Balyasny Asset Management
ARX

Balyasny Asset Management’s Accelerant Holdings ARX Stock Holding History

Balyasny Asset Management’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
Q1 		– Sell
-2,733,595
Closed -$44.7M – 3699
2025
Q4 		$44.7M Buy
2,733,595
+714,811
+35% +$10.1M 0.06% 390
2025
Q3 		$30.1M Buy
+2,018,784
New +$47.3M 0.04% 537

Other funds holding ARX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balyasny Asset Management's ARX Position: Q1 2026 in Review

Balyasny Asset Management sold out of Accelerant Holdings (ARX) in Q1 2026, closing a stake of 2,733,595 shares — an estimated $44.7M sold.

Balyasny Asset Management first reported a position in ARX in Q3 2025 and held it in 2 quarters. The position peaked at $44.7M in Q4 2025. 107 funds tracked by Wall St. Rank hold ARX as of Q1 2026.

  • Balyasny Asset Management reported no remaining Accelerant Holdings position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 2,733,595 Accelerant Holdings shares in Q1 2026, an estimated $44.7M.
  • Balyasny Asset Management first reported a position in Accelerant Holdings in Q3 2025 and held it in 2 quarters.
  • Balyasny Asset Management's Accelerant Holdings position peaked at $44.7M in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Accelerant Holdings as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.