Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ACV AUCTIONS INC (ACVA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — ACVA

Based on 250 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ACVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
250 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

163 buying127 selling
Last quarter: 163 funds bought or added vs 127 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.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new ACVA position: 44 → 37 → 47 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 28% medium 27% new
113 out of 250 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.
💎

Buying through price weakness — shares -4%, value -23%

Value
-22%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

48 → 44 → 37 → 47 → 64 new funds/Q
New funds entering each quarter: 44 → 37 → 47 → 64. A growing number of institutions are discovering ACVA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 12% 1-2yr 33% new
Of 262 current holders: 145 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
36 of 250 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 5 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ACVA
2026 Q1 Stats Unlock in 22 days 262 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 262 251 4.38%
13F Shares 165M 172M -4.4%
Total Value $1.32B $1.71B -22.7%
New Positions 65 48 +17
Increased Positions 113 98 +15
Closed Positions 57 54 +3
Reduced Positions 81 92 -11
Total Calls 11 8 37.5%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.36 0.38 Bullish

Statistics: ACVA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

262 + investors

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

Top 25 institutional holders of ACVA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PharVision Advisers, LLC 13.34% 10,250 $43K
2 IRIDIAN ASSET MANAGEMENT LLC/CT 8.94% 5,200,509 $22.1M
3 RIVERBRIDGE PARTNERS LLC 0.28% 2,687,459 $11.4M
4 Counterpoint Mutual Funds LLC 0.13% 200,664 $851K
5 Inscription Capital, LLC 0.02% 46,155 $196K
6 CONGRESS ASSET MANAGEMENT CO 0.01% 447,544 $1.9M
7 Winthrop Advisory Group LLC 0.01% 22,500 $95K
8 Trust Point Inc. 0.01% 19,551 $83K
9 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 144,406 $612K
10 IFP Advisors, Inc 0.00% 42,968 $182K
11 Diversified Trust Co 0.00% 45,520 $193K
12 Versant Capital Management, Inc 0.00% 4,805 $20K
13 Y-Intercept (Hong Kong) Ltd 0.00% 24,502 $104K
14 Park Place Capital Corp 0.00% 1,430 $6K
15 Meramec Financial Planners, LLC 0.00% 379 $2K
16 True Wealth Design, LLC 0.00% 595 $3K
17 State of Alaska, Department of Revenue 0.00% 10,139
18 GAMMA Investing LLC 0.00% 1,657 $7K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 52,547 $223K
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 26,572 $116K
21 SG Americas Securities, LLC 0.00% 39,106
22 ProShare Advisors LLC 0.00% 24,350 $103K
23 Pictet Asset Management Holding SA 0.00% 29,603 $126K
24 Sterling Capital Management LLC 0.00% 1,091 $5K
25 MassMutual Private Wealth & Trust, FSB 0.00% 374 $2K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ACVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ACVA?

Slight buying edge — 56% buying: Last quarter: 163 funds bought or added vs 127 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?

Strong quality — 35% AUM from major funds: 36 of 250 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ACVA?

45% of holders stayed for 2+ years: 113 out of 250 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.

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.