X0202 SCHEDULE 13G/A 0001777813-26-000002 0001777813 XXXXXXXX LIVE 1 Common Stock, par value $0.001 per share 03/31/2026 0001637873 ACV Auctions Inc. 00091G104 640 ELLICOTT STREET 640 ELLICOTT STREET BUFFALO NY 14203 Rule 13d-1(d) Atreides Management, LP b DE 0.00 9734467.00 0.00 9734467.00 9734467.00 5.6 IA PN Atreides Management, LLC b DE 0.00 9734467.00 0.00 9734467.00 9734467.00 5.6 HC Gavin Baker b X1 9029.00 9734467.00 9029.00 9734467.00 9743496.00 5.6 IN HC ACV Auctions Inc. 640 ELLICOTT STREET, 640 ELLICOTT STREET, BUFFALO, NEW YORK, 14203. This statement is filed by: (i) Atreides Management, LP, a Delaware limited partnership registered with the U.S. Securities and Exchange Commission (the "SEC"), which serves as the investment manager (the "Investment Manager") to certain investment funds and/or accounts (the "Funds"), with respect to the shares of Common Stock (as defined in Item 2(d) below) held by the Funds; (ii) Atreides Management, LLC, a Delaware limited liability company (the "GP"), which serves as the general partner to the Investment Manager, with respect to the shares of Common Stock held by the Funds; and (iii) Gavin Baker, a United States citizen, who serves as the managing member to the GP with respect to the shares of Common Stock held by the Funds. The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons". Any disclosures herein with respect to persons other than the Reporting Persons are made on information and belief after making inquiry to the appropriate party. Atreides Management, LP One International Place, Suite 4410 Boston, MA 02110 See response to Item 2(a). N IA HC See Row 9 of cover page for each Reporting Person. See Row 11 of cover page for each Reporting Person. See Row 5 of cover page for each Reporting Person. See Row 6 of cover page for each Reporting Person. See Row 7 of cover page for each Reporting Person. See Row 8 of cover page for each Reporting Person. The percentages used herein and in the rest of this Schedule 13G are calculated based upon the 174,071,580 shares of Common Stock reported to be outstanding by the Issuer as of February 16, 2026 in its Form 10-K for the fiscal year ended December 31, 2025 filed with the SEC on February 23, 2026. Each Reporting Person hereby expressly disclaims beneficial ownership in the securities reported in this Schedule 13G except to the extent of its or his pecuniary interest therein (if any) and membership in a "group" as that term is described in Rule 13d-5(b)(1) of the Securities Exchange Act of 1934, as amended. Shares reported herein are owned by Atreides Foundation Master Fund LP, certain separately managed accounts managed by Atreides Management, LP, and Gavin Baker. Y Y Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. Joint Filing Agreement, dated February 17, 2026, by and among the Reporting Persons, was previously filed with the SEC on February 17, 2026 as Exhibit 99.1 to the Schedule 13G filed by the Reporting Persons with respect to ACV Auctions Inc. and is incorporated herein by reference. Atreides Management, LP Laura Malone 05/15/2026 Atreides Management, LLC Laura Malone 05/15/2026 Gavin Baker Gavin Baker 05/15/2026