Skip to main content
Livermore
Livermore
ZHEN

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 11 sales; 820 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.

Q4 2025 vs. Q3 2025

How the institutions holding Carvana Co. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of CVNA: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders77513852+90
Shares135.9M31.0K146.3M+10.4M (+7.7%)
Value$51.3B$11.7M$61.7B+$10.4B (+20.4%)

13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (201)

Institutions that held Carvana Co. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 201 by value.

Institutions new to CVNA in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank977,057$412.3M0.04%
Sachem Head Capital Management LP625,000$263.8M6.18%
Artisan Partners Limited Partnership290,142$122.4M0.19%
Spyglass Capital Management LLC180,668$76.2M3.82%
Tremblant Capital Group141,135$59.6M1.52%
Adage Capital Partners GP, L.L.C.127,700$53.9M0.08%
New York State Teachers Retirement System102,214$43.1M0.08%
Electron Capital Partners, LLC90,864$38.3M1.78%
Chevy Chase Trust Holdings, Inc.71,712$30.3M0.08%
APG Asset Management N.V.70,400$25.3M0.07%
PFA Pension, Forsikringsaktieselskab55,140$23.7M0.07%
State of Tennessee, Treasury Department46,819$18.8M0.06%
Dream Peak Capital Ltd44,353$18.7M2.91%
Coronation Fund Managers Ltd.42,860$18.1M0.81%
Quantitative Investment Management, LLC38,322$16.2M1.57%
Rivermont Capital Management LP38,290$16.2M3.84%
Czech National Bank37,261$15.7M0.10%
State of Michigan Retirement System37,000$15.6M0.08%
Wealth High Governance Asset Management Ltda.36,641$15.5M2.76%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,896$13.9M0.07%
Retirement Systems of Alabama30,084$12.7M0.04%
CIBC World Markets Corp30,080$12.7M0.06%
QVT Financial LP30,000$12.7M1.20%
SCHF (Gpe), LLC28,818$12.2M1.55%
Public Sector Pension Investment Board19,600$8.27M0.03%
New York Life Investment Management LLC19,337$8.16M0.07%
Eurizon Capital SGR S.p.A.17,429$7.36M0.02%
NEOS Investment Management LLC17,284$7.29M0.04%
Oregon Public Employees Retirement Fund16,200$6.84M0.09%
Colony Group, LLC15,596$6.58M0.01%
Mutual of America Capital Management LLC15,181$6.41M0.07%
RH Tailwind Management, LLC14,500$6.12M6.16%
State of Alaska, Department of Revenue14,050$5.93M0.06%
Ieq Capital, LLC13,955$5.89M0.02%
PensionDanmark Pensionsforsikringsaktieselskab12,600$5.32M0.05%
PBU - The Pension Fund of Early Childhood & Youth Educators11,048$4.66M0.07%
Teachers Retirement System of the State of Kentucky11,000$4.64M0.03%
Mizuho Securities USA LLC10,297$4.64M0.08%
Dba Trading, LLC10,500$4.43M4.42%
Virtu Financial LLC10,084$4.26M0.16%
