Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Acv Auctions Inc (ACVA)

253 + Investors. Track Smart Money conviction in ACVA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — ACVA

Based on 256 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ACVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
256 hedge funds hold ACVA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ACVA is almost the same as a year ago (-6 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

157 buying131 selling
Last quarter: 157 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 48 → 66 → 62 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 26% medium ■ 28% new
117 out of 256 hedge funds have held ACVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +107% but shares only +3% — price-driven

Value
+106%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +107%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~48 new funds/quarter

39 → 48 → 66 → 62 → 48 new funds/Q
New funds entering each quarter: 48 → 66 → 62 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 31% newcomers

■ 51% veterans ■ 18% 1-2yr ■ 31% new
Entry-cohort mix of 262 holders: 134 (51%) are 2+ year veterans, 48 entered 1–2 years ago, and 80 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
48 of 256 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in ACVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ACVA

In 2026 Q2, 157 hedge funds were net buyers of ACVA (48 opened a new position, 109 added to an existing one), while 131 reduced or exited (76 trimmed, 55 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 46% of total institutional value in ACVA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 256.

Hedge Fund Ownership: ACVA

How many hedge funds hold ACVA — quarterly history vs. share price
Quarterly hedge fund ownership of ACVA vs. share price

Market Analysis: ACVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACVA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Acv Auctions Inc (ACVA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ACVA has moved relative to its sector benchmark (XLY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
ACVA
+45.0%
XLY
-5.0%

ACVA outperformed XLY by +50.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
ACVA
+26.1%
XLY
-5.8%

Since the filing became public, ACVA outperformed XLY by +31.9% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: ACVA
253 + Investors

Track Smart Money conviction in ACVA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 253 263 -3.8%
13F Shares 165M 161M 2.09%
Total Value $1.18B $680M 73.02%
New Positions 47 62 -15
Increased Positions 105 93 +12
Closed Positions 57 58 -1
Reduced Positions 75 73 +2
Total Calls 2 5 -60.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 2.0 0.6 Bearish

Statistics: ACVA

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Institutional Holders (2026 Q2)

253 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACVA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ACVA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Iridian Asset Management LLC/Ct 11.31% 4,577,721 $32.9M
2 Paradice Investment Management LLC 5.76% 5,021,589 $36.1M
3 Greycroft LP 4.49% 275,000 $2.0M
4 EVR Research LP 4.03% 1,135,000 $8.2M
5 Grizzlyrock Capital, LLC 2.84% 564,917 $4.1M
6 Cramer Rosenthal Mcglynn LLC 2.19% 6,010,600 $43.2M
7 Advisory Research Inc 1.80% 2,511,972 $18.1M
8 Roubaix Capital, LLC 1.61% 625,761 $4.5M
9 SG Capital Management LLC 1.42% 2,394,572 $17.2M
10 One Charles Private Wealth Services, LLC 1.29% 779,768 $5.6M
11 Potomac Capital Management, Inc. 0.97% 197,200 $1.4M
12 Senvest Management, LLC 0.90% 4,275,785 $30.7M
13 Philadelphia Financial Management of San Francisco, LLC 0.74% 511,900 $3.7M
14 ArrowMark Colorado Holdings LLC 0.68% 2,270,198 $16.3M
15 Atreides Management, LP 0.50% 9,903,239 $71.2M
16 Frontier Capital Management Co LLC 0.39% 5,813,660 $41.8M
17 Riverbridge Partners LLC 0.37% 1,839,453 $13.2M
18 CenterBook Partners LP 0.25% 718,704 $5.2M
19 Selkirk Management LLC 0.25% 112,000 $805K
20 nVerses Capital, LLC 0.23% 21,128 $152K
21 Royce & Associates LP 0.23% 3,954,449 $28.4M
22 Olympiad Research LP 0.22% 14,889 $107K
23 Atom Investors LP 0.19% 295,159 $2.1M
24 Cambiar Investors LLC 0.17% 543,278 $3.9M
25 Divisadero Street Capital Management, LP 0.16% 1,007,453 $7.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Acv Auctions Inc (ACVA)

What does the Smart Money Trend signal show for ACVA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ACVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ACVA?

Slight buying edge — 55% buying: Last quarter: 157 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ACVA holders?

Elite ownership — 46% AUM from top-100 funds: 48 of 256 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in ACVA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ACVA?

46% of holders stayed for 2+ years: 117 out of 256 hedge funds have held ACVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Acv Auctions Inc (ACVA) following the 2026 Q2 hedge fund 13F filings?

As of today, ACVA has moved +26.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLY sector ETF — an outperformance of +31.9%. Since the quarter end (June 30, 2026), ACVA has gained +45.0% vs -5.0% for XLY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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