Ticker · CUSIP 146869102

CVNA

CARVANA CO

Consumer Cyclical·Auto & Truck Dealerships

···Share

Holders (tracked)

Combined shares

38,671,723

Combined value

$16.32B

Last close

$387.53

Quarter

2025Q4

Price is -8.2% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$387.53+176.12 (+83.31%)H $478.45 · L $195.83 · Avg Vol 3.6M

Insider sellCongress buyCongress sell

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

SEC event timeline

30 events

Taira Thomas · President, Special Projects
2026-04-08
Sold $1.29M @ $341.00
Insider sell
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+1,446 shares · 2025Q4
Position
Stephen Mandel (Lone Pine Capital) added2026-02-17
+14,037 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−1,161,805 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+9,982 shares · 2025Q4
Position
Philippe Laffont (Coatue) trimmed2026-02-17
−44,979 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−19,354 shares · 2025Q4
Position
Andreas Halvorsen (Viking Global) trimmed2026-02-17
−1,039,708 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+68,152 shares · 2025Q4
Position
Steve Cohen (Point72) trimmed2026-02-17
−542,851 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−283,351 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,407,762 shares · 2025Q4
Position
Wellington Management added2026-02-17
+154,437 shares · 2025Q4
Position
Whale Rock Capital added2026-02-17
+503,091 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) exited2026-02-13
−14,229 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) added2026-02-13
+244,322 shares · 2025Q4
Position
Sands Capital Management added2026-02-13
+751,019 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+394,286 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+977,057 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−32,034 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−498,784 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−1,328,006 shares · 2025Q3
Position
Andreas Halvorsen (Viking Global) added2025-11-14
+1,023,265 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+26,886 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+1,107 shares · 2025Q3
Position
Steve Cohen (Point72) added2025-11-14
+264,851 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) opened position2025-11-14
+217,552 shares · 2025Q3
Position
Whale Rock Capital trimmed2025-11-14
−15,100 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+127,129 shares · 2025Q3
Position
Wellington Management added2025-11-14
+2,570 shares · 2025Q3
Position

Insider activity

Last 30 days

Net (open-market)

−$1.29M

Buys

0 · $0

Sells

1 · $1.29M

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-14	QUAYLE J DANFORTH Director	A	297	—	$0
04-14	SULLIVAN GREGORY B Director	A	782	—	$0
04-14	MAROONE MICHAEL E Director	A	782	—	$0
04-14	MAROONE MICHAEL E Director	A	454	—	$0
04-14	QUAYLE J DANFORTH Director	A	782	—	$0
04-14	PLATT IRA J. Director	A	782	—	$0
04-14	PARIKH NEHA Director	A	360	—	$0
04-14	PARIKH NEHA Director	A	782	—	$0
04-14	PLATT IRA J. Director	A	407	—	$0
04-08	Taira Thomas President, Special Projects · Officer	S	3,770	$341.00	$1.29M

