13FPulse
AC

ACT ENACT HOLDINGS INC

2026Q2 · CUSIP 29249E109 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
246
Institutions that reported holding it to the SEC
Net increase in holders
+3
Last quarter 243 → now 246
How unusual is that
Below average
Stronger than only 49% of US stocks
What the filings say, in one paragraph

246 funds held ACT at the end of 2026Q2, up 3 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.3B(YoY +2.5%), the P/E is 10.2x. ACT has had 5 buying rushes in its history, and the price moved +2.7% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q4: holders=69 2022Q1: holders=69 2022Q2: holders=73 2022Q3: holders=91 2022Q4: holders=99 2023Q1: holders=103 2023Q2: holders=130 2023Q3: holders=141 2023Q4: holders=167 2024Q1: holders=167 2024Q2: holders=184 2024Q3: holders=194 2024Q4: holders=212 2025Q1: holders=225 2025Q2: holders=239 2025Q3: holders=230 2025Q4: holders=241 2026Q1: holders=243 2026Q2: holders=246 -27 -13.5 +0 +13.5 +27 62161259 21Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 20% +3.9% +1.6%
2024Q2 Top 20% +0.6% -1.3%
2023Q3 Top 20% -1.8% +14.0%
2023Q2 Top 10% +0.4% -0.3%
2022Q3 Top 10% +0.8% -0.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
131
Change in large funds
+9
Total value they hold
$1.4B
Funds buying for the first time
43
Funds that sold out entirely
40
Price change that quarter
+11.3%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
10.2
EPS (TTM)
$4.76
EPS YoY
+8.4%
Revenue (TTM)
$1.3B
Revenue YoY
+2.5%
Net margin
ROE
Debt ratio
22.4%
FCF (TTM)
Dividend (TTM)
$0.87
Quarterly Revenue & EPS
2021-09-30: EPS 0.84 2021-12-31: EPS 0.95 2022-03-31: EPS 1.01 2022-06-30: EPS 1.25 2022-09-30: EPS 1.17 2022-12-31: EPS 0.88 2023-03-31: EPS 1.08 2023-06-30: EPS 1.04 2023-09-30: EPS 1.02 2023-12-31: EPS 0.97 2024-03-31: EPS 1.01 2024-06-30: EPS 1.16 2024-09-30: EPS 1.15 2024-12-31: EPS 1.05 2025-03-31: EPS 1.08 2025-06-30: EPS 1.11 2025-09-30: EPS 1.10 2025-12-31: EPS 1.23 2026-03-31: EPS 1.18 2026-06-30: EPS 1.25 0M 159M 317M $M 0.00 0.69 1.38 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 7 5 8 11 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.