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 | 1,364,540 | $127,011,383 | +461% | 0.16% |
| 2. | D E Shaw D. E. Shaw | 544,421 | $50,674,707 | +16% | 0.03% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 197,566 | $18,389,443 | 0.01% | |
| 4. | Royce & Associates Chuck Royce | 125,280 | $11,661,062 | +8% | 0.12% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 100,551 | $9,359,287 | -27% | 0.02% |
| 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 |
|---|---|---|---|---|---|---|
| $163.89 | 2,574 | $421,864.70 | 7,817 | 2026-05-14 | Filing | |
| $162.32 | 1,015 | $164,749.73 | 17,293 | 2026-05-14 | Filing | |
| $164.14 | 2,000 | $328,280.00 | 4,477 | 2026-05-13 | Filing | |
| $160.85 | 2,883 | $463,730.55 | 29,823 | 2026-05-13 | Filing | |
| $161.00 | 2,258 | $363,538.00 | 12,759 | 2026-05-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,936,774 | $459,514,886 | 0.01% | |
| 2. | 2,488,293 | $231,610,312 | 0.01% | |
| 3. | 2,431,121 | $226,288,732 | 0.01% | |
| 4. | 1,657,745 | $154,304,296 | 4.44% | |
| 5. | 1,382,770 | $128,708,232 | 0% |