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Atreides Management’s ACV Auctions ACVA Stock Holding History

Atreides Management’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.2M Buy
9,903,239
+168,772
+2% +$957K 0.5% 31
2026
Q1 		$41.3M Sell
9,734,467
-2,677,333
-22% -$17.5M 0.83% 33
2025
Q4 		$99.5M Buy
12,411,800
+6,901,010
+125% +$55.8M 1.22% 22
2025
Q3 		$54.6M Buy
5,510,790
+816,556
+17% +$10.5M 1.06% 27
2025
Q2 		$76.1M Sell
4,694,234
-36,845
-0.8% -$573K 2.11% 19
2025
Q1 		$66.7M Sell
4,731,079
-291,803
-6% -$5.37M 2.02% 19
2024
Q4 		$108M Sell
5,022,882
-661,563
-12% -$13.4M 2.38% 13
2024
Q3 		$116M Sell
5,684,445
-2,148,185
-27% -$39.6M 2.94% 11
2024
Q2 		$143M Sell
7,832,630
-3,208,653
-29% -$57.7M 4.67% 7
2024
Q1 		$207M Buy
11,041,283
+27,852
+0.3% +$436K 4.7% 4
2023
Q4 		$167M Buy
11,013,431
+184,361
+2% +$2.7M 5.48% 5
2023
Q3 		$164M Buy
10,829,070
+594,347
+6% +$9.65M 5.37% 7
2023
Q2 		$177M Sell
10,234,723
-25,686
-0.3% -$393K 4.54% 7
2023
Q1 		$132M Buy
10,260,409
+88,090
+0.9% +$963K 4.06% 8
2022
Q4 		$83.5M Buy
10,172,319
+37,843
+0.4% +$316K 3.29% 10
2022
Q3 		$72.9M Buy
10,134,476
+2,198,261
+28% +$17.5M 1.92% 16
2022
Q2 		$51.9M Buy
7,936,215
+4,706,760
+146% +$48.4M 1.93% 22
2022
Q1 		$47.8M Buy
3,229,455
+1,272,882
+65% +$17.7M 1.47% 23
2021
Q4 		$36.9M Buy
1,956,573
+88,335
+5% +$1.73M 1.15% 27
2021
Q3 		$33.4M Buy
1,868,238
+1,524,991
+444% +$32.4M 0.79% 32
2021
Q2 		$8.8M Buy
343,247
+13,247
+4% +$386K 0.16% 39
2021
Q1 		$11.4M Buy
+330,000
New +$10.6M 0.26% 50

Other funds holding ACVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Atreides Management's ACVA Position: Q2 2026 in Review

Atreides Management increased its ACV Auctions (ACVA) stake by 1.7% in Q2 2026, buying an estimated $957K and bringing the position to 9,903,239 shares worth $71.2M. The position accounts for 0.5% of the portfolio, ranked #31.

Atreides Management first reported a position in ACVA in Q1 2021 and has held it in 22 quarters since. The position peaked at $207M in Q1 2024. 257 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • Atreides Management held 9,903,239 shares of ACV Auctions worth $71.2M as of Q2 2026.
  • Atreides Management bought 168,772 ACV Auctions shares in Q2 2026, an estimated $957K.
  • ACV Auctions made up 0.5% of Atreides Management's portfolio in Q2 2026, its #31 holding.
  • Atreides Management first reported a position in ACV Auctions in Q1 2021 and has held it in 22 quarters since.
  • Atreides Management's ACV Auctions position peaked at $207M in Q1 2024.
  • 257 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.