Spyglass Capital Management’s ACV Auctions ACVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$51.2M	Buy	3,157,130 +39,502	+1%	+$641K	3.02%	21
2025 Q1	$43.9M	Buy	3,117,628 +201,042	+7%	+$2.83M	3.02%	21
2024 Q4	$63M	Buy	2,916,586 +302,341	+12%	+$6.53M	3.54%	16
2024 Q3	$53.1M	Buy	2,614,245 +1,068,356	+69%	+$21.7M	3.49%	16
2024 Q2	$28.2M	Buy	+1,545,889	New	+$28.2M	2.07%	25