Abc Arbitrage 13F: New $4.3M Stake in ACV Auctions (ACVA)

Abc Arbitrage disclosed a new stake in ACV Auctions Inc. ACVA in a Form 13F filing with the SEC on October 23, 2026. The fund purchased 407,768 shares, creating a position valued at approximately $4.25 million. Because this is a brand-new holding, the fund held zero shares in the previous period.

ACVA ACV Auctions Inc.

$10.50 ▲ +26.66% year to date

1M 3M YTD

Daily close · Oct 16, 2026

What Changed in Abc Arbitrage's ACV Auctions Inc. Position

The fund established its new investment of 407,768 shares during the quarter, bringing a reported value of $4.25 million to its portfolio. This addition represents a fresh commitment to the automotive marketplace platform without prior shares on the books.

Other Institutional Activity in ACV Auctions Inc.

Other large investors adjusted their holdings around the same period. True North Advisors completely exited its position by selling all 176,006 shares, leaving it with zero shares valued at $0. Atreides Management, LP grew its holdings by 168,412 shares, ending with 9,903,239 shares worth about $103.98 million. Brown Advisory Inc. grew its holdings by 6,871,008 shares, ending with 6,924,066 shares worth about $72.70 million. Cramer Rosenthal Mcglynn LLC/Adv grew its holdings by 2,085,951 shares, ending with 6,010,600 shares worth about $63.11 million. Frontier Capital Management Company LLC grew its holdings by 1,884,449 shares, ending with 5,813,660 shares worth about $61.04 million.

ACV Auctions Inc. Stock Holds Steady

The shares recently traded around $10.50 as of October 24, 2026. That level sits right near the 52-week high of $10.51. The stock trades well above its 50-day moving average of $8.96 and its 200-day moving average of $7.01.

Recent Earnings

ACV Auctions Inc. reported trailing twelve-month revenues of $801.34 million with a negative earnings per share of $0.37. The firm posted a year-over-year revenue growth rate of 10.4%, alongside a net profit margin of -7.9% and a return on equity of -15.1%. The next earnings release is scheduled for November 4, 2026.

Insider Buying and Selling at ACV Auctions Inc.

Company insiders completed several trades prior to the filing. Officer Andrew Peer sold 1,750 shares on January 15, 2026 at an average price of $8.85 for a total value of $15,488. Chief Executive Officer George G Chamoun bought 16,892 shares on February 9, 2026 at an average price of $7.30 for a total value of $123,312, and later bought 24,272 shares on March 9, 2026 at an average price of $5.05 for a total value of $122,574. Michael G Waterman bought 214,600 shares on February 26, 2026 at an average price of $4.66 for a total value of $1,000,036.

Analysts Set New Price Targets

Analyst updates included Citigroup maintaining a neutral rating with a price target of $8.50 on August 17, 2026, followed by Barrington Research downgrading the stock to an underperform rating on September 11, 2026. Needham also downgraded the stock to a hold rating on September 11, 2026. Citigroup later maintained a neutral rating while raising its price target to $10.50 on September 14, 2026, and CJS Securities downgraded the stock to a market perform rating on September 15, 2026. Across the street, the stock holds a consensus hold rating with a mean price target of $9.00 based on three analyst opinions.

About ACV Auctions Inc.

Based in Buffalo, New York, ACV Auctions Inc. operates a digital wholesale marketplace that connects used-vehicle buyers and sellers across the dealership network. The company provides inspection and valuation tools to streamline dealer-to-dealer transactions.

Bottom Line

Abc Arbitrage's new stake highlights institutional interest in the platform as shares trade near yearly highs. Investors will watch the upcoming earnings report on November 4, 2026 for further updates on marketplace growth and profitability metrics.