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Carvana Co. 13F holders

825 funds reported a position in Carvana Co. in their 13F for the quarter ended 30 June 2026, together 740.0 million shares worth $48.88 billion. Against the quarter before, 115 opened a position, 327 added, 264 trimmed and 105 sold out; together they sold a net 20.1 million shares. The largest holders: Price T Rowe Associates Inc., Capital Research Global Investors and BlackRock, Inc.

Funds holding825+40 on Q1 2026
Shares they held740.0Mworth $48.88 billion
Net sold on the quarter20.1M sharesabout $1.33 billion at the funds' values
Funds buying to selling442 to 369opened or added, to cut or sold
Opened 115Added 327Held 109Trimmed 264Sold out 105
Opened: 115 fundsAdded: 327 fundsHeld: 109 fundsTrimmed: 264 fundsSold out: 105 funds

What each fund did in CVNA against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 489 funds, 597.6 million shares489Q3 2024Q4 2024: 587 funds, 628.0 million shares587Q4 2024Q1 2025: 617 funds, 617.2 million shares617Q1 2025Q2 2025: 745 funds, 662.4 million shares745Q2 2025Q3 2025: 781 funds, 727.1 million shares781Q3 2025Q4 2025: 857 funds, 733.6 million shares857Q4 2025Q1 2026: 785 funds, 753.3 million shares785Q1 2026Q2 2026: 825 funds, 740.0 million shares825Q2 2026

Funds reporting a position in CVNA in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 369 reported a position in Carvana Co.: 38 opened one, 140 added, 114 trimmed and 40 sold out, a net 582,854 shares bought.

