ACVA
ACV Auctions Inc. · Consumer Cyclical · Auto - Dealerships
Momentum-inputs (vergelijkbare managers):
breedte van houders -9.1% ·
aandelenstroom +19.7% ·
netto nieuwe posities -10.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passief) | 3.53M | -1.2% | $49.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 3.53M | -1.2% | $49.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passief) | 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 | Nieuw | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 14.01K | Nieuw | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 14.01K | Nieuw | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 14.01K | Nieuw | $197,330 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 14.01K | Nieuw | $197,330 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Norges Bank | $10.75M | was 0.0% |
| Renaissance Technologies | $2.07M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 263 houders, 160.52M aandelen, $674.48M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.