CARVANA CO (CVNA) Stock Institutional Trading Activity


CARVANA CO (CVNA) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Viking Global Investors, Renaissance Technologies LLC, CAS Investment Partners, Durable Capital Partners, and Lone Pine Capital. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Polen Capital ManagementSell-1,4828,974$3,787,207
Q4 2025Durable Capital PartnersBuy32,568925,045$390,387,491
Q4 2025Renaissance Technologies LLCBuy394,2861,407,398$593,950,104
Q4 2025Lone Pine CapitalBuy14,0371,779,328$750,912,003
Q4 2025Viking Global InvestorsSell-1,039,7081,061,533$447,988,157
Q4 2025CAS Investment PartnersSell-279,4744,610,200$1,945,596,604
Q3 2025Sequoia Financial AdvisorsSell-3632,570$969,439
Q3 2025Polen Capital ManagementSell-1,23910,456$3,944,421
Q3 2025RV CapitalSell-65,097445,255$167,967,996
Q3 2025CAS Investment PartnersSell-32,5944,889,674$1,844,580,620
Q3 2025Viking Global InvestorsBuy1,023,2652,101,241$792,672,155
Q2 2025Sequoia Financial AdvisorsSell-1,2162,933$988,436
Q2 2025Polen Capital ManagementBuy11,69511,695$3,940,747
Q2 2025RV CapitalSell-37,162510,352$171,968,210
Q2 2025Durable Capital PartnersSell-1,040,495892,477$300,729,050
Q2 2025Renaissance Technologies LLCBuy774,4001,013,112$341,378,220
Q2 2025Lone Pine CapitalSell-548,8771,765,291$594,832,455
Q2 2025CAS Investment PartnersSell-762,7614,922,268$1,658,607,425
Q2 2025Viking Global InvestorsSell-1,475,8851,077,976$363,234,793
Q1 2025Sequoia Financial AdvisorsSell-4,2834,149$867,369
Q1 2025Renaissance Technologies LLCSell-613,659238,712$49,909,905
Q1 2025Durable Capital PartnersSell-235,2601,932,972$404,145,786
Q1 2025Lone Pine CapitalBuy171,8592,314,168$483,846,245
Q1 2025CAS Investment PartnersSell-692,7685,685,029$1,188,625,863
Q1 2025Viking Global InvestorsBuy1,680,2782,553,861$533,961,258
Q4 2024Sequoia Financial AdvisorsBuy2,3108,432$1,714,815
Q4 2024RV CapitalSell-214,217547,514$111,342,447
Q4 2024Renaissance Technologies LLCSell-148,429852,371$173,338,167
Q4 2024Durable Capital PartnersBuy129,2462,168,232$440,931,660
Q4 2024CAS Investment PartnersSell-75,7976,377,797$1,296,988,798

Frequently asked questions about CVNA activity

  • Which institutional owners are buying CVNA?

    Institutional owners buying CVNA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CVNA activity?

    "Buy" means an investor increased their reported position in CVNA compared to the prior reporting period. This reflects growing exposure to CARVANA CO (CVNA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CVNA increasing?

    Institutional interest in CVNA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.