ACV Auctions (ACVA) Fell Despite Positive Structural Advantages
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Atreides Management Gavin Baker | 9,734,467 | $41,274,140 | -22% | 0.83% |
| 2. | D E Shaw D. E. Shaw | 5,659,176 | $23,994,906 | +68% | 0.01% |
| 3. | Iridian Asset Management David Cohen And Harold Levy | 5,200,509 | $22,050,158 | +74% | 8.94% |
| 4. | Point72 Asset Management Steve Cohen | 4,177,143 | $17,711,086 | +118% | 0.02% |
| 5. | Rima Senvest Management Richard Mashaal | 3,530,785 | $14,970,528 | +10% | 0.5% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.66 | 214,600 | $1,000,036.00 | 569,102 | 2026-02-26 | Filing | |
| $7.30 | 16,892 | $123,311.60 | 2,928,705 | 2026-02-09 | Filing | |
| $8.81 | 14,286 | $125,859.66 | 2,598,383 | 2026-01-12 | Filing | |
| $7.97 | 31,172 | $248,440.84 | 2,618,714 | 2025-12-15 | Filing | |
| $6.27 | 5,000 | $31,350.00 | 39,107 | 2025-11-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.85 | 1,750 | $15,487.50 | 72,473 | 2026-01-15 | Filing | |
| $8.03 | 1,750 | $14,052.50 | 55,554 | 2025-12-15 | Filing | |
| $8.00 | 1,750 | $14,000.00 | 54,488 | 2025-12-01 | Filing | |
| $8.84 | 1,750 | $15,470.00 | 54,488 | 2025-10-15 | Filing | |
| $10.11 | 1,750 | $17,692.50 | 56,750 | 2025-09-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 536,841 | $3,859,887 | 0.02% | |
| 2. | 6,187 | $44,485 | 0% | |
| 3. | 159 | $1,143 | 0% | |
| 4. | 67 | $482 | 0% | |
| 5. | 0 | $0 | 0% |