AXCELIS TECHNOLOGIES INC (ACLS) — Institutional Holders, Q2 2026

445 institutional investment managers reported a ACLS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← ACLS stock profile

ACLS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

114

Added to

117

Trimmed

142

Sold out

Biggest buyers

FMRAdded · +1,694,781 sh+$321.1M
BARROW HANLEY MEWHINNEY & STRAUSSNew · +392,240 sh+$74.3M
Invesco Ltd.Added · +362,649 sh+$68.7M
EMERALD ADVISERSAdded · +234,231 sh+$44.4M
EMERALD MUTUAL FUND ADVISERSAdded · +172,031 sh+$32.6M

Biggest sellers

BALYASNY ASSET MANAGEMENT L.P.Trimmed · -748,344 sh-$141.8M
REINHART PARTNERSTrimmed · -729,085 sh-$138.1M
AMERICAN CENTURY COMPANIESTrimmed · -582,035 sh-$110.3M
D. E. ShawTrimmed · -411,377 sh-$77.9M
LSV ASSET MANAGEMENTTrimmed · -404,900 sh-$76.7M

ACLS 13F holders ranked 1–100 of 445

Institutional investors reporting a position in AXCELIS TECHNOLOGIES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 5,029,462 sh	5,029,462	$952.8M	0.01%	+1.9%
2	FMR#2 · 4,125,902 sh	4,125,902	$781.7M	0.03%	+69.7%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 2,478,878 sh	2,478,878	$469.6M	0.02%	-0.4%
4	VANGUARD CAPITAL MANAGEMENT#4 · 1,386,518 sh	1,386,518	$262.7M	<0.01%	+0.3%
5	STATE STREET#5 · 1,231,109 sh	1,231,109	$233.2M	<0.01%	+3.5%
6	VICTORY CAPITAL MANAGEMENT#6 · 1,134,007 sh	1,134,007	$214.8M	0.12%	-11.3%
7	REINHART PARTNERS#7 · 928,660 sh	928,660	$175.9M	—	-44.0%
8	GEODE CAPITAL MANAGEMENT#8 · 833,607 sh	833,607	$158.0M	<0.01%	+2.8%
9	BNP Paribas Asset Management Holding S.A.#9 · 803,151 sh	803,151	$152.2M	0.15%	-20.2%
10	DIMENSIONAL FUND ADVISORS#10 · 709,266 sh	709,266	$134.3M	0.02%	-16.0%
11	BALYASNY ASSET MANAGEMENT L.P.#11 · 616,196 sh	616,196	$116.7M	0.15%	-54.8%
12	PRIMECAP MANAGEMENT#12 · 610,451 sh	610,451	$115.6M	0.07%	-7.3%
13	Invesco Ltd.#13 · 527,724 sh	527,724	$100.0M	<0.01%	+219.7%
14	CHARLES SCHWAB INVESTMENT MANAGEMENT#14 · 416,230 sh	416,230	$78.9M	0.01%	-6.6%
15	PRICE T ROWE ASSOCIATES#15 · 394,455 sh	394,455	$74.7M	<0.01%	+8.9%
16	BARROW HANLEY MEWHINNEY & STRAUSS#16 · 392,240 sh	392,240	$74.3M	0.23%	New
17	MANUFACTURERS LIFE INSURANCE COMPANY, THE#17 · 383,760 sh	383,760	$72.7M	0.06%	-22.0%
18	NORTHERN#18 · 382,027 sh	382,027	$72.4M	<0.01%	-8.3%
19	AMERICAN CENTURY COMPANIES#19 · 369,879 sh	369,879	$70.1M	0.03%	-61.1%
20	MORGAN STANLEY#20 · 366,077 sh	366,077	$69.4M	<0.01%	-37.1%
21	Boston Walden#21 · 359,256 sh	359,256	$68.1M	0.52%	-5.1%
22	EMERALD ADVISERS#22 · 330,469 sh	330,469	$62.6M	1.47%	+243.4%
23	UBS Group AG#23 · 320,891 sh	320,891	$60.8M	<0.01%	-14.9%
24	Boston Partners#24 · 303,929 sh	303,929	$55.7M	0.05%	-10.7%
