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CVNAConsumer DiscretionaryCommon Stock

Carvana Co (Class A)

Held by 13 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 146869102 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 13 of the investors we track own this stock. In the latest quarter, 12 of them bought more of it and 2 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
13
-1 vs last quarter (like-for-like)
Total value held
$3.60B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$62.01M
+1.9% vs last quarter
Net shares bought
+39.2M
Est. net flow +$2.53B
Quarter activity
12 bought · 2 sold
1 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns CVNA?

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Who owns CVNA? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Andreas Halvorsen Viking Global Investors 12.32M $811.05M 2.3% Added +9.5M +343.2% +$628.07M
2 Stephen Mandel Lone Pine Capital 10.52M $692.47M 4.2% Added +8.8M +499.6% +$576.98M
3 Sands Capital Sands Capital Management 8.46M $557.03M 2.1% Added +6.3M +299.7% +$417.67M
4 Henry Ellenbogen Durable Capital Partners 6.72M $442.37M 4.3% Added +5.7M +575.0% +$376.83M
5 Norges Bank Norges Bank Investment Management 5.24M $345.13M 0.0% — — — —
6 Jim Simons Renaissance Technologies 5.12M $337.16M 0.5% Added +3.9M +326.4% +$258.10M
7 Philippe Laffont Coatue Management 3.28M $215.81M 0.4% Added +2.6M +381.5% +$170.99M
8 Israel Englander Millennium Management 2.09M $137.77M 0.1% Added +1.9M +952.3% +$124.67M
9 Ken Griffin Citadel Advisors 308.93K $20.33M 0.0% Added +260.9K +542.7% +$17.17M
10 Fred Alger Fred Alger Management 196.06K $12.90M 0.0% Added +82.6K +72.8% +$5.44M
11 Two Sigma Two Sigma Investments 168.14K $11.07M 0.0% Added +148.4K +750.8% +$9.77M
12 Stanley Druckenmiller Duquesne Family Office 151.00K $9.94M 0.2% New +151.0K — +$9.94M
13 Polen Capital Polen Capital Management 37.50K $2.47M 0.0% Added +30.2K +410.4% +$1.98M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Steve Cohen Point72 Asset Management -215.0K $67.58M
David Shaw D.E. Shaw & Co. -9.3K $2.92M

Politician trades

Politician trades in CVNA

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Ro Khanna Politician Jun 30, 2026 CVNA CARVANA CO. CMN CLASS A scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Jul 6, 2026 6 days PTR ↗
Ro Khanna Politician May 15, 2026 CVNA CARVANA CO. CMN CLASS A scanned Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Jun 9, 2026 25 days PTR ↗
Gil Cisneros Politician May 15, 2026 CVNA Carvana Co. Class A Common Stock (CVNA) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Jun 8, 2026 24 days PTR ↗
Gil Cisneros Politician Apr 14, 2026 CVNA Carvana Co. Class A Common Stock (CVNA) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America May 8, 2026 24 days PTR ↗
Ro Khanna Politician Mar 23, 2026 CVNA CARVANA CO CMN CLASS A scanned Purchase — — Spouse — Apr 7, 2026 15 days PTR ↗
Josh Gottheimer Politician Feb 18, 2026 CVNA Carvana Co. Class A Common Stock (CVNA) [ST] Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Morgan Stanley - Select UMA Account # 1 Mar 16, 2026 26 days PTR ↗
Ro Khanna Politician Jan 6, 2026 CVNA CMN CARVANA CO. CLASS A scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Feb 6, 2026 31 days PTR ↗
Ro Khanna Politician Jan 13, 2026 CVNA CARVANA CO. CMN CLASS A scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Feb 6, 2026 24 days PTR ↗
Josh Gottheimer Politician Jun 20, 2025 CVNA Carvana Co. Class A Common Stock (CVNA) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Morgan Stanley - Select UMA Account # 1 Jul 16, 2025 26 days PTR ↗