ACMRNasdaqSpecial Industry Machinery, NECFiscal year ends December 31
ACM Research, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$56.09+2.99 (+5.63%)
Close on Oct 19, 2026
- Market cap
- $4.03B
- P/E (TTM)
- 26.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
69.7%
49M of 70M shares
Institutional holders
375
121 new, 40 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 72 sales
Net sold $51.15M
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. | 7,420,308 | 12.60% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 3,405,116 | 5.31% | 13G (passive) | Jun 30, 2026 |
| Shanghai Pudong Innotek Capital Co., Ltd. | 3,358,728 | 5.80% | 13D (active) amendment | Oct 25, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACMR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,660,842 | 12.43% | $1.10B | +675,995 | 0.02% |
| Vanguard Portfolio Management LLC | 3,349,436 | 4.81% | $425.01M | +1,145,605 | 0.02% |
| Vanguard Capital Management LLC | 2,462,745 | 3.54% | $312.50M | +198,408 | 0.01% |
| Capital World Investors | 2,398,036 | 3.44% | $304.29M | New | 0.04% |
| State Street Corp | 2,188,254 | 3.14% | $277.67M | +182,138 | 0.01% |
| Geode Capital Management, LLC | 1,487,797 | 2.14% | $188.82M | +116,570 | 0.01% |
| Invesco Ltd. | 1,170,080 | 1.68% | $148.47M | +382,979 | 0.01% |
| Value Aligned Research Advisors, LLC | 1,053,949 | 1.51% | $133.74M | +98,022 | 0.33% |
| Ward Ferry Management (BVI) Ltd | 969,200 | 1.39% | $122.98K | New | 18.56% |
| Dimensional Fund Advisors LP | 954,474 | 1.37% | $121.07M | +235,451 | 0.02% |
| Wcm Investment Management, LLC | 917,651 | 1.32% | $109.09M | −943,223 | 0.20% |
| Polunin Capital Partners Ltd | 748,498 | 1.07% | $77.10K | −14,820 | 18.92% |
| Tekne Capital Management, LLC | 737,500 | 1.06% | $93.58M | +22,500 | 30.62% |
| Morgan Stanley | 700,185 | 1.01% | $88.85M | −492,520 | 0.00% |
| FMR LLC | 672,184 | 0.97% | $85.29M | +42,940 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 639,448 | 0.92% | $81.14M | New | 0.22% |
| Gilder Gagnon Howe & Co LLC | 637,058 | 0.91% | $80.84M | +565,813 | 0.83% |
| Citadel Advisors LLC | 636,836 | 0.91% | $80.81M | +433,458 | 0.01% |
| Capital International Investors | 623,429 | 0.90% | $79.11M | New | 0.02% |
| Price T Rowe Associates Inc /Md/ | 591,573 | 0.85% | $75.07K | +374,618 | 0.01% |
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 | 375 | 49M | 69.7% | 121 / 125 | 92 / 40 | 13M | 8M |
| Q1 2026 | 300 | 44M | 63.7% | 73 / 82 | 105 / 45 | 15M | 11M |
| Q4 2025 | 278 | 45M | 64.9% | 69 / 95 | 85 / 43 | 9M | 6M |
| Q3 2025 | 258 | 42M | 60.0% | 61 / 83 | 78 / 46 | 13M | 9M |
| Q2 2025 | 243 | 38M | 53.9% | 55 / 84 | 69 / 52 | 9M | 7M |
| Q1 2025 | 244 | 36M | 51.6% | 86 / 70 | 65 / 24 | 10M | 10M |
| Q4 2024 | 183 | 36M | 51.3% | 37 / 64 | 60 / 35 | 12M | 7M |
| Q3 2024 | 185 | 32M | 46.6% | 34 / 62 | 62 / 49 | 9M | 7M |
| Q2 2024 | 201 | 34M | 49.4% | 52 / 69 | 51 / 48 | 6M | 7M |
| Q1 2024 | 201 | 36M | 51.5% | 71 / 53 | 53 / 25 | 11M | 9M |
| Q4 2023 | 156 | 34M | 49.2% | 36 / 46 | 52 / 33 | 8M | 5M |
