Accelerant Holdings (ARX)
Accelerant Holdings brought in $1.1B of revenue over the twelve months to June 30, 2026. It posted a net loss of $1.4B. At June 30, 2026 it held $1.6B in cash against $120.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 13, 2026.
Key facts about Accelerant Holdings
- Net worth
- Accelerant Holdings has a market value (market cap) of $4.3B at the latest share price, and shareholders' equity of $717.4M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $912.9M (+51.5% year on year), with a net loss of $1.4B. Over the 12 months to June 30, 2026: revenue $1.1B, net loss $1.4B.
- Cash flow
- In fiscal 2025 operations brought in $445.1M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 13, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
- Next earnings report
- Accelerant Holdings's next report is expected around November 11, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Accelerant Holdings does
Accelerant Holdings is registered with the SEC under industry code SIC 6411 (Insurance Agents, Brokers & Service). Its shares trade on NYSE under the ticker ARX.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $912.9M | -$1.4B | -$7.49 | n/a |
| 2025 | $602.6M | $27.2M | $0.14 | n/a |
| 2023 | $344M | -$48.8M | -$0.29 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where ARX ranks in Finance
Latest SEC filings
What Accelerant Holdings has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 30, 2026Form SC 13E3 filing SC 13E3
- October 30, 2026Form PREM14A filing PREM14A
- September 30, 2026Passive stake (5% or more) SCHEDULE 13G
- September 23, 2026Other event 8-K
- August 14, 2026Additional proxy material DEFA14A
- August 14, 2026
- August 14, 2026Additional proxy material DEFA14A
- August 13, 2026Additional proxy material DEFA14A
- August 13, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 63% to $356.9M versus the same quarter last year; diluted EPS $0.36 versus $0.04.
- August 13, 2026Additional proxy material DEFA14A
Insider trades
What the people running Accelerant Holdings did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $411.5K worth of shares in the last 90 days and bought none on the open market. Most of the selling (97%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 21, 2026 | Meriwether Karen SueDirector | Sold | 542 | $10.6K |
| August 13, 2026 | Hasley NancyDirector | Soldpre-planned (10b5-1) | 20,489 | $400.8K |
| August 11, 2026 | ONeill Francis JamesCo-Founder, Chief U/W Officer | Soldpre-planned (10b5-1), indirect | 89,219 | $1.1M |
| August 10, 2026 | ONeill Francis JamesCo-Founder, Chief U/W Officer | Soldpre-planned (10b5-1), indirect | 63,616 | $767.7K |
| August 10, 2026 | Radke Jeffrey LCo-Founder, CEO, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 80,000 | $967.1K |
| August 3, 2026 | Radke Jeffrey LCo-Founder, CEO, Director, 10% owner | Soldpre-planned (10b5-1), indirect | 80,000 | $964.5K |
| July 28, 2026 | ONeill Francis JamesCo-Founder, Chief U/W Officer | Soldpre-planned (10b5-1), indirect | 104,647 | $1.5M |
| July 27, 2026 | ONeill Francis JamesCo-Founder, Chief U/W Officer | Soldpre-planned (10b5-1), indirect | 110,467 | $1.6M |
Who owns ARX
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| ACP Insurance Management, LLC13G, passive with 2 related filers | 44.2% | November 14, 2025 |
| Radke Jeffrey L13G, passive | 29.9% | November 14, 2025 |
| Lee-Smith Christopher13G, passive | 17.4% | November 14, 2025 |
| ONeill Francis James13G, passive | 7% | November 14, 2025 |
| Glazer Capital, LLC13G, passive with 1 related filers | 5% | September 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 116 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Security Benefit Life Insurance Co | 5,866,257 | 0 |
| Fmr LLC | 5,628,679 | +3,816,472 |
| Capital World Investors | 4,626,664 | -526,077 |
| Keenan Capital, LLC | 3,992,923 | 0 |
| American Century Companies Inc | 3,877,619 | +689,114 |
| Gilder Gagnon Howe & Co LLC | 3,732,024 | -11,340 |
| BlackRock, Inc. | 3,496,273 | +3,330,709 |
| Barings LLC | 3,128,867 | 0 |
| Azora Capital LP | 3,049,846 | +1,069,635 |
| Vanguard Portfolio Management LLC | 2,418,330 | +304,765 |
| Jpmorgan Chase & Co | 2,176,807 | +156,439 |
| Goldman Sachs Group Inc | 2,013,582 | +1,971,913 |
| Cresset Asset Management, LLC | 1,839,620 | 0 |
| Citadel Advisors LLC | 1,747,985 | +603,779 |
| Vanguard Capital Management LLC | 1,657,197 | -281,741 |
| Alliancebernstein L.P. | 1,447,153 | -1,353,035 |
| Owls Nest Partners IA, LLC | 1,251,884 | +1,042,177 |
| Marshall Wace, Llp | 1,109,675 | -1,164,477 |
| Jane Street Group, LLC | 952,066 | +91,369 |
| State Street Corp | 900,775 | +863,469 |
Insiders
11 insiders reported holding 62,652,446 shares in total, about $1.25B at the last price.
| Holder | Shares |
|---|---|
| Radke Jeffrey LCo-Founder, CEO, Director, 10% owner | 27,925,59127,591,939 held indirectly |
| Lee-Smith ChristopherCo-Founder, Head of Distrib., Director | 17,784,023 |
| ONeill Francis JamesCo-Founder, Chief U/W Officer | 13,733,0596,369,290 held indirectly |
| Hasley NancyDirector | 1,341,834 |
| Green Jay MichaelChief Financial Officer | 1,175,589 |
| Sternberg Matthew DavidCOO, Risk Exchange | 596,482 |
| Wainwright SimonDirector | 23,316 |
| Talach David George PaulDirector | 23,316 |
| Meriwether Karen SueDirector | 20,868 |
| Little Paul ChristopherDirector | 20,868 |
Questions about ARX
What does Accelerant Holdings do?
Accelerant Holdings is a company in the Finance sector, listed on NYSE as ARX. Its shares trade on NYSE under the ticker ARX.
What is Accelerant Holdings's net worth?
Accelerant Holdings has a market value (market cap) of $4.3B at the latest share price, and shareholders' equity of $717.4M on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Accelerant Holdings profitable?
No. Over the twelve months to June 30, 2026 it reported a net loss of $1.4B on revenue of $1.1B.
How much revenue does Accelerant Holdings make?
Over the twelve months to June 30, 2026 Accelerant Holdings reported revenue of $1.1B.
When did Accelerant Holdings last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 13, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the form SC 13E3 filing from October 30, 2026.
When is Accelerant Holdings's next earnings report?
Accelerant Holdings's next report is expected around November 11, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Accelerant Holdings tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.