Accelerant Holdings (ARX) Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 13, 2026

Net selling: insiders sold $11K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: -$11K net
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Sep 30, 2026: 1 added, 1 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about ARX filings

Are insiders buying or selling Accelerant Holdings (ARX) stock?

Net selling: insiders sold $11K and bought $0 of ARX stock on the open market in the 90 days to Nov 13, 2026, according to SEC Form 4 filings. The largest was Meriwether, Karen Sue (Director), who sold $11K. The latest filing was on Aug 25, 2026.

Which members of Congress have traded ARX recently?

None. No member of Congress disclosed a ARX trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this ARX smart-money data?

This summary uses filings available on Nov 13, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on ARX

Lean long1 source:
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
Lean short3 sales · $2.3M
2 of 3 on scheduled plans. Form 4 filings.
Congress
No recent politician filings found
Funds
Lean long2 added · 1 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Influencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about ARX filings

Are insiders buying or selling Accelerant Holdings (ARX) stock?

Which members of Congress have traded ARX recently?

None. No member of Congress disclosed a ARX trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this ARX smart-money data?

Funds

What funds are doing

6 moves · 6 mo

Buys/Adds$131.7MSells/Trims$53.0M

Buys/Adds (2)

QR
Qube Research
Q3 2026 13F
$41.1M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%
FM
FMR LLC
Q2 2026 13F
$41.8M
added

Sells/Trims (1)

FM
FMR LLC
Q3 2026 13F
$35.6M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%

3 more moves

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Reported Nov 12, 2026

Earnings came in 6.5% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Nov 12, 2026

Period ending

Sep 30, 2026

Earnings per share

$0.18-6.49% miss

$0.19 expected

Revenue

$278.6M

SEC filing

EPS: Yahoo Finance

Next report

What the street expects next

Estimates as of Nov 13, 2026

EPS expected

$0.21

$0.17 to $0.23

Revenue expected

$274.6M

5 analysts

Last 30 days

0up2down

Analysts cutting estimates

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Sep 30, 2026Reported Nov 12, 2026	$0.18est. $0.19	-6.49%miss	$278.6MSEC filing	+4.2%from $267.4M
Jun 30, 2026Reported Aug 13, 2026	$0.32est. $0.16	+96.32%beat	$356.9MSEC filing	+62.9%from $219.1M
Mar 31, 2026Reported May 13, 2026	$0.17est. $0.16	+8.28%beat	$192.8MAlpha Vantage	+12.9%from $170.7M
Dec 31, 2025Reported Mar 18, 2026	$0.23est. $0.22	+5.87%beat	$209.4MAlpha Vantage	No year-ago quarter
Sep 30, 2025Reported Nov 12, 2025	$0.39est. $0.21	+85.71%beat	$267.4MSEC filing	No year-ago quarter
Jun 30, 2025Reported Aug 28, 2025	$0.14est. $0.12	+16.67%beat	$219.1MSEC filing	No year-ago quarter
Mar 31, 2025Reported May 28, 2025	$2.65Reported	No estimate	$170.7MAlpha Vantage	No year-ago quarter

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $19.89
High: $19.90
Low: $19.88
Prev close: $19.87
52-wk high: $19.91
52-wk low: $9.18
Mkt cap: $4.32B
ROE: -222.0%
Fwd P/E: 22.4x
P/S: 4.2x
P/B: 6.0x
Profit margin: -124.6%
Op margin: -124.9%

Sep 2025 to Jun 2026

What it sold, what it cost, what was left.

RevenueProfit

Sep 2025Dec 2025Mar 2026Jun 2026

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$280.7M	$209.4M	$192.8M	$356.9M
Cost of what it soldCost of revenue	$73.6M	$78.9M	$81.8M	$106.5M
Gross profit	$207.1M	$130.5M	$111.0M	$250.4M
What it spent
Sales and adminSelling, general and administrative	$127.8M	$126.2M	$123.8M	$129.5M
Other operating costsOperating costs not itemised in the filing's summary	$1.44B	$6.5M	-$14.8M	$61.6M
Total operating expenses	$1.56B	$132.7M	$109.0M	$191.1M
What was left
Operating profitOperating income	-$1.36B	-$2.2M	$2.0M	$59.3M
Interest on debtInterest expense	$16.2M	$30.9M	$14.1M	$2.4M
Profit before tax	-$1.36B	-$2.2M	$2.0M	$87.4M
TaxIncome tax expense	$9.5M	-$3.1M	$6.1M	$7.4M
Net profitNet income	-$1.37B	-$600.0K	-$5.2M	$78.7M
EBITDAEarnings before interest, tax, depreciation, amortisation	-$1.33B	$38.2M	$14.5M	$70.1M

Technicals

Price structure

This stock is in a strong uptrend, and looks overbought after a fast run-up.

