ACLSNasdaqSpecial Industry Machinery, NECFiscal year ends December 31
AXCELIS TECHNOLOGIES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$111.21+2.86 (+2.64%)
Close on Oct 19, 2026
- Market cap
- $3.46B
- P/E (TTM)
- 37.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
31M of 31M shares
Institutional holders
440
114 new, 46 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $6.42M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,911,042 | 15.30% | 13G (passive) amendment | Mar 31, 2025 |
| FMR LLC | 4,122,402 | 13.40% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 3,479,256 | 11.30% | 13G (passive) amendment | Apr 30, 2026 |
| Vanguard Portfolio Management | 2,501,359 | 8.14% | 13G (passive) | Mar 31, 2026 |
| Stowers Institute for Medical Research | 1,659,463 | 5.20% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 1,617,321 | 5.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACLS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,029,462 | 16.29% | $952.83M | +92,688 | 0.01% |
| FMR LLC | 4,125,902 | 13.36% | $781.65M | +1,694,781 | 0.03% |
| Vanguard Portfolio Management LLC | 2,478,878 | 8.03% | $469.62M | −9,415 | 0.02% |
| Vanguard Capital Management LLC | 1,386,518 | 4.49% | $262.68M | +3,748 | 0.01% |
| State Street Corp | 1,231,109 | 3.99% | $233.18M | +42,064 | 0.01% |
| Victory Capital Management Inc | 1,134,007 | 3.67% | $214.84M | −144,998 | 0.12% |
| Reinhart Partners, LLC. | 928,660 | 3.01% | $175.94M | −729,085 | 4.02% |
| Geode Capital Management, LLC | 833,607 | 2.70% | $157.96M | +22,343 | 0.01% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 803,151 | 2.60% | $152.16M | −202,877 | 0.15% |
| Dimensional Fund Advisors LP | 709,266 | 2.30% | $134.35M | −134,831 | 0.02% |
| Balyasny Asset Management L.P. | 616,196 | 2.00% | $116.74M | −748,344 | 0.15% |
| Primecap Management Co/Ca/ | 610,451 | 1.98% | $115.65M | −48,201 | 0.07% |
| Invesco Ltd. | 527,724 | 1.71% | $99.98M | +362,649 | 0.01% |
| Charles Schwab Investment Management Inc | 416,230 | 1.35% | $78.85M | −29,539 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 394,455 | 1.28% | $74.73K | +32,253 | 0.01% |
| Barrow Hanley Mewhinney & Strauss LLC | 392,240 | 1.27% | $74.31M | +392,183 | 0.23% |
| Manufacturers Life Insurance Company, The | 383,760 | 1.24% | $72.70M | −107,985 | 0.06% |
| Northern Trust Corp | 382,027 | 1.24% | $72.38M | −34,676 | 0.01% |
| American Century Companies Inc | 369,879 | 1.20% | $70.07M | −582,035 | 0.03% |
| Morgan Stanley | 366,077 | 1.19% | $69.35M | −215,559 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 440 | 31M | 100.0% | 114 / 119 | 143 / 46 | 5M | 6M |
| Q1 2026 | 379 | 33M | 100.0% | 70 / 100 | 134 / 59 | 10M | 4M |
| Q4 2025 | 372 | 31M | 100.0% | 67 / 121 | 121 / 51 | 4M | 3M |
| Q3 2025 | 361 | 31M | 99.2% | 74 / 107 | 121 / 38 | 3M | 4M |
| Q2 2025 | 329 | 32M | 100.0% | 65 / 108 | 106 / 41 | 4M | 4M |
| Q1 2025 | 306 | 31M | 100.0% | 50 / 124 | 87 / 66 | 4M | 4M |
| Q4 2024 | 324 | 31M | 100.0% | 59 / 125 | 93 / 100 | 5M | 5M |
| Q3 2024 | 368 | 30M | 98.6% | 57 / 130 | 126 / 77 | 9M | 4M |
| Q2 2024 | 391 | 31M | 99.9% | 64 / 141 | 127 / 52 | 4M | 5M |
| Q1 2024 | 383 | 32M | 100.0% | 58 / 116 | 163 / 95 | 5M | 4M |
| Q4 2023 | 421 | 30M | 98.6% | 72 / 163 | 130 / 65 | 5M | 5M |
