ACN
Accenture Plc Ireland
10 super-investors hold ACN worth a combined $1.53B. The largest position: Wallace Weitz at 2.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 38 — ranked #158 of 724 scored stocks.
Why super-investors own ACN
Cohort interest in ACN appears to be broadening after a long plateau: owner count has jumped from one holder to ten this quarter, suggesting several managers initiated or became newly trackable positions simultaneously, though the filing data records zero new, added, trimmed, or exited moves — meaning these holdings were pre-existing and simply crossed the reporting threshold together. Bill Nygren carries the largest absolute stake at $573M, while Richard Pzena holds $477M and Polen Capital Management $269M. Concentration remains modest across the board; the highest portfolio weight is Wallace Weitz at 2.4%. The static activity log — no adds, no trims — points to a hold-and-monitor posture rather than active conviction-building or distribution this quarter.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.8% | — 1q | $573M | 2,891,902 |
| 2 | Richard Pzena | 1.5% | 3q | $477M | 2,405,683 |
| 3 | Polen Capital Management | 1.9% | 40q | $269M | 1,354,748 |
| 4 | Joel Greenblatt | 0.1% | 37q | $105M | 530,185 |
| 5 | Wallace Weitz | 2.4% | 40q | $34M | 170,700 |
| 6 | Thomas Gayner | 0.3% | 40q | $32M | 159,400 |
| 7 | First Eagle Investment Management | <0.1% | 23q | $18M | 90,244 |
| 8 | Jensen Investment Management | 0.2% | 40q | $12M | 58,324 |
| 9 | David Katz | 0.6% | 13q | $7M | 33,007 |
| 10 | Mairs & Power Funds | <0.1% | 33q | $244K | 1,229 |
- 1Bill Nygrenport0.8%val$573M2,891,902 sh·—1q held
- 2Richard Pzenaport1.5%val$477M2,405,683 sh·3q held
- 3Polen Capital Managementport1.9%val$269M1,354,748 sh·40q held
- 4Joel Greenblattport0.1%val$105M530,185 sh·37q held
- 5Wallace Weitzport2.4%val$34M170,700 sh·40q held
- 6Thomas Gaynerport0.3%val$32M159,400 sh·40q held
- 7First Eagle Investment Managementport<0.1%val$18M90,244 sh·23q held
- 8Jensen Investment Managementport0.2%val$12M58,324 sh·40q held
- 9David Katzport0.6%val$7M33,007 sh·13q held
- 10Mairs & Power Fundsport<0.1%val$244K1,229 sh·33q held
Owners of ACN also hold
Long US equity 13F-HR filings only. CUSIP G1151C101. Not investment advice.