25	GOLDMAN SACHS GROUP#25 · 235,253 sh	235,253	$44.6M	<0.01%	-52.7%
26	VANGUARD FIDUCIARY#26 · 220,809 sh	220,809	$41.8M	<0.01%	+10.1%
27	EMERALD MUTUAL FUND ADVISERS#27 · 219,443 sh	219,443	$41.6M	1.46%	+362.8%
28	PRINCIPAL FINANCIAL GROUP#28 · 218,113 sh	218,113	$41.3M	0.02%	+3.8%
29	Allspring Global Investments#29 · 219,357 sh	219,357	$39.1M	0.06%	-15.2%
30	Bank of New York Mellon#30 · 204,964 sh	204,964	$38.8M	<0.01%	+2.7%
31	CITIGROUP#31 · 184,124 sh	184,124	$34.9M	0.01%	+647.1%
32	MILLENNIUM MANAGEMENT#32 · 139,242 sh	139,242	$26.4M	<0.01%	+1011.1%
33	Grantham, Mayo, Van Otterloo#33 · 135,580 sh	135,580	$25.7M	0.06%	-59.5%
34	ALPINE ASSOCIATES MANAGEMENT#34 · 134,905 sh	134,905	$25.6M	1.60%	New
35	Sagefield Capital#35 · 133,770 sh	133,770	$25.3M	1.88%	+62.7%
36	D. E. Shaw#36 · 133,044 sh	133,044	$25.2M	0.01%	-75.6%
37	FEDERATED HERMES#37 · 132,331 sh	132,331	$25.1M	0.04%	-36.7%
38	FIRST ADVISORS#38 · 123,278 sh	123,278	$23.4M	0.01%	-10.5%
39	Alberta Investment Management#39 · 107,250 sh	107,250	$20.3M	0.11%	+200.0%
40	PUBLIC SECTOR PENSION INVESTMENT BOARD#40 · 105,601 sh	105,601	$20.0M	0.05%	-3.8%
41	Weiss Asset Management#41 · 103,258 sh	103,258	$19.6M	0.20%	New
42	KENNEDY CAPITAL MANAGEMENT#42 · 95,038 sh	95,038	$18.0M	0.32%	-46.6%
43	BESSEMER GROUP#43 · 95,004 sh	95,004	$18.0M	0.02%	+150.0%
44	Old West Investment Management#44 · 90,334 sh	90,334	$17.1M	1.81%	+112.6%
45	BANK OF AMERICA#45 · 90,147 sh	90,147	$17.1M	<0.01%	-18.8%
46	BNP PARIBAS FINANCIAL MARKETS#46 · 87,705 sh	87,705	$16.6M	<0.01%	-39.4%
47	Creative Planning#47 · 83,477 sh	83,477	$15.8M	<0.01%	+7.4%
48	Nuveen#48 · 81,142 sh	81,142	$15.4M	<0.01%	+13.7%
49	RHUMBLINE ADVISERS#49 · 76,372 sh	76,372	$14.5M	0.01%	-12.5%
50	First Eagle Investment Management#50 · 71,925 sh	71,925	$13.6M	0.02%	-28.5%
51	Legal & General Group Plc#51 · 70,350 sh	70,350	$13.3M	<0.01%	-2.2%
52	WELLINGTON MANAGEMENT GROUP LLP#52 · 68,987 sh	68,987	$13.1M	<0.01%	New
53	DEUTSCHE BANK AG\#53 · 67,840 sh	67,840	$12.9M	<0.01%	+135.1%
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#54 · 66,069 sh	66,069	$12.5M	<0.01%	+2.4%
55	ROYCE & ASSOCIATES#55 · 65,700 sh	65,700	$12.4M	0.10%	-47.6%
56	Swiss National Bank#56 · 61,600 sh	61,600	$11.7M	<0.01%	+0.7%
57	AMERIPRISE FINANCIAL#57 · 52,552 sh	52,552	$10.0M	<0.01%	-33.2%
58	ADAGE CAPITAL PARTNERS GP, L.L.C.#58 · 50,777 sh	50,777	$9.6M	0.01%	+577.0%
59	TWO SIGMA INVESTMENTS#59 · 48,437 sh	48,437	$9.2M	<0.01%	-75.5%
60	CITADEL ADVISORS#60 · 46,239 sh	46,239	$8.8M	<0.01%	+926.4%
61	JPMORGAN CHASE#61 · 44,011 sh	44,011	$8.0M	<0.01%	-80.2%
62	Emerald Investment Advisers#62 · 41,615 sh	41,615	$7.9M	0.52%	+4.7%
