🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Axcelis Technologies, Inc.

ACLS Technology
$150.41 $-5.14 (-3.30%)
Market Cap: $4.62 B
Gurus Holding
8
Popularity Rank
#869
% of Shares Held
2.10%
Net Activity (Q1 2026)
-$5.29 M

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

$31.16 M
$11.66 M
$3.72 M
$1.95 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.1 M
Total Buy Value
New Buys 3
Additions 3
-$10.4 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 3.7% 334,786 $31.16 M Q1 2026
0.12% Add 7.7% 125,280 $11.66 M Q1 2026
0.01% Reduce -26.2% 100,551 $9.36 M Q1 2026
0.00% Add 6.5% 40,015 $3.72 M Q1 2026
0.42% New Buy 21,000 $1.95 M Q1 2026
0.00% Reduce -2.2% 11,941 $1.11 M Q1 2026
0.00% New Buy 8,301 $772,657 Q1 2026
0.00% New Buy 2,250 $209,430 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form