FundChange in sharesShares nowStatusFiling
Lingotto Investment Management LLP-1,291,4007,992,419trimmed13F
Amundi+851,3883,272,433added13F
Citigroup Inc.+848,9693,034,449added13F
Axxion S.A.+260,0002,185,000added13F
Retirement Systems of Alabama+252,896683,978added13F
DekaBank Deutsche Girozentrale+216,160217,646added13F
Geode Capital Management, LLC+185,46116,838,810added13F
Bank of New York Mellon Corp-161,4673,314,065trimmed13F
Sumitomo Mitsui Trust Group, Inc.-154,7181,337,060trimmed13F
Russell Investments Group, Ltd.-147,346408,961trimmed13F
Mitsubishi UFJ Asset Management Co., Ltd.+108,1351,769,524added13F
Principal Financial Group Inc.-60,747743,235trimmed13F
Swiss Life Asset Management Ltd+57,763195,392added13F
Allspring Global Investments Holdings, LLC-51,476712,717trimmed13F
Creative Planning+51,833420,528added13F
Deutsche Bank AG-51,8311,800,837trimmed13F
Capricorn Fund Managers Ltd+48,120523,120added13F
Cambridge Investment Research Advisors, Inc.-41,78634,492trimmed13F
Assetmark, Inc.+38,039107,148added13F
Swedbank AB-35,692343,484trimmed13F
PBU - The Pension Fund of Early Childhood & Youth Educators+29,157189,745added13F
Coronation Fund Managers Ltd.+27,44927,449new13F
Steadview Capital Management LLC+27,415783,031added13F
Prospera Financial Services Inc+23,42223,422new13F
OP Asset Management Ltd+24,98397,211added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Carvana Co. in a 13F for the quarter ended 30 September 2026, and 12 more in a 13F for an earlier quarter, the latest each has filed. The largest: Capital Research Global Investors, 63.4 million shares worth $4.17 billion, 0.6% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Alyeska, Point72 Asset Management. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 185,461 shares, about $11.5 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Capital Research Global Investors63,423,386$4.17 billion0.6%+9,170,861added30 June 2026, an earlier quarter13F
FMR LLC33,604,708$2.21 billion0.1%-3,629,367trimmed30 June 2026, an earlier quarter13F
Geode Capital Management16,838,810$1.05 billion0.1%+185,461added30 September 202613F
Viking Global Investors12,322,311$811.1 million2.3%-1,577,864trimmed30 June 2026, an earlier quarter13F
Lone Pine Capital10,520,666$692.5 million4.2%+1,747,121added30 June 2026, an earlier quarter13F
Norges Bank5,243,494$345.1 million0.0%held30 June 2026, an earlier quarter13F
Renaissance Technologies5,122,450$337.2 million0.5%-883,640trimmed30 June 2026, an earlier quarter13F
Whale Rock Capital Management4,267,080$280.9 million2.3%-120,690trimmed30 June 2026, an earlier quarter13F
Coatue Management3,278,865$215.8 million0.4%-126,135trimmed30 June 2026, an earlier quarter13F
Millennium Management2,093,072$137.8 million0.1%+1,098,552added30 June 2026, an earlier quarter13F
Citadel Advisors308,928$20.3 million0.0%+68,588added30 June 2026, an earlier quarter13F
Two Sigma Investments168,143$11.1 million0.0%+69,323added30 June 2026, an earlier quarter13F
Duquesne Family Office151,000$9.9 million0.2%+151,000new30 June 2026, an earlier quarter13F
Alyeska0$00.0%-792,100exited30 June 2026, an earlier quarter13F
Point72 Asset Management0$00.0%-1,074,890exited30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Price T Rowe Associates Inc.84,695,53911.45%$5.57 billion0.56%-4,212,99613F
Capital Research Global Investors63,423,3868.57%$4.17 billion0.58%+9,170,86113F
BlackRock, Inc.48,494,9106.55%$3.19 billion0.05%-9,165,87513F
Vanguard Capital Management LLC45,590,1176.16%$3.00 billion0.06%+619,97713F
FMR LLC33,604,7084.54%$2.21 billion0.10%-3,629,36713F
Vanguard Portfolio Management LLC32,154,4714.35%$2.12 billion0.10%+417,63613F
State Street Corp.29,435,3643.98%$1.94 billion0.06%+970,65413F
Capital International Investors23,257,7423.14%$1.53 billion0.32%+6,617,82713F
CAS Investment Partners, LLC22,559,5703.05%$1.48 billion78.85%-146,88513F
Greenoaks LLC21,344,1702.88%$1.40 billion59.61%+330,00013F
Geode Capital Management, LLC16,653,3492.25%$1.09 billion0.06%-2,910,48613F
Capital World Investors14,200,2581.92%$934.7 million0.11%+1,173,33313F
Viking Global Investors LP12,322,3111.67%$811.1 million2.31%-1,577,86413F
Spruce House Investment Management LLC11,675,0001.58%$768.4 million22.61%no change13F
Aspex Management (HK) Ltd10,891,9991.47%$716.9 million8.08%+1,796,54913F
Lone Pine Capital LLC10,520,6661.42%$692.5 million4.23%+1,747,12113F
Lingotto Investment Management LLP9,283,8191.25%$611.1 million13.15%-3,456,56613F
Sands Capital Management, LLC8,462,9451.14%$557.0 million2.07%-2,123,29513F
JPMorgan Chase & Co.8,617,4361.16%$549.1 million0.03%-4,066,57413F
Invesco Ltd.7,616,8531.03%$501.3 million0.04%+2,283,78813F
KPS Global Asset Management UK Ltd7,500,0001.01%$493.6 million79.61%no change13F
Durable Capital Partners LP6,720,8820.91%$442.4 million4.30%+1,742,17713F
Morgan Stanley6,370,3680.86%$419.3 million0.02%-371,11213F
Northern Trust Corp.6,168,9230.83%$406.0 million0.05%+103,64813F
Charles Schwab Investment Management Inc.5,538,6450.75%$364.6 million0.05%+364,94513F
Norges Bank5,243,4940.71%$345.1 million0.03%13F
Renaissance Technologies LLC5,122,4500.69%$337.2 million0.46%-883,64013F
UBS Group AG4,507,8570.61%$296.7 million0.05%-109,74313F
Sachem Head Capital Management LP4,475,0000.60%$294.5 million6.11%+525,00013F
Whale Rock Capital Management LLC4,267,0800.58%$280.9 million2.25%-120,69013F
Divisadero Street Capital Management, LP4,163,6140.56%$274.0 million6.39%+3,030,43413F
Vanguard Fiduciary Trust Co.4,082,6450.55%$268.7 million0.06%+33,79013F
D1 Capital Partners L.P.3,779,5170.51%$248.8 million0.71%+437,35713F
AllianceBernstein L.P.781,9580.11%$245.8 million0.08%+7,81313F
Wells Fargo & Company3,608,8540.49%$237.5 million0.04%-237,09613F
Bank of New York Mellon Corp3,475,5320.47%$228.8 million0.04%-75,78813F
Goldman Sachs Group Inc.3,412,5650.46%$224.6 million0.02%+243,74513F
Goodnow Investment Group, LLC3,403,1850.46%$224.0 million23.24%-219,02013F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC3,325,2370.45%$218.9 million0.04%-404,47313F
Coatue Management LLC3,278,8650.44%$215.8 million0.44%-126,13513F
Dimensional Fund Advisors LP3,075,6800.42%$202.4 million0.04%+52,03513F
Dream Peak Capital Ltd2,998,7480.41%$197.4 million19.48%+721,12313F
Legal & General Group Plc2,958,5020.40%$194.7 million0.04%-312,47313F
Franklin Resources Inc.2,944,8580.40%$193.8 million0.04%-725,27213F
Massachusetts Institute of Technology2,891,5000.39%$190.3 million25.98%no change13F
National Philanthropic Trust2,755,4520.37%$181.4 million2.62%-529,96813F
Maverick Capital Ltd2,638,6730.36%$173.7 million1.57%+537,29313F
Marshall Wace, LLP2,626,1040.35%$172.9 million0.15%+2,396,73413F
Nuveen, LLC2,484,8040.34%$163.5 million0.04%+368,37913F
Amundi2,421,0450.33%$159.4 million0.04%-102,43513F
The 50 largest of the 825 funds that reported a position in CVNA in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on CVNA

