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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $35.25 M.
Top institutional holders include Jeremy Grantham and First Eagle Investment.
Institutional sentiment is currently Bearish. This is evidenced by a $55.44 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jeremy Grantham reduced exposure by 59.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Axcelis Technologies, Inc. (ACLS)
Major holders include Jeremy Grantham ($25.69 M), First Eagle Investment ($13.63 M), Chuck Royce ($12.45 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 336,592 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $55.44 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited ACLS. The total reported sell value was $58.24 M.
Yes, 2 managers opened new positions in ACLS, and 1 increased their existing holdings. The total reported buy value was $2.8 M.