| Q3 2023 | 154 | 31M | 44.6% | 47 / 49 | 36 / 15 | 6M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ACMR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,437,855 | 4.94% | $436.23M | 0.39% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 2,927,550 | 4.20% | $371.48M | 0.39% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,750,345 | 2.51% | $222.10M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,384,460 | 1.99% | $175.67M | 0.21% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,331,334 | 1.91% | $115.24M | 0.07% | May 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 689,824 | 0.99% | $54.13M | 1.78% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 654,348 | 0.94% | $83.03M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 631,605 | 0.91% | $80.14M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 589,737 | 0.85% | $46.28M | 0.14% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 523,166 | 0.75% | $66.38M | 0.39% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 512,805 | 0.74% | $65.07M | 0.79% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 497,910 | 0.71% | $63.18M | 0.41% | Jun 30, 2026 |
| YieldMax(R) Semiconductor Portfolio Option Income ETF | 464,246 | 0.67% | $36.43M | 3.56% | Jul 31, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 420,000 | 0.60% | $53.29M | 0.86% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 409,796 | 0.59% | $52.00M | 0.90% | Jun 30, 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 |
|---|---|---|---|---|
| David H. Wang | See Remarks, Director, 10% owner | 3,161,647 | 4.54% | Sep 10, 2026 |
| Mark McKechnie | See Remarks | 31,099 | 0.04% | Aug 21, 2026 |
| Sotheara Cheav | See remarks | 100,002 | 0.14% | Jun 5, 2026 |
| Lisa Feng | See remarks | 50,001 | 0.07% | Mar 9, 2026 |
| Fuping Chen | See remarks | 0 | – | Dec 4, 2025 |
| Jian Wang | See remarks | 303,159 | 0.44% | Sep 19, 2025 |
| Haiping Dun | Director | 1,155,090 | 1.66% | Aug 26, 2026 |
| Charles C. Pappis | Director | 5,000 | 0.01% | Aug 26, 2026 |
| Tracy Liu | Director | 114,149 | 0.16% | Aug 26, 2026 |
| Chenming Hu | Director | 100,002 | 0.14% | Mar 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David H. Wang See Remarks, Director, 10% owner | Sep 9, 2026 | Option exercise | +70,000 | $1.00 | $70.00K | 872,708 |
| David H. Wang See Remarks, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −33,493 | $73.80 | $2.47M | 839,215 |
| David H. Wang See Remarks, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −18,934 | $74.67 | $1.41M | 820,281 |
| David H. Wang See Remarks, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −11,666 | $75.58 | $881.72K | 808,615 |
| David H. Wang See Remarks, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −1,100 | $77.59 | $85.35K | 802,708 |
| David H. Wang See Remarks, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −4,807 | $76.73 | $368.84K | 803,808 |
| David H. Wang See Remarks, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −4,803 | $75.99 | $364.98K | 867,905 |
| David H. Wang See Remarks, Director, 10% owner | Sep 8, 2026 | Option exercise | +70,000 | $1.00 | $70.00K | 872,708 |
| David H. Wang See Remarks, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −51,374 | $77.15 | $3.96M | 816,531 |
| David H. Wang See Remarks, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −12,323 | $78.08 | $962.18K | 804,208 |
| David H. Wang See Remarks, Director, 10% owner | Sep 8, 2026 | Sale(10b5-1 plan) | −1,500 | $78.57 | $117.85K | 802,708 |
| Mark McKechnie See Remarks | Aug 20, 2026 | Option exercise | +30,199 | $19.49 | $588.58K | 31,099 |
| Mark McKechnie See Remarks | Aug 20, 2026 | Option exercise | +25,000 | $13.89 | $347.25K | 56,099 |
