234.2k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Added | +172.0k |
| CITIGROUP INC | Added | +159.5k |
| ALPINE ASSOCIATES MANAGEMENT INC. | New | +134.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +126.7k |
| BlackRock, Inc. | Added | +92.7k |
| Alberta Investment Management Corp | Added | +71.5k |
Biggest sellers
| Balyasny Asset Management L.P. | Reduced | -748.3k |
| REINHART PARTNERS, LLC. | Reduced | -729.1k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -582.0k |
| D. E. Shaw & Co., Inc. | Reduced | -411.4k |
| LSV ASSET MANAGEMENT | Reduced | -404.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -262.4k |
| MORGAN STANLEY | Reduced | -215.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -202.9k |
| SEGALL BRYANT & HAMILL, LLC | Sold out | -200.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -199.2k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $55.4m292.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $31.7m167.5k shares |
| IMC-Chicago, LLC | Added | $21.8m115.3k shares |
| CITADEL ADVISORS LLC | Added | $16.6m87.5k shares |
| MILLENNIUM MANAGEMENT LLC | New | $3.5m18.3k shares |
| Squarepoint Ops LLC | Added | $2.5m13.1k shares |
| D. E. Shaw & Co., Inc. | New | $1.6m8.6k shares |
| TWO SIGMA INVESTMENTS, LP | New | $682.0k3.6k shares |
| SIMPLEX TRADING, LLC | Added | $378.9k2.0k shares |
| Walleye Trading LLC | Added | $341.0k1.8k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $18.0m95.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.5m34.1k shares |
| IMC-Chicago, LLC | Added | $5.8m30.4k shares |
| CITADEL ADVISORS LLC | Added | $5.2m27.2k shares |
| Squarepoint Ops LLC | Added | $3.6m19.2k shares |
| TWO SIGMA INVESTMENTS, LP | New | $890.4k4.7k shares |
| BARCLAYS PLC | New | $341.0k1.8k shares |
| Walleye Capital LLC | Reduced | $341.0k1.8k shares |
| Walleye Trading LLC | Unchanged | $189.4k1.0k shares |
| CSS LLC/IL | New | $94.7k500 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 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 | — | 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 |
| Q2 2026 | 0 | — | 13 | $5.8m | $1.5m |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-03 | Sayiner Necip Director | Sold | $249.7k1.6k shares |
| 2026-06-02 | Mahoney Robert John EVP Global Operations | Sold | $179.3k1.2k shares |
| 2026-05-27 | Sutton Todd VP Corporate Controller | Sold | $320.0k2.0k shares |
| 2026-05-22 | Evans Eileen EVP, General Counsel and Sec'y | Sold | $144.0k926 shares |
| 2026-05-22 | St Dennis Thomas Director | Sold | $139.8k900 shares |
| 2026-05-21 | Blumenstock Gerald M EVP, Research, Dev. & Eng. | Sold | $177.3k1.2k shares |
| 2026-05-20 | Tatnall Christopher EVP Global Customer Operations | Sold | $174.6k1.2k shares |
| 2026-05-19 | KURTZWEIL JOHN T Director | Sold | $485.8k3.5k shares |
| 2026-05-19 | GRAVES GREGORY B Director | Sold | $456.7k3.2k shares |
| 2026-05-19 | Quirk Jeanne Director | Sold | $250.9k1.8k shares |
| 2026-05-14 | Sutton Todd VP Corporate Controller | Sold | $421.9k2.6k shares |
| 2026-05-14 | Blumenstock Gerald M EVP, Research, Dev. & Eng. | Sold | $164.8k1.0k shares |
| 2026-05-13 | Redinbo Greg EVP MARKETING AND APPLICATIONS | Sold | $463.7k2.9k shares |
| 2026-05-13 | Titinger Jorge Director | Sold | $328.3k2.0k shares |
| 2026-05-12 | Mahoney Robert John EVP Global Operations | Sold | $363.5k2.3k shares |
| 2026-05-06 | Low Russell PRESIDENT AND CEO, director | Sold plan | $1.2m7.5k shares |
| 2026-05-01 | Low Russell PRESIDENT AND CEO, director | Sold plan | $172.7k1.2k shares |
| 2026-04-01 | Low Russell PRESIDENT AND CEO, director | Sold plan | $117.0k1.2k 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. 0.01% of their portfolio | 5.0m $952.8m | Added +92.7k |
| FMR LLC 0.03% of their portfolio | 4.1m $781.7m | Added +1.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.5m $469.6m | Reduced -9.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.4m $262.7m | Added +3.7k |