View full insider history for CVNA →

Follow-the-investor returns

If you'd copied each holder of CVNA…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
AQR Capital Management	2018Q2	$85.94	+351.0%	$9.5M
T. Rowe Price	2019Q2	$151.07	+156.5%	$6.87B
Philippe Laffont (Coatue)	2019Q4	$257.78	+50.3%	$758.9M
Andreas Halvorsen (Viking Global)	2019Q3	$285.20	+35.9%	$411.4M
Wellington Management	2018Q3	$294.20	+31.7%	$158.8M
Norges Bank (Norway SWF)	2017Q2	$298.42	+29.9%	$378.6M
Stephen Mandel (Lone Pine Capital)	2019Q4	$303.88	+27.5%	$689.5M
Lee Ainslie (Maverick Capital)	2020Q2	$310.75	+24.7%	$179.0M
Whale Rock Capital	2018Q2	$313.17	+23.7%	$415.0M
Paul Tudor Jones (Tudor Investment)	2018Q2	$315.41	+22.9%	$560K
Paul Tudor Jones (Tudor Investment)	2018Q2	$315.41	+22.9%	$560K
Paul Tudor Jones (Tudor Investment)	2018Q2	$315.41	+22.9%	$560K
Renaissance Technologies	2019Q3	$316.74	+22.4%	$545.4M
Sands Capital Management	2021Q2	$375.27	+3.3%	$946.6M
D.E. Shaw & Co.	2018Q1	$412.91	-6.1%	$190.9M
D.E. Shaw & Co.	2018Q1	$412.91	-6.1%	$190.9M
D.E. Shaw & Co.	2018Q1	$412.91	-6.1%	$190.9M
Steve Cohen (Point72)	2017Q4	$417.98	-7.3%	$37.8M
Steve Cohen (Point72)	2017Q4	$417.98	-7.3%	$37.8M
Steve Cohen (Point72)	2017Q4	$417.98	-7.3%	$37.8M
Two Sigma Investments	2017Q2	$421.24	-8.0%	$13.6M
Two Sigma Investments	2017Q2	$421.24	-8.0%	$13.6M
Two Sigma Investments	2017Q2	$421.24	-8.0%	$13.6M
Izzy Englander (Millennium Mgmt)	2017Q3	$421.38	-8.0%	$43.9M
Izzy Englander (Millennium Mgmt)	2017Q3	$421.38	-8.0%	$43.9M
Izzy Englander (Millennium Mgmt)	2017Q3	$421.38	-8.0%	$43.9M
Ken Griffin (Citadel Advisors)	2017Q2	$421.88	-8.1%	$1.05B
Ken Griffin (Citadel Advisors)	2017Q2	$421.88	-8.1%	$1.05B
Ken Griffin (Citadel Advisors)	2017Q2	$421.88	-8.1%	$1.05B

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+977,057
$412.3M
Paul Tudor Jones (Tudor Investment)
+1,446
$610K

Added to9

Sands Capital Management
+751,019
$316.9M
Whale Rock Capital
+503,091
$212.3M
Renaissance Technologies
+394,286
$166.4M
Lee Ainslie (Maverick Capital)
+244,322
$103.1M
Wellington Management
+154,437
$65.2M
Two Sigma Investments
+68,152
$28.8M
Stephen Mandel (Lone Pine Capital)
+14,037
$5.9M
Ken Griffin (Citadel Advisors)
+9,982
$4.2M
T. Rowe Price
+1,407,762
$594K

Trimmed6

D.E. Shaw & Co.
−1,161,805
$490.3M
Andreas Halvorsen (Viking Global)
−1,039,708
$438.8M
Steve Cohen (Point72)
−542,851
$229.1M
Izzy Englander (Millennium Mgmt)
−283,351
$119.6M
Philippe Laffont (Coatue)
−44,979
$19.0M
AQR Capital Management
−19,354
$8.2M

Exited1

Ray Dalio (Bridgewater Associates)
−14,229
$5.4M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	16	38,202,379	$27.70B	—
2022Q2	20	47,063,859	$14.32B	+4
2022Q3	17	48,341,503	$982.3M	-3
2022Q4	18	38,386,878	$181.8M	+1
2023Q1	16	29,392,634	$287.8M	-2
2023Q2	15	17,012,525	$441.0M	-1
2023Q3	16	25,759,053	$1.08B	+1
2023Q4	16	26,086,518	$1.38B	—
2024Q1	17	24,711,106	$2.17B	+1
2024Q2	20	31,626,210	$4.07B	+3
2024Q3	24	26,282,749	$4.58B	+4
2024Q4	21	27,484,113	$5.59B	-3
2025Q1	26	31,062,371	$6.49B	+5
2025Q2	27	35,661,533	$12.02B	+1
2025Q3	25	35,160,509	$13.26B	-2
2025Q4	29	38,671,723	$16.32B	+4

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-02-18	Josh Gottheimer	Sell (P)	$1K – $15K	PDF ↗
2025-06-20	Josh Gottheimer	Buy	$1K – $15K	PDF ↗

