Follow-The-Filings

Security

ACLS

Axcelis Technologies Inc. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 2 new 1 exit max 0.2% (Dmitry Balyasny - Balyasn...)

grid → activity →
owners 13
max % 0.2%
tracked value $539M
qoq N 2 A 3 R 4 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Add +0.14 pp 1,364,540 $127M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 544,421 $51M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 100,551 $9M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 71,244 $6M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 4,122,529 $331M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 88,147 $7M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 40,015 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 12,532 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 11,941 $1M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 8,301 $773 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 4,505 $419 hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 2,250 $209 hist
Ancora Advisors LLC 2026 Q1 0.0% — 500 $47 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 66,899 $5M hist

13 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.13B $1.02B $839.05M
Gross profit $491.3M $454.65M $376.85M
Gross margin * 43.5% 44.7% 44.9%
Net income — — $120.24M
Net margin * — — 14.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.08B $1.12B $943.2M
Total non-current assets * $201.98M $225.17M $418.15M
Total assets $1.28B $1.35B $1.36B
Total current liabilities $285.13M $207.52M $197.66M
Total non-current liabilities * $131.96M $128.47M $129.01M
Total equity $864.88M $1.01B $1.03B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $156.87M $140.82M $118.3M
Cash from investing -$100.86M -$108.73M $29.93M
Cash from financing -$68.27M -$71.19M -$124.49M
Net change in cash -$12.4M -$42.89M $25.01M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders