VarCov Co’s ACV Auctions ACVA Stock Holding History

VarCov Co’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	–	Sell	-276,543	Closed	-$1.17M	–	354
2026 Q1	$1.17M	Buy	276,543 +219,599	+386%	+$1.44M	0.44%	58
2025 Q4	$457K	Buy	+56,944	New	+$461K	0.18%	194

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

VarCov Co's ACVA Position: Q2 2026 in Review

VarCov Co sold out of ACV Auctions (ACVA) in Q2 2026, closing a stake of 276,543 shares — an estimated $1.17M sold.

VarCov Co first reported a position in ACVA in Q4 2025 and held it in 2 quarters. The position peaked at $1.17M in Q1 2026. 255 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

VarCov Co reported no remaining ACV Auctions position as of Q2 2026 after selling out during the quarter.
VarCov Co sold 276,543 ACV Auctions shares in Q2 2026, an estimated $1.17M.
VarCov Co first reported a position in ACV Auctions in Q4 2025 and held it in 2 quarters.
VarCov Co's ACV Auctions position peaked at $1.17M in Q1 2026.
255 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.