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 Q1 2025 and Q3 2026, 8 fund letters reported a position in ACV Auctions, Inc. Class A, with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1 | 0 |
| Q2 2026 | 2 | 1 | 0 | 1 |
| Q3 2025 | 3 | 0 | 1 | 2 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 3 moves
- September 2026
“On a more positive note, the portfolio incurred a takeout during the quarter, as ACV Auctions (wholesale vehicle auction marketplace) was acquired by Copart, a larger player in the industry.”
ACV Auctions, Inc. Class A - September 2026
“The portfolio also benefited from the announced acquisition of ACV Auctions, Inc. Class A (ACVA) by Copart.”
ACV Auctions, Inc. Class A - 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 - September 2025
“one in consumer: ACV Auctions”
ACV Auctions, Inc. Class A - September 2025
“Pulling back by -39% was ACV Auctions, the leading commercial digital marketplace for buying or selling used vehicles. Revenues and earnings were less than anticipated, stemming from a lower rate of listings converting to transactions. That seemed tied to broader macroeconomic concerns—which ACV previously highlighted—and temporary in nature. However, management erred on the side of caution by reducing its guidance for the rest of 2025, and we are reevaluating ACV’s place in the strategy.”
ACV Auctions, Inc. Class A - September 2025
“Some comments on two individual underperformers – and it is worth noting that we continue to maintain a position in both companies: • ACV Auctions: ACV is a leading operator in dealer- to-dealer car sales (e.g., when leased vehicles are returned).”
ACV Auctions, Inc. Class A - March 2025
“ACV Auctions Inc. offers a digital marketplace for wholesale vehicle transactions and data services.”
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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