Arcosa, Inc.
ACADelisted Oct 23, 2026- Exchange
- NYSE
- Industry
- Fabricated Structural Metal Products
- SEC CIK
- 0001739445
Arcosa, Inc. was delisted on Oct 23, 2026; its insiders filed their last Form 4 on Oct 23, 2026; 430 institutions reported holding it in 13F filings for Q2 2026, worth $6.54B in total; Soros Fund Management was the only superinvestor holding it.
Key figures
- Market cap
- –
- Not available
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 430
- Q2 2026, +60 vs. previous quarter
- 13F value
- $6.54B
- Reported value at the end of Q2 2026
- Superinvestors holding
- 1
- At the end of Q2 2026
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $2.88B
- +12.2% year over year
- Net income, FY2025
- $208.4M
- +122.4% year over year
- Free cash flow, FY2025
- $175.5M
- −43.8% year over year
- Revenue, Q2 FY2026
- $658.7M
- −10.6% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 1.81M
- Shares sold short
- Change
- +306.9K
- +20.5% vs. previous
- Days to cover
- 3.29
- At average daily volume
Superinvestors holding ACA, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Arcosa, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Arcosa, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 12, 2025 (view filing) | Aug 12 | Same day | Stevenson BryanCLO & Asst Corp Sec. | SSale | −4.00K | $99.02 | −$396.1K | −9.5%38.1K after | |
| Aug 11, 2025 (view filing) | Aug 11 | Same day | Cole Kerry SGroup President | SSale | −7.97K | $95.77 | −$762.9K | −28.7%19.8K after | |
| Jun 17, 2025 (view filing) | Jun 17 | Same day | Collins Jesse E. Jr.Group President | SSale | −8.62K | $86.40 | −$744.4K | −40.7%12.6K after | 2 lots |
| May 16, 2025 (view filing) | May 15 | 1 day | Hurst Eric DVP Controller (PAO) | SSale | −835 | $88.57 | −$74.0K | −16.9%4.11K after | |
| Mar 10, 2025 (view filing) | Mar 10 | Same day | Carrillo AntonioPresident & CEO | PPurchase | +6.34K | $78.56 | +$498.4K | +1.5%433.3K after | 2 lots |
| Mar 5, 2025 (view filing) | Mar 5 | Same day | Best Rhys JDirector | PPurchase | +1.50K | $79.84 | +$119.8K | +2.6%58.2K after | |
| Sep 12, 2024 (view filing) | Sep 12 | Same day | Demetriou Steven J.Director | PPurchase | +6.00K | $87.70 | +$526.2K | +152.2%9.94K after | |
| Aug 19, 2024 (view filing) | Aug 16 | 3 days | Stevenson BryanCLO & Asst Corp Sec. | SSale | −4.00K | $83.78 | −$335.1K | −10.2%35.3K after | |
| Aug 9, 2024 (view filing) | Aug 8 | 1 day | Carrillo AntonioPresident & CEO | PPurchase | +12.1K | $82.05 | +$994.9K | +3.1%406.3K after | 3 lots |
| May 16, 2024 (view filing) | May 15 | 1 day | Cole Kerry SGroup President | SSale | −11.0K | $88.71 | −$973.8K | −37.2%18.5K after | 2 lots |
Top 10 13F holders, Q2 2026
See all 430 holdersThe largest institutional positions in Arcosa, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,414,107 | $1.22B | 0.02% | +794,547+10.4% | Added |
| Vanguard Portfolio Management LLC | 2,817,292 | $409.3M | 0.02% | −40,531−1.4% | Reduced |
| Dimensional Fund Advisors LP | 2,351,171 | $341.6M | 0.06% | +34,484+1.5% | Added |
| Vanguard Capital Management LLC | 2,210,245 | $321.1M | 0.01% | +11,921+0.5% | Added |
| State Street Corp | 2,078,928 | $302.0M | 0.01% | +98,283+5.0% | Added |
| Neuberger Berman Group LLC | 1,579,472 | $229.4M | 0.15% | −1,094,373−40.9% | Reduced |
| Capital International Investors | 1,360,133 | $197.6M | 0.04% | −592,693−30.4% | Reduced |
| Geode Capital Management, LLC | 1,285,641 | $186.8M | 0.01% | +75,734+6.3% | Added |
| Nomura Asset Management International Inc. | 1,008,554 | $146.5M | 0.22% | −61,519−5.7% | Reduced |
| Royce & Associates LP | 993,710 | $144.4M | 1.16% | −258,600−20.6% | Reduced |
Holders of 5% or more of ACA
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Arcosa, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 14.40%7.03M shares | – | Jul 17, 20251 filing | Jul 17, 2025 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.88%2.88M shares | New | Apr 28, 20261 filing | Apr 28, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.24%2.57M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in ACA1 member of Congress reported 2 trades in Arcosa, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| May 2, 2021 |  David Perdue Senate · GA | Sell (full) | $1K-$15K |
| Jan 10, 2020 | David Perdue Senate · GA | Sell (partial) | $1K-$15K |
Senate · GA · May 2, 2021
Sell (full)$1K-$15K
Senate · GA · Jan 10, 2020
Sell (partial)$1K-$15K