TimesSquare Capital U.S. Small Cap Growth Strategy’s Stand on ACV Auctions (ACVA)

6 days ago 6

Soumya Eswaran

Tue, January 6, 2026 astatine 7:12 AM CST 2 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Small Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. During the quarter, the money returned 2.26% (gross) and 2.01% (net), compared to the Russell 2000 Growth Index’s 12.19% return. During the quarter, each plus classes but fixed income extracurricular the U.S. posted affirmative returns. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Small Cap Growth Strategy highlighted stocks specified arsenic ACV Auctions Inc. (NYSE:ACVA). ACV Auctions Inc. (NYSE:ACVA) provides a integer marketplace that enables buyers and sellers to link for the online auction of wholesale vehicles. The one-month instrumentality for ACV Auctions Inc. (NYSE:ACVA) was 6.69%, and its shares mislaid 57.59% of their worth implicit the past 52 weeks. On January 5, 2026, ACV Auctions Inc. (NYSE:ACVA) banal closed astatine $8.61 per share, with a marketplace capitalization of $1.562 billion.

TimesSquare Capital U.S. Small Cap Growth Strategy stated the pursuing regarding ACV Auctions Inc. (NYSE:ACVA) successful its 3rd 4th 2025 capitalist letter:

"Pulling backmost by -39% was ACV Auctions Inc. (NYSE:ACVA), the starring commercialized integer marketplace for buying oregon selling utilized vehicles. Revenues and net were little than anticipated, stemming from a little complaint of listings converting to transactions. That seemed tied to broader macroeconomic concerns—which ACV antecedently highlighted—and impermanent successful nature. However, absorption erred connected the broadside of caution by reducing its guidance for the remainder of 2025, and we are reevaluating ACV’s spot successful the strategy."

Is ACV Auctions Inc. (ACVA)the High Growth Low Debt Stock to Invest successful Now?

ACV Auctions Inc. (NYSE:ACVA) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 39 hedge money portfolios held ACV Auctions Inc. (NYSE:ACVA) astatine the extremity of the 3rd quarter, up from 36 successful the erstwhile quarter. In Q3 2025, ACV Auctions Inc. (NYSE:ACVA) reported gross of $200 million, marking an summation of 16% year-over-year. While we admit the imaginable of ACV Auctions Inc. (NYSE:ACVA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered ACV Auctions Inc. (NYSE:ACVA) and shared a bullish thesis connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.