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls20,431,000$1.34 billion30 June 202613F
Citadel AdvisorsPuts6,798,200$447.5 million30 June 202613F
Millennium ManagementCalls595,600$39.2 million30 June 202613F
Millennium ManagementPuts520,200$34.2 million30 June 202613F
Point72 Asset ManagementPuts343,400$22.6 million30 June 202613F
Point72 Asset ManagementCalls231,100$15.2 million30 June 202613F
Two Sigma InvestmentsPuts109,800$7.2 million30 June 202613F
Two Sigma InvestmentsCalls89,700$5.9 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
3 November 202613D/AErnest C. Garcia II and 2 others212.2 million22.7%30 October 2026EDGAR
12 August 202613G/ACapital Research Global Investors and 1 other63.4 million8.9%30 June 2026passive, institutional (13d-1(b))EDGAR
29 July 202613G/ABlackRock, Inc. and 1 other44.9 million6.3%30 June 2026passive, institutional (13d-1(b))EDGAR
14 May 202613GCapital Research Global Investors and 1 other10.9 million7.6%31 March 2026passive, institutional (13d-1(b))EDGAR
6 May 202613GFMR LLC and 3 others7.4 million5.2%31 March 2026passive, institutional (13d-1(b))EDGAR
1 May 202613D/AErnest C. Garcia II and 2 others42.4 million22.9%29 April 2026Item 4 of the Original Schedule 13D is hereby amended and restated to include the following information. The information set forth in Item 5 is incorporated by reference in its entirety into this Item 4. The Reporting Persons' acquisitions EDGAR
29 April 202613GVanguard Capital Management and 1 other10.4 million7.2%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
17 February 202613G/AT. Rowe Price Associates, Inc. and 1 other17.8 million12.6%31 December 2025passive, institutional (13d-1(b))EDGAR
21 January 202613G/ABlackRock, Inc. and 1 other10.8 million7.6%31 December 2025passive, institutional (13d-1(b))EDGAR
7 January 202613G/AThe Vanguard Group and 1 other16.8 million11.9%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
31 August 20264,528$74.04SEC
28 August 20261,812$74.09SEC
27 August 2026165$73.95SEC
26 August 2026418$75.77SEC
25 August 20262,390$72.33SEC
24 August 2026815$69.91SEC
21 August 202627,600$71.52SEC
20 August 2026271$70.44SEC
19 August 202614$65.00SEC
18 August 202611$70.09SEC
17 August 20265,763$75.59SEC
14 August 2026157$73.70SEC
13 August 2026571$72.48SEC
12 August 202614$72.00SEC
10 August 2026165,345$70.85SEC
7 August 20261,603$68.34SEC
6 August 202634$69.48SEC
5 August 202621,671$68.03SEC
4 August 20262,365$66.13SEC
3 August 20261,182$62.36SEC
31 July 202683,525$61.44SEC
30 July 20268,671$66.32SEC
29 July 2026735$66.07SEC
27 July 202658$60.46SEC
23 July 202630$62.75SEC
22 July 202639$65.58SEC
20 July 20263,982$67.34SEC
17 July 20262,918$70.66SEC
16 July 20267,236$70.59SEC
15 July 20264,436$70.38SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 165,345 on 10 August 2026. A fail is an operational fact about settlement, not a position.