Value Investor
Start free

Acrivon Therapeutics

ACRV on Nasdaq. Market value $85m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

We have not checked this company yet

This is not advice.

Compare with another stock

Who owns it

None of the long-term investors we follow own it. 46 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

2 investors own more than 5%.

  • at least 28.8%+7.2 pts
    (filed with 3 related holders)
    Since 22 April 2026
  • Sands Capital Life Sciences Pulse Fund II, L.P.
    Passive investor
    at least 5.3%−1.5 pts
    (filed with 2 related holders)
    Since 30 June 2026
  • Citadel Advisors LLC
    Passive investor
    Sold down below 5%
    Since 31 March 2026
  • Perceptive Advisors LLC
    Passive investor
    Sold down below 5%
    Since 2 June 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 3 insiders bought $114,534 of shares on the open market. 6 sold $39,806.

  • Blume-Jensen Peter
    President and CEO, Director
    Sold
    Date
    25 August 2026
    Shares
    14,036
    Price
    $2.21
    Value
    $30,969
  • Peterson Katharine
    Chief Accounting Officer
    Sold
    Date
    18 August 2026
    Shares
    101
    Price
    $2.01
    Value
    $203
  • Miller Mary
    Chief Legal Officer
    Sold
    Date
    18 August 2026
    Shares
    185
    Price
    $2.01
    Value
    $372
  • Gamelin Erick
    Chief Development Officer
    Sold
    Date
    18 August 2026
    Shares
    400
    Price
    $2.01
    Value
    $804
  • Devroe Eric
    Chief Operating Officer
    Sold
    Date
    18 August 2026
    Shares
    604
    Price
    $2.01
    Value
    $1,214
  • Blume-Jensen Peter
    President and CEO, Director
    Sold
    Date
    18 August 2026
    Shares
    1,713
    Price
    $2.01
    Value
    $3,443
  • Levy Adam D.
    Chief Financial Officer
    Sold
    Date
    4 August 2026
    Shares
    1,142
    Price
    $1.57
    Value
    $1,793
  • Miller Mary
    Chief Legal Officer
    Sold
    Date
    21 July 2026
    Shares
    573
    Price
    $1.76
    Value
    $1,008
  • Blume-Jensen Peter
    President and CEO, Director
    Bought
    Date
    14 January 2026
    Shares
    49,000
    Price
    $1.68
    Value
    $82,320
  • Levy Adam D.
    Chief Financial Officer
    Bought
    Date
    14 January 2026
    Shares
    8,832
    Price
    $1.70
    Value
    $15,014

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 19 Mar 2026, plus the 10-Q filed 12 Aug 2026 and 3 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

Your first deep dive is free.

What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.