Guru Ownership Trend
Guru Analysis for Axcelis Technologies, Inc. (ACLS)
Axcelis Technologies, Inc. (ACLS), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $96.88 M.
Top institutional holders include Jeremy Grantham and Chuck Royce.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.29 M net outflow during the quarter.
Recent activity highlights John Hussman who opened a new position. Conversely, First Eagle Investment reduced exposure by 26.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Axcelis Technologies, Inc. (ACLS)
Major holders include Jeremy Grantham ($31.16 M), Chuck Royce ($11.66 M), First Eagle Investment ($9.36 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 644,124 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.29 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited ACLS. The total reported sell value was $10.4 M.
Yes, 3 managers opened new positions in ACLS, and 3 increased their existing holdings. The total reported buy value was $5.1 M.