| STATE STREET CORP 0.01% of their portfolio | 1.2m $233.2m | Added +42.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.12% of their portfolio | 1.1m $214.8m | Reduced -145.0k |
| REINHART PARTNERS, LLC. 4.02% of their portfolio | 928.7k $175.9m | Reduced -729.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 833.6k $158.0m | Added +22.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% of their portfolio | 803.2k $152.2m | Reduced -202.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 709.3k $134.3m | Reduced -134.8k |
| Balyasny Asset Management L.P. 0.21% of their portfolio | 616.2k $116.7m | Reduced -748.3k |
| PRIMECAP MANAGEMENT CO/CA/ 0.07% of their portfolio | 610.5k $115.6m | Reduced -48.2k |
| Invesco Ltd. 0.01% of their portfolio | 527.7k $100.0m | Added +362.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 416.2k $78.9m | Reduced -29.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 394.5k $74.7m | Added +32.3k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.23% of their portfolio | 392.2k $74.3m | Added +392.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio | 383.8k $72.7m | Reduced -108.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 382.0k $72.4m | Reduced -34.7k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 369.9k $70.1m | Reduced -582.0k |
| MORGAN STANLEY 0.00% of their portfolio | 366.1k $69.4m | Reduced -215.6k |
| Boston Trust Walden Corp 0.52% of their portfolio | 359.3k $68.1m | Reduced -19.3k |
| EMERALD ADVISERS, LLC 1.47% of their portfolio | 330.5k $62.6m | Added +234.2k |
| UBS Group AG 0.01% of their portfolio | 320.9k $60.8m | Reduced -56.3k |
| Boston Partners 0.05% of their portfolio | 303.9k $55.7m | Reduced -36.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 235.3k $44.6m | Reduced -262.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 220.8k $41.8m | Added +20.3k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.46% of their portfolio | 219.4k $41.6m | Added +172.0k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 219.4k $39.1m | Reduced -39.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 218.1k $41.3m | Added +7.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 205.0k $38.8m | Added +5.3k |
| CITIGROUP INC 0.02% of their portfolio | 184.1k $34.9m | Added +159.5k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 143.8k $27.3m | Added +43.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 139.2k $26.4m | Added +126.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 135.6k $25.7m | Reduced -199.2k |
| ALPINE ASSOCIATES MANAGEMENT INC. 1.60% of their portfolio | 134.9k $25.6m | New |
| Sagefield Capital LP 1.88% of their portfolio | 133.8k $25.3m | Added +51.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 133.0k $25.2m | Reduced -411.4k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 132.3k $25.1m | Reduced -76.9k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 123.3k $23.4m | Reduced -14.5k |
| Alberta Investment Management Corp 0.12% of their portfolio | 107.2k $20.3m | Added +71.5k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 105.6k $20.0m | Reduced -4.2k |
| Weiss Asset Management LP 0.22% of their portfolio | 103.3k $19.6m | Not comparable |
| KENNEDY CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 95.0k $18.0m | Reduced -83.0k |
| BESSEMER GROUP INC 0.02% of their portfolio | 95.0k $18.0m | Added +57.0k |
| Old West Investment Management, LLC 1.81% of their portfolio | 90.3k $17.1m | Added +47.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 90.1k $17.1m | Reduced -20.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 87.7k $16.6m | Reduced -57.0k |
| Creative Planning 0.01% of their portfolio | 83.5k $15.8m | Added +5.8k |
| Nuveen, LLC 0.00% of their portfolio | 81.1k $15.4m | Added +9.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 76.4k $14.5m | Reduced -10.9k |
