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John Overdeck’s Axcelis ACLS Stock Holding History

John Overdeck’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682K Buy
+3,600
New +$534K ﹤0.01% 3911
2026
Q1 		– Sell
-5,000
Closed -$402K – 4552
2025
Q4 		$402K Buy
+5,000
New +$419K ﹤0.01% 3435

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

John Overdeck's ACLS Position: Q2 2026 in Review

John Overdeck reduced its Axcelis (ACLS) stake by 75% in Q2 2026, selling an estimated $22.1M and leaving 48,437 shares worth $9.18M. The position accounts for 0.01% of the portfolio, ranked #1584.

John Overdeck first reported a position in ACLS in Q2 2013 and has held it in 40 quarters since. The position peaked at $18.4M in Q1 2026. 439 funds tracked by Wall St. Rank hold ACLS as of Q2 2026.

  • John Overdeck held 48,437 shares of Axcelis worth $9.18M as of Q2 2026.
  • John Overdeck sold 149,129 Axcelis shares in Q2 2026, an estimated $22.1M.
  • Axcelis made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1584 holding.
  • John Overdeck first reported a position in Axcelis in Q2 2013 and has held it in 40 quarters since.
  • John Overdeck's Axcelis position peaked at $18.4M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Axcelis as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.