ACLS
Axcelis Technologies, Inc. · Technology · Semiconductors
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.8% ·
поток акций +6.7% ·
новые чистые позиции -2.7%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 112 | +7 | 23.48M | $4.44B | +14 | −9 |
| Q1 2026 | 110 | -2 | 24.77M | $2.31B | +8 | −11 |
| Q4 2025 | 113 | -1 | 26.05M | $2.10B | +2 | −2 |
| Q3 2025 | 19 | +2 | 15.18M | $1.48B | +3 | −2 |
| Q2 2025 | 15 | 0 | 13.89M | $968.02M | — | — |
| Q1 2025 | 12 | -2 | 4.01M | $199.11M | — | −2 |
| Q4 2024 | 14 | -1 | 4.97M | $347.01M | — | −1 |
| Q3 2024 | 14 | +1 | 3.52M | $369.55M | +2 | −1 |
| Q2 2024 | 13 | — | 3.59M | $510.78M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 4.94M | +2.3% | $459.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | Fidelity (FMR) ✦ | 2.43M | +298.1% | $226.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 1.38M | — | $128.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Balyasny Asset Management L.P. | 1.36M | +460.4% | $127.01M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 5 | Victory Capital Management Inc | 1.28M | -29.2% | $119.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (пассивный) | 1.19M | +0.2% | $110.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | BNP Paribas Asset Management… | 1.01M | -7.8% | $93.64M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | American Century Companies Inc | 951.91K | -22.8% | $88.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Dimensional Fund Advisors Lp | 844.10K | +0.4% | $78.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Geode Capital Management ✦ (пассивный) | 811.26K | -11.6% | $75.53M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 11 | PRIMECAP Management ✦ | 658.65K | -0.9% | $61.31M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 581.64K | +66.1% | $54.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 13 | D. E. Shaw & Co. ✦ | 544.42K | +15.8% | $50.67M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 497.62K | -21.0% | $46.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Manufacturers Life Insurance… | 491.75K | +3402.5% | $45.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Charles Schwab Investment… | 445.77K | +3.4% | $41.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northern Trust Corp | 416.70K | +2.9% | $38.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 18 | UBS Group AG | 377.24K | +76.8% | $35.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | T. Rowe Price ✦ | 362.20K | -5.4% | $33.72M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 20 | Boston Partners | 340.27K | -19.4% | $31.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Grantham, Mayo, Van Otterloo & Co.… | 334.79K | +3.7% | $31.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Allspring Global Investments… | 258.54K | -2.8% | $24.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | JPMorgan Chase ✦ | 222.71K | -37.7% | $20.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 24 | Principal Financial Group Inc | 210.20K | +5.1% | $19.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Federated Hermes, Inc. | 209.20K | -24.3% | $19.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 199.67K | -1.9% | $18.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 27 | Two Sigma Investments ✦ | 197.57K | +177.3% | $18.39M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Invesco Ltd. | 165.07K | -65.5% | $15.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 29 | Bnp Paribas Financial Markets | 144.68K | -11.8% | $13.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | First Trust Advisors Lp | 137.78K | +55.9% | $12.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 111.00K | -6.1% | $10.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | First Eagle Investment Management… | 100.55K | -26.2% | $9.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Rhumbline Advisers | 87.31K | -0.9% | $8.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 78.69K | -8.6% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Creative Planning | 77.71K | +5.7% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Legal & General Group Plc | 71.91K | -7.9% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Nuveen, LLC | 71.39K | +1.4% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | UBS AM, a distinct business unit of… | 64.55K | +5.7% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 39 | Swiss National Bank | 61.20K | 0.0% | $5.70M | 0.0% | Held | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 51.70K | -35.2% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 41 | Holocene Advisors, LP | 51.58K | +228.9% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 47.98K | +1189.3% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Sei Investments Co | 45.03K | +61.0% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | State Of Wisconsin Investment Board | 41.21K | -18.4% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Amundi | 40.63K | +9.0% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Allianz Asset Management GmbH | 40.13K | Новый | $3.74M | 0.0% | New | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 40.02K | +6.5% | $3.72M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 48 | California State Teachers… | 36.42K | +21.3% | $3.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Barclays Plc | 35.37K | -53.5% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Toronto Dominion Bank | 34.01K | Новый | $3.17M | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Squarepoint Ops LLC | 33.29K | -78.3% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Envestnet Asset Management Inc | 31.78K | -39.5% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Prudential Financial Inc | 31.38K | -20.7% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 34.49K | +0.7% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mitsubishi UFJ Asset Management… | 29.12K | 0.0% | $2.71M | 0.0% | Held | 2 | SEC ↗ |