Gabelli Funds LLC10,000$4.22M0.03%
Estate Counselors, LLC9,553$4.03M0.34%
Hartford Investment Management Co8,158$3.44M0.10%
Maytus Capital Management, LLC8,000$3.38M0.80%
EFG International AG7,719$3.26M0.06%
Louisiana State Employees Retirement System7,200$3.04M0.05%
New Mexico Educational Retirement Board6,500$2.74M0.08%
XTX Topco Ltd6,251$2.64M0.07%
Lotus Technology Management, LP6,059$2.56M1.42%
First Citizens Bank & Trust Co5,949$2.51M0.05%
MUFG Securities EMEA plc5,798$2.45M0.03%
Norinchukin Bank, The5,584$2.36M0.03%
TRB Advisors LP5,465$2.31M0.54%
Virtus Investment Advisers, Inc.5,267$2.22M0.60%
North Dakota State Investment Board4,647$1.96M0.07%
Northwestern Mutual Investment Management Company, LLC4,519$1.91M0.02%
Banco Bilbao Vizcaya Argentaria, S.A.4,020$1.70M0.01%
Simplex Trading, LLC3,923$1.66M0.05%
Securian Asset Management, Inc3,846$1.62M0.06%
Nomura Asset Management International Inc.3,821$1.61M0.00%
MUFG Securities Americas Inc.3,810$1.61M0.10%
Science & Technology Partners, L.P.3,800$1.60M0.45%
Wahed Invest LLC3,553$1.50M0.20%
Marathon Trading Investment Management LLC3,500$1.48M0.18%
Mangrove Partners3,183$1.34M0.11%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,160$1.33M0.02%
Canada Post Corp Registered Pension Plan2,950$1.24M0.05%
Drive Wealth Management, LLC2,886$1.22M0.24%
FirstWave Capital Management LLC2,576$1.09M0.65%
RiverFront Investment Group, LLC2,472$1.04M0.02%
J. Safra Sarasin Holding AG2,303$971.9K0.02%
Tema ETFs LLC2,276$960.5K0.07%
Horizon Investments, LLC2,198$927.6K0.01%
TCW Group Inc2,173$917.0K0.01%
Baird Financial Group, Inc.2,171$916.2K0.00%
Laird Norton Trust Company, LLC2,055$867.3K0.02%
Two Sigma Securities, LLC1,957$825.9K0.11%
Windmill Hill Asset Management Ltd1,836$774.8K0.18%
DRW Securities, LLC1,738$733.5K0.06%
Quantbot Technologies LP1,631$688.3K0.02%
IFC & Insurance Marketing, Inc.1,516$640.0K0.63%
Kovack Advisors, Inc.1,514$638.7K0.03%
Peapack Gladstone Financial Corp1,433$605.0K0.01%
GTS Securities LLC1,267$534.7K0.02%
Ameritas Investment Partners, Inc.1,266$534.3K0.02%
Cynosure Management, LLC1,257$530.5K0.05%
Osmosis Investment Management UK Ltd1,238$522.5K0.01%
Keystone Investors Pte Ltd1,181$498.4K0.04%
Shay Capital LLC1,150$485.3K0.08%
Aristeia Capital LLC1,069$451.1K0.01%
Foundations Investment Advisors, LLC1,024$432.0K0.01%
Aspen Grove Capital, LLC1,005$424.1K0.07%
AlTi Global, Inc.1,003$423.3K0.01%
Anson Funds Management LP1,000$422.0K0.06%
Cache Advisors, LLC1,000$422.0K0.05%
Unifi Asset Management LP960$405.1K0.44%
SLT Holdings LLC950$400.9K0.27%
TFB Advisors LLC918$387.4K0.11%
MidFirst Bank904$381.5K0.03%
Wagner Wealth Management, Corp888$374.8K0.37%

