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Akre Capital Management

Akre Capital Management, LLC

Founded in 1989, Akre Capital Management, LLC, is an asset management firm located in Middleburg, Virginia, with investments in private funds, mutual fund (the Akre Focus Fund), and separately managed account assets. John Neff is CEO and CIO of Akre Capital Management and has served as Portfolio Manager of the Akre Focus Fund since August 2014. Prior to joining Akre Capital Management in 2009, he worked ten years at William Blair & Company in the firm’s equity research department, the last seven years as a Senior Analyst. John worked at First Chicago NBD Corporation from 1996 to 1999 after beginning his career in the securities industry at Merrill Lynch in 1994. John received his M.B.A. from the University of Chicago in 1999 and holds a B.A. in English from Colgate University.

Shares Held
Asset Size
% Top 10
34
$8.42B
74.33%
Latest2025Q3
Top BuysCCC ()
Top SellsBN (US)

Latest Changes

Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
7.47B
10.97B
-31.93%
Shares Held
22
21
+4.76%
Buys
9
5
+80.00%
Sells
9
11
-18.18%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
13.54%
-724.17K
$1.14B
$1.15B
2.30M
2026-03-31
Constellation Software Ord Shs (CA)
CSU
8.69%
0.00
$731.36M
--
276.30K
2026-01-31
8.19%
-9.82M
$689.80M
$438.73M
10.84M
2026-03-31
7.37%
-1.39M
$620.20M
$603.69M
6.53M
2026-03-31
6.44%
-489.12K
$542.32M
$523.93M
1.20M
2026-03-31
5.87%
-1.04M
$494.28M
$456.00M
1.51M
2026-03-31
5.27%
+152.08K
$443.75M
$495.94M
1.40M
2026-03-31
4.96%
+730.47K
$417.45M
$521.04M
12.92M
2026-03-31
4.61%
+86.32K
$388.33M
$324.26M
303.75K
2026-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Sell
-9.82M
-32.20%
10.84M
$689.80M
2026-03-31
CCC Intelligent Solutions Holdings Ord Shs ()
CCC
Buy
+6.68M
+16.40%
40.66M
$189.08M
2026-03-31
Sell
-2.83M
-29.20%
4.03M
$358.70M
2026-03-31
Sell
-1.44M
-29.80%
1.94M
$256.91M
2026-03-31
Sell
-1.39M
-14.90%
6.53M
$620.20M
2026-03-31
Buy
+1.10M
+97.70%
1.12M
$114.60M
2026-03-31
Sell
-1.04M
-29.00%
1.51M
$494.28M
2026-03-31
Buy
+730.47K
+5.70%
12.92M
$417.45M
2026-03-31
Sell
-724.17K
-19.30%
2.30M
$1.14B
2026-03-31
Buy
+717.80K
+95.30%
752.97K
$133.66M
2026-03-31

Holding Performance

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