| 56 | Deutsche Bank Ag\ | 28.86K | +11.3% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Franklin Resources Inc | 26.72K | -19.6% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 58 | Citigroup Inc | 24.64K | -77.7% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Stifel Financial Corp | 22.58K | -7.2% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | LPL Financial LLC | 22.50K | -34.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Connor, Clark & Lunn Investment… | 15.68K | Новый | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 62 | Janus Henderson Group Plc | 14.63K | -65.0% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 14.55K | +0.8% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Voya Investment Management Llc | 14.41K | -1.2% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 12.78K | -35.3% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Millennium Management ✦ | 12.53K | -90.4% | $1.17M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 12.34K | +10.0% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Zurcher Kantonalbank (Zurich… | 12.18K | +7.5% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Gotham Asset Management ✦ | 11.94K | -2.2% | $1.11M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 70 | Hsbc Holdings Plc | 11.44K | -53.3% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | New York State Common Retirement… | 10.15K | 0.0% | $944,762 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Royal Bank Of Canada | 9.79K | +154.4% | $912,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 73 | Fifth Third Bancorp | 9.06K | +2290.2% | $843,254 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bridgewater Associates ✦ | 8.30K | Новый | $772,657 | 0.0% | New | 1 | SEC ↗ |
| 75 | Universal- Beteiligungs- und… | 8.18K | -30.6% | $761,673 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 7.79K | +137.7% | $725,093 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | ProShare Advisors LLC | 7.78K | -13.4% | $723,789 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Adage Capital Partners ✦ | 7.50K | Новый | $698,100 | 0.0% | New | 1 | SEC ↗ |
| 79 | HighTower Advisors, LLC | 7.37K | +81.4% | $685,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | State Board Of Administration Of… | 7.08K | 0.0% | $659,006 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Mml Investors Services, Llc | 6.89K | -18.9% | $641,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | IMC-Chicago, LLC | 6.74K | Новый | $626,987 | 0.0% | New | 1 | SEC ↗ |
| 83 | Corient Private Wealth LP | 5.59K | -51.0% | $520,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Aviva Plc | 5.31K | -10.3% | $494,069 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Cetera Investment Advisers | 5.13K | -48.5% | $477,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Pictet Asset Management Holding SA | 4.88K | +13.5% | $454,323 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Citadel Advisors ✦ | 4.50K | -97.4% | $419,325 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 88 | Lido Advisors, LLC | 4.26K | +17.9% | $396,492 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Bank Of Montreal /Can/ | 4.03K | +23.1% | $374,647 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 90 | Osaic Holdings, Inc. | 3.70K | +39.2% | $343,971 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 91 | Cerity Partners LLC | 3.26K | -35.4% | $303,720 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 92 | Jones Financial Companies Lllp | 3.04K | +951.9% | $295,944 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 5.47K | +47.2% | $294,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Neuberger Berman Group LLC | 2.94K | +8.4% | $274,028 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | Commonwealth Equity Services, Llc | 2.63K | -9.1% | $245,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Tidal Investments LLC | 2.58K | -23.5% | $240,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Raymond James Financial Inc | 2.55K | -82.2% | $237,354 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 98 | Cwm, Llc | 2.47K | -5.7% | $230,187 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Baird Financial Group, Inc. | 2.42K | Новый | $225,347 | 0.0% | New | 1 | SEC ↗ |
| 100 | Point72 Asset Management ✦ | 2.25K | Новый | $209,430 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Allianz Asset Management GmbH | $3.74M | 0.0% |
| Toronto Dominion Bank | $3.17M | 0.0% |
| Connor, Clark & Lunn… | $1.46M | 0.0% |
| Bridgewater Associates | $772,657 | 0.0% |
| Adage Capital Partners | $698,100 | 0.0% |
| IMC-Chicago, LLC | $626,987 | 0.0% |
| Baird Financial Group, Inc. | $225,347 | 0.0% |
| Point72 Asset Management | $209,430 | 0.0% |
Закрыто
| Arrowstreet Capital | $17.04M | составлял 0.0% |
| Norges Bank | $7.08M | составлял 0.0% |
| Jane Street Group, Llc | $6.35M | составлял 0.0% |
| Renaissance Technologies | $5.37M | составлял 0.0% |
| Tudor Investment Corp Et Al | $1.67M | составлял 0.0% |
| Canada Pension Plan… | $449,904 | составлял 0.0% |
| Hrt Financial Lp | $367,000 | составлял 0.0% |
| Mackenzie Financial Corp | $335,488 | составлял 0.0% |
| Truist Financial Corp | $260,623 | составлял 0.0% |
| Walleye Trading LLC | $254,517 | составлял 0.0% |
| Group One Trading Llc | $13,336 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 371 держатели, 32.35M акции, $2.91B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.