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ACV Auctions Inc.

ACVA Consumer Discretionary
$4.36 +$0.09 (2.11%)
Market Cap: $758.95 M
Gurus Holding
5
Popularity Rank
#1659
% of Shares Held
3.29%
Net Activity (Q4 2025)
+$13.3 M

Guru Ownership Trend

Guru Analysis for ACV Auctions Inc. (ACVA)

ACV Auctions Inc. (ACVA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $24.97 M.

Top institutional holders include Steven Cohen and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $13.3 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 22.7%.

Key Holders

Top 5 by Value

$15.38 M
$13.93 M
$5.11 M
$3.15 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$14.22 M
Total Buy Value
New Buys 0
Additions 4
-$924,096.52
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for ACV Auctions Inc. (ACVA)

Major holders include Steven Cohen ($15.38 M), Chuck Royce ($13.93 M), Paul Tudor Jones ($8.37 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 5.73 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.3 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ACVA. The total reported sell value was $924,096.52.

Yes, 0 managers opened new positions in ACVA, and 4 increased their existing holdings. The total reported buy value was $14.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 5.3% 1,917,443 $15.38 M Q4 2025
0.14% Add 141.7% 1,736,476 $13.93 M Q4 2025
0.02% Add 6.2% 1,043,375 $8.37 M Q4 2025
0.00% Add 1540.5% 637,332 $5.11 M Q4 2025
0.01% Reduce -22.7% 392,443 $3.15 M Q4 2025
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