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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — ACVA

Based on 262 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
262 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 — +4% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

157 buying134 selling
Last quarter: 157 funds bought or added vs 134 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.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 48 → 64 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 31% medium ■ 26% new
114 out of 262 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 -3%, value -49%

Value
-49%
Shares
-3%
Last quarter: funds added -3% more shares while total portfolio value only changed -49%. 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

47 → 38 → 48 → 64 → 61 new funds/Q
New funds entering each quarter: 38 → 48 → 64 → 61. 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 ■ 16% 1-2yr ■ 30% new
Of 270 current holders: 148 (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 — 28% AUM from major funds

28% from top-100 AUM funds
45 of 262 holders rank in the top 100 by AUM, accounting for 28% 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.

Institutional Sentiment Summary — ACVA

In 2026 Q1, 157 hedge funds were net buyers of ACVA (61 opened a new position, 96 added to an existing one), while 134 reduced or exited (77 trimmed, 57 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 28% of total institutional value in ACVA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 262.

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 Q1 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 March 31, 2026 · 78d ago
ACVA
+44.5%
XLY
+8.9%

ACVA outperformed XLY by +35.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ACVA
+3.5%
XLY
+1.9%

Since the filing became public, ACVA outperformed XLY by +1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 2 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: ACVA
262 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 262 258 1.55%
13F Shares 161M 166M -3.11%
Total Value $680M $1.33B -48.98%
New Positions 61 64 -3
Increased Positions 93 101 -8
Closed Positions 57 59 -2
Reduced Positions 73 67 +6
Total Calls 5 11 -54.55%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.6 0.36 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.

QUARTER:
Top 25 ACVA holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Grizzlyrock Capital, LLC 2.45% 731,289 $3.1M
4 Advisory Research Inc 1.58% 3,028,642 $12.8M
5 Arvin Capital Management LP 1.38% 2,659,898 $11.3M
6 Selkirk Management LLC 1.28% 887,000 $3.8M
7 Cramer Rosenthal Mcglynn LLC 1.22% 3,924,599 $16.6M
8 Semanteon Capital Management, LP 0.93% 16,261 $69K
9 One Charles Private Wealth Services, LLC 0.83% 783,286 $3.3M
10 Atreides Management, LP 0.83% 9,734,467 $41.3M
11 SG Capital Management LLC 0.52% 1,856,095 $7.9M
12 Senvest Management, LLC 0.50% 3,530,785 $15.0M
13 TFJ Management, LLC 0.48% 159,095 $675K
14 VARCOV Co. 0.44% 276,543 $1.2M
15 Riverbridge Partners LLC 0.28% 2,687,459 $11.4M
16 ArrowMark Colorado Holdings LLC 0.25% 2,260,458 $9.6M
17 Diametric Capital, LP 0.24% 217,917 $924K
18 CenterBook Partners LP 0.19% 843,766 $3.6M
19 Atom Investors LP 0.18% 577,338 $2.4M
20 Frontier Capital Management Co LLC 0.17% 3,929,321 $16.7M
21 Dba Trading, LLC 0.15% 70,000 $297K
22 Kerrisdale Advisers, LLC 0.15% 91,075 $386K
23 Counterpoint Mutual Funds LLC 0.13% 200,664 $851K
24 Royce & Associates LP 0.11% 2,661,298 $11.3M
25 Cambiar Investors LLC 0.11% 560,166 $2.4M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 54% buying: Last quarter: 157 funds bought or added vs 134 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 — 28% AUM from major funds: 45 of 262 holders rank in the top 100 by AUM, accounting for 28% 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?

44% of holders stayed for 2+ years: 114 out of 262 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 Q1 hedge fund 13F filings?

As of today, ACVA has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), ACVA has gained +44.5% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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