John Overdeck’s ACV Auctions ACVA Stock Holding History

John Overdeck’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	$10.7M	Buy	1,481,846 +402,681	+37%	+$2.28M	0.01%	1479
2026 Q1	$4.58M	Buy	1,079,165 +338,769	+46%	+$2.22M	﹤0.01%	2057
2025 Q4	$5.94M	Buy	740,396 +359,839	+95%	+$2.91M	0.01%	1559
2025 Q3	$3.77M	Buy	+380,557	New	+$4.87M	0.01%	1684
2024 Q2	–	Sell	-153,627	Closed	-$2.88M	–	2994
2024 Q1	$2.88M	Buy	+153,627	New	+$2.41M	0.01%	1250
2023 Q3	–	Sell	-448,694	Closed	-$7.75M	–	2932
2023 Q2	$7.75M	Buy	+448,694	New	+$6.86M	0.02%	749
2022 Q3	–	Sell	-434,776	Closed	-$2.84M	–	2441
2022 Q2	$2.84M	Buy	434,776 +226,936	+109%	+$2.34M	0.01%	1010
2022 Q1	$3.08M	Buy	+207,840	New	+$2.89M	0.01%	1151
2021 Q4	–	Sell	-73,578	Closed	-$1.32M	–	4198
2021 Q3	$1.32M	Buy	73,578 +30,480	+71%	+$647K	﹤0.01%	2363
2021 Q2	$1.1M	Buy	+43,098	New	+$1.26M	﹤0.01%	2391

Other funds holding ACVA

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

John Overdeck's ACVA Position: Q2 2026 in Review

John Overdeck increased its ACV Auctions (ACVA) stake by 37% in Q2 2026, buying an estimated $2.28M and bringing the position to 1,481,846 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #1479.

John Overdeck first reported a position in ACVA in Q2 2021 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

John Overdeck held 1,481,846 shares of ACV Auctions worth $10.7M as of Q2 2026.
John Overdeck bought 402,681 ACV Auctions shares in Q2 2026, an estimated $2.28M.
ACV Auctions made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1479 holding.
John Overdeck first reported a position in ACV Auctions in Q2 2021 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.