Sold out (111)

Institutions that held Carvana Co. at the end of Q3 2025 and filed for Q4 2025 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of CVNA in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Qube Research & Technologies Ltd542,546$204.7M
Winslow Capital Management, LLC484,757$182.9M
Scopus Asset Management, L.P.281,900$106.3M
Soma Equity Partners LP177,786$67.1M
Contour Asset Management LLC108,201$40.8M
Jain Global LLC97,915$36.9M
Quadrature Capital Ltd92,515$34.9M
Schonfeld Strategic Advisors LLC90,202$34.0M
WT Asset Management Ltd61,100$23.0M
Capital Fund Management S.A.56,281$21.2M
Aquatic Capital Management LLC52,128$19.7M
Bornite Capital Management LP50,000$18.9M
Hudson Bay Capital Management LP49,688$18.7M
Symmetry Investments LP46,257$17.4M
Engineers Gate Manager LP40,319$15.2M
M&G Plc36,157$13.6M
Interval Partners, LP35,887$13.5M
Y-Intercept (Hong Kong) Ltd35,495$13.4M
Trexquant Investment LP32,436$12.2M
Shellback Capital, LP30,000$11.3M
Brevan Howard Capital Management LP28,939$10.9M
Meridiem Capital Partners LP27,602$10.4M
Achmea Investment Management B.V.22,886$8.63M
Octahedron Capital Management L.P.21,600$8.15M
Varma Mutual Pension Insurance Co21,060$7.94M
Virginia Retirement Systems Et Al18,200$6.87M
Kovitz Investment Group Partners, LLC17,996$6.79M
Bridgewater Associates, LP14,229$5.37M
Alberta Investment Management Corp14,100$5.32M
Newlands Management Operations LLC13,985$5.28M
Lee Johnson Capital Management, LLC13,729$5.18M
Candelo Capital Management LP11,375$4.29M
Globeflex Capital L P10,065$3.80M
Vinva Investment Management Ltd8,957$3.52M
Independent Financial Group, LLC7,935$2.99M
Entropy Technologies, LP7,899$2.98M
Dark Forest Capital Management LP7,521$2.84M
Armistice Capital, LLC7,110$2.68M
Graham Capital Management, L.P.5,609$2.12M
Williamson Legacy Group, LLC5,598$2.11M
Qsemble Capital Management, LP5,255$1.98M
K.J. Harrison & Partners Inc5,000$1.97M
Polar Asset Management Partners Inc.5,100$1.92M
Affinity Investment Advisors, LLC4,713$1.78M
HITE Hedge Asset Management LLC4,641$1.75M
Catalyst Funds Management Pty Ltd4,400$1.66M
Empowered Funds, LLC4,260$1.61M
Arrowpoint Investment Partners (Singapore) Pte. Ltd.4,049$1.53M
Polianta Ltd3,600$1.36M
O'Neil Global Advisors, Inc.3,543$1.34M
Absoluto Partners Gestao de Recursos Ltda3,491$1.32M
Private Advisory Group LLC3,379$1.27M
CIBC World Markets Inc.3,172$1.20M
iA Global Asset Management Inc.2,906$1.10M
Generali Asset Management SPA SGR2,774$1.05M
Pinkerton Retirement Specialists, LLC2,648$998.9K
Kingdon Capital Management, L.L.C.2,500$943.1K
Wall Street Access Asset Management, LLC2,500$943.1K
Hampton Road Capital Management LP2,500$943.1K
Financiere des Professionnels - Fonds d,investissement inc.2,469$931.4K
Fox Run Management, L.L.C.2,180$822.4K
Caisse des Depots Et Consignations2,110$796.0K
Baader Bank INC2,147$788.8K
Hollencrest Capital Management1,838$693.4K
Florida Financial Advisors, LLC1,812$683.5K
Campbell & CO Investment Adviser LLC1,748$659.4K
Sheets Smith Wealth Management1,652$623.2K
Polymer Capital Management (HK) LTD1,623$612.3K
Pitcairn Co1,495$564.0K
Versor Investments LP1,410$531.9K
Ossiam1,405$530.0K
Polymer Capital Management (US) LLC1,291$487.0K
Convergence Investment Partners, LLC1,203$453.8K
Warren Street Wealth Advisors, LLC1,173$442.4K
Asahi Life Asset Management Co., Ltd.1,085$409.3K
State of Wyoming1,085$409.3K
Arista Wealth Management, LLC1,052$396.9K
Left Brain Wealth Management, LLC1,025$386.7K
Knollwood Investment Advisory, LLC966$364.4K
Lombard Odier Asset Management (USA) Corp955$360.3K
Sherbrooke Park Advisers LLC854$322.2K
Integrated Wealth Concepts LLC826$311.5K
Brookwood Investment Group LLC791$298.4K
Consolidated Portfolio Review Corp788$297.3K
Lighthouse Investment Partners, LLC770$290.5K
Freestone Capital Holdings, LLC724$273.1K
Main Street Financial Solutions, LLC651$245.6K
Caerus Investment Advisors, LLC643$242.6K
Volterra Technologies LP640$241.4K
Seven Mile Advisory636$239.9K
CVFG LLC613$231.2K
Sherman Porfolios, LLC597$225.2K
Mutual Advisors, LLC630$215.5K
Twinbeech Capital LP550$207.5K
C M Bidwell & Associates Ltd352$132.8K
Fourth Dimension Wealth, LLC100$37.7K
Washington Trust Advisors, Inc.99$37.5K
Logan Capital Management Inc39$14.7K
JPL Wealth Management, LLC32$12.1K
GPS Wealth Strategies Group, LLC18$6.79K

Not filed for Q4 2025 yet (13)

Institutions that held Carvana Co. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CVNA in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Aware Super Pty Ltd as trustee of Aware Super7,433$2.80M
Point72 (DIFC) Ltd4,386$1.65M
CIBC Bancorp USA Inc.4,357$1.64M
Sheets Smith Investment Management3,915$1.48M
AXA Investment Managers S.A.3,373$1.27M
Bryce Point Capital, LLC1,766$666.2K
Hemington Wealth Management1,580$596.0K
Shell Asset Management Co1,503$567.0K
Pinebridge Investments, L.P.1,069$403.3K
Point72 Europe (London) LLP863$325.4K
Synovus Financial Corp662$249.7K
Binnacle Investments Inc70$26.4K
Guerra Advisors Inc5$1.89K