Who owns CVNA

29 super-investors · 2025Q4

Tracked stake

38.67M

Combined value

$16.32B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added13Trim12

#	Manager	Shares	Value	% of book	Last action
1	T. Rowe Price	17.73M	$7.48B	0.8%	Added+1.41M
2	Ken Griffin Citadel Advisors	4.49M	$1.90B	0.3%	Added+10.0K
3	Ken Griffin Citadel Advisors	2.72M	$1.15B	0.2%	Added+10.0K
4	Sands Capital Management	2.44M	$1.03B	3.1%	Added+751.0K
5	Philippe Laffont Coatue	1.96M	$826M	2.1%	Trim−45.0K
6	Stephen Mandel Lone Pine Capital	1.78M	$751M	5.5%	Added+14.0K
7	Renaissance Technologies	1.41M	$594M	0.9%	Added+394.3K
8	Whale Rock Capital	1.07M	$452M	5.8%	Added+503.1K
9	Andreas Halvorsen Viking Global	1.06M	$448M	1.2%	Trim−1.04M
10	Norges Bank Norway SWF	977.1K	$412M	0.0%	New+977.1K
11	D.E. Shaw & Co.	592.0K	$250M	0.1%	Trim−1.16M
12	D.E. Shaw & Co.	492.5K	$208M	0.1%	Trim−1.16M
13	Lee Ainslie Maverick Capital	461.9K	$195M	2.1%	Added+244.3K
14	Wellington Management	409.8K	$173M	0.0%	Added+154.4K
15	Two Sigma Investments	393.5K	$166M	0.2%	Added+68.2K
16	Paul Tudor Jones Tudor Investment	132.4K	$56M	0.1%	New+1.4K
17	Izzy Englander Millennium Mgmt	113.2K	$48M	0.0%	Trim−283.4K
18	Steve Cohen Point72	97.6K	$41M	0.0%	Trim−542.9K
19	Izzy Englander Millennium Mgmt	77.6K	$33M	0.0%	Trim−283.4K
20	D.E. Shaw & Co.	68.7K	$29M	0.0%	Trim−1.16M
21	Paul Tudor Jones Tudor Investment	40.3K	$17M	0.0%	New+1.4K
22	Two Sigma Investments	35.2K	$15M	0.0%	Added+68.2K
23	Ken Griffin Citadel Advisors	31.5K	$13M	0.0%	Added+10.0K
24	Two Sigma Investments	31.2K	$13M	0.0%	Added+68.2K
25	AQR Capital Management	24.6K	$10M	0.0%	Trim−19.4K
26	Steve Cohen Point72	23.6K	$10M	0.0%	Trim−542.9K
27	Steve Cohen Point72	8.8K	$4M	0.0%	Trim−542.9K
28	Paul Tudor Jones Tudor Investment	1.4K	$610K	0.0%	New+1.4K
29	Izzy Englander Millennium Mgmt	837	$353K	0.0%	Trim−283.4K

Recent moves

20 transactions

ADDStephen Mandel (Lone Pine Capital)
+14,037 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+1,446 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−283,351 · 2025Q4
ADDWhale Rock Capital
+503,091 · 2025Q4
TRIMD.E. Shaw & Co.
−1,161,805 · 2025Q4
TRIMSteve Cohen (Point72)
−542,851 · 2025Q4
ADDTwo Sigma Investments
+68,152 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+9,982 · 2025Q4
TRIMPhilippe Laffont (Coatue)
−44,979 · 2025Q4
TRIMAQR Capital Management
−19,354 · 2025Q4
ADDT. Rowe Price
+1,407,762 · 2025Q4
ADDWellington Management
+154,437 · 2025Q4
TRIMAndreas Halvorsen (Viking Global)
−1,039,708 · 2025Q4
SOLDRay Dalio (Bridgewater Associates)
−14,229 · 2025Q4
ADDLee Ainslie (Maverick Capital)
+244,322 · 2025Q4
ADDSands Capital Management
+751,019 · 2025Q4
ADDRenaissance Technologies
+394,286 · 2025Q4
NEWNorges Bank (Norway SWF)
+977,057 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−32,034 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+26,886 · 2025Q3

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