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 Q2	$805K	Sell	112,000 -775,000	-87%	-$4.39M	0.25%	14
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 $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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Selkirk Management's ACVA Position: Q2 2026 in Review

Selkirk Management reduced its ACV Auctions (ACVA) stake by 87% in Q2 2026, selling an estimated $4.39M and leaving 112,000 shares worth $805K. The position accounts for 0.25% of the portfolio, ranked #14.

Selkirk Management first reported a position in ACVA in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.87M in Q4 2024. 258 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

Selkirk Management held 112,000 shares of ACV Auctions worth $805K as of Q2 2026.
Selkirk Management sold 775,000 ACV Auctions shares in Q2 2026, an estimated $4.39M.
ACV Auctions made up 0.25% of Selkirk Management's portfolio in Q2 2026, its #14 holding.
Selkirk Management first reported a position in ACV Auctions in Q1 2023 and has held it in 14 quarters since.
Selkirk Management's ACV Auctions position peaked at $9.87M in Q4 2024.
258 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

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