What smart money is saying about Accenture
11 funds in our archive have pitched Accenture — most recently Aristotle International Equity ADR WM in June 2026.
Accenture plc is a global professional services firm that delivers a wide array of strategy, consulting, interactive, technology, and operations services worldwide. Its comprehensive offerings include application services such as agile transformation, DevOps implementation, application modernization, enterprise architecture, software and quality engineering, and data management. It also specializes in intelligent automation, incorporating robotic process automation, natural language processing, and virtual agents, alongside liquid application management and various program, project, and service management solutions. The company provides strategic consulting, focusing on critical data elements, data governance, platform architecture, and enabling product-centric organizations to ensure business adoption and value realization. Accenture supports the digitization of engineering and research & development, designs and develops smart connected products, modernizes product platforms, and facilitates product-as-a-service models. It also offers solutions for production and operations, autonomous robotics systems, digital transformation of capital projects, and digital industrial workforce solutions. Further services encompass data-enabled operating models, technology consulting, and artificial intelligence expertise. Accenture assists with talent and organizational development (human potential), digital commerce, and robust infrastructure services covering hybrid cloud, networking, digital workplace and collaboration, service and experience management, infrastructure as code, and managed edge and IoT devices. Its cybersecurity portfolio includes cyber defense, applied and managed security, operational technology (OT) security, security strategy and risk management, and industry-specific security products. The company also drives technology innovation and intelligent automation initiatives. Additionally, Accenture provides cloud solutions, ecosystem development, marketing strategies, supply chain management, zero-based budgeting, customer experience enhancement, finance consulting, mergers and acquisitions support, and sustainability services. Established in 1951, Accenture plc is headquartered in Dublin, Ireland.
Get an email when a fund writes about it
Position history
Between Q1 2025 and Q2 2026, 11 fund letters reported a position in Accenture — 2 opened or added to the position, 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 10 | 1 | 4 | 3 |
| Q1 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 3 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q1 2025 | 0 | 0 | 0 | 2 |
Fund activity · 11 positions · 6 moves
- AddedDistillate CapitalJune 2026
“Accenture is a current example of a high-quality company that is trading at a compelling valuation that offers potential significant upside with notable margin of safety characteristics proving downside protection.”
Read the letterAccenture - HoldsBell Global Equities Fund (Bell Asset Management)June 2026
“Accenture was among the largest, with the shares remaining in the midst of their most severe drawdown since listing three decades ago.”
Read the letterAccenture - HoldsHarding Loevner Global Developed Markets EquityJune 2026
“Beyond chips, IT services holding Accenture reported a disappointing 3% drop in new bookings year over year, a leading indicator of future revenue, lending credence to concern that AI is hurting its consulting business.”
Read the letterAccenture - HoldsHarding Loevner Global EquityJune 2026
“Beyond chips, IT services holding Accenture reported a disappointing 3% drop in new bookings year over year, a leading indicator of future revenue, lending credence to concern that AI is hurting its consulting business.”
Read the letterAccenture - HoldsBaillie Gifford Global Income GrowthJune 2026
“which is why we are sticking by holdings like Accenture and Wolters Kluwer,”
Read the letterAccenture - HoldsBaillie Gifford Global Durable GrowthJune 2026
“which is why we are sticking by holdings like Accenture and Wolters Kluwer, even as the market writes them off as AI losers.”
Read the letterAccenture - ExitedFindlay Park American FundJune 2026
“the residual holding was exited late in the quarter.”
Read the letterAccenture - ExitedMatrix Asset Advisors Capital Markets CommentaryJune 2026
“For taxable accounts, we realized a loss in Accenture, a name we expect to repurchase after 31 days.”
Read the letterAccenture - ExitedAoris International FundJune 2026
“We sold our position in Accenture late in the quarter.”
Read the letterAccenture - ExitedAve Maria FundsJune 2026
“In the second quarter, the fund exited investments in Accenture, Alcon, Copart, TIC Solutions, and Zoetis.”
