ACVA at a glance
ACV Auctions Inc. (ACVA, SEC CIK 1637873) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ACV Auctions Inc. (ACVA) reported revenue of $759.6 million (up 19.2% from FY2024) and a net loss of $66.1 million. Diluted EPS was -$0.39.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding ACV Auctions Inc. (ACVA) shares worth $409.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $759.6M
- +19.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $409.5M · −1 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 1.01 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: digital marketplace platform for wholesale used vehicle transactions with integrated data services and vehicle condition transparency
- New AI-powered ClearCar suite added to enhance dealer trade-in process and inventory management system ACV MAX upgraded with predictive analytics
- Strategic emphasis on seamless end-to-end transaction journey including expanded value-added services: ACV Transportation, ACV Capital financing, and Customer Assurance
- Marketplace GMV $10.4B (up 9%), 22,062 active buyers (+5%), and 14,905 active sellers (+4%), with over 3,200 employees including 800+ vehicle condition inspectors
- Virtual Lift and Apex proprietary sensor technology introduced to provide enhanced digital undercarriage and engine diagnostics, boosting transparency and trust
Risk Factors
- Legal risk from Tricolor Holdings Chapter 7 bankruptcy, $18.6M finance receivables exposure with uncertain recovery outcome
- Macroeconomic threat from higher interest rates increasing vehicle costs, potentially reducing retail consumer used car demand
- Supply chain vulnerability in transportation relies on third-party carriers, impacting vehicle delivery and cost structure
- Competitive risk from other digital wholesale automotive marketplaces capturing dealer transactions, challenging market share growth
- Financial risk from significant stock-based compensation expenses: $56.9M in 2025, impacting operating leverage and profitability
Management Discussion & Analysis
- Forward-looking statements present, but no specific guidance or risk details given
AI summary of the ACVA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Total revenue $213.9M, up 10% YoY from $193.7M
- Customer assurance revenue $24.7M, up 39% YoY from $17.7M, best-performing revenue line
- Operating loss margin 2.8% vs 3.7% YoY; net loss $8.2M vs $7.3M
- Marketplace units 211,472 vs 210,429; adjusted EBITDA $20.8M vs $18.6M
- Higher fuel costs increased transportation costs; management expects near-term Adjusted EBITDA fluctuation amid continued investment
Risk Factors
- No material risk-factor changes from the Annual Report
- Regulatory compliance exposure remains tied to applicable laws and SEC disclosure requirements
- Executive retention risk increased through new severance agreements with accelerated equity vesting
- Liquidity risk from $50.0 million accelerated share repurchase payment
- Capital allocation risk from $100.0 million authorized repurchase program
AI summary of the ACVA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Copart acquisition of ACV Auctions at $10.50 cash per share, subject to required withholding
- Tender offer launch targeted within 5–7 business days; minimum 10-day offering period
Item 7.01: Regulation FD Disclosure
- Exhibit 99.2 furnished under Regulation FD, making its contents publicly available to investors
- Exhibit excluded from Exchange Act Section 18 liability and generally not incorporated into other filings
Item EX-99.1: Item EX-99.1
- Copart agreed to acquire ACV for $10.50 per share in cash, implying approximately $1.9 billion equity value
- Offer represents premiums of approximately 45% to ACV’s unaffected price and 41% to its 30-day VWAP
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results released for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and investor-relevant performance details
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO William Zerella resigns August 10, 2026 to join another company, with transition support through October 2, 2026
- Company cited no disagreement with Zerella over operations, policies, or practices, reducing immediate governance concerns
