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	$890K	Buy	+4,700	New	+$697K	﹤0.01%	3702

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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.