| Mark McKechnie See Remarks | Aug 20, 2026 | Sale(10b5-1 plan) | −13,625 | $76.34 | $1.04M | 42,474 |
| Mark McKechnie See Remarks | Aug 20, 2026 | Sale(10b5-1 plan) | −30,365 | $77.45 | $2.35M | 12,109 |
| Mark McKechnie See Remarks | Aug 20, 2026 | Sale(10b5-1 plan) | −11,209 | $77.89 | $873.07K | 900 |
| Haiping Dun Director | Aug 18, 2026 | Sale(10b5-1 plan) | −400 | $82.17 | $32.87K | 0 |
| Haiping Dun Director | Aug 18, 2026 | Option exercise | +5,000 | $5.60 | $28.00K | 5,000 |
| Haiping Dun Director | Aug 18, 2026 | Sale(10b5-1 plan) | −1,200 | $80.29 | $96.35K | 3,800 |
| Haiping Dun Director | Aug 18, 2026 | Sale(10b5-1 plan) | −3,400 | $81.31 | $276.45K | 400 |
| Sotheara Cheav See remarks | Jun 5, 2026 | Sale(10b5-1 plan) | −1,647 | $85.41 | $140.67K | 100,002 |
| Sotheara Cheav See remarks | Jun 5, 2026 | Sale(10b5-1 plan) | −968 | $82.61 | $79.97K | 102,049 |
| Sotheara Cheav See remarks | Jun 5, 2026 | Sale(10b5-1 plan) | −2,384 | $81.73 | $194.84K | 103,017 |
| Sotheara Cheav See remarks | Jun 5, 2026 | Option exercise | +5,399 | $13.89 | $74.99K | 105,401 |
| Sotheara Cheav See remarks | Jun 5, 2026 | Sale(10b5-1 plan) | −400 | $84.01 | $33.60K | 101,649 |
| David H. Wang See Remarks, Director, 10% owner | Jun 4, 2026 | Sale(10b5-1 plan) | −826 | $87.91 | $72.61K | 802,708 |
| David H. Wang See Remarks, Director, 10% owner | Jun 4, 2026 | Sale(10b5-1 plan) | −8,581 | $87.13 | $747.66K | 803,534 |
| David H. Wang See Remarks, Director, 10% owner | Jun 4, 2026 | Option exercise | +40,002 | $1.00 | $40.00K | 842,710 |
| David H. Wang See Remarks, Director, 10% owner | Jun 4, 2026 | Sale(10b5-1 plan) | −2,060 | $83.86 | $172.75K | 840,650 |
| David H. Wang See Remarks, Director, 10% owner | Jun 4, 2026 | Sale(10b5-1 plan) | −17,543 | $85.11 | $1.49M | 823,107 |
| David H. Wang See Remarks, Director, 10% owner | Jun 4, 2026 | Sale(10b5-1 plan) | −10,992 | $86.07 | $946.08K | 812,115 |
| Sotheara Cheav See remarks | Jun 4, 2026 | Sale(10b5-1 plan) | −9,212 | $85.11 | $784.03K | 102,841 |
| Sotheara Cheav See remarks | Jun 4, 2026 | Sale(10b5-1 plan) | −1,300 | $84.08 | $109.30K | 112,053 |
| Sotheara Cheav See remarks | Jun 4, 2026 | Option exercise | +13,351 | $13.89 | $185.45K | 113,353 |
| Sotheara Cheav See remarks | Jun 4, 2026 | Sale(10b5-1 plan) | −2,839 | $85.77 | $243.50K | 100,002 |
| David H. Wang See Remarks, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −5,843 | $92.38 | $539.78K | 803,895 |
| David H. Wang See Remarks, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −9,925 | $90.78 | $900.99K | 809,738 |
| David H. Wang See Remarks, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −32,450 | $89.84 | $2.92M | 819,663 |
| David H. Wang See Remarks, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −6,295 | $88.98 | $560.13K | 852,113 |
| David H. Wang See Remarks, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −4,300 | $87.57 | $376.55K | 858,408 |
| David H. Wang See Remarks, Director, 10% owner | Jun 3, 2026 | Option exercise | +60,000 | $1.00 | $60.00K | 862,708 |
| David H. Wang See Remarks, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −1,187 | $93.04 | $110.44K | 802,708 |
| Haiping Dun Director | May 19, 2026 | Sale(10b5-1 plan) | −1,309 | $67.21 | $87.98K | 1,858 |
| Haiping Dun Director | May 19, 2026 | Option exercise | +5,000 | $5.60 | $28.00K | 5,000 |