| Q3 2023 | 420 | 30M | 95.8% | 65 / 148 | 153 / 47 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACLS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,851,581 | 6.00% | $350.78M | 0.32% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 976,851 | 3.16% | $185.06M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 805,510 | 2.61% | $152.60M | 0.18% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 780,738 | 2.53% | $117.43M | 0.07% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 704,939 | 2.28% | $133.55M | 0.07% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 575,146 | 1.86% | $74.99M | 1.01% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 446,494 | 1.45% | $84.59M | 0.12% | Jun 30, 2026 |
| Fidelity Contrafund | 412,405 | 1.34% | $78.13M | 0.04% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 353,907 | 1.15% | $46.14M | 0.63% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 352,333 | 1.14% | $66.75M | 0.07% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 343,166 | 1.11% | $44.74M | 0.13% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 314,000 | 1.02% | $47.23M | 0.02% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 289,688 | 0.94% | $54.88M | 0.36% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 281,637 | 0.91% | $53.36M | 0.32% | Jun 30, 2026 |
| Fidelity Small Cap Discovery Fund | 280,725 | 0.91% | $36.60M | 1.61% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Russell Low | PRESIDENT AND CEO, Director | 154,900 | 0.50% | May 20, 2026 |
| Greg Redinbo | EVP and Chief Strategy Officer | 34,816 | 0.11% | Sep 16, 2026 |
| Christopher Tatnall | EVP Global Customer Operations | 27,491 | 0.09% | Sep 16, 2026 |
| David Ryzhik | SVP Interim CFO | 9,790 | 0.03% | Jul 17, 2026 |
| Gerald M. Blumenstock | EVP, Research, Dev. & Eng. | 19,987 | 0.06% | Jun 16, 2026 |
| Robert John Mahoney | EVP Global Operations | 14,410 | 0.05% | Jun 3, 2026 |
| Todd Sutton | VP Corporate Controller | 6,360 | 0.02% | May 28, 2026 |
| Eileen Evans | EVP, General Counsel and Sec'y | 31,295 | 0.10% | May 22, 2026 |
| James Gordon Coogan | EVP AND CFO | 37,144 | 0.12% | Mar 3, 2026 |
| Lynnette C. Fallon | EXECUTIVE VP, HR/LEGAL | 27,323 | 0.09% | Jan 7, 2025 |
| Necip Sayiner | Director | 7,112 | 0.02% | Jun 4, 2026 |
| Dennis Thomas St | Director | 17,695 | 0.06% | May 26, 2026 |
| Gregory B. Graves | Director | 5,473 | 0.02% | May 20, 2026 |
| John T. Kurtzweil | Director | 32,990 | 0.11% | May 20, 2026 |
| Jeanne Quirk | Director | 11,400 | 0.04% | May 20, 2026 |
| Tzu Yin Chiu | Director | 11,843 | 0.04% | May 18, 2026 |
| Jorge Titinger | Director | 5,917 | 0.02% | May 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher Tatnall EVP Global Customer Operations | Sep 15, 2026 | Tax withholding | −136 | $105.04 | $14.29K | 27,491 |
| Greg Redinbo EVP and Chief Strategy Officer | Sep 15, 2026 | Tax withholding | −208 | $105.04 | $21.85K | 34,816 |
| David Ryzhik SVP Interim CFO | Jul 15, 2026 | Tax withholding | −94 | $145.01 | $13.63K | 9,790 |
| David Ryzhik SVP Interim CFO | Jul 15, 2026 | Tax withholding | −127 | $145.01 | $18.42K | 9,884 |
| David Ryzhik SVP Interim CFO | Jun 16, 2026 | Tax withholding | −76 | $176.85 | $13.44K | 9,955 |
| Gerald M. Blumenstock EVP, Research, Dev. & Eng. | Jun 15, 2026 | Tax withholding | −506 | $191.60 | $96.95K | 19,987 |
| Necip Sayiner Director | Jun 3, 2026 | Sale | −1,586 | $157.44 | $249.70K | 7,112 |
| Robert John Mahoney EVP Global Operations | Jun 2, 2026 | Sale | −1,155 | $155.24 | $179.30K | 14,410 |
| Todd Sutton VP Corporate Controller | May 27, 2026 | Sale | −2,000 | $159.99 | $319.98K | 6,360 |
| Dennis Thomas St Director | May 22, 2026 | Sale | −900 | $155.37 | $139.83K | 17,695 |
| Eileen Evans EVP, General Counsel and Sec'y | May 22, 2026 | Sale | −926 | $155.51 | $144.00K | 31,295 |
