13FPulse
AC

ACVA ACV AUCTIONS INC-A

2026Q2 · CUSIP 00091G104 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
253
Institutions that reported holding it to the SEC
Net decrease in holders
10
Last quarter 263 → now 253
How unusual is that
Bottom 20%
Stronger than only 13% of US stocks
What the filings say, in one paragraph

253 funds held ACVA at the end of 2026Q2, down 10 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $801M(YoY +13.3%), return on equity is -16.2%. ACVA has had 8 buying rushes in its history, and the price moved -9.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q2: holders=94 2021Q3: holders=104 2021Q4: holders=125 2022Q1: holders=136 2022Q2: holders=149 2022Q3: holders=145 2022Q4: holders=146 2023Q1: holders=159 2023Q2: holders=177 2023Q3: holders=172 2023Q4: holders=200 2024Q1: holders=189 2024Q2: holders=196 2024Q3: holders=228 2024Q4: holders=249 2025Q1: holders=252 2025Q2: holders=261 2025Q3: holders=254 2025Q4: holders=258 2026Q1: holders=263 2026Q2: holders=253 -32 -16 +0 +16 +32 84181277 21Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2024Q3 Top 10% -20.0% -23.8%
2023Q4 Top 20% +30.3% +30.3%
2023Q2 Top 20% +1.3% -4.7%
2023Q1 Top 20% -10.0% -6.8%
2022Q2 Top 20% +1.2% +27.5%
2022Q1 Top 20% +11.8% +10.8%
2021Q3 Top 20% -43.3% -63.5%
2021Q2 Top 20% +6.0% -43.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
133
Change in large funds
+3
Total value they hold
$1.2B
Funds buying for the first time
43
Funds that sold out entirely
53
Price change that quarter
+12.5%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.37
EPS YoY
Revenue (TTM)
$0.8B
Revenue YoY
+13.3%
Net margin
-7.9%
ROE
-16.2%
Debt ratio
63.9%
FCF (TTM)
$29M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS -0.16 2021-12-31: EPS 0.11 2022-03-31: EPS -0.19 2022-06-30: EPS -0.16 2022-09-30: EPS -0.15 2022-12-31: EPS -0.15 2023-03-31: EPS -0.11 2023-06-30: EPS -0.10 2023-09-30: EPS -0.11 2023-12-31: EPS -0.15 2024-03-31: EPS -0.13 2024-06-30: EPS -0.10 2024-09-30: EPS -0.10 2024-12-31: EPS -0.15 2025-03-31: EPS -0.09 2025-06-30: EPS -0.04 2025-09-30: EPS -0.14 2025-12-31: EPS -0.12 2026-03-31: EPS -0.06 2026-06-30: EPS -0.05 0M 107M 214M $M -0.21 -0.04 0.12 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-42M16M75M 2020202120222023202420252026
Latest quarter $75M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.