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ThornTree Capital Partners’s ACV Auctions ACVA Stock Holding History

ThornTree Capital Partners’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
-1,040,719
Closed -$22.5M – 20
2024
Q4 		$22.5M Buy
1,040,719
+222,854
+27% +$4.51M 2.92% 18
2024
Q3 		$16.6M Buy
817,865
+168,791
+26% +$3.11M 2.77% 17
2024
Q2 		$11.8M Hold
649,074
– – 2.02% 20
2024
Q1 		$12.2M Sell
649,074
-380,780
-37% -$5.96M 2.06% 19
2023
Q4 		$15.6M Sell
1,029,854
-85,419
-8% -$1.25M 2.56% 19
2023
Q3 		$16.9M Buy
1,115,273
+283,913
+34% +$4.61M 4.43% 10
2023
Q2 		$14.4M Sell
831,360
-155,697
-16% -$2.38M 3.41% 14
2023
Q1 		$12.7M Sell
987,057
-132,667
-12% -$1.45M 3.17% 16
2022
Q4 		$9.19M Buy
1,119,724
+205,046
+22% +$1.71M 3.02% 14
2022
Q3 		$6.58M Hold
914,678
– – 2.24% 16
2022
Q2 		$5.98M Sell
914,678
-264,820
-22% -$2.73M 2.34% 13
2022
Q1 		$17.5M Sell
1,179,498
-11,762
-1% -$164K 3.83% 14
2021
Q4 		$22.4M Sell
1,191,260
-341,557
-22% -$6.71M 4.34% 11
2021
Q3 		$27.4M Buy
1,532,817
+1,087,838
+244% +$23.1M 3.87% 8
2021
Q2 		$11.4M Buy
444,979
+194,979
+78% +$5.68M 1.54% 27
2021
Q1 		$8.65M Buy
+250,000
New +$8M 1.12% 28

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 $298B AUM 21.96% 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 $145B AUM 34.61% 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

ThornTree Capital Partners's ACVA Position: Q1 2025 in Review

ThornTree Capital Partners sold out of ACV Auctions (ACVA) in Q1 2025, closing a stake of 1,040,719 shares — an estimated $22.5M sold.

ThornTree Capital Partners first reported a position in ACVA in Q1 2021 and held it in 16 quarters. The position peaked at $27.4M in Q3 2021. 256 funds tracked by Wall St. Rank hold ACVA as of Q1 2025.

  • ThornTree Capital Partners reported no remaining ACV Auctions position as of Q1 2025 after selling out during the quarter.
  • ThornTree Capital Partners sold 1,040,719 ACV Auctions shares in Q1 2025, an estimated $22.5M.
  • ThornTree Capital Partners first reported a position in ACV Auctions in Q1 2021 and held it in 16 quarters.
  • ThornTree Capital Partners's ACV Auctions position peaked at $27.4M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2025.

Based on ThornTree Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.