$ACLS

$113.64 +$4.53 (4.15%) Close

$ACLS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 30.9M shares outstanding

Who owns ACLS?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 58.6%

BlackRock, Inc. 16.3% · FMR LLC 13.4%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

441

+61 vs last qtr

Net shares bought

−1.6M

by institutions in Q2 2026

New / sold out

115 / 54

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +1.7M
Barrow Hanley Mewhinney & Strauss LLC +392.2K

Biggest sellers in Q2 2026

Balyasny Asset Management L.P. −748.3K
Reinhart Partners, LLC. −729.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.28M

22 notices from 13 people

Shares covered

45.4K

0.15% of the company

Arranged in advance

23%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Russell Low Officer 10b5-1 $1.44M
Todd Sutton Officer $742K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+2.3%

+0.26% a year

Each share's claim on the business

−2.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$367M vs $123M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years73% 3–5 years9% 1–3 years10% Under 1 year8%

Quarterly turnover

17.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ACLS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	5.0M	16.29%	+92.7K (+1.9%)	≤2021	0.0%
Shares held by quarter Peak holding5.4M (Q4'24) Change over 8 quarters−309.1K Share of the company16.290% BlackRock, Inc.'s full portfolio →
F FMR LLC	4.1M	13.36%	+1.7M (+69.7%)	≤2021	0.0%
Shares held by quarter Peak holding4.1M (Q2'26) Change over 8 quarters+3.9M Share of the company13.360% FMR LLC's full portfolio →

BlackRock, Inc.

5.0M

% of company

16.29%

Change vs last qtr

+92.7K (+1.9%)

Held since

≤2021

FMR LLC

4.1M

% of company

13.36%

Change vs last qtr

+1.7M (+69.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Axcelis Technologies, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ACLS on Form N-PORT; together they hold 61.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$351M	1.9M	6.00%	0.32%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$185M	976.9K	3.16%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$351M

% of company

6.00%

% of the fund

0.32%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$185M

% of company

3.16%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Axcelis Technologies, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LR Low Russell Insider	154.9K	0.50%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.500% Low Russell's insider activity →
CJ Coogan James Gordon Insider	37.1K	0.12%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.120% Coogan James Gordon's insider activity →

Low Russell

Insider

154.9K

% of company

0.50%

Change vs last qtr

—

Held since

—

Coogan James Gordon

Insider

37.1K

% of company

0.12%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Axcelis Technologies, Inc..

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