Trend

Strong uptrend

85 / 100

RSI 14

73overbought

20D volatility

3%annualized

52-week range

$19.89

$9.18$19.91

20D support

$19.72recent floor

20D resistance

$19.91recent ceiling

Returns

5D +0.1%20D +0.7%60D +1.7%

Price vs moving averages

SMA20 +0.3%SMA50 +0.5%SMA200 +31.5%

Volume pace

0.57xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Sep 30, 2026Nov 12, 2026

$0.18est. $0.19

-6.49%

$278.6MSEC filing

+4.2%from $267.4M

Jun 30, 2026Aug 13, 2026

$0.32est. $0.16

+96.32%

$356.9MSEC filing

+62.9%from $219.1M

Mar 31, 2026May 13, 2026

$0.17est. $0.16

+8.28%

$192.8MAlpha Vantage

+12.9%from $170.7M

Dec 31, 2025Mar 18, 2026

$0.23est. $0.22

+5.87%

$209.4MAlpha Vantage

No year-ago quarter

Sep 30, 2025Nov 12, 2025

$0.39est. $0.21

+85.71%

$267.4MSEC filing

No year-ago quarter

Jun 30, 2025Aug 28, 2025

$0.14est. $0.12

+16.67%

$219.1MSEC filing

No year-ago quarter

Mar 31, 2025May 28, 2025

$2.65Reported

No estimate

$170.7MAlpha Vantage

No year-ago quarter

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$280.7M	$209.4M	$192.8M	$356.9M
Cost of what it soldCost of revenue	$73.6M	$78.9M	$81.8M	$106.5M
Gross profit	$207.1M	$130.5M	$111.0M	$250.4M
What it spent
Sales and adminSelling, general and administrative	$127.8M	$126.2M	$123.8M	$129.5M
Other operating costsOperating costs not itemised in the filing's summary	$1.44B	$6.5M	-$14.8M	$61.6M
Total operating expenses	$1.56B	$132.7M	$109.0M	$191.1M
What was left
Operating profitOperating income	-$1.36B	-$2.2M	$2.0M	$59.3M
Interest on debtInterest expense	$16.2M	$30.9M	$14.1M	$2.4M
Profit before tax	-$1.36B	-$2.2M	$2.0M	$87.4M
TaxIncome tax expense	$9.5M	-$3.1M	$6.1M	$7.4M
Net profitNet income	-$1.37B	-$600.0K	-$5.2M	$78.7M
EBITDAEarnings before interest, tax, depreciation, amortisation	-$1.33B	$38.2M	$14.5M	$70.1M

USD

Sep 2025

Dec 2025

Mar 2026

Jun 2026

What came in

RevenueTotal revenue

$280.7M

$209.4M

$192.8M

$356.9M

Cost of what it soldCost of revenue

$73.6M

$78.9M

$81.8M

$106.5M

Gross profit

$207.1M

$130.5M

$111.0M

$250.4M

What it spent

Sales and adminSelling, general and administrative

$127.8M

$126.2M

$123.8M

$129.5M

Other operating costsOperating costs not itemised in the filing's summary

$1.44B

$6.5M

-$14.8M

$61.6M

Total operating expenses

$1.56B

$132.7M

$109.0M

$191.1M

What was left

Operating profitOperating income

-$1.36B

-$2.2M

$2.0M

$59.3M

Interest on debtInterest expense

$16.2M

$30.9M

$14.1M

$2.4M

Profit before tax

-$1.36B

-$2.2M

$2.0M

$87.4M

TaxIncome tax expense

$9.5M

-$3.1M

$6.1M

$7.4M

Net profitNet income

-$1.37B

-$600.0K

-$5.2M

$78.7M

EBITDAEarnings before interest, tax, depreciation, amortisation

-$1.33B

$38.2M

$14.5M

$70.1M

Accelerant Holdings

Smart money at a glance

What do analysts expect?

Questions about ARX filings

Smart money on ARX

Questions about ARX filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 6.5% below what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

Accelerant Holdings

Smart money at a glance

What do analysts expect?

Questions about ARX filings

Smart money on ARX

Questions about ARX filings

What funds are doing

What insiders are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 6.5% below what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

Accelerant Holdings

Overview

Questions about ARX filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Accelerant Holdings

Overview

Questions about ARX filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.