Selkirk Management’s ACV Auctions ACVA Stock Holding History

Selkirk 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	$3.76M	Hold	887,000	–	–	1.28%	11
2025 Q4	$7.11M	Buy	887,000 +317,000	+56%	+$2.56M	1.88%	11
2025 Q3	$5.65M	Hold	570,000	–	–	1.55%	12
2025 Q2	$9.25M	Hold	570,000	–	–	2.73%	9
2025 Q1	$8.03M	Buy	570,000 +113,000	+25%	+$2.08M	3.08%	9
2024 Q4	$9.87M	Hold	457,000	–	–	3.54%	7
2024 Q3	$9.29M	Hold	457,000	–	–	3.8%	7
2024 Q2	$8.34M	Hold	457,000	–	–	3.91%	7
2024 Q1	$8.58M	Hold	457,000	–	–	4.4%	9
2023 Q4	$6.92M	Hold	457,000	–	–	4.68%	9
2023 Q3	$6.94M	Hold	457,000	–	–	5.16%	8
2023 Q2	$7.89M	Buy	457,000 +329,000	+257%	+$5.03M	6.15%	8
2023 Q1	$1.65M	Buy	+128,000	New	+$1.4M	1.95%	12

Other funds holding ACVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selkirk Management's ACVA Position: Q1 2026 in Review

Selkirk Management held its ACV Auctions (ACVA) position steady in Q1 2026 at 887,000 shares worth $3.76M. The position accounts for 1.28% of the portfolio, ranked #11.

Selkirk Management first reported a position in ACVA in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.87M in Q4 2024. 265 funds tracked by Wall St. Rank hold ACVA as of Q1 2026.

Selkirk Management held 887,000 shares of ACV Auctions worth $3.76M as of Q1 2026.
Selkirk Management left its ACV Auctions share count unchanged in Q1 2026.
ACV Auctions made up 1.28% of Selkirk Management's portfolio in Q1 2026, its #11 holding.
Selkirk Management first reported a position in ACV Auctions in Q1 2023 and has held it in 13 quarters since.
Selkirk Management's ACV Auctions position peaked at $9.87M in Q4 2024.
265 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2026.

Based on Selkirk Management's 13F filing for Q1 2026, filed 14 May 2026.