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Needham Investment Management’s Axcelis ACLS Stock Holding History

Needham Investment Management’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
Q1 		$3.96M Buy
42,500
+22,500
+113% +$1.99M 0.2% 108
2025
Q4 		$1.61M Buy
+20,000
New +$1.67M 0.1% 125

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Needham Investment Management's ACLS Position: Q1 2026 in Review

Needham Investment Management increased its Axcelis (ACLS) stake by 113% in Q1 2026, buying an estimated $1.99M and bringing the position to 42,500 shares worth $3.96M. The position accounts for 0.2% of the portfolio, ranked #108.

Needham Investment Management first reported a position in ACLS in Q4 2025 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold ACLS as of Q1 2026.

  • Needham Investment Management held 42,500 shares of Axcelis worth $3.96M as of Q1 2026.
  • Needham Investment Management bought 22,500 Axcelis shares in Q1 2026, an estimated $1.99M.
  • Axcelis made up 0.2% of Needham Investment Management's portfolio in Q1 2026, its #108 holding.
  • Needham Investment Management first reported a position in Axcelis in Q4 2025 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Axcelis as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.