Axcelis Technologies, Inc.
MX ˙ BMV ˙ US0545402085
SecurityMX:ACLS / Axcelis Technologies, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership811,264 shares
Latest Disclosed Value $ 75,526,658
Geode Capital Management, Llc reports 11.60% decrease in ownership of ACLS / Axcelis Technologies, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 811,264 shares of Axcelis Technologies, Inc. (MX:ACLS) valued at $75,526,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 917,747 shares of Axcelis Technologies, Inc.. This represents a change in shares of -11.60% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 811,264 -106,483 -11.60 75,527 2.42 0.0025
2026-02-09 2025-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 917,747 -8,992 -0.97 73,742 -18.52 0.0046
2025-11-12 2025-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 926,739 1,434 0.15 90,498 40.33 0.0058
2025-08-08 2025-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 925,305 -266 -0.03 64,492 40.26 0.0045
2025-05-13 2025-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 925,571 27,821 3.10 45,982 -26.71 0.0036
2025-02-12 2024-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 897,750 23,234 2.66 62,738 -31.59 0.0049
2024-11-12 2024-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 874,516 28,141 3.32 91,708 -23.81 0.0074
2024-08-09 2024-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 846,375 41,505 5.16 120,367 34.08 0.0106
2024-05-13 2024-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 804,870 28,299 3.64 89,771 -10.95 0.0083
2024-02-13 2023-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 776,571 26,500 3.53 100,804 -17.63 0.0105
2023-11-13 2023-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 750,071 36,550 5.12 122,382 -6.47 0.0146
2023-08-11 2023-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 713,521 75,520 11.84 130,849 53.92 0.0154
2023-05-15 2023-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 638,001 25,425 4.15 85,014 177,010.42 0.0110
2023-02-13 2022-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 612,576 21,220 3.59 49 -99.87 0.0068
2022-11-14 2022-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 591,356 8,051 1.38 35,812 11.95 0.0054
2022-08-12 2022-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 583,305 -11,378 -1.91 31,988 -28.78 0.0047
2022-05-13 2022-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 594,683 12,533 2.15 44,916 3.48 0.0056
2022-02-11 2021-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 582,150 12,724 2.23 43,405 62.08 0.0052
2021-11-12 2021-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 569,426 4,031 0.71 26,780 17.18 0.0036
2021-08-13 2021-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 565,395 17,382 3.17 22,853 1.49 0.0031
2021-05-12 2021-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 548,013 45,205 8.99 22,517 53.80 0.0034
2021-02-12 2020-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 502,808 17,441 3.59 14,640 37.12 0.0025
2020-11-13 2020-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 485,367 -2,065 -0.42 10,677 -21.34 0.0021
2020-08-13 2020-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 487,432 -4,152 -0.84 13,574 50.82 0.0029
2020-05-14 2020-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 491,584 29,686 6.43 9,000 -19.12 0.0023
2020-02-20 2019-12-31 13F/A-1 AXCELIS TECHNOLOGIES COM NEW 054540208 461,898 30,301 7.02 11,128 50.89 0.0023
2020-02-13 2019-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 461,898 30,301 11,128 1,418.1660
2019-11-12 2019-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 431,597 -11,212 -2.53 7,375 10.69 0.0017
2019-08-14 2019-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 442,809 47,017 11.88 6,663 -16.33 0.0016
2019-05-14 2019-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 395,792 20,376 5.43 7,963 19.17 0.0021
2019-03-06 2018-12-31 13F/A-1 AXCELIS TECHNOLOGIES COM NEW 054540208 375,416 26,452 7.58 6,682 -2.55 0.0021
2019-02-13 2018-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 375,416 26,452 6,682
2018-11-13 2018-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 348,964 34,017 10.80 6,857 9.98 0.0019
2018-08-14 2018-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 314,947 25,145 8.68 6,235 -12.54 0.0019
2018-05-15 2018-03-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 289,802 13,404 4.85 7,129 -10.12 0.0023
2018-02-13 2017-12-31 13F AXCELIS TECHNOLOGIES COM NEW 054540208 276,398 16,851 6.49 7,932 11.77 0.0027
2017-11-14 2017-09-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 259,547 6,812 2.70 7,097 34.06 0.0026
2017-08-14 2017-06-30 13F AXCELIS TECHNOLOGIES COM NEW 054540208 252,735 21,437 9.27 5,294 21.76 0.0021
2017-06-21 2017-03-31 13F/A-1 AXCELIS TECHNOLOGIES INC COM COM NEW 054540208 231,298 24,530 11.86 4,348 44.55 0.0018
2017-05-12 2017-03-31 13F AXCELIS TECHNOLOGIES INC COM COM NEW 054540208 231,298 4,348
2017-02-14 2016-12-31 13F AXCELIS TECHNOLOGIES INC COM COM NEW 054540208 206,768 6,685 3.34 3,008 13.21 0.0014
2016-11-10 2016-09-30 13F AXCELIS TECHNOLOGIES INC COM COM NEW 054540208 200,083 -587,564 -74.60 2,657 25.39 0.0013
2016-08-12 2016-06-30 13F AXCELIS TECHNOLOGIES INC COM COMSTK 054540109 787,647 4,652 0.59 2,119 -3.33 0.0012
2016-05-13 2016-03-31 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 782,995 51,631 7.06 2,192 15.73 0.0012
2016-02-12 2015-12-31 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 731,364 -21,162 -2.81 1,894 -5.68 0.0011
2015-11-13 2015-09-30 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 752,526 40,977 5.76 2,008 -4.65 0.0012
2015-08-14 2015-06-30 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 711,549 68,849 10.71 2,106 37.74 0.0012
2015-05-14 2015-03-31 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 642,700 39,958 6.63 1,529 -0.91 0.0009
2015-02-12 2014-12-31 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 602,742 26,401 4.58 1,543 34.64 0.0009
2014-11-14 2014-09-30 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 576,341 608 0.11 1,146 -0.43 0.0007
2014-08-13 2014-06-30 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 575,733 5,282 0.93 1,151 -6.12 0.0007
2014-05-14 2014-03-31 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 570,451 58,757 11.48 1,226 -1.76 0.0008
2014-02-14 2013-12-31 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 511,694 13,045 2.62 1,248 18.63 0.0009
2013-11-14 2013-09-30 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 498,649 13,757 2.84 1,052 19.14 0.0008
2013-08-14 2013-06-30 13F AXCELIS TECHNOLOGIES INC COM COM 054540109 484,892 484,892 883 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.