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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 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 29 Oct 2025
Managers listing it
36
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 29 listed it in both
Shares listed
44,393,294
combined, among listed positions
Reported value
$16.7bn
combined, at the quarter end

Among the 95 comparable managers: 20 buyers (opened or added shares) and 12 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

36 of 36 holders

ActionFiling
T. Rowe Price Associates Inc16,319,076$6.2bn0.66%Added+127,12914 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)5,714,340$2.2bn0.11%Trimmed-370,78513 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors3,989,809$1.5bn0.28%Added+18,63113 Nov 2025 (the filing on sec.gov)
Viking Global Investors LP2,101,241$793m2.06%Added+1,023,26514 Nov 2025 (the filing on sec.gov)
Coatue Management LLC2,003,208$756m1.85%Added+203,15314 Nov 2025 (the filing on sec.gov)
Lone Pine Capital LLC1,765,291$666m4.85%Held014 Nov 2025 (the filing on sec.gov)
Invesco Ltd1,445,018$545m0.09%Addedn.a.13 Nov 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,230,513$464m0.26%Trimmed-1,328,00614 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,013,112$382m0.50%Held013 Nov 2025 (the filing on sec.gov)
Durable Capital Partners LP892,477$337m2.49%Held014 Nov 2025 (the filing on sec.gov)
Capital World Investors806,243$304munder 0.1%Added+180,18513 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP785,835$296m0.59%Trimmed-895,40014 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP706,457$267m0.61%Added+456,45714 Nov 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC678,921$256m5.66%Newnew14 Nov 2025 (the filing on sec.gov)
MFS Investment Management637,462$240m0.07%Added+64,42429 Oct 2025 (the filing on sec.gov)
Arrowstreet Capital LP573,591$216m0.14%Added+30,19713 Nov 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC567,711$214m2.52%Trimmed-15,10014 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP551,673$208m0.35%Added+264,85114 Nov 2025 (the filing on sec.gov)
Squarepoint Ops LLC359,133$135m0.14%Trimmed-341,91614 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP325,380$123m0.18%Trimmed-498,78414 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC306,502$116m0.08%Added+42,57827 Oct 2026 (the filing on sec.gov)
Millennium Management LLC284,188$107munder 0.1%Added+26,88614 Nov 2025 (the filing on sec.gov)
Maverick Capital Ltd217,552$82m1.10%Newnew14 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP198,060$75m0.08%Addedn.a.13 Nov 2025 (the filing on sec.gov)
Moore Capital Management LP169,907$64m0.88%Added+2,38714 Nov 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, 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 (4)

Exited (0)

No exit shown by a manager’s own filing.

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 →