Axcelis Technologies, Inc. (NASDAQ:ACLS) Q1 2026 Earnings Call Transcript
Operator: Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company's results for the first quarter of 2026.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Balyasny Asset Management Dmitry Balyasny | 616,196 | $116,738,332 | -55% | 0.15% |
| 2. | Millennium Management Israel Englander | 139,242 | $26,379,397 | +1012% | 0.01% |
| 3. | Alpine Associates Robert Emil Zoellner | 134,905 | $25,557,753 | 1.6% | |
| 4. | Sagefield Capital Mark Schlueter And Jonathan Lamensdorf | 133,770 | $25,342,727 | +63% | 1.88% |
| 5. | D E Shaw D. E. Shaw | 133,044 | $25,205,186 | -76% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $112.39 | 440 | $49,451.60 | 57,754 | 2024-03-11 | Filing | |
| $112.23 | 100 | $11,223.00 | 5,991 | 2024-02-29 | Filing | |
| $111.04 | 500 | $55,520.00 | 19,648 | 2024-02-23 | Filing | |
| $15.05 | 2,480 | $37,324.00 | 67,033 | 2019-08-21 | Filing | |
| $15.04 | 414 | $6,226.56 | 64,553 | 2019-08-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $157.44 | 1,586 | $249,703.33 | 7,112 | 2026-06-03 | Filing | |
| $155.24 | 1,155 | $179,302.20 | 14,410 | 2026-06-02 | Filing | |
| $159.99 | 2,000 | $319,980.00 | 6,360 | 2026-05-27 | Filing | |
| $155.37 | 900 | $139,833.00 | 17,695 | 2026-05-22 | Filing | |
| $155.51 | 926 | $143,997.91 | 31,295 | 2026-05-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,029,462 | $952,831,502 | 0.01% | |
| 2. | 4,125,902 | $781,652,150 | 0.03% | |
| 3. | 2,478,878 | $469,623,437 | 0.02% | |
| 4. | 1,386,518 | $262,675,835 | 0.01% | |
| 5. | 1,231,109 | $233,178,562 | 0.01% |