Welcome to our dedicated page for Accelerant Holdings SEC filings (Ticker: ARX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Accelerant Holdings (NYSE: ARX) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Accelerant is incorporated in the Cayman Islands and its Class A common shares are registered under Section 12(b) of the Exchange Act, trading on the New York Stock Exchange under the symbol ARX.
As a public company and emerging growth company, Accelerant files current reports on Form 8-K to announce material events, including the release of quarterly earnings results and the availability of earnings presentations. These 8-K filings often include or reference press releases that detail Exchange Written Premium, total revenues, net income or loss, Adjusted EBITDA, Adjusted Net Income and other key performance metrics for the specialty insurance risk exchange platform.
Investors can also use this page to locate periodic reports such as Forms 10-Q and 10-K once filed, which are expected to provide more extensive information on Accelerant’s financial statements, risk factors, business description and management’s discussion and analysis. The company has indicated that it files its Form 10-Q within the timelines applicable to a non-accelerated filer and emerging growth company.
In addition, the filings page is a resource for tracking capital markets and corporate structure disclosures, including the registration statement on Form S-1 that supported Accelerant’s initial public offering and the listing of its Class A common shares on the NYSE. Over time, users can review how Accelerant reports on its fee-based revenue model, the composition of Exchange Written Premium, the use of non-GAAP financial measures and items such as profit interest distribution expenses, share-based compensation and foreign currency effects.
Stock Titan enhances these documents with AI-powered summaries that highlight the main points of lengthy filings, helping readers quickly understand the significance of each report while still allowing full access to the underlying SEC documents for detailed review.
Accelerant Holdings (ARX) disclosed a Schedule 13G reporting that Christopher Lee‑Smith beneficially owns 20,386,940 Class A common shares as of September 30, 2025, including 2,746,261 shares underlying options. This represents 17.4% of the Class A common shares outstanding under Rule 13d‑3.
The issuer has dual‑class stock with one vote per Class A share and ten votes per Class B share. Based on the dual‑class structure, the filing notes the Reporting Person’s ownership equals approximately 8.0% of the aggregate Class A and Class B shares outstanding and about 1.5% of the issuer’s aggregate voting power. The Reporting Person has sole voting and dispositive power over 20,386,940 shares.
Context: Class A shares outstanding were 114,578,616 and Class B shares outstanding were 107,241,428, each as of September 30, 2025.
Capital World Investors filed a Schedule 13G reporting beneficial ownership of 5,753,250 shares of Accelerant Holdings common stock, representing 5.1% of the class as of 09/30/2025 (CUSIP: G00894108).
The filer reports sole voting power over 5,753,250 shares and sole dispositive power over 5,753,250 shares, with no shared voting or dispositive power. The filing is made by an investment adviser (IA) and certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Accelerant Holdings (ARX) reported Q3 2025 results with rapid top-line growth but a GAAP loss driven by a one-time, non-cash item tied to its IPO. Total revenues were $267.4 million, up from $153.7 million a year ago, as ceding commission income rose to $92.3 million, direct commission income to $43.4 million, and net earned premiums to $82.1 million. Net loss attributable to common shareholders was $1,439.7 million, compared with income of $8.1 million in Q3 2024.
The loss reflects $1,379.7 million of non-cash profits interest distribution expenses recognized upon settlement of awards at the July 25, 2025 IPO. The company states this was equity neutral, as an equal capital contribution from Accelerant Holdings LP offset the expense. General and administrative expenses increased, and other expenses included a $25.0 million termination fee and $12.0 million of professional costs, including $4.3 million related to the IPO that were not capitalized.
Total assets were $7,859.4 million versus $6,094.9 million at year-end 2024, and cash, cash equivalents and restricted cash were $1,675.9 million. As of November 10, 2025, common shares outstanding were 221,820,044, split between 114,578,616 Class A and 107,241,428 Class B.
Accelerant Holdings furnished a Form 8-K announcing its third-quarter earnings materials for the period ended September 30, 2025. The company issued an earnings release and an investor presentation on November 12, 2025, and will host an earnings conference call on November 13 at 8:00 a.m. Eastern Time.
The earnings release is furnished as Exhibit 99.1 and the presentation as Exhibit 99.2, which is also posted at https://investor.accelerant.ai/. The information under Items 2.02 and 7.01 is expressly stated as furnished, not deemed “filed” under Section 18 of the Exchange Act.
