Acv Auctions Inc-a (ACVA) Smart Money Holdings (13F, Q2 2026)

ACVA ranks #2399 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ACVA is a top-conviction position for Iridian Asset Management Llc/ct — at 11.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ACVA belongs to California State Teachers Retirement System, but the position matters far more to Iridian Asset Management Llc/ct, who has 11.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Y-Intercept has added to its ACVA position for two straight quarters, increasing it by $4.2M to reach $4.3M today.

ACVA is down 0% today, but institutions show net buying of $161.6M this quarter — a divergence between today's price move and the underlying institutional flow.

ACVA reported a net loss of $63.1M over the trailing twelve months.

• Not yet profitable — net loss of $63.1M over the trailing twelve months
• Revenue grew 13.3% year over year
• Net income improved year over year, from -$64.3M to -$63.1M
• Generated $78.2M in positive operating cash flow
• Current ratio of 1.60x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.53x equity — within a conventional range