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CVNA in the 13F filings

Carvana Co · CUSIP 146869102

Sector · Consumer discretionaryTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
42
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 23 listed it in both
Shares listed
268,667,775
combined, among listed positions
Reported value
$17.9bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Q2 2026 looks like a 5-for-1 split: most managers that listed it in both quarters show the same change in shares. Additions and reductions this quarter are not read as buying or selling.

Managers listing CVNA in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

42 of 42 holders

ActionFiling
T. Rowe Price Associates Inc84,695,539$5.6bn0.56%Added+66,913,83214 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors63,423,386$4.2bn0.58%Added+52,572,88112 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)33,604,708$2.2bn0.10%Added+26,157,89313 Aug 2026 (the filing on sec.gov)
Capital World Investors14,200,258$935m0.11%Added+11,594,87312 Aug 2026 (the filing on sec.gov)
Viking Global Investors LP12,322,311$811m2.31%Added+9,542,27614 Aug 2026 (the filing on sec.gov)
Lone Pine Capital LLC10,520,666$692m4.23%Added+8,765,95714 Aug 2026 (the filing on sec.gov)
Invesco Ltd7,616,853$501munder 0.1%Added+6,550,24014 Aug 2026 (the filing on sec.gov)
Durable Capital Partners LP6,720,882$442m4.30%Added+5,725,14114 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC5,122,450$337m0.46%Added+3,921,23213 Aug 2026 (the filing on sec.gov)
Sachem Head Capital Management LP4,475,000$295m6.11%Added+3,685,00014 Aug 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC4,267,080$281m2.25%Added+3,389,52614 Aug 2026 (the filing on sec.gov)
D1 Capital Partners LP3,779,517$249m0.72%Added+3,111,08514 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP781,958$246m0.08%Added+627,12914 Aug 2026 (the filing on sec.gov)
Coatue Management LLC3,278,865$216m0.44%Added+2,597,86514 Aug 2026 (the filing on sec.gov)
Maverick Capital Ltd2,638,673$174m1.53%Added+2,218,39714 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP2,626,104$173m0.14%Added+2,580,23013 Aug 2026 (the filing on sec.gov)
MFS Investment Management2,287,092$151munder 0.1%Added+1,362,2573 Aug 2026 (the filing on sec.gov)
Millennium Management LLC2,093,072$138munder 0.1%Added+1,894,16814 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,037,474$68munder 0.1%Added+982,08314 Aug 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP656,500$43m0.51%Added+575,20014 Aug 2026 (the filing on sec.gov)
Winton Group Ltd350,143$23m0.75%Newnew7 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC308,928$20munder 0.1%Added+260,8602 Sep 2026 (the filing on sec.gov)
Holocene Advisors LP250,000$16munder 0.1%Added+200,00014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP215,058$14munder 0.1%Trimmed-191,27514 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC188,952$12munder 0.1%Added+181,45314 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

A split quarter: the share changes are the split, so no one is ranked as buying or selling.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
24 in Q3 2024 to 25 in Q2 2026

Tracked managers listing it, at least.

010203040split20192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CVNA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20171$2.5mn.a.n.a.
Q3 20172$12mn.a.n.a.
Q4 20171$455kn.a.n.a.
Q2 20183$56mn.a.n.a.
Q3 20185$160mn.a.n.a.
Q4 20185$90mn.a.n.a.
Q1 20196$304mn.a.n.a.
Q2 20197$379mn.a.n.a.
Q3 20198$1.0bnn.a.n.a.
Q4 201911$1.7bnn.a.n.a.
Q1 202010$2.0bnn.a.n.a.
Q2 202012$4.2bnn.a.n.a.
Q3 202014$7.9bnn.a.n.a.
Q4 202015$8.8bnn.a.n.a.
Q1 202118$9.1bnn.a.n.a.
Q2 202120$11.3bnn.a.n.a.
Q3 202117$12.6bnn.a.n.a.
Q4 202113$11.5bnn.a.n.a.
Q1 20229$5.3bnn.a.n.a.
Q2 202214$895mn.a.n.a.
Q3 202210$876mn.a.n.a.
Q4 20221$67mn.a.n.a.
Q1 20233$165mn.a.n.a.
Q2 20239$350mn.a.n.a.
Q3 202310$639mn.a.n.a.
Q4 20238$888m62
Q1 202412$1.8bn93
Q2 202422$4.5bn184
Q3 202424$6.8bn1014
Q4 202425$7.6bn179
Q1 202525$8.6bn1314
Q2 202534$14.8bn2114
Q3 202536$16.7bn2012
Q4 202531$19.8bn2428
Q1 202628$16.8bn2029
Q2 2026 (split)25$17.7bn66

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CVNA and GOOGL →CVNA and AMZN →CVNA and GOOG →Choose a stock to compare with CVNA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CVNA, latest filings →Back to the 13F Explorer →