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8-K ·Filed Sep 23, 2026

ARX

Accelerant Holdings
BULLISH
Impact 5/10
Horizonmonths Processed1mo ago SEC0001997350-26-000018
8-K context-dependent: Items 8.01
Actionable Insight ▲ Bullish

The clean go-shop expiration removes a key deal-risk overhang. The next catalysts are the shareholder vote and regulatory approvals, with closing expected in H1 2027. Monitor for the proxy statement filing and any shareholder litigation.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d
ARX ▲ +0.15% at T+20d
LONG call ✓ call won +0.15% · α vs SPY -0.54% · entry $19.72 → $19.75
Next anchor: T+60d in 7w
Latest observation: T+22 -18.47% FF3 residual α
Entry = T+0 close
Sep 23, 2026
via day close
T+1d
+0.10%
call +0.10% · α +0.18%
$19.74
settled 5w ago
T+5d
+0.05%
call +0.05% · α +0.73%
$19.73
settled 27d ago
T+20d
+0.15%
call +0.15% · α -0.54%
$19.75
settled 6d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Accelerant Holdings announced the expiration of the 40-day go-shop period for its pending acquisition by Thoma Bravo affiliates, with no alternative acquisition proposals received. The all-cash transaction valued at more than $4 billion remains on track to close in the first half of 2027, subject to shareholder and regulatory approvals.

Key Facts

  • Go-shop period expired on September 22, 2026, with no alternative acquisition proposals received
  • Transaction enterprise value is more than $4 billion in an all-cash deal
  • Closing expected in the first half of 2027, subject to shareholder vote and regulatory approvals
  • Upon completion, Accelerant will become a private company and its shares will be delisted from the NYSE

Financial Impact

All-cash acquisition with enterprise value >$4 billion; no alternative bids received during go-shop

enterprise valueshare price

Risk Factors

  • Shareholder approval may not be obtained
  • Regulatory approvals could be delayed or denied
  • The merger could be terminated under certain conditions, including payment of a termination fee

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001997350-26-000018
Exhibit: ex991-pressreleaseendofgox.htm0001997350-26-000018
Document: 0001997350-26-000018-index-headers.html0001997350-26-000018
Document: 0001997350-26-000018-index.html0001997350-26-000018
Document: 0001997350-26-000018.txt0001997350-26-000018
23 reports for ARX
Performance horizon
60% Hit rate @ T+5 6 of 10 directional calls Went positive at some point 7 of 10 best @ T+60▲ +43.47%Feb 27, 2026
Filters
Rows
Reports for ARX — sortable, filterable
TypeNow
Sep 30, 2026
26d ago
SC 13G
NEUTRAL ★ 4/10
$19.73 $19.75▲ +0.10%▼ −1.20%$19.82 (+0.46%)
Sep 23, 2026
4w ago
8-K
BULLISH ★ 5/10
$19.72 $19.73▲ +0.05%▲ +0.73%$19.82 (+0.51%)
Aug 14, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$19.54 $19.66▼ −0.61%▼ −1.80%$19.82 (−1.43%)
Aug 13, 2026
10w ago
DEFA14A / 8-K
BULLISH ★ 7/10
$19.58 $19.59▲ +0.05%▲ +1.42%$19.82 (+1.23%)
Aug 13, 2026
10w ago
DEFA14A
BULLISH ★ 8/10
$19.51 $19.57▲ +0.31%▲ +2.27%$19.82 (+1.59%)
Aug 13, 2026
10w ago
8-K
BULLISH ★ 9/10
$19.51 $19.57▲ +0.31%▲ +2.27%$19.82 (+1.59%)
Aug 12, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$19.51 $19.57▲ +0.31%▲ +2.27%$19.82 (+1.59%)
Aug 4, 2026
11w ago
Insider Cluster
BEARISH ★ 5/10
$12.26 $13.61▼ −11.01%▼ −10.66%$19.82 (−61.66%)
Jul 29, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$11.20 $12.29▲ +9.73%▲ +6.11%$19.82 (+76.96%)
Jul 28, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$12.40 $12.26▼ −1.13%▼ −6.66%$19.82 (+59.84%)
Showing 10 of 23

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Report published Sep 23, 2026