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

Axcelis Technologies, Inc.

ACLS Technology
$104.74 $-11.84 (-10.16%)
Market Cap: $3.23 B
Gurus Holding
8
Popularity Rank
#934
% of Shares Held
1.09%
Net Activity (Q2 2026)
-$55.44 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 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)

+$2.8 M
Total Buy Value
New Buys 2
Additions 1
-$58.24 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -59.5% 135,580 $25.69 M Q2 2026
0.02% Reduce -28.5% 71,925 $13.63 M Q2 2026
0.10% Reduce -47.6% 65,700 $12.45 M Q2 2026
0.00% Reduce -11.2% 35,538 $6.73 M Q2 2026
0.00% New Buy 11,424 $2.16 M Q2 2026
0.00% Reduce -9.6% 10,795 $2.05 M Q2 2026
0.00% Add 33.3% 3,000 $568,350 Q2 2026
0.00% New Buy 2,630 $498,254 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form