What smart money is saying about ACV Auctions, Inc. Class A
3 funds in our archive have pitched ACV Auctions, Inc. Class A — most recently Brown Advisory Small-Cap Growth Strategy in June 2026.
ACV Auctions Inc. manages a sophisticated digital exchange where buyers and sellers converge for the online auctioning of wholesale vehicles. Beyond this core offering, the company delivers extensive data services that provide insights into the condition and market value of used automobiles, along with offering financial solutions for its customers. Founded in 2014, the enterprise is headquartered in Buffalo, New York.
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Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in ACV Auctions, Inc. Class A — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 2 |
Fund activity · 2 positions · 1 move
- June 2026
“The Fund’s holdings in the Industrials sector performed well in the quarter, outpacing the index by a wide margin for the period. We were particularly encouraged by the sharp rebounds in WillScot Holdings and ACV Auctions – as these two positions have struggled over the past year but may be turning the corner.”
ACV Auctions, Inc. Class A - New positionBrown Advisory Small-Cap Growth StrategyJune 2026
“ We purchased ACV Auctions, Inc. Class A (ACVA) shares after a 40% YTD decline as unit growth decelerated on the 4Q25 print early in the year.”
ACV Auctions, Inc. Class A
Fund coverage · 3 theses
ACV Auctions, Inc. Class A has a long runway as more auction volume shifts online and new products support renewed growth.
Read the full thesis- Cambiar Small Cap fundSeptember 2025
ACV Auctions is a recession-resistant dealer-to-dealer auto marketplace with strong growth, margins, and recovery upside.
Read the full thesis - Cambiar Smal Cap FundSeptember 2025
ACV Auctions is a dealer-to-dealer car sales platform with recession-proof growth, strong margins, and potential for volume recovery and multiple expansion.
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