ARX in the 13F filings

Accelerant Holdings · CUSIP G00894108

Sector · Insurance Theme · Financial services· L3VLUP-defined

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Quarter end: 31 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 10 Feb 2026
Managers listing it: 19; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed: 15,380,153; combined, among listed positions
Reported value: $251m; combined, at the quarter end

Among the 92 comparable managers: 9 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,321,971.

Managers listing ARX in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

19 of 19 holders

				Action		Filing
Capital World Investors	5,767,631	$94m	under 0.1%	Added	+14,381	11 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	2,846,468	$47m	under 0.1%	Added	+57,384	17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	2,733,595	$45m	0.06%	Added	+714,811	17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	1,788,135	$29m	under 0.1%	Added	+1,229,490	17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	715,452	$12m	under 0.1%	Trimmed	-206,635	17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP	348,147	$5.7m	under 0.1%	Added	+242,932	13 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC	199,070	$3.3m	under 0.1%	Trimmed	-30,825	13 Feb 2026 (the filing on sec.gov)
Woodline Partners LP	197,312	$3.2m	under 0.1%	Added	+51,899	17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC	181,647	$3.0m	under 0.1%	Trimmed	-690,433	17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	160,047	$2.6m	under 0.1%	Trimmed	-586,070	27 Oct 2026 (the filing on sec.gov)
Walleye Capital LLC	125,880	$2.1m	under 0.1%	Trimmed	-173,920	13 Feb 2026 (the filing on sec.gov)
Tiger Global Management LLC	75,000	$1.2m	under 0.1%	Held	0	17 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC	72,700	$1.2m	under 0.1%	New	new	12 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	57,211	$935k	under 0.1%	Trimmed	-99,451	17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.	34,694	$567k	under 0.1%	Trimmed	-121,777	17 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	32,250	$527k	under 0.1%	Trimmed	-52,048	13 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	23,500	$384k	under 0.1%	Trimmed	-519,784	17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP	16,398	$268k	under 0.1%	New	new	10 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC	5,016	$82k	under 0.1%	New	new	10 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 1,788,135 shares now+1,229,490
Balyasny Asset Management LLCexisting position · 2,733,595 shares now+714,811
Marshall Wace LLPexisting position · 348,147 shares now+242,932
Renaissance Technologies LLCnew position · 72,700 shares now+72,700
AllianceBernstein LPexisting position · 2,846,468 shares now+57,384

Reductions

Millennium Management LLCexisting position · 181,647 shares now-690,433
Neuberger Berman Group LLCexisting position · 160,047 shares now-586,070
Janus Henderson Group Ltdexisting position · 23,500 shares now-519,784
Citadel Advisors LLCexisting position · 715,452 shares now-206,635
Walleye Capital LLCexisting position · 125,880 shares now-173,920

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (7)

Dragoneer Investment Group LLCwas $5.0m
Verition Fund Management LLCwas $4.1m
Soros Fund Management LLCwas $3.4m
Davidson Kempner Capital Management LPwas $3.1m
Point72 Asset Management LPwas $1.1m
Tudor Investment Corpwas $1.1m
Jane Street Group LLCwas $824k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

5 in Q3 2025 to 3 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ARX and V →ARX and AXP →ARX and BAC →Choose a stock to compare with ARX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ARX, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q3 2025	5	$98m	5	0
Q4 2025	3	$140m	9	16
Q1 2026	2	$70m	14	9
Q2 2026	3	$59m	11	12