| Haiping Dun Director | May 19, 2026 | Sale(10b5-1 plan) | −1,858 | $67.54 | $125.49K | 0 |
| Haiping Dun Director | May 19, 2026 | Sale(10b5-1 plan) | −1,333 | $63.84 | $85.10K | 3,667 |
| Haiping Dun Director | May 19, 2026 | Sale(10b5-1 plan) | −500 | $65.09 | $32.55K | 3,167 |
| Charles C. Pappis Director | Apr 17, 2026 | Option exercise | +5,000 | $29.18 | $145.90K | 5,000 |
| Charles C. Pappis Director | Apr 17, 2026 | Sale(10b5-1 plan) | −5,000 | $52.00 | $260.00K | 0 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Option exercise | +60,000 | $13.89 | $833.40K | 60,900 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Sale(10b5-1 plan) | −11,910 | $44.89 | $534.64K | 48,990 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Sale(10b5-1 plan) | −47,108 | $45.74 | $2.15M | 1,882 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Sale(10b5-1 plan) | −982 | $46.55 | $45.71K | 900 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Option exercise | +38,551 | $19.49 | $751.36K | 39,451 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Sale(10b5-1 plan) | −8,639 | $44.94 | $388.24K | 30,812 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Sale(10b5-1 plan) | −29,348 | $45.74 | $1.34M | 1,464 |
| Mark McKechnie See Remarks | Mar 12, 2026 | Sale(10b5-1 plan) | −564 | $46.57 | $26.27K | 900 |
| David H. Wang See Remarks, Director, 10% owner | Mar 12, 2026 | Sale(10b5-1 plan) | −38,737 | $45.74 | $1.77M | 803,410 |
| David H. Wang See Remarks, Director, 10% owner | Mar 12, 2026 | Sale(10b5-1 plan) | −10,561 | $44.92 | $474.40K | 842,147 |
| David H. Wang See Remarks, Director, 10% owner | Mar 12, 2026 | Option exercise | +50,000 | $1.00 | $50.00K | 852,708 |
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 |
|---|---|---|---|---|---|
| Wang Hui Officer, Director, 10% Stockholder | Sep 9, 2026 | 70,000 | $5.22M | Sep 9, 2026 | Stock Option Exercise |
| Wang Hui Officer, Director, 10% Stockholder | Sep 8, 2026 | 70,000 | $5.41M | Sep 8, 2026 | Stock Option Exercise |
| A. McKechnie Mark Officer | Aug 20, 2026 | 55,199 | $4.26M | Aug 20, 2026 | Stock Option Exercise |
| Dun Haiping Director | Aug 18, 2026 | 5,000 | $405.66K | Aug 18, 2026 | Stock Option Exercise |
| Cheav Sotheara Officer | Jun 5, 2026 | 5,399 | $449.08K | Jun 5, 2026 | Stock Option Exercise |
| Cheav Sotheara Officer | Jun 4, 2026 | 13,351 | $1.14M | Jun 4, 2026 | Stock Option Exercise |
| Wang Hui Officer, Director, 10% Stockholder | Jun 4, 2026 | 40,002 | $3.43M | Jun 4, 2026 | Stock Option Exercise |
| Wang Hui Officer, Director, 10% Stockholder | Jun 3, 2026 | 60,000 | $5.40M | Jun 3, 2026 | Stock Option Exercise |
| Dun Haiping Director | May 19, 2026 | 5,000 | $331.12K | May 19, 2026 | Stock Option Exercise |
| Pappis Charles Director | Apr 17, 2026 | 5,000 | $260.00K | Apr 17, 2026 | Stock Option Exercise |
| A. McKechnie Mark Officer | Mar 12, 2026 | 98,551 | $4.49M | Mar 12, 2026 | Stock Option Exercise |
| Wang Hui Officer, Director, 10% Stockholder | Mar 12, 2026 | 50,000 | $2.28M | Mar 12, 2026 | Stock Option Exercise |
| Dong Liu Tracy Director | Mar 11, 2026 | 15,000 | $718.67K | Mar 11, 2026 | Stock Option Exercise |
| Wang Hui Officer, Director, 10% Stockholder | Mar 11, 2026 | 60,000 | $2.88M | Mar 11, 2026 | Stock Option Exercise |
| Dong Liu Tracy Director | Mar 10, 2026 | 45,000 | $2.13M | Mar 10, 2026 | Stock Option Exercise |