ACVA
ACV Auctions Inc. · Consumer Cyclical · Auto - Dealerships
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -9.1% ·
Aktienfluss +19.7% ·
neue Nettopositionen -10.0%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 95 | 0 | 90.24M | $648.25M | +5 | −5 |
| Q1 2026 | 98 | -1 | 87.31M | $370.77M | +7 | −8 |
| Q4 2025 | 97 | -3 | 91.11M | $730.69M | — | −3 |
| Q3 2025 | 19 | +3 | 61.85M | $612.99M | +3 | — |
| Q2 2025 | 13 | 0 | 52.79M | $856.30M | — | — |
| Q1 2025 | 10 | -1 | 15.74M | $221.80M | +1 | −2 |
| Q4 2024 | 11 | +1 | 13.15M | $284.09M | +2 | −1 |
| Q3 2024 | 9 | 0 | 8.74M | $177.74M | +2 | −2 |
| Q2 2024 | 9 | — | 7.51M | $137.11M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passiv) | 3.53M | -1.2% | $49.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passiv) | 3.53M | -1.2% | $49.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passiv) | 3.46M | +0.7% | $48.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Harris Associates (Oakmark) ✦ | 2.99M | +31.9% | $42.14M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 2.52M | +216.5% | $35.48M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.83M | +6.9% | $25.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.83M | +6.9% | $25.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.83M | +6.9% | $25.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 728.70K | +35.7% | $10.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 287.39K | +173.0% | $4.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Marshall Wace ✦ | 268.27K | +980.1% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 268.27K | +980.1% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 115.68K | +8.8% | $1.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 14.01K | Neu | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 14.01K | Neu | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 14.01K | Neu | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 14.01K | Neu | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 14.01K | Neu | $197,330 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| AQR Capital Management | $197,330 | 0.0% |
| AQR Capital Management | $197,330 | 0.0% |
| AQR Capital Management | $197,330 | 0.0% |
| AQR Capital Management | $197,330 | 0.0% |
| AQR Capital Management | $197,330 | 0.0% |
Ausgestiegen
| Norges Bank | $10.75M | war 0.0% |
| Renaissance Technologies | $2.07M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 263 Inhaber, 160.52M Anteile, $674.48M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.