Stock

Carvana Co.

CVNA · held by 30 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$1.16B

Holders

+3 new · −1 exited

Holders’ est. mark

$32.8M

Price effect on 12 books still in the name

Largest holder

$500.4M

MORGAN STANLEY

Holder count by quarter

Q3 2019 Q4 2019 Q1 2020 Q2 2020 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
MORGAN STANLEY	1.33M	$500.4M	—	Held
National Philanthropic Trust	652.8K	$246.3M	$26.3M	Added$26.3M
BANK OF AMERICA CORP /DE/	608.3K	$229.5M	—	Held
SCGE MANAGEMENT, L.P.	151K	$57M	—	Held
BARCLAYS PLC	108.5K	$40.9M	$4.37M	Added$1.89M
MIRABELLA FINANCIAL SERVICES LLP	95.1K	$35.9M	—	Held
Hudson Bay Capital Management LP	49.7K	$18.7M	—	Held
Swiss Life Asset Management Ltd	21.8K	$8.22M	$877.9K	Cut−$604K
OP Asset Management Ltd	17.4K	$6.55M	$627.4K	Added$1.31M
Alberta Investment Management Corp	14.1K	$5.32M	—	New
INDEPENDENT FINANCIAL GROUP, LLC	7.93K	$2.99M	$319.6K	Cut−$915.3K
Sanctuary Advisors, LLC	6.23K	$2.35M	$121.1K	Added$1.34M
Polar Asset Management Partners Inc.	5.1K	$1.92M	—	Held
Absoluto Partners Gestao de Recursos Ltda	3.49K	$1.32M	$39K	Added$991.1K
Cresset Asset Management, LLC	2.87K	$1.08M	$115.6K	Added$107.6K
Virtue Capital Management, LLC	1.83K	$641.4K	—	Held
TUDOR INVESTMENT CORP ET AL	1.5K	$564.7K	—	Held
Allworth Financial LP	1.25K	$471.6K	—	Held
Leonteq Securities AG	1.11K	$418.7K	$44.7K	Cut−$422K
Keel Point, LLC	860	$324.4K	—	Held
Finivi Inc.	667	$251.6K	$26.9K	Cut−$90
SHERMAN PORFOLIOS, LLC	597	$225.2K	—	New
KBC Group NV	321.9K	$121.4K	—	Held
IFP Advisors, Inc	285	$107.5K	—	Held
Aventura Private Wealth, LLC	65	$24.5K	$2.62K	Added$2.62K
MV CAPITAL MANAGEMENT, INC.	32	$12.1K	—	Held
Kilter Group LLC	14	$5.28K	—	Held
Principia Wealth Advisory, LLC	14	$5.28K	—	Held
Essential Partners LLC	4	$1.51K	$40	Added$1.17K
PEAK6 LLC	2	$704	—	New

Who left

NWI MANAGEMENT LP$5.05K

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.