- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 48
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 32 listed it in both
- Shares listed
- 47,192,214
- combined, among listed positions
- Reported value
- $19.9bn
- combined, at the quarter end
Among the 92 comparable managers: 24 buyers (opened or added shares) and 28 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,927,454.
Managers listing CVNA in Q4 2025
48 of 48 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 5,700,953 shares now+1,711,144
- T. Rowe Price Associates Incexisting position · 17,726,838 shares now+1,407,762
- Sachem Head Capital Management LPnew position · 625,000 shares now+625,000
- Invesco Ltdexisting position · 1,977,138 shares now+532,120
- Whale Rock Capital Management LLCexisting position · 1,070,802 shares now+503,091
Reductions
- D. E. Shaw & Co.existing position · 68,708 shares now-1,161,805
- Viking Global Investors LPexisting position · 1,061,533 shares now-1,039,708
- Point72 Asset Management LPexisting position · 8,822 shares now-542,851
- Two Sigma Advisers LPexisting position · 309,275 shares now-476,560
- Holocene Advisors LPexisting position · 250,000 shares now-456,457
New positions and exits
New (3)
Exited (4)
- Schonfeld Strategic Advisors LLCwas $34m
- Hudson Bay Capital Management LPwas $19m
- Brevan Howard Capital Management LPwas $11m
- Bridgewater Associates LPwas $5.4m
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 →