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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
42
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 27 listed it in both
Shares listed
54,240,573
combined, among listed positions
Reported value
$17.1bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

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

Among the 91 comparable managers: 20 buyers (opened or added shares) and 29 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +7,362,238.

Managers listing CVNA in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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 Inc17,781,707$5.6bn0.65%Added+54,86915 May 2026 (the filing on sec.gov)
Capital Research Global Investors10,850,505$3.4bn0.53%Added+5,149,55213 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)7,446,815$2.3bn0.12%Added+1,484,82615 May 2026 (the filing on sec.gov)
Viking Global Investors LP2,780,035$874m2.44%Added+1,718,50215 May 2026 (the filing on sec.gov)
Capital World Investors2,605,385$819m0.11%Added+1,326,44113 May 2026 (the filing on sec.gov)
Lone Pine Capital LLC1,754,709$552m4.40%Trimmed-24,61915 May 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC1,252,960$394m13.12%Added+273,50015 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,201,218$378m0.59%Trimmed-206,18014 May 2026 (the filing on sec.gov)
Invesco Ltd1,066,613$335munder 0.1%Trimmed-910,52512 May 2026 (the filing on sec.gov)
Durable Capital Partners LP995,741$313m3.22%Added+70,69615 May 2026 (the filing on sec.gov)
MFS Investment Management924,835$291m0.10%Added+107,06014 May 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC877,554$276m3.56%Trimmed-193,24815 May 2026 (the filing on sec.gov)
Sachem Head Capital Management LP790,000$248m5.98%Added+165,00015 May 2026 (the filing on sec.gov)
Coatue Management LLC681,000$214m0.74%Trimmed-1,277,22915 May 2026 (the filing on sec.gov)
D1 Capital Partners LP668,432$210m1.87%Newnew15 May 2026 (the filing on sec.gov)
Maverick Capital Ltd420,276$132m1.52%Trimmed-41,59815 May 2026 (the filing on sec.gov)
Wellington Management Group LLP406,333$128munder 0.1%Trimmed-3,46815 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC287,352$90m0.07%Trimmed-71,65327 Oct 2026 (the filing on sec.gov)
Point72 Asset Management LP214,978$68m0.09%Added+206,15615 May 2026 (the filing on sec.gov)
AllianceBernstein LP154,829$65munder 0.1%Trimmed-63,82915 May 2026 (the filing on sec.gov)
Millennium Management LLC198,904$63munder 0.1%Added+198,06715 May 2026 (the filing on sec.gov)
Artisan Partners LP184,932$58m0.09%Trimmed-105,21013 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP130,082$41munder 0.1%Trimmed-305,38914 May 2026 (the filing on sec.gov)
Man Group PLC100,549$32m0.06%Added+74,72915 May 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP81,300$26m0.31%Trimmed-50,45015 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

New (2)

Exited (7)

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 →