- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 25
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 18 listed it in both
- Shares listed
- 41,187,159
- combined, among listed positions
- Reported value
- $8.6bn
- combined, at the quarter end
Among the 95 comparable managers: 13 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CVNA in Q1 2025
25 of 25 holders
Largest increases and reductions, by shares
Increases
- Lone Pine Capital LLCnew position · 2,314,168 shares now+2,314,168
- T. Rowe Price Associates Incexisting position · 14,950,011 shares now+1,823,218
- Viking Global Investors LPexisting position · 2,553,861 shares now+1,680,278
- Capital Research Global Investorsnew position · 1,438,938 shares now+1,438,938
- Coatue Management LLCnew position · 535,333 shares now+535,333
Reductions
- D. E. Shaw & Co.existing position · 1,099,961 shares now-1,585,510
- Renaissance Technologies LLCexisting position · 238,712 shares now-613,659
- Two Sigma Advisers LPexisting position · 1,083,735 shares now-593,300
- Two Sigma Investments LPexisting position · 587,703 shares now-558,602
- Moore Capital Management LPexisting position · 964 shares now-259,992
New positions and exits
New (6)
Exited (2)
- Voloridge Investment Management LLCwas $98m
- Arrowstreet Capital LPwas $87m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2017 | 1 | $2.5m | n.a. | n.a. |
| Q3 2017 | 2 | $12m | n.a. | n.a. |
| Q4 2017 | 1 | $455k | n.a. | n.a. |
| Q2 2018 | 3 | $56m | n.a. | n.a. |
| Q3 2018 | 5 | $160m | n.a. | n.a. |
| Q4 2018 | 5 | $90m | n.a. | n.a. |
| Q1 2019 | 6 | $304m | n.a. | n.a. |
| Q2 2019 | 7 | $379m | n.a. | n.a. |
| Q3 2019 | 8 | $1.0bn | n.a. | n.a. |
| Q4 2019 | 11 | $1.7bn | n.a. | n.a. |
| Q1 2020 | 10 | $2.0bn | n.a. | n.a. |
| Q2 2020 | 12 | $4.2bn | n.a. | n.a. |
| Q3 2020 | 14 | $7.9bn | n.a. | n.a. |
| Q4 2020 | 15 | $8.8bn | n.a. | n.a. |
| Q1 2021 | 18 | $9.1bn | n.a. | n.a. |
| Q2 2021 | 20 | $11.3bn | n.a. | n.a. |
| Q3 2021 | 17 | $12.6bn | n.a. | n.a. |
| Q4 2021 | 13 | $11.5bn | n.a. | n.a. |
| Q1 2022 | 9 | $5.3bn | n.a. | n.a. |
| Q2 2022 | 14 | $895m | n.a. | n.a. |
| Q3 2022 | 10 | $876m | n.a. | n.a. |
| Q4 2022 | 1 | $67m | n.a. | n.a. |
| Q1 2023 | 3 | $165m | n.a. | n.a. |
| Q2 2023 | 9 | $350m | n.a. | n.a. |
| Q3 2023 | 10 | $639m | n.a. | n.a. |
| Q4 2023 | 8 | $888m | 6 | 2 |
| Q1 2024 | 12 | $1.8bn | 9 | 3 |
| Q2 2024 | 22 | $4.5bn | 18 | 4 |
| Q3 2024 | 24 | $6.8bn | 10 | 14 |
| Q4 2024 | 25 | $7.6bn | 17 | 9 |
| Q1 2025 | 25 | $8.6bn | 13 | 14 |
| Q2 2025 | 34 | $14.8bn | 21 | 14 |
| Q3 2025 | 36 | $16.7bn | 20 | 12 |
| Q4 2025 | 31 | $19.8bn | 24 | 28 |
| Q1 2026 | 28 | $16.8bn | 20 | 29 |
| Q2 2026 (split) | 25 | $17.7bn | 6 | 6 |
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 →