Vault-13

CARVANA CO CVNA

CL A · Common Stock · CUSIP 146869102 · ISIN US1468691027

Online used car dealer based in Arizona

272 institutional holders
125,728,035125.7m shares reported held*
$2.6bnreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.34. Options: 36 managers hold calls ($411.9m notional), 36 hold puts ($215.0m).

Biggest calls

Luxor Capital Group, LP — $91.8m4.5m shares
CITADEL ADVISORS LLC — $64.5m3.2m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP — $54.2m2.7m shares
JANE STREET GROUP, LLC — $53.1m2.6m shares
GROUP ONE TRADING LLC — $26.0m1.3m shares
D. E. Shaw & Co., Inc. — $18.0m885.1k shares
JPMORGAN CHASE & CO — $13.6m672.2k shares
IMC-Chicago, LLC — $13.4m660.2k shares
SIMPLEX TRADING, LLC — $11.3m559.0k shares
PEAK6 Investments LLC — $11.3m558.9k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP — $42.4m2.1m shares
CITADEL ADVISORS LLC — $37.8m1.9m shares
BANK OF AMERICA CORP /DE/ — $26.0m1.3m shares
JANE STREET GROUP, LLC — $10.8m534.2k shares
GROUP ONE TRADING LLC — $10.4m514.5k shares
SIMPLEX TRADING, LLC — $8.5m417.8k shares
D. E. Shaw & Co., Inc. — $7.5m370.9k shares
IMC-Chicago, LLC — $7.3m360.4k shares
NOMURA HOLDINGS INC — $6.8m335.5k shares
WOLVERINE TRADING, LLC — $6.4m296.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
GARCIA ERNEST C. II 13D · may seek influence -1.0 pts · filed 2026-05-01
Stated purposeItem 4 of the Original Schedule 13D is hereby amended and restated to include the following information. The information set forth in Item 5 is incorporated by reference in its entirety into this Item 4. The Reporting Persons' acquisitions of the securities reported herein were made for investment purposes. Except as set forth in this Item 4, the Reporting Persons do not have any present plans or proposals that relate to or would result in any of the matters described in clauses (a) through (j) of the instructions to Item 4 of Schedule 13D. However, in the future, the Reporting Persons will take such actions with respect to their investment in the Issuer as they deem appropriate, including, without limitation, acquiring or disposing of securities of the Issuer, entering into hedging or le… Full filing
22.9% -1.0 pts 42.4m≈ $2.8bn 2026-05-01
GARCIA ERNEST C. III 13G · exempt (held before listing) filed 2025-08-01 18.2% 30.3m≈ $2.0bn 2025-08-01
PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution filed 2026-02-17 12.6% 17.8m≈ $1.2bn 2026-02-17
Capital Research Global Investors 13G · institution +1.3 pts · filed 2026-08-12 8.9% +1.3 pts 63.4m≈ $4.2bn 2026-08-12
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 7.2% new 10.4m≈ $683.0m 2026-04-29
BlackRock, Inc. 13G · institution -1.3 pts · filed 2026-07-29 6.3% -1.3 pts 44.9m≈ $3.0bn 2026-07-29
FMR LLC 13G · institution +0.7 pts · filed 2026-05-06 5.2% +0.7 pts 7.4m≈ $490.1m 2026-05-06

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q3 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 5 sellingQ1 22: 0 buyingQ1 22: 6 sellingQ1 22Q2 22: 5 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—5$5.5m—
Q1 20220—6——
Q2 20225$6.5m0——
Q3 20220—0——

