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Osterweis Capital Management’s ACV Auctions ACVA Stock Holding History

Osterweis Capital 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
2025
Q1 		– Sell
-538,910
Closed -$11.6M – 338
2024
Q4 		$11.6M Buy
+538,910
New +$10.9M 0.54% 57
2022
Q1 		– Sell
-145,655
Closed -$2.74M – 146
2021
Q4 		$2.74M Buy
+145,655
New +$2.86M 0.14% 100

Other funds holding ACVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osterweis Capital Management's ACVA Position: Q1 2025 in Review

Osterweis Capital Management sold out of ACV Auctions (ACVA) in Q1 2025, closing a stake of 538,910 shares — an estimated $11.6M sold.

Osterweis Capital Management first reported a position in ACVA in Q4 2021 and held it in 2 quarters. The position peaked at $11.6M in Q4 2024. 256 funds tracked by Wall St. Rank hold ACVA as of Q1 2025.

  • Osterweis Capital Management reported no remaining ACV Auctions position as of Q1 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 538,910 ACV Auctions shares in Q1 2025, an estimated $11.6M.
  • Osterweis Capital Management first reported a position in ACV Auctions in Q4 2021 and held it in 2 quarters.
  • Osterweis Capital Management's ACV Auctions position peaked at $11.6M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2025.

Based on Osterweis Capital Management's 13F filing for Q1 2025, filed 14 May 2025.