5 hedge funds and family offices disclose a ACN position in their latest SEC 13F filing — combined $530.6M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 1,882,707 | $505.1M | 2.16% | 2025-12-31 |
| 2 | Tom Gayner | Markel Group Inc. | 159,400 | $19.8M | 0.15% | 2026-06-30 |
| 3 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 19,679 | $5.3M | 0.47% | 2025-12-31 |
| 4 | Mairs & Power | Mairs & Power Inc | 1,184 | $318K | 0.00% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 247 | $66K | 0.01% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold ACN. The largest disclosed position is Polen Capital at $505.1M (2.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ACN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
5 hedge funds and family offices disclose a ACN position in their latest SEC 13F filing — combined $530.6M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 1,882,707 | $505.1M | 2.16% | 2025-12-31 |
| 2 | Tom Gayner | Markel Group Inc. | 159,400 | $19.8M | 0.15% | 2026-06-30 |
| 3 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 19,679 | $5.3M | 0.47% | 2025-12-31 |
| 4 | Mairs & Power | Mairs & Power Inc | 1,184 | $318K | 0.00% | 2025-12-31 |
| 5 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 247 | $66K | 0.01% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold ACN. The largest disclosed position is Polen Capital at $505.1M (2.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ACN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