None reported in Q3 2022.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio BALTIMORE, MD 19,613,73319.6m $399.1m $399.1m 0.07% —
2 BAILLIE GIFFORD & CO 0.30% of their portfolio EDINBURGH, X0 14,144,05814.1m $287.1m $287.1m 0.30% —
3 FMR LLC 0.02% of their portfolio BOSTON, MA 9,237,4949.2m $187.5m $187.5m 0.02% —
4 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,561,4568.6m $173.8m $173.8m 0.01% —
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,528,4628.5m $173.1m $173.1m 0.02% —
6 CAS Investment Partners, LLC 25.30% of their portfolio WESTPORT, CT 6,827,8036.8m $138.6m $138.6m 25.30% —
7 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 23.97% of their portfolio NEW YORK, NY 6,550,0006.5m $133.0m $133.0m 23.97% —
8 Capital World Investors 0.02% of their portfolio LOS ANGELES, CA 5,318,5065.3m $108.0m $108.0m 0.02% —
9 BlackRock Inc. 0.00% of their portfolio New York, NY 4,346,4874.3m $88.2m $88.2m 0.00% —
10 GREENOAKS LLC 5.79% of their portfolio ORINDA, CA 3,740,1243.7m $75.9m $75.9m 5.79% —
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,873,7881.9m $38.0m $38.0m 0.00% —
12 FPR PARTNERS LLC 1.73% of their portfolio SAN FRANCISCO, CA 1,848,5001.8m $37.5m $37.5m 1.73% —
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,659,0031.7m $33.7m $33.7m 0.00% —
14 683 Capital Management, LLC 2.71% of their portfolio NEW YORK, NY 1,650,0001.6m $33.5m $33.5m 2.71% —
15 Thrive Capital Management, LLC 10.37% of their portfolio NEW YORK, NY 1,499,9621.5m $30.4m $30.4m 10.37% —
16 Must Asset Management Inc. 24.54% of their portfolio Seoul, M5 1,381,9861.4m $29.8m $29.8m 24.54% —
17 KPS Global Asset Management UK Ltd 18.39% of their portfolio London, X0 1,272,5001.3m $25.8m $25.8m 18.39% —
18 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,259,3501.3m $25.6m $25.6m 0.00% —
19 Point72 Asset Management, L.P. 0.11% of their portfolio STAMFORD, CT 1,206,8281.2m $24.5m $24.5m 0.11% —
20 GOODNOW INVESTMENT GROUP, LLC 3.94% of their portfolio Darien, CT 1,152,9781.2m $23.4m $23.4m 3.94% —
21 TD Asset Management Inc 0.03% of their portfolio Toronto, A6 1,138,6211.1m $24.6m $24.6m 0.03% —
22 Pelham Capital Ltd. 4.67% of their portfolio LONDON, X0 990,621990.6k $20.1m $20.1m 4.67% —
23 Vantage Investment Partners, LLC 2.71% of their portfolio KANSAS CITY, MO 851,970852.0k $17.3m $17.3m 2.71% —
24 Man Group plc 0.08% of their portfolio LONDON, X0 847,242847.2k $17.2m $17.2m 0.08% —
25 NORGES BANK 0.00% of their portfolio OSLO, Q8 757,509757.5k $15.4m $15.4m 0.00% —
26 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 744,155744.2k $15.1m $15.1m 0.00% —
27 MAVERICK CAPITAL LTD 0.34% of their portfolio DALLAS, TX 735,711735.7k $14.9m $14.9m 0.34% —
28 Squarepoint Ops LLC 0.13% of their portfolio NEW YORK, NY 730,549730.5k $14.8m $14.8m 0.13% —
29 BRIGHTLIGHT CAPITAL MANAGEMENT LP 10.63% of their portfolio WESTPORT, CT 728,300728.3k $14.8m $14.8m 10.63% —
30 RV Capital AG 6.88% of their portfolio Schindellegi, V8 709,835709.8k $14.4m $14.4m 6.88% —
31 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 704,790704.8k $14.3m $14.3m 0.02% —
32 General Equity Holdings LP 18.10% of their portfolio Brooklyn, NY 572,187572.2k $11.6m $11.6m 18.10% —
33 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 548,092548.1k $11.1m $11.1m 0.01% —
34 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 544,192544.2k $11.0m $11.0m 0.01% —
35 Schusterman Interests, LLC 9.80% of their portfolio Tulsa, OK 536,000536.0k $10.9m $10.9m 9.80% —
36 GATES FOUNDATION TRUST 0.03% of their portfolio KIRKLAND, WA 520,000520.0k $10.6m $10.6m 0.03% —
37 Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio TOKYO, M0 488,468488.5k $9.9m $9.9m 0.03% —
38 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 425,152425.2k $8.6m $8.6m 0.00% —
39 CROSSLINK CAPITAL INC 2.13% of their portfolio MENLO PARK, CA 409,570409.6k $8.3m $8.3m 2.13% —
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 365,270365.3k $7.4m $7.4m 0.00% —
41 Antipodean Advisors LLC 18.44% of their portfolio New York, NY 355,000355.0k $7.2m $7.2m 18.44% —
42 INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 0.78% of their portfolio BONN, 2M 355,000355.0k $7.2m $7.2m 0.78% —
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 350,739350.7k $7.1m $7.1m 0.01% —
44 Steadview Capital Management LLC 1.92% of their portfolio SAN FRANCISCO, CA 334