63	Virtu Financial#63 · 40,766 sh	40,766	$7.7M	0.24%	+177.4%
64	WELLS FARGO & COMPANY#64 · 40,607 sh	40,607	$7.7M	<0.01%	-21.5%
65	GLOBEFLEX CAPITAL L P#65 · 39,162 sh	39,162	$7.4M	0.95%	-11.9%
66	Voleon Capital Management#66 · 39,127 sh	39,127	$7.4M	0.14%	+11.1%
67	LPL Financial#67 · 38,900 sh	38,900	$7.4M	<0.01%	+72.9%
68	Polar Asset Management Partners#68 · 38,728 sh	38,728	$7.3M	0.12%	New
69	RAYMOND JAMES FINANCIAL#69 · 37,959 sh	37,959	$7.2M	<0.01%	+1388.6%
70	ENVESTNET ASSET MANAGEMENT#70 · 35,707 sh	35,707	$6.8M	<0.01%	+12.4%
71	AQR CAPITAL MANAGEMENT#71 · 35,538 sh	35,538	$6.7M	<0.01%	-11.2%
72	NEEDHAM INVESTMENT MANAGEMENT#72 · 35,500 sh	35,500	$6.7M	0.20%	-16.5%
73	Informed Momentum#73 · 35,066 sh	35,066	$6.6M	0.59%	New
74	Connor, Clark & Lunn Investment Management Ltd.#74 · 34,043 sh	34,043	$6.4M	0.01%	+117.1%
75	SEI INVESTMENTS#75 · 33,749 sh	33,749	$6.4M	<0.01%	-25.1%
76	Amundi#76 · 33,609 sh	33,609	$6.4M	<0.01%	-17.3%
77	PRUDENTIAL FINANCIAL#77 · 31,862 sh	31,862	$6.0M	<0.01%	+1.5%
78	Jupiter Topco#78 · 31,821 sh	31,821	$6.0M	<0.01%	—
79	MERCER GLOBAL ADVISORS#79 · 31,663 sh	31,663	$6.0M	<0.01%	-34.0%
80	GREAT LAKES ADVISORS#80 · 31,556 sh	31,556	$6.0M	0.05%	-33.7%
81	Verition Fund Management#81 · 30,042 sh	30,042	$5.7M	<0.01%	New
82	VANGUARD ASSET MANAGEMENT, Ltd#82 · 29,754 sh	29,754	$5.6M	<0.01%	+9.4%
83	Russell Investments Group, Ltd.#83 · 28,274 sh	28,274	$5.4M	<0.01%	+263.0%
84	SUSQUEHANNA INTERNATIONAL GROUP, LLP#84 · 26,829 sh	26,829	$5.1M	<0.01%	+110.0%
85	STATE OF WISCONSIN INVESTMENT BOARD#85 · 26,472 sh	26,472	$5.0M	0.01%	-35.8%
86	HARBOR CAPITAL ADVISORS#86 · 25,961 sh	25,961	$4.9M	—	-37.9%
87	VIRGINIA RETIREMENT SYSTEMS ET Al#87 · 25,276 sh	25,276	$4.8M	0.02%	+53.8%
88	LSV ASSET MANAGEMENT#88 · 24,600 sh	24,600	$4.7M	<0.01%	-94.3%
89	GREAT WEST LIFE ASSURANCE#89 · 24,513 sh	24,513	$4.6M	<0.01%	-2.5%
90	PARADIGM CAPITAL MANAGEMENT#90 · 24,000 sh	24,000	$4.5M	0.12%	0.0%
91	ISTHMUS PARTNERS#91 · 23,594 sh	23,594	$4.5M	—	-40.1%
92	Qube Research & Technologies Ltd#92 · 23,094 sh	23,094	$4.4M	<0.01%	New
93	MARSHALL WACE, LLP#93 · 22,248 sh	22,248	$4.2M	<0.01%	New
94	BRIDGES INVESTMENT MANAGEMENT#94 · 21,558 sh	21,558	$4.1M	0.05%	-44.2%
95	ALLIANCEBERNSTEIN L.P.#95 · 43,657 sh	43,657	$4.1M	<0.01%	+26.6%
96	THRIVENT FINANCIAL FOR LUTHERANS#96 · 20,182 sh	20,182	$3.8M	<0.01%	-1.5%
97	ABN AMRO INVESTMENT SOLUTIONS#97 · 20,103 sh	20,103	$3.8M	—	-18.4%
98	Allianz Asset Management GmbH#98 · 40,133 sh	40,133	$3.7M	<0.01%	0.0%
99	MetLife Investment Management#99 · 18,260 sh	18,260	$3.5M	0.02%	+5.9%
100	STIFEL FINANCIAL#100 · 18,080 sh	18,080	$3.4M	<0.01%	-19.9%

