ACL
ARX

Azora Capital LP’s Accelerant Holdings ARX Stock Holding History

Azora Capital LP’s Portfolio ARX Stock Details ARX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7M Buy
3,049,846
+1,069,635
+54% +$15M 1.51% 25
2026
Q1 		$26.5M Sell
1,980,211
-458,883
-19% -$5.8M 1.74% 20
2025
Q4 		$39.9M Buy
2,439,094
+1,811,976
+289% +$25.5M 2.51% 15
2025
Q3 		$9.34M Buy
+627,118
New +$14.7M 0.43% 49

Other funds holding ARX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $506M AUM 7.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Azora Capital LP's ARX Position: Q2 2026 in Review

Azora Capital LP increased its Accelerant Holdings (ARX) stake by 54% in Q2 2026, buying an estimated $15M and bringing the position to 3,049,846 shares worth $35.7M. The position accounts for 1.51% of the portfolio, ranked #25.

Azora Capital LP first reported a position in ARX in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.9M in Q4 2025. 116 funds tracked by Wall St. Rank hold ARX as of Q2 2026.

  • Azora Capital LP held 3,049,846 shares of Accelerant Holdings worth $35.7M as of Q2 2026.
  • Azora Capital LP bought 1,069,635 Accelerant Holdings shares in Q2 2026, an estimated $15M.
  • Accelerant Holdings made up 1.51% of Azora Capital LP's portfolio in Q2 2026, its #25 holding.
  • Azora Capital LP first reported a position in Accelerant Holdings in Q3 2025 and has held it in 4 quarters since.
  • Azora Capital LP's Accelerant Holdings position peaked at $39.9M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Accelerant Holdings as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.