Item EX-99.1: Item EX-99.1
- CFO transition effective August 11, 2026, with Tim Fox succeeding Bill Zerella
- Zerella departing for another CFO role, remaining as advisor through October 2, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- Brian Hirsch and Eileen Kamerick re-elected as Class II directors through the 2029 annual meeting
- Eileen Kamerick received 48,820,798 withheld votes, signaling notable shareholder reservations
AI summaries of ACVA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ACVA
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- Fund moves. Which tracked funds opened, added or cut ACVA, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Peer Andrew | F | Oct 1, 2026 | 827 | $10.45 |
| Peer Andrew | F | Oct 1, 2026 | 958 | $10.45 |
| Fox Timothy | F | Oct 1, 2026 | 5,327 | $10.45 |
| Fox Timothy | F | Oct 1, 2026 | 1,086 | $10.45 |
| Fox Timothy | F | Oct 1, 2026 | 627 | $10.45 |
| Peer Andrew | F | Oct 1, 2026 | 630 | $10.45 |
| Fox Timothy | F | Oct 1, 2026 | 907 | $10.45 |
| Fox Timothy | F | Oct 1, 2026 | 638 | $10.45 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $481.2M | $637.2M | $759.6M |
| Operating Income | - | -$84.1M | -$63.2M |
| Net Income | -$75.3M | -$79.7M | -$66.1M |
| Op. Margin | - | -13.2% | -8.3% |
| Net Margin | -15.6% | -12.5% | -8.7% |
| Balance Sheet | |||
| Total Assets | - | $984.1M | $1.1B |
| Equity | - | $440.0M | $429.7M |
| ROE | - | -18.1% | -15.4% |
| Per Share | |||
| EPS | $-0.47 | $-0.48 | $-0.39 |
| Cash Flow | |||
| Operating CF | - | $65.4M | $78.2M |
| CapEx | $2.3M | $4.5M | $9.1M |
Source: XBRL data in ACV Auctions Inc. (ACVA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ACVA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $409.5M |
| Q1 2026 | 31 | $239.6M |
| Q4 2025 | 27 | $428.8M |
| Q3 2025 | 29 | $558.9M |
| Q2 2025 | 27 | $927.3M |
| Q1 2025 | 23 | $604.9M |
| Q4 2024 | 20 | $818.9M |
| Q3 2024 | 16 | $210.3M |
- AQR Capital Management+2.51M (+326%)
- BlackRock+938.3K (+7%)
- Citadel Advisors LLC+706.0K (+58%)
- Goldman Sachs Group+451.2K (+31%)
- Two Sigma Investments+402.7K (+37%)
- Morgan Stanley−1.83M (-62%)
- D.E. Shaw & Co−1.78M (-31%)
- Millennium Management−1.63M (-81%)
- Dimensional Fund Advisors−423.5K (-55%)
- Bank of America Corp−189.4K (-8%)
- Allstate+34.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 203 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ACVA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - |
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ACVA SEC filings: frequently asked questions
Which institutions hold ACVA stock?
As of June 30, 2026, the largest ACV Auctions Inc. (ACVA) holders among the 13F filers tracked by SignalX were BlackRock ($101.2 million), Vanguard Capital Management LLC ($53.7 million), Vanguard Portfolio Management LLC ($53.0 million), State Street Corp ($30.0 million), D.E. Shaw & Co ($27.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ACVA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ACV Auctions Inc. (ACVA) reported revenue of $759.6 million (up 19.2% from FY2024) and a net loss of $66.1 million. Diluted EPS was -$0.39. The figures come from the XBRL data in the 10-K.
What are the main risks in ACVA's latest 10-K?
In the 10-K filed February 23, 2026, ACV Auctions Inc. (ACVA) flagged: Legal risk from Tricolor Holdings Chapter 7 bankruptcy, $18.6M finance receivables exposure with uncertain recovery outcome. Macroeconomic threat from higher interest rates increasing vehicle costs, potentially reducing retail consumer used car demand. (AI summary of the Risk Factors section.)
What did ACVA report in its latest 8-K?
ACV Auctions Inc. (ACVA) filed an 8-K on September 10, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Copart acquisition of ACV Auctions at $10.50 cash per share, subject to required withholding.
What are the latest ACVA SEC filings?
ACV Auctions Inc. (ACVA) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on October 5, 2026.
What is ACVA's SEC CIK number?
ACV Auctions Inc. (ACVA)'s SEC Central Index Key (CIK) is 1637873. EDGAR lists every ACVA filing under that number.
Ask anything about ACVA
The research agent reads ACVA's filings, financials, insider trades and 13F holders, then answers with sources.