Funds that sold out of ACLS in Q2 2026 (45)

Held ACLS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ACLS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
SEGALL BRYANT & HAMILL227,697 sh	227,697	$19.6M
Portolan Capital Management77,168 sh	77,168	$7.2M
Susquehanna Portfolio Strategies68,213 sh	68,213	$6.3M
VOLORIDGE INVESTMENT MANAGEMENT44,246 sh	44,246	$4.1M
TORONTO DOMINION BANK34,008 sh	34,008	$3.2M
Squarepoint Ops33,291 sh	33,291	$3.1M
Inspire Advisors29,411 sh	29,411	$2.7M
Yakira Capital Management22,619 sh	22,619	$2.1M
HUSSMAN STRATEGIC ADVISORS21,000 sh	21,000	$2.0M
Schonfeld Strategic Advisors17,935 sh	17,935	$1.7M
BURNEY16,845 sh	16,845	$1.6M
Entropy Technologies10,790 sh	10,790	$1.0M
MOODY NATIONAL BANK DIVISION10,134 sh	10,134	$943.3K
Bridgewater Associates8,301 sh	8,301	$772.7K
MOKAN Wealth Management6,995 sh	6,995	$651.5K
IMC-Chicago6,736 sh	6,736	$627.0K
Quadrature Capital Ltd6,075 sh	6,075	$565.5K
GABELLI FUNDS6,053 sh	6,053	$563.4K
AVIVA PLC5,308 sh	5,308	$494.1K
DRW Securities5,052 sh	5,052	$470.2K
Federation des caisses Desjardins du Quebec5,021 sh	5,021	$467.4K
Alpine Global Management4,044 sh	4,044	$376.4K
Catalyst Funds Management Pty Ltd3,800 sh	3,800	$353.7K
Numerai GP3,638 sh	3,638	$338.6K
Edgestream Partners, L.P.3,362 sh	3,362	$312.9K
EntryPoint Capital3,213 sh	3,213	$299.1K
Private Advisor Group2,978 sh	2,978	$277.2K
One Wealth Advisors2,926 sh	2,926	$272.4K
MIRABELLA FINANCIAL SERVICES LLP2,753 sh	2,753	$256.2K
EXCHANGE TRADED CONCEPTS2,719 sh	2,719	$253.1K
GLENMEDE NA2,640 sh	2,640	$245.7K
Vise Technologies2,937 sh	2,937	$236.0K
QUADRANT CAPITAL GROUP1,532 sh	1,532	$120.3K
Advisory Services Network569 sh	569	$53.0K
Opal Wealth Advisors254 sh	254	$23.6K
MAI Capital Management142 sh	142	$13.2K
Root Financial Partners114 sh	114	$10.6K
Sound Income Strategies110 sh	110	$10.5K
GROESBECK INVESTMENT MANAGEMENT62 sh	62	$6.0K
Spire Wealth Management43 sh	43	$4.0K
WHITTIER OF NEVADA15 sh	15	$1.5K
TWIN PEAKS WEALTH ADVISORS10 sh	10	$931.00
Physician Wealth Advisors8 sh	8	$745.00
Vermillion Wealth Management2 sh	2	$186.00
CURIO WEALTH1 sh	1	$93.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.