| Legal & General Group Plc 0.00% of their portfolio | 70.3k $13.3m | Reduced -1.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 69.0k $13.1m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 67.8k $12.9m | Added +39.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 66.1k $12.5m | Added +1.5k |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 65.7k $12.4m | Reduced -59.6k |
| Swiss National Bank 0.01% of their portfolio | 61.6k $11.7m | Added +400 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 52.6k $10.0m | Reduced -26.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 50.8k $9.6m | Added +43.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 48.4k $9.2m | Reduced -149.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 46.2k $8.8m | Added +41.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 44.0k $8.0m | Reduced -178.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.7k $4.1m | Added +9.2k |
| Emerald Investment Advisers, LLC 0.52% of their portfolio | 41.6k $7.9m | Added +1.9k |
| Virtu Financial LLC 0.24% of their portfolio | 40.8k $7.7m | Added +26.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 40.6k $7.7m | Reduced -11.1k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 40.1k $3.7m | Unchanged |
| GLOBEFLEX CAPITAL L P 0.95% of their portfolio | 39.2k $7.4m | Reduced -5.3k |
| Voleon Capital Management LP 0.14% of their portfolio | 39.1k $7.4m | Added +3.9k |
| LPL Financial LLC 0.00% of their portfolio | 38.9k $7.4m | Added +16.4k |
| Polar Asset Management Partners Inc. 0.13% of their portfolio | 38.7k $7.3m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 38.0k $7.2m | Added +35.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 35.7k $6.8m | Added +3.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 35.5k $6.7m | Reduced -4.5k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.20% of their portfolio | 35.5k $6.7m | Reduced -7.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 35.4k $6.7m | Reduced -973 |
| Informed Momentum Co LLC 0.59% of their portfolio | 35.1k $6.6m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 34.0k $6.4m | Added +18.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 33.7k $6.4m | Reduced -11.3k |
| Amundi 0.00% of their portfolio | 33.6k $6.4m | Reduced -7.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 31.9k $6.0m | Added +485 |
| Jupiter Topco LLC 0.00% of their portfolio | 31.8k $6.0m | First filing |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 31.7k $6.0m | Reduced -16.3k |
| GREAT LAKES ADVISORS, LLC 0.05% of their portfolio | 31.6k $6.0m | Reduced -16.0k |
| Verition Fund Management LLC 0.04% of their portfolio | 30.0k $5.7m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 29.8k $5.6m | Added +2.6k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 29.6k $5.6m | Added +18.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 28.3k $5.4m | Added +20.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 26.8k $5.1m | Added +14.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 26.5k $5.0m | Reduced -14.7k |
| HARBOR CAPITAL ADVISORS, INC. 0.34% of their portfolio | 26.0k $4.9m | Reduced -15.9k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 24.6k $4.7m | Reduced -404.9k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 24.5k $4.6m | Reduced -641 |
| PARADIGM CAPITAL MANAGEMENT INC/NY 0.12% of their portfolio | 24.0k $4.5m | Unchanged |
| ISTHMUS PARTNERS, LLC 0.43% of their portfolio | 23.6k $4.5m | Reduced -15.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 23.1k $4.4m | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 22.2k $4.2m | New |
| BRIDGES INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 21.6k $4.1m | Reduced -17.1k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 20.2k $3.8m | Reduced -309 |
| ABN AMRO INVESTMENT SOLUTIONS 0.03% of their portfolio | 20.1k $3.8m | Reduced -4.5k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 18.3k $3.5m | Added +1.0k |