CARVANA CO (CVNA) Institutional Ownership Changes & 13F Activity

CARVANA CO (CVNA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Viking Global Investors, Renaissance Technologies LLC, RV Capital, Durable Capital Partners, and CAS Investment Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Viking Global InvestorsBuy1,718,5022,780,035$873,987,403
Q1 2026Renaissance Technologies LLCSell-206,1801,201,218$377,638,915
Q1 2026RV CapitalBuy73,895377,298$118,818,309
Q1 2026Durable Capital PartnersBuy70,696995,741$313,041,056
Q1 2026CAS Investment PartnersSell-68,9094,541,291$1,427,691,065
Q1 2026Lone Pine CapitalSell-24,6191,754,709$551,645,415
Q1 2026Polen Capital ManagementSell-1,6267,348$2,310,064
Q1 2026Sequoia Financial AdvisorsBuy2373,739$1,175,357
Q4 2025Viking Global InvestorsSell-1,039,7081,061,533$447,988,157
Q4 2025Renaissance Technologies LLCBuy394,2861,407,398$593,950,104
Q4 2025CAS Investment PartnersSell-279,4744,610,200$1,945,596,604
Q4 2025RV CapitalSell-141,852303,403$128,042,134
Q4 2025Durable Capital PartnersBuy32,568925,045$390,387,491
Q4 2025Lone Pine CapitalBuy14,0371,779,328$750,912,003
Q4 2025Polen Capital ManagementSell-1,4828,974$3,787,207
Q4 2025Sequoia Financial AdvisorsBuy9323,502$1,478,105
Q3 2025Viking Global InvestorsBuy1,023,2652,101,241$792,672,155
Q3 2025RV CapitalSell-65,097445,255$167,967,996
Q3 2025CAS Investment PartnersSell-32,5944,889,674$1,844,580,620
Q3 2025Polen Capital ManagementSell-1,23910,456$3,944,421
Q3 2025Sequoia Financial AdvisorsSell-3632,570$969,439
Q2 2025Viking Global InvestorsSell-1,475,8851,077,976$363,234,793
Q2 2025Durable Capital PartnersSell-1,040,495892,477$300,729,050
Q2 2025Renaissance Technologies LLCBuy774,4001,013,112$341,378,220
Q2 2025CAS Investment PartnersSell-762,7614,922,268$1,658,607,425
Q2 2025Lone Pine CapitalSell-548,8771,765,291$594,832,455
Q2 2025RV CapitalSell-37,162510,352$171,968,210
Q2 2025Polen Capital ManagementBuy11,69511,695$3,940,747
Q2 2025Sequoia Financial AdvisorsSell-1,2162,933$988,436
Q1 2025Viking Global InvestorsBuy1,680,2782,553,861$533,961,258

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.

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