TimesSquare Capital U.S. Small Cap Growth Strategy’s Stand on ACV Auctions (ACVA)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Iridian Asset Management David Cohen And Harold Levy | 2,989,152 | $23,972,999 | +59% | 8.83% |
| 2. | Bayforest Capital Theodoros Tsagaris | 6,981 | $55,988 | -73% | 0.04% |
| 3. | Bastion Asset Management Charles Haggar, Mathieu Boisvert, And Michael Gentile | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $6.26 | 15,000 | $93,900.00 | 34,107 | 2025-11-14 | Filing | |
| $6.21 | 80,571 | $500,345.91 | 99,678 | 2025-11-14 | 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. | 15,517,034 | $124,446,612 | 0% | |
| 2. | 5,766,578 | $46,247,959 | 0.03% | |
| 3. | 5,535,465 | $44,394,430 | 0.01% | |
| 4. | 3,122,032 | $25,038,698 | 0.47% | |
| 5. | 1,527,108 | $12,247,405 | 0% |