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SC 13G ·Filed Sep 30, 2026

ARX

Accelerant Holdings
NEUTRAL
Impact 4/10
Horizonweeks Processed26d ago SEC0001076809-26-000110
Passive investor 5%+ stake
Actionable Insight • Neutral

Monitor for any subsequent amendments converting this 13G to a 13D, which would signal activist intent. Given Glazer Capital's hedge fund background, a passive filing does not preclude future activism, but no such signal is present now.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
ARX ▲ +0.10% at T+5d
NEUTRAL call +0.10% · α vs SPY -1.20% · entry $19.73 → $19.75
Next anchor: T+20d tomorrow
Latest observation: T+16 -17.91% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
0.00%
call 0.00% · α -0.74%
$19.73
settled 25d ago
T+5d
+0.10%
call +0.10% · α -1.20%
$19.75
settled 19d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Glazer Capital, LLC, a hedge fund manager, disclosed a 5.0% passive stake in Accelerant Holdings via a Schedule 13G filed September 30, 2026, reporting beneficial ownership of 5,969,101 common shares. This is a new 13G filing by Glazer Capital; prior passive stakes were held by Capital World Investors. The filing indicates no intent to influence control, consistent with a passive investment.

Key Financial Metrics

Stake
5%
Investor
Glazer Capital, LLC
Investor Type
hedge fund

Key Facts

  • Glazer Capital, LLC filed a Schedule 13G disclosing a 5.0% passive stake in Accelerant Holdings.
  • Beneficial ownership: 5,969,101 shares of common stock as of September 23, 2026.
  • Glazer Capital is an investment manager; Paul J. Glazer is the Managing Member.
  • The filing certifies the securities were not acquired with the purpose of changing or influencing control.
  • Prior passive stakes in Accelerant Holdings were held by Capital World Investors (filed May 2026).

Financial Impact

5.0% stake valued at approximately $5.97 million based on 5,969,101 shares; no transaction price disclosed.

ownership_percentage

Risk Factors

  • Glazer Capital could later convert to a 13D and pursue activist strategies, increasing volatility.
  • The 5.0% stake is at the threshold; any further accumulation could trigger additional disclosure requirements.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G Filing (Primary)0001076809-26-000110
Document: 0001076809-26-000110-index.html0001076809-26-000110
Document: 0001076809-26-000110.txt0001076809-26-000110
23 reports for ARX
Performance horizon
64% Hit rate @ T+5 7 of 11 directional calls Went positive at some point 8 of 11 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

US Market Status

Market Closed — Opens Tue (16h 2m)

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Report published Sep 30, 2026