Accelerant Holdings (ARX) presented interim US GAAP condensed consolidated financials for the six months ended June 30, 2025. The company reported 248 Members on its Risk Exchange and $2.06 billion of Exchange Written Premium for the six months ended June 30, 2025, with 77% written by Accelerant Underwriting and 23% by Risk Exchange Insurers. On July 25, 2025 (subsequent event), the company completed an IPO selling 20,276,280 Class A shares at $21.00, generating net proceeds of $393.4 million; proceeds funded a $175.3 million redemption of Class C convertible preference shares and a $25.0 million termination fee to an affiliate of Altamont. At IPO, the company recognized $1.38 billion of non-cash stock-based compensation related to settlement of profit interest awards, recorded as equity-neutral (capital contribution offset). As of June 30, 2025, 219,986,563 common shares were outstanding (112,745,135 Class A; 107,241,428 Class B) and Altamont-controlled funds held 90,916,841 Class B shares, representing 76.7% of combined voting power.
Accelerant Holdings filed a Form 8-K to inform investors that it issued an earnings press release for the second quarter ended June 30, 2025. The company states that the press release, dated August 28, 2025, is attached as Exhibit 99.1 to this report. Accelerant clarifies that the earnings information furnished under Item 2.02, including Exhibit 99.1, is not considered “filed” for liability purposes under Section 18 of the Exchange Act and will only be incorporated into other securities filings if specifically referenced.
On 07/25/2025, Accelerant Holdings (ARX) Chief Operating Officer, Risk Exchange, Matthew David Sternberg filed a Form 4 reporting the award of 152,264 Class A Restricted Stock Units (RSUs). Each RSU entitles the holder to one Class A common share upon vesting. The transaction was coded "A" (acquisition) and carried a $0 exercise price, indicating an equity-compensation grant rather than an open-market purchase. After the grant, Sternberg’s direct beneficial ownership stands at 152,264 shares. No sales, derivative securities, or additional transactions were disclosed.
Accelerant Holdings (ARX) Form 4 – 07/25/2025: Director and 10% owner Keoni Andrew Schwartz, together with affiliated entities ACP Accelerant Holdings L.P. and ACP Insurance Management LLC, reported substantial share-class conversions tied to the company’s IPO and immediate secondary sales.
- Converted & sold: 11,596,152 Class B shares were first converted 1-for-1 into Class A and then sold at $21 per share under the IPO underwriting agreement, generating roughly $243 million in proceeds for the selling holders.
- Redeemed: 909,791 Redeemable Preference Shares were redeemed at $31.55.
- Residual ownership: Despite the sale, affiliated entities still report 90,196,595 Class B shares convertible into Class A on demand, plus additional derivative positions (e.g., 82,085,342; 5,427,970; 3,302,263 shares) held indirectly through various ACP vehicles.
- Control features: Class B shares carry 1-for-1 optional conversion and mandatory conversion triggers after three years or if insider holdings drop below 50%.
The filing signals significant liquidity taken by pre-IPO holders yet leaves a large insider stake that can convert later, representing both supply overhang risk and continued alignment.
On 07/25/2025, Accelerant Holdings (ARX) Co-Founder, CEO, director and 10% owner Jeffrey L. Radke filed a Form 4 reporting the conversion of his limited-partner interests in Accelerant Holdings LP into Class A common shares as part of the company’s initial public offering.
- Direct acquisition: 33,464 Class A shares.
- Indirect via Badly Bent LLC: 27,945,395 Class A shares (Radke manages the LLC’s sole member; disclaims beneficial ownership beyond pecuniary interest).
- Indirect via family trust: 249,828 Class A shares held for the benefit of his spousal equivalent (Radke disclaims beneficial ownership beyond pecuniary interest).
The exchanges were executed at a stated $0 conversion price; no shares were disposed of and no open-market transactions occurred. Radke’s post-transaction beneficial holdings equal the amounts listed above, split between direct and indirect ownership.
Form 4 highlights for Accelerant Holdings (ARX): Co-founder & Chief Underwriting Officer Francis J. O’Neill reported transactions tied to the company’s July 2025 IPO.
- LP exchange: 163,616,981 limited-partnership units of Accelerant Holdings LP were exchanged for 7,136,705 Class A common shares (Code C).
- Automatic conversion: 7,975 Convertible Preference Shares converted at a 1-for-1 rate into 7,975 Class A shares (Code C).
- Redemption: 22,190 Redeemable Preference Shares were redeemed by the issuer for $31.55 per share, eliminating that derivative position (Code D).
After these IPO-related restructurings, O’Neill directly owns 7,144,680 Class A shares and no derivative securities. All transactions were recorded on 25 Jul 2025; the form was signed 29 Jul 2025.
The filings reflect a shift from pre-IPO partnership and preference structures to a straightforward common-equity stake, aligning the executive’s incentives with public shareholders while withdrawing roughly $0.70 million via share redemptions.