Carvana Co.
CVNA- Exchange
- NYSE
- Industry
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001690820
In the last 90 days, Carvana Co. insiders filed 1 open-market purchase and 15 sales; 825 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; 6 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysLast 90 days, $1.54M in total
- 1
- Insider sellsLast 90 days, $46.1M in total
- 15
- 13F holdersQ2 2026, +44 vs. previous quarter
- 825
- 13F valueReported value at the end of Q2 2026
- $48.6B
- Superinvestors holdingAt the end of Q2 2026
- 6
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $20.3B
- +48.6% year over year
- Net income, FY2025
- $1.41B
- +570.0% year over year
- Free cash flow, FY2025
- $889.0M
- +7.5% year over year
- Revenue, Q3 FY2026
- $8.04B
- +42.4% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 65.1M
- Shares sold short
- Change
- −1.84M
- −2.8% vs. previous
- Days to cover
- 6.20
- At average daily volume
Superinvestors holding CVNA, Q2 2026
Go to the superinvestors tab6 superinvestors report holding Carvana Co. on Form 13F. Percentages are the stock's share of each portfolio.
Viking Global Investors
Andreas Halvorsen
2.3%
Carvana Co.'s share of the portfolio
- Shares
- 12,322,311
- Value
- $811.1M
| Superinvestor | Weight | Value |
|---|---|---|
| D1 Capital Partners | 0.7% | $248.8M |
| Coatue Management | 0.4% | $215.8M |
| Maverick Capital | 1.6% | $173.7M |
| Duquesne Family Office | 0.2% | $9.94M |
Latest insider trades
See all insider tradesOpen-market purchases and sales by Carvana Co. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 5, 2026 (view filing)6:24 PM ET | Nov 4 | 1 day | Platt Ira J.Director | SSaleClass A Common Stock | −29.6K | $75.75 | −$2.25M | −13.7%186.5K after | 2 lots |
| Nov 3, 2026 (view filing)5:47 PM ET | Oct 30 | 4 days | Garcia Ernest C. II10% Owner | SSaleClass A Common Stock | −10.0M | $8.25 | −$82.5M | –10.0M after | Derivative |
| Nov 3, 2026 (view filing)5:35 PM ET | Nov 3 | Same day | Gill Daniel J.Chief Product Officer | SSaleClass A Common Stock | −253.6K | $71.46 | −$18.1M | −24.7%773.5K after | |
| Nov 3, 2026 (view filing)5:35 PM ET | Nov 3 | Same day | Platt Ira J.Director | SSaleClass A Common Stock | −30.0K | $71.74 | −$2.15M | −13.9%186.5K after | 2 lots |
| Nov 3, 2026 (view filing)5:35 PM ET | Nov 2 | 1 day | Jenkins Mark W.Chief Financial Officer | SSaleClass A Common Stock | −63.8K | $71.78 | −$4.58M | −5.3%1.14M after | 4 lots10b5-1 |
| Nov 3, 2026 (view filing)5:35 PM ET | Oct 30 | 4 days | Quayle J DanforthDirector | SSaleClass A Common Stock | −14.5K | $68.88 | −$1.00M | −6.3%215.0K after | |
| Nov 3, 2026 (view filing)5:35 PM ET | Nov 2 | 1 day | Palmer Stephen RVice President of Accounting | SSaleClass A Common Stock | −5.00K | $71.71 | −$358.6K | −4.2%112.8K after | 4 lots10b5-1 |
| Oct 13, 2026 (view filing)5:26 PM ET | Oct 12 | 1 day | Taira ThomasPresident, Special Projects | SSaleClass A Common Stock | −5.60K | $65.00 | −$363.8K | −1.5%357.4K after | 10b5-1 |
| Oct 5, 2026 (view filing)6:02 PM ET | Oct 1 | 4 days | Palmer Stephen RVice President of Accounting | SSaleClass A Common Stock | −5.00K | $61.64 | −$308.2K | −4.0%120.9K after | 4 lots10b5-1 |
| Oct 5, 2026 (view filing)6:02 PM ET | Oct 1 | 4 days | Jenkins Mark W.Chief Financial Officer | SSaleClass A Common Stock | −63.8K | $61.64 | −$3.93M | −5.3%1.14M after | 5 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 825 holdersThe largest institutional positions in Carvana Co. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 84,695,539 | $5.57B | 0.56% | −4,212,996−4.7% | ReducedConverted for a 5-for-1 split |
| Capital Research Global Investors | 63,423,386 | $4.17B | 0.58% | +9,170,861+16.9% | AddedConverted for a 5-for-1 split |
| BlackRock, Inc. | 48,494,910 | $3.19B | 0.05% | −9,165,875−15.9% | ReducedConverted for a 5-for-1 split |
| Vanguard Capital Management LLC | 45,590,117 | $3.00B | 0.06% | +619,977+1.4% | AddedConverted for a 5-for-1 split |
| FMR LLC | 33,604,708 | $2.21B | 0.10% | −3,629,367−9.7% | ReducedConverted for a 5-for-1 split |
| Vanguard Portfolio Management LLC | 32,154,471 | $2.12B | 0.10% | +417,636+1.3% | AddedConverted for a 5-for-1 split |
| State Street Corp | 29,435,364 | $1.94B | 0.06% | +970,654+3.4% | AddedConverted for a 5-for-1 split |
| Capital International Investors | 23,257,742 | $1.53B | 0.32% | +6,617,827+39.8% | AddedConverted for a 5-for-1 split |
| CAS Investment Partners, LLC | 22,559,570 | $1.48B | 78.85% | −146,885−0.6% | ReducedConverted for a 5-for-1 split |
| Greenoaks Capital Partners LLC | 21,344,170 | $1.40B | 59.61% | +330,000+1.6% | AddedConverted for a 5-for-1 split |
Holders of 5% or more of CVNA
See all 7 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Carvana Co..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Garcia Ernest C. II | 13D/A | 22.70%212.2M shares | −0.20 ppfrom 22.90% | Jan 7, 202126 filings | Nov 3, 2026 | SEC |
| Garcia Ernest C. III | 13G/A | 18.20%30.3M shares | – | Feb 12, 20215 filings | Aug 1, 2025 | SEC |
| Price T Rowe Associates Inc | 13G/A | 12.60%17.8M shares | – | Feb 16, 20216 filings | Feb 17, 2026 | SEC |
| Capital Research Global Investors | 13G/A | 8.90%63.4M shares | +1.30 ppfrom 7.60% | May 14, 20262 filings | Aug 12, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 7.25%10.4M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in CVNA2 members of Congress reported 12 trades in Carvana Co. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jun 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Sell | $1K-$15K |
| May 8, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Mar 16, 2026 | Josh Gottheimer House · NJ | Sell (partial) | $1K-$15K |
| Jul 16, 2025 | Josh Gottheimer House · NJ | Buy | $1K-$15K |
| Apr 17, 2022 | Josh Gottheimer House · NJ | Sell | $1K-$15K |

House · CA · Jun 8, 2026
Sell$1K-$15K

House · CA · May 8, 2026
Buy$1K-$15K

House · NJ · Mar 16, 2026
Sell (partial)$1K-$15K

House · NJ · Jul 16, 2025
Buy$1K-$15K

House · NJ · Apr 17, 2022
Sell$1K-$15K