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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 25 tracked institutions holding CVNA, 18 have a 3-year clone track record — 17 of them beat the S&P. Average holder's clone alpha: +7.8pt. It's a gauge of who owns the name, not just how many.
Among the 25 tracked institutional investors we monitor, CVNA (CARVANA CO) is held with a combined value of $30.70B across 373,952,729 shares. The largest holder is VANGUARD GROUP INC with a position worth $7.08B (0.10% of their portfolio). Duquesne Family Office LLC opened a new position in the most recent quarter. 22 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$30.70B
Total Shares Held
373,952,729
Institutional Holders
25
Days to Cover
8.0-8.5%
65.23M shares short · FINRA 2026-08-14
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
3
$1.55M
24
$19.85M
Total Transactions
27
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | MARK W. JENKINS | S | Sale | 37,406 | $2.67M |
| Sep 1, 2026 | Stephen R Palmer | S | Sale | 3,400 | $242.76K |
| Sep 1, 2026 | BENJAMIN E. HUSTON | S | Sale | 20,526 | $1.47M |
| Sep 1, 2026 | BENJAMIN E. HUSTON | S | Sale | 29,474 | $2.10M |
| Sep 1, 2026 | MARK W. JENKINS | S | Sale | 26,344 | $1.89M |
| Sep 1, 2026 | Stephen R Palmer | S | Sale | 1,600 | $115.01K |
| Aug 14, 2026 | IRA J. PLATT | S | Sale | 15,000 | $1.13M |
| Aug 14, 2026 | J DANFORTH QUAYLE | S | Sale | 14,525 | $1.09M |
| Aug 13, 2026 | IRA J. PLATT | S | Sale | 15,000 | $1.09M |
| Aug 3, 2026 | BENJAMIN E. HUSTON | S | Sale | 15,920 | $1.04M |
Showing 10 of 27 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $7.08B | 0.10% | +24.7% |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.57B | 0.56% | +376.3% |
| 3 | Capital Research Global Investors | $4.17B | 0.58% | +484.5% |
| 4 | BlackRock, Inc. | $3.19B | 0.05% | +320.5% |
| 5 | FMR LLC | $2.21B | 0.10% | +351.3% |
| 6 | STATE STREET CORP | $1.94B | 0.06% | +417.1% |
| 7 | CAS Investment Partners, LLC | $1.48B | 78.85% | +396.8% |
| 8 | GREENOAKS LLC | $1.40B | 59.61% | +407.9% |
| 9 | VIKING GLOBAL INVESTORS LP | $811.05M | 2.31% | +343.2% |
| 10 | LONE PINE CAPITAL LLC | $692.47M | 4.23% | +499.6% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Sell | May 15, 2026 |
| Gilbert Cisneros | Buy | Apr 14, 2026 |
| Josh Gottheimer | Sell | Feb 18, 2026 |
| Josh Gottheimer | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of CVNA with a position worth $7.08B, representing 0.10% of their portfolio. In total, 25 institutional investors hold CVNA with a combined value of $30.70B.
In the most recent quarter, 1 fund opened a new position in CVNA. Additionally, 22 increased their holdings and 2 reduced their positions.
Institutional investors hold $30.70B worth of CVNA stock across 25 positions. The largest institutional holder is VANGUARD GROUP INC with $7.08B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CVNA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their CVNA positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-07-29 |
SEC Schedule 13D (activist) and 13G (passive) filings for CVNA. Filed when an investor acquires 5%+ ownership.
| Jun 20, 2025 |
Last Close
$74.72
2026-09-08
YTD
-6.7%
47% of 52-week range