Atreides Management, LP

Holdings History for ACV Auctions Inc. - Common Stock, par value $0.001 per share (ACVA)

Symbol: ACVA on NYSE
Investment type: Equity / Common Stock, par value $0.001 per share
Latest Disclosed Shares Owned: 12,420,829 shares
Security Ownership %: 7.2%

Shares, Excluding Options vs Price

Value, Excluding Options

Gavin Baker ownership in ACV Auctions Inc. Common Stock, par value $0.001 per share (ACVA)

17 Feb 2026 - Gavin Baker has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 12,420,829 shares of ACV Auctions Inc. Common Stock, par value $0.001 per share (ACVA). This represents 7.2% ownership of the company. This is the first filing by Atreides Management, LP disclosing ownership of ACV Auctions Inc. Common Stock, par value $0.001 per share (ACVA).

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Gavin Baker	7.2%		$108,558,045	12,420,829			$8.74	13G	31 Dec 2025	17 Feb 2026, 16:07

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	2.1%	+1.2%	$99,542,636	12,411,800	+6,901,010	+125%	$8.02	Q4 2025
30 Sep 2025	1.4%	+0.21%	$54,611,929	5,510,790	+816,556	+17%	$9.91	Q3 2025
30 Jun 2025	2.1%	-0.02%	$76,140,475	4,694,234	-36,845	-0.78%	$16.22	Q2 2025
31 Mar 2025	2.4%	-0.15%	$66,660,903	4,731,079	-291,803		$14.09	Q1 2025
31 Dec 2024	3.4%	-0.45%	$108,494,251	5,022,882	-661,563	-12%	$21.60	Q4 2024
30 Sep 2024	3.9%	-1.5%	$115,564,767	5,684,445	-2,148,185	-27%	$20.33	Q3 2024
30 Jun 2024	4.7%	-1.8%	$142,945,498	7,832,630	-3,208,653	-29%	$18.25	Q2 2024
31 Mar 2024	6.2%	+0.02%	$207,244,882	11,041,283	+27,852	+0.25%	$18.77	Q1 2024
31 Dec 2023	6%	+0.1%	$166,853,480	11,013,431	+184,361	+1.7%	$15.15	Q4 2023
30 Sep 2023	5.7%	+0.31%	$164,385,283	10,829,070	+594,347	+5.8%	$15.18	Q3 2023
30 Jun 2023	5.4%	-0.01%	$176,753,666	10,234,723	-25,686	-0.25%	$17.27	Q2 2023
31 Mar 2023	4.7%	+0.04%	$132,461,880	10,260,409	+88,090	+0.87%	$12.91	Q1 2023
31 Dec 2022	3.3%	+0.01%	$83,514,739	10,172,319	+37,843	+0.37%	$8.21	Q4 2022
30 Sep 2022	2.7%	+0.59%	$72,867,000	10,134,476	+2,198,261	+28%	$7.19	Q3 2022
30 Jun 2022	2.1%	+1.3%	$51,903,000	7,936,215	+4,706,760	+146%	$6.54	Q2 2022
31 Mar 2022	1.7%	+0.67%	$47,828,000	3,229,455	+1,272,882	+65%	$14.81	Q1 2022
31 Dec 2021	1.2%	+0.05%	$36,862,000	1,956,573	+88,335	+4.7%	$18.84	Q4 2021
30 Sep 2021	0.86%	+0.7%	$33,423,000	1,868,238	+1,524,991	+444%	$17.89	Q3 2021
30 Jun 2021	0.22%	+0.01%	$8,797,000	343,247	+13,247	+4%	$25.63	Q2 2021
31 Mar 2021	0.37%	+0.37%	$11,421,000	330,000	+330,000	NEW	$34.61	Q1 2021

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.