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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Atreides Management's ACVA Position: Q1 2026 in Review

Atreides Management reduced its ACV Auctions (ACVA) stake by 22% in Q1 2026, selling an estimated $17.5M and leaving 9,734,467 shares worth $41.3M. The position accounts for 0.83% of the portfolio, ranked #33.

Atreides Management first reported a position in ACVA in Q1 2021 and has held it in 21 quarters since. The position peaked at $207M in Q1 2024. 265 funds tracked by Wall St. Rank hold ACVA as of Q1 2026.

  • Atreides Management held 9,734,467 shares of ACV Auctions worth $41.3M as of Q1 2026.
  • Atreides Management sold 2,677,333 ACV Auctions shares in Q1 2026, an estimated $17.5M.
  • ACV Auctions made up 0.83% of Atreides Management's portfolio in Q1 2026, its #33 holding.
  • Atreides Management first reported a position in ACV Auctions in Q1 2021 and has held it in 21 quarters since.
  • Atreides Management's ACV Auctions position peaked at $207M in Q1 2024.
  • 265 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2026.

Based on Atreides Management's 13F filing for Q1 2026, filed 18 May 2026.