Read the letterAccenture - New positionHarris Associates U.S. Large Value StrategyMarch 2026
“We initiated the following position(s) during the pe- riod: • Accenture is a global leader in consulting and outsourced IT services.”
Read the letterAccenture
Also mentioned · 7
These funds discuss Accenture — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBaron SMID Cap ETFJune 2026
“There are numerous reports of so-called “tokenmaxxing” being curtailed by companies such as Tesla, Meta, Accenture, and Walmart.”
Read the letterAccenture - MentionedArtisan Partners Select Equity StrategyJune 2026
“Below is an example of some of the most common names we have seen circulating on these lists:”
Read the letterAccenture - MentionedArtisan Partners Value Income StrategyJune 2026
“Our bottom five contributors to return in Q2 were Accenture, EOG Resources, Permian Resources, Comcast and Salesforce.”
Read the letterAccenture - MentionedArtisan Partners Value Equity StrategyJune 2026
“Our bottom five contributors to return in Q2 were Accenture, CME Group, Salesforce, Boston Scientific and EOG Resources.”
Read the letterAccenture - MentionedHarris Associates U.S. Large Value StrategyJune 2026
“Accenture was a detractor during the quarter.”
Read the letterAccenture - MentionedArtisan Partners Global Value FundJune 2026
“We have spent a decent amount of time on information technology services companies such as Accenture and Capgemini.”
Read the letterAccenture - MentionedHL Global Developed Markets EquityMay 2026
Named in a table in HL Global Developed Markets Equity’s letter.
Read the letterAccenture
Fund coverage · 11 theses
- Aristotle International Equity ADR WMJune 2026
Accenture is a scaled enterprise transformation partner with broad AI, cybersecurity, and mid-market growth opportunities.
Read the full thesis - Distillate CapitalJune 2026
Accenture is viewed as a high-quality, cash-generative company trading at a deeply discounted valuation with buyback-driven upside and downside protection.
Read the full thesis - Harris Associates U.S. Large Value StrategyJune 2026
Accenture is seen as temporarily pressured but well positioned to benefit from AI-driven transformation, with deep client relationships and a low valuation.
Read the full thesis - Harris Associates U.S. Large Value StrategyMarch 2026
Accenture combines unmatched scale, embedded enterprise relationships, and cloud-transition tailwinds with a discounted valuation.
Read the full thesis - Fiduciary ManagementDecember 2025
Accenture is the leading global IT consultant poised to benefit from enterprise AI adoption despite cyclical headwinds and a significantly reduced valuation.
Read the full thesis - Sequoia FundDecember 2025
Accenture is the leading IT services firm with deep client moats and adaptability to AI transitions, acquired at an attractive mid-teens earnings multiple.
Read the full thesis - AorisDecember 2025
Accenture plc is a leading IT services firm positioned to benefit from enterprise-scale AI transformation, evidenced by strong bookings and a long history of EPS growth.
Read the full thesis - AorisSeptember 2025
Accenture is the world's largest consulting and outsourcing company, essential to the operations of major businesses and public sector entities, with robust revenue from both consulting and managed services, and a strong focus on leveraging technology and AI for efficiency and growth.
Read the full thesis - Harding Loevner Global Developed Markets EquitySeptember 2025
Accenture is focusing on modernizing its business to capitalize on AI opportunities, backed by strong partnerships and a skilled workforce.
Read the full thesis - Bell Global Sustainable FundMarch 2025
Accenture is a leading managed services and consulting firm that presents a strong long-term investment opportunity despite recent market concerns impacting its share price.
Read the full thesis - AorisMarch 2025
Accenture is likely to navigate current pressures from the US federal government and cautious corporate clients effectively, leveraging its diversification to sustain growth in earnings.
Read the full thesis
Read every full thesis on Accenture
Unlock all 11 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→