Axcelis Technologies Inc (ACLS) — Who Owns This Stock? 13F Breakdown (Q2 2026)

ACLS ranks #1356 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

444 institutions disclose a position in ACLS, but none treat it as a major bet — even Reinhart Partners, LLC., its most concentrated holder, allocates just 4.0% of its own portfolio to it.

Fidelity has added to its ACLS position for two straight quarters, increasing it by $732.6M to reach $781.7M today.

American Century Companies Inc has trimmed its ACLS position for two straight quarters, cutting it by $29.0M while still holding $70.1M.

ACLS is up 0.6% today, and institutions have been net buyers of $1.0B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ACLS posted net income of $92.8M over the trailing twelve months, and currently trades at a P/E of 37.8.

• Profitable — net income of $92.8M over the trailing twelve months
• Revenue declined 3.3% year over year
• Net income declined year over year, from $158.5M to $92.8M
• Generated $118.3M in positive operating cash flow
• Current ratio of 4.77x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.32x equity — within a conventional range