| Gerald M. Blumenstock EVP, Research, Dev. & Eng. | May 21, 2026 | Sale | −1,161 | $152.70 | $177.28K | 20,493 |
| Christopher Tatnall EVP Global Customer Operations | May 20, 2026 | Sale | −1,166 | $149.75 | $174.61K | 27,627 |
| Gregory B. Graves Director | May 19, 2026 | Sale | −600 | $142.51 | $85.51K | 5,473 |
| Gregory B. Graves Director | May 19, 2026 | Sale | −2,625 | $141.41 | $371.20K | 6,073 |
| Jeanne Quirk Director | May 19, 2026 | Sale | −1,789 | $140.22 | $250.85K | 11,400 |
| John T. Kurtzweil Director | May 19, 2026 | Sale | −3,500 | $138.79 | $485.77K | 32,990 |
| Russell Low PRESIDENT AND CEO, Director | May 18, 2026 | Tax withholding | −711 | $146.24 | $103.98K | 154,900 |
| Robert John Mahoney EVP Global Operations | May 18, 2026 | Tax withholding | −182 | $146.24 | $26.62K | 15,695 |
| Robert John Mahoney EVP Global Operations | May 18, 2026 | Tax withholding | −130 | $146.24 | $19.01K | 15,565 |
| Greg Redinbo EVP MARKETING AND APPLICATIONS | May 18, 2026 | Tax withholding | −111 | $146.24 | $16.23K | 35,103 |
| Greg Redinbo EVP MARKETING AND APPLICATIONS | May 18, 2026 | Tax withholding | −79 | $146.24 | $11.55K | 35,024 |
| Todd Sutton VP Corporate Controller | May 18, 2026 | Tax withholding | −184 | $146.24 | $26.91K | 8,360 |
| Christopher Tatnall EVP Global Customer Operations | May 15, 2026 | Award | +3,504 | – | – | 26,548 |
| Christopher Tatnall EVP Global Customer Operations | May 15, 2026 | Tax withholding | −345 | $155.18 | $53.54K | 28,963 |
| Christopher Tatnall EVP Global Customer Operations | May 15, 2026 | Tax withholding | −170 | $155.18 | $26.38K | 28,793 |
| Christopher Tatnall EVP Global Customer Operations | May 15, 2026 | Tax withholding | −744 | $155.18 | $115.45K | 29,308 |
| Christopher Tatnall EVP Global Customer Operations | May 15, 2026 | Award | +3,504 | – | – | 30,052 |
| David Ryzhik SVP Interim CFO | May 15, 2026 | Tax withholding | −226 | $155.18 | $35.07K | 10,031 |
| David Ryzhik SVP Interim CFO | May 15, 2026 | Award | +3,115 | – | – | 10,257 |
| Greg Redinbo EVP MARKETING AND APPLICATIONS | May 15, 2026 | Tax withholding | −210 | $155.18 | $32.59K | 35,391 |
| Greg Redinbo EVP MARKETING AND APPLICATIONS | May 15, 2026 | Award | +3,115 | – | – | 36,053 |
| Greg Redinbo EVP MARKETING AND APPLICATIONS | May 15, 2026 | Tax withholding | −452 | $155.18 | $70.14K | 35,601 |
| Greg Redinbo EVP MARKETING AND APPLICATIONS | May 15, 2026 | Tax withholding | −177 | $155.18 | $27.47K | 35,214 |
| Greg Redinbo EVP MARKETING AND APPLICATIONS | May 15, 2026 | Award | +3,115 | – | – | 32,938 |
| Gerald M. Blumenstock EVP, Research, Dev. & Eng. | May 15, 2026 | Award | +2,725 | – | – | 20,018 |
| Gerald M. Blumenstock EVP, Research, Dev. & Eng. | May 15, 2026 | Award | +2,725 | – | – | 22,743 |
| Gerald M. Blumenstock EVP, Research, Dev. & Eng. | May 15, 2026 | Tax withholding | −345 | $155.18 | $53.54K | 21,654 |
| Gerald M. Blumenstock EVP, Research, Dev. & Eng. | May 15, 2026 | Tax withholding | −744 | $155.18 | $115.45K | 21,999 |
| Todd Sutton VP Corporate Controller | May 15, 2026 | Award | +1,168 | – | – | 8,985 |
| Todd Sutton VP Corporate Controller | May 15, 2026 | Tax withholding | −103 | $155.18 | $15.98K | 8,544 |
| Todd Sutton VP Corporate Controller | May 15, 2026 | Tax withholding | −112 | $155.18 | $17.38K | 8,647 |
| Todd Sutton VP Corporate Controller | May 15, 2026 | Tax withholding | −226 | $155.18 | $35.07K | 8,759 |
| Eileen Evans EVP, General Counsel and Sec'y | May 15, 2026 | Award | +3,893 | – | – | 33,088 |
| Eileen Evans EVP, General Counsel and Sec'y | May 15, 2026 | Tax withholding | −867 | $155.18 | $134.54K | 32,221 |
| Eileen Evans EVP, General Counsel and Sec'y | May 15, 2026 | Award | +3,893 | – | – | 29,195 |
| Russell Low PRESIDENT AND CEO, Director | May 15, 2026 | Award | +19,466 | – | – | 143,036 |
| Russell Low PRESIDENT AND CEO, Director | May 15, 2026 | Award | +19,466 | – | – | 162,502 |
| Russell Low PRESIDENT AND CEO, Director | May 15, 2026 | Tax withholding | −3,716 | $155.18 | $576.65K | 158,786 |
| Russell Low PRESIDENT AND CEO, Director | May 15, 2026 | Tax withholding | −1,722 | $155.18 | $267.22K | 157,064 |
| Russell Low PRESIDENT AND CEO, Director | May 15, 2026 | Tax withholding | −1,453 | $155.18 | $225.48K | 155,611 |
| Robert John Mahoney EVP Global Operations | May 15, 2026 | Tax withholding | −372 | $155.18 | $57.73K | 16,281 |
| Robert John Mahoney EVP Global Operations | May 15, 2026 | Award | +1,947 | – | – | 14,706 |
| Robert John Mahoney EVP Global Operations | May 15, 2026 | Tax withholding | −61 | $155.18 | $9.47K | 15,877 |
| Robert John Mahoney EVP Global Operations | May 15, 2026 | Tax withholding | −170 | $155.18 | $26.38K | 15,938 |
| Robert John Mahoney EVP Global Operations | May 15, 2026 | Tax withholding | −173 | $155.18 | $26.85K | 16,108 |
| Robert John Mahoney EVP Global Operations | May 15, 2026 | Award | +1,947 | – | – | 16,653 |
| Gregory B. Graves Director | May 15, 2026 | Award | +1,440 | – | – | 8,698 |
| Tzu Yin Chiu Director | May 15, 2026 | Award | +1,440 | – | – | 11,843 |
| Jorge Titinger Director | May 15, 2026 | Award | +1,440 | – | – | 5,917 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sayiner Necip Director | Jun 3, 2026 | 1,586 | $249.70K | Jun 3, 2026 | Restricted stock vesting under a registered plan |
| Mahoney Robert Officer | Jun 2, 2026 | 1,155 | $179.30K | Jun 2, 2026 | Restricted stock vesting under a registered plan |
| Sutton Todd Officer | May 27, 2026 | 2,000 | $319.98K | May 27, 2026 | Restricted stock vesting under a registered plan |
| M. St. Dennis Thomas Director | May 22, 2026 | 900 | $139.83K | May 22, 2026 | Restricted stock vesting under a registered plan |
| Evans Eileen Officer | May 22, 2026 | 926 | $144.00K | May 22, 2026 | Restricted stock vesting under a registered plan |
| Blumenstock Gerald Officer | May 21, 2026 | 1,161 | $177.28K | May 21, 2026 | Restricted stock vesting under a registered plan |
| Tatnall Christopher Officer | May 20, 2026 | 1,166 | $174.61K | May 20, 2026 | Restricted stock vesting under a registered plan |
| Graves Gregory Director | May 19, 2026 | 3,225 | $456.70K | May 19, 2026 | Restricted stock vesting under a registered plan |
| Quirk Jeanne Director | May 19, 2026 | 1,789 | $250.85K | May 19, 2026 | Restricted stock vesting under a registered plan |
| Thomas Kurtzweil John Director | May 19, 2026 | 3,500 | $485.77K | May 19, 2026 | Restricted stock vesting under a registered plan |
| Sutton Todd Officer | May 14, 2026 | 2,574 | $421.75K | May 14, 2026 | Restricted stock vesting under a registered plan |
| Blumenstock Gerald Officer | May 14, 2026 | 1,015 | $164.75K | May 14, 2026 | Restricted stock vesting under a registered plan |
| Titinger Jorge Director | May 13, 2026 | 2,000 | $328.28K | May 13, 2026 | Restricted stock vesting under a registered plan |
| F. Redinbo Gregory Officer | May 13, 2026 | 2,883 | $463.73K | May 13, 2026 | Restricted stock vesting under a registered plan |
| Mahoney Robert Officer | May 12, 2026 | 2,258 | $363.54K | May 12, 2026 | Restricted stock vesting under a registered plan |