ACLS

Axcelis Technologies Inc Cross-source read$115.08 4.27%
IndustrialsCUSIP 054540208· EOD Sep 4, 2026

Among active 13F managers last quarter, 8 opened and 23 added, while 24 reduced; the largest holder to move was Reinhart Partners, LLC. (+4.3%). Over the last 180 days, 13 insiders sold and none bought, a net -$5.9M in open-market trades.

Tracked 13F holders
380
212 in Q2 2026 filings
13F value (tracked)
$4.8B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
31 adding · 24 trimming
Insiders · Form 4 open-market, 180d
0 buying · 13 selling · -$5.9M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$115.08 4.27%5Y +129.9%
$30.06$75.82$121.58$167.34$213.102021202220232024202520262431538327513647378524317445312665535647146670726936878746163777485815977668172291819097207555
Hover for who · click for detailEnd-of-day closing prices52w $74.12 – $191.60

Who owns ACLS?

380 tracked 13F filers · ranked by shares held

380 tracked 13F filers disclose a position in ACLS as of the latest SEC 13F filings, a combined $4.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.5.0M
$952.8M
+1.9%
Added · +93K sh
Q2 2026
2FMR LLC4.1M
$781.7M
+70%
Added · +1.7M sh
Q2 2026
3Vanguard Portfolio Management LLC2.5M
$469.6M
−0.4%
Reduced · −9K sh
Q2 2026
4Reinhart Partners, LLC.1.7M
$154.3M
+4.3%
Added · +68K sh
Q1 2026
5Vanguard Capital Management LLC1.4M
$262.7M
+0.3%
Added · +4K sh
Q2 2026
6Balyasny Asset Management L.P.1.4M
$127.0M
+460%
Added · +1.1M sh
Q1 2026
7Victory Capital Management Inc1.3M
$119.0M
−29%
Reduced · −528K sh
Q1 2026
8State Street Corp1.2M
$233.2M
+3.5%
Added · +42K sh
Q2 2026
9BNP Paribas Asset Management Holding S.A.1.0M
$93.6M
−7.8%
Reduced · −85K sh
Q1 2026
10American Century Companies Inc952K
$88.6M
−23%
Reduced · −282K sh
Q1 2026
11Dimensional Fund Advisors LP844K
$78.6M
+0.4%
Added · +3K sh
Q1 2026
12Geode Capital Management, LLC834K
$158.0M
+2.8%
Added · +22K sh
Q2 2026
13Primecap Management Co659K
$61.3M
−0.9%
Reduced · −6K sh
Q1 2026
14Morgan Stanley582K
$54.1M
+66%
Added · +231K sh
Q1 2026
15D. E. Shaw & Co., Inc.544K
$50.7M
+16%
Added · +74K sh
Q1 2026
16Goldman Sachs Group Inc498K
$46.3M
−21%
Reduced · −132K sh
Q1 2026
17Manufacturers Life Insurance Company, The492K
$45.8M
35×
Added · +478K sh
Q1 2026
18Charles Schwab Investment Management Inc446K
$41.5M
+3.4%
Added · +15K sh
Q1 2026
19Northern Trust Corp417K
$38.8M
+2.9%
Added · +12K sh
Q1 2026
20Price T Rowe Associates Inc394K
Withheld
+8.9%
Added · +32K sh
Q2 2026
21Boston Trust Walden Corp379K
$35.2M
−12%
Reduced · −49K sh
Q1 2026
22UBS Group AG377K
$35.1M
+77%
Added · +164K sh
Q1 2026
23Boston Partners340K
$31.8M
−19%
Reduced · −82K sh
Q1 2026
24Emerald Advisers, LLC330K
$62.6M
+243%
Added · +234K sh
Q2 2026
25JPMorgan Chase & Co223K
$20.1M
−38%
Reduced · −135K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 3 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is ACLS being bought or sold by institutions?

Last quarter, 8 funds opened a new position in ACLS and 23 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
8
funds took a first position
Added
23
added to an existing position
Reduced
24
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ACLS also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT212 funds$228.6B
Alphabet Inc-CL AGOOGL212 funds$140.0B
Amazon.com IncAMZN210 funds$173.1B
Meta Platforms Inc-Class AMETA209 funds$100.1B
Apple IncAAPL207 funds$254.4B
Nvidia CorpNVDA206 funds$339.3B
Broadcom IncAVGO204 funds$132.8B
Alphabet Inc-CL CGOOG201 funds$112.2B
Micron Technology IncMU201 funds$44.1B
Eli Lilly & CoLLY198 funds$76.6B
JPMorgan Chase & CoJPM197 funds$55.3B
Qualcomm IncQCOM197 funds$12.0B

Ranked by how many of ACLS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ACLS.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$5.9M
13 insiders
Net · 180d
-$5.9M
20 open-market transactions
DateInsiderRoleActionSharesValue
Jun 3, 2026Sayiner NecipDirectorSell (S)2K$250K
Jun 2, 2026Mahoney Robert JohnEVP Global OperationsSell (S)1K$179K
May 27, 2026Sutton ToddVP Corporate ControllerSell (S)2K$320K
May 22, 2026St Dennis ThomasDirectorSell (S)900$140K
May 22, 2026Evans EileenEVP, General Counsel and Sec'ySell (S)926$144K
May 21, 2026Blumenstock Gerald MEVP, Research, Dev. & Eng.Sell (S)1K$177K
May 20, 2026Tatnall ChristopherEVP Global Customer OperationsSell (S)1K$175K
May 19, 2026Quirk JeanneDirectorSell (S)2K$251K
May 19, 2026Graves Gregory BDirectorSell (S)
2 lots, same day
3K$457K
May 19, 2026Kurtzweil John TDirectorSell (S)4K$486K
May 14, 2026Sutton ToddVP Corporate ControllerSell (S)3K$422K
May 14, 2026Blumenstock Gerald MEVP, Research, Dev. & Eng.Sell (S)1K$165K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4540
Insiders
Form 4 open-market
013-$5.9M
US House
STOCK Act trades
00$0
Sector rotation
ACLS is in Industrials, which smart money is rotating OUT OF
$1.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

212 tracked filers in Q2 2026 filingsstill filing
0162324Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $863.4M · 2 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
ACLSthis pagecs380 funds$4.8B
054540109COMMON STOCK2 funds$4K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

Keep exploring

Connected entities for ACLS

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Ask your agent what changed in ACLS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ACLS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ACLS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ACLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.