Who owns Axcelis Technologies (ACLS)
Which tracked institutional funds hold ACLS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ACLS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ACLS is one-sided between 2026-Q1 and 2026-Q2: 189 added or opened and 54 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ACLS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ACLS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 408 tracked filers holding ACLS, 217 increased or opened the position and 212 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ACLS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- ALPINE ASSOCIATES MANAGEMENT INC.$26M
- Weiss Asset Management LP$20M
- WELLINGTON MANAGEMENT GROUP LLP$13M
- Polar Asset Management Partners Inc.$7M
- Informed Momentum Co LLC$7M
- Jupiter Topco LLC$6M
Full exits 37
- Pacer Advisors, Inc.$153M
- LSV ASSET MANAGEMENT$40M
- SEGALL BRYANT & HAMILL, LLC$20M
- Portolan Capital Management, LLC$7M
- Susquehanna Portfolio Strategies, LLC$6M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$4M
Largest adds
- BlackRock, Inc.$638M
- FMR LLC$556M
- VANGUARD PORTFOLIO MANAGEMENT LLC$238M
- VANGUARD CAPITAL MANAGEMENT LLC$134M
- STATE STREET CORP$123M
- VICTORY CAPITAL MANAGEMENT INC$96M
Largest trims
- D. E. Shaw & Co., Inc.$25M
- AMERICAN CENTURY COMPANIES INC$19M
- JPMORGAN CHASE & CO$12M
- BALYASNY ASSET MANAGEMENT L.P.$10M
- TWO SIGMA INVESTMENTS, LP$9M
- Grantham, Mayo, Van Otterloo & Co. LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,029,462 | $953M | 17.0% | 2026-Q2 |
| FMR LLC added | 4,125,902 | $782M | 13.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,478,878 | $470M | 8.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,386,518 | $263M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 1,231,109 | $233M | 4.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,134,007 | $215M | 3.8% | 2026-Q2 |
| REINHART PARTNERS, LLC. trimmed | 928,660 | $176M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 833,607 | $158M | 2.8% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 803,151 | $152M | 2.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 709,266 | $134M | 2.4% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 616,196 | $117M | 2.1% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 610,451 | $116M | 2.1% | 2026-Q2 |
| Invesco Ltd. added | 527,724 | $100M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 416,230 | $79M | 1.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 394,455 | $75M | 1.3% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 392,240 | $74M | 1.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 383,760 | $73M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 382,027 | $72M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 369,879 | $70M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 366,077 | $69M | 1.2% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 359,256 | $68M | 1.2% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 330,469 | $63M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 320,891 | $61M | 1.1% | 2026-Q2 |
| Boston Partners trimmed | 303,929 | $56M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 235,253 | $45M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 220,809 | $42M | 0.7% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 219,443 | $42M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 219,357 | $39M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 218,113 | $41M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 204,964 | $39M | 0.7% | 2026-Q2 |
| CITIGROUP INC added | 184,124 | $35M | 0.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 139,242 | $26M | 0.5% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 135,580 | $26M | 0.5% | 2026-Q2 |
| ALPINE ASSOCIATES MANAGEMENT INC. new | 134,905 | $26M | 0.5% | 2026-Q2 |
| Sagefield Capital LP added | 133,770 | $25M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 133,044 | $25M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 132,331 | $25M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 123,278 | $23M | 0.4% | 2026-Q2 |
| Alberta Investment Management Corp added | 107,250 | $20M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 105,601 | $20M | 0.4% | 2026-Q2 |
| Weiss Asset Management LP new | 103,258 | $20M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 95,038 | $18M | 0.3% | 2026-Q2 |
| Old West Investment Management, LLC added | 90,334 | $17M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 90,147 | $17M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 87,705 | $17M | 0.3% | 2026-Q2 |
| Creative Planning added | 83,477 | $16M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 81,142 | $15M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 76,372 | $14M | 0.3% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 71,925 | $14M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 70,350 | $13M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 68,987 | $13M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 67,840 | $13M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 66,069 | $13M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 65,700 | $12M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 61,600 | $12M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 52,552 | $10M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 50,777 | $10M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 48,437 | $9M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 46,239 | $9M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 44,011 | $8M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 43,657 | $4M | 0.1% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 41,615 | $8M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 40,607 | $8M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH | 40,133 | $4M | 0.1% | 2026-Q2 |
| GLOBEFLEX CAPITAL L P trimmed | 39,162 | $7M | 0.1% | 2026-Q2 |
| Voleon Capital Management LP added | 39,127 | $7M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 38,900 | $7M | 0.1% | 2026-Q2 |
| Polar Asset Management Partners Inc. new | 38,728 | $7M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 37,959 | $7M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 35,707 | $7M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 35,538 | $7M | 0.1% | 2026-Q2 |
| NEEDHAM INVESTMENT MANAGEMENT LLC trimmed | 35,500 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 35,447 | $7M | 0.1% | 2026-Q2 |
| Informed Momentum Co LLC new | 35,066 | $7M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 34,043 | $6M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 33,749 | $6M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 31,862 | $6M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 31,821 | $6M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 31,663 | $6M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 31,556 | $6M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 30,042 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 29,754 | $6M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 28,274 | $5M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 26,829 | $5M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 26,472 | $5M | 0.1% | 2026-Q2 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | 24,000 | $5M | 0.1% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC trimmed | 23,594 | $4M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 23,094 | $4M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 22,248 | $4M | 0.1% | 2026-Q2 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 21,558 | $4M | 0.1% | 2026-Q2 |
| ABN AMRO INVESTMENT SOLUTIONS trimmed | 20,103 | $4M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 18,260 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 18,080 | $3M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 17,962 | $3M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC new | 17,649 | $3M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 16,865 | $3M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 15,490 | $3M | 0.1% | 2026-Q2 |
| Homestead Advisers Corp added | 15,300 | $3M | 0.1% | 2026-Q2 |
| ARGA Investment Management, LP trimmed | 14,881 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 14,532 | $3M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.