What smart money is saying about ACV Auctions

ACVA · Consumer Cyclical · Auto - Dealerships · Market cap $1.12B

2 funds in our archive have pitched ACV Auctions — most recently Cambiar Small Cap fund in March 2026.

Company profile

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.

Fund coverage · 2 theses

Cambiar Small Cap fund
March 2026
ACV Auctions is a recession-resistant dealer-to-dealer auto marketplace with strong growth, margins, and recovery upside.
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Cambiar Smal Cap Fund
September 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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