AXCELIS TECHNOLOGIES INC · CUSIP 054540208 · CIK 1080298
As of 2026-06-30, REINHART PARTNERS, LLC. reported 928.66K ACLS (shares), valued at $175.94M, or 4.02% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares decreased 43.98%; reported value increased 14.02%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.02% | 928,660 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 4.44% | 1,657,745 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 3.83% | 1,589,898 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 5.11% | 1,610,332 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 3.61% | 1,518,544 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 2.61% | 1,441,022 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 2.79% | 1,036,112 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 2.74% | 687,608 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 2.48% | 419,048 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 1.54% | 339,592 | SEC filing ↗Filed Apr 3, 2024Amended |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 1.54% | 339,592 | $37.87M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 3, 2024 |
| Q2 2024 | 2.48% | 419,048 | $59.58M | Shares increased 23.40%; reported value increased 57.33%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 2.74% | 687,608 | $72.10M | Shares increased 64.09%; reported value increased 21.00%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 2.79% | 1,036,112 | $72.39M | Shares increased 50.68%; reported value increased 0.41%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 2.61% | 1,441,022 | $71.58M | Shares increased 39.08%; reported value decreased 1.13%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 3.61% | 1,518,544 | $105.83M | Shares increased 5.38%; reported value increased 47.86%, and weight changed +1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 5.11% | 1,610,332 | $157.23M | Shares increased 6.04%; reported value increased 48.57%, and weight changed +1.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 3.83% | 1,589,898 | $127.73M | Shares decreased 1.27%; reported value decreased 18.76%, and weight changed -1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 4.44% | 1,657,745 | $154.30M | Shares increased 4.27%; reported value increased 20.80%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 4.02% | 928,660 | $175.94M | Shares decreased 43.98%; reported value increased 14.02%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.