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ACLS in the 13F filings

Axcelis Technologies Inc · CUSIP 054540208

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 4 Feb 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
3,687,410
combined, among listed positions
Reported value
$296m
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +703,904.

Managers listing ACLS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)610,603$49munder 0.1%Added+59,20517 Feb 2026 (the filing on sec.gov)
Invesco Ltd478,897$38munder 0.1%Added+92,16219 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.470,285$38munder 0.1%Added+315,94717 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc383,056$31munder 0.1%Trimmed-149,05217 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC243,503$20munder 0.1%Added+241,17717 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC220,713$18m0.06%Added+125,48617 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP212,050$17munder 0.1%Added+94,25313 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC176,047$14munder 0.1%Added+149,22017 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC153,703$12munder 0.1%Added+24,83213 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC136,318$11munder 0.1%Added+5,9604 Feb 2026 (the filing on sec.gov)
Millennium Management LLC130,090$10munder 0.1%Trimmed-131,68617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC79,049$6.4munder 0.1%Added+50,44012 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP71,244$5.7munder 0.1%Added+34,07917 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC66,899$5.4munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd41,776$3.4munder 0.1%Trimmed-193,63617 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC37,581$3.0munder 0.1%Added+93017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP34,246$2.8munder 0.1%Trimmed-35,39817 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC21,182$1.7munder 0.1%Trimmed-16,45517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC21,177$1.7munder 0.1%Trimmed-14,59913 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp20,741$1.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP19,738$1.6munder 0.1%Added+12,95417 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP15,679$1.3munder 0.1%Added+1,79217 Feb 2026 (the filing on sec.gov)
Winton Group Ltd14,724$1.2munder 0.1%Added+25611 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP13,619$1.1munder 0.1%Trimmed-2,53710 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP6,989$561kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

035810201720182020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ACLS by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20171$1.3mn.a.n.a.
Q2 20171$3.7mn.a.n.a.
Q3 20171$4.8mn.a.n.a.
Q4 20172$8.8mn.a.n.a.
Q1 20181$1.0mn.a.n.a.
Q3 20191$483kn.a.n.a.
Q4 20191$680kn.a.n.a.
Q1 20201$337kn.a.n.a.
Q3 20201$4.0mn.a.n.a.
Q4 20201$891kn.a.n.a.
Q1 20211$1.2mn.a.n.a.
Q2 20211$1.2mn.a.n.a.
Q3 20212$2.6mn.a.n.a.
Q4 20215$11mn.a.n.a.
Q1 20222$9.7mn.a.n.a.
Q2 20223$22mn.a.n.a.
Q3 20224$26mn.a.n.a.
Q4 20225$34mn.a.n.a.
Q1 20239$257mn.a.n.a.
Q2 20236$231mn.a.n.a.
Q3 20236$197mn.a.n.a.
Q4 20238$86m73
Q1 20246$71m42
Q2 20247$64m52
Q3 20244$18m40
Q4 20244$25m40
Q1 20255$40m50
Q2 20254$33m14
Q3 20252$14m11
Q4 20253$30m1815
Q1 20264$142m1119
Q2 20265$914m2012

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ACLS and GE →ACLS and LRCX →ACLS and GEV →Choose a stock to compare with ACLS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ACLS, latest filings →Back to the 13F Explorer →