Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Axcelis Technologies, Inc. (ACLS)
← All ACLS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 11,941 <0.01 Reduce 2.20% <0.01 $75.31–101.35 · VW $88.57i $1,111,468 SEC
2025   Q4 12,210 <0.01 Add 10.85% <0.01 $73.60–98.35 · VW $84.25i $980,951 SEC
2025   Q3 11,015 <0.01 Reduce 19.19% <0.01 $65.64–102.93 · VW $80.24i $1,075,505 SEC
2025   Q2 13,631 <0.01 Add 177.17% <0.01 $40.40–73.57 · VW $56.23i $949,944 SEC
2025   Q1 4,918 <0.01 Reduce 79.50% 0.01 $47.23–76.94 · VW $59.59i $244,277 SEC
2024   Q4 23,990 0.02 Add 110.03% <0.01 $68.23–107.23 · VW $81.22i $1,676,181 SEC
2024   Q3 11,422 0.01 Reduce 4.54% <0.01 $95.62–158.61 · VW $115.91i $1,197,597 SEC
2024   Q2 11,965 0.02 Add 35.21% <0.01 $93.77–145.70 · VW $115.91i $1,701,303 SEC
2024   Q1 8,849 0.01 Add 318.99% 0.01 $106.11–145.77 · VW $120.65i $986,840 SEC
2023   Q4 2,112 <0.01 Reduce 71.39% 0.02 $120.54–170.97 · VW $133.22i $273,905 SEC
2023   Q3 7,381 0.02 Reduce 22.72% <0.01 $152.71–201.00 · VW $180.96i $1,203,472 SEC
2023   Q2 9,551 0.04 Reduce 66.47% 0.06 $105.28–186.68 · VW $148.93i $1,750,985 SEC
2023   Q1 28,481 0.09 Reduce 16.58% 0.01 $76.97–136.38 · VW $118.40i $3,795,093 SEC
2022   Q4 34,141 0.08 Reduce 17.65% 0.01 $49.78–88.73 · VW $70.75i $2,709,430 SEC
2022   Q3 41,456 0.08 Reduce 29.63% 0.03 $46.41–83.39 · VW $66.80i $2,511,000 SEC
2022   Q2 58,913 0.10 Add 46.32% 0.03 $50.69–77.20 · VW $59.41i $3,231,000 SEC
2022   Q1 40,263 0.09 Add 167.60% 0.06 $54.20–83.74 · VW $68.93i $3,041,000 SEC
2021   Q4 15,046 0.04 Buy 0.04 $45.14–75.40 · VW $61.82i $1,122,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.01 $35.45–50.21 · VW $41.97i SEC
2021   Q1 7,100 0.01 Reduce 58.90% <0.01 $28.45–44.20 · VW $37.19i $292,000 SEC
2020   Q4 17,277 0.02 Reduce 58.92% 0.02 $21.69–30.05 · VW $25.86i $503,000 SEC
2020   Q3 42,055 0.03 Add 115.48% 0.02 $20.40–31.50 · VW $25.69i $925,000 SEC
2020   Q2 19,517 0.02 Buy 0.02 $16.11–28.84 · VW $25.21i $544,000 SEC
2019   Q3 0 0.00 Sell 100.00% <0.01 $14.53–18.82 · VW $16.08i SEC
2019   Q2 22,840 <0.01 Reduce 48.37% <0.01 $13.99–22.19 · VW $17.57i $344,000 SEC
2019   Q1 44,234 0.01 Buy 0.01 $16.55–22.99 · VW $20.45i $890,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.01 $15.46–20.57 · VW $18.04i SEC
2018   Q3 44,795 0.01 Reduce 35.98% <0.01 $18.35–25.17 · VW $20.88i $880,000 SEC
2018   Q2 69,965 0.02 Reduce 43.96% 0.02 $19.30–25.20 · VW $21.53i $1,385,000 SEC
2018   Q1 124,841 0.04 Add 7.33% <0.01 $21.90–31.60 · VW $25.94i $3,071,000 SEC
2017   Q4 116,315 0.05 Reduce 21.79% 0.01 $27.15–37.05 · VW $31.59i $3,338,000 SEC
2017   Q3 148,714 0.06 Buy 0.06 $18.60–27.40 · VW $22.51i $4,067,000 SEC
Price snapshot:
Current price$136.56
Avg. buy price$77.31
+/- since buy76.63%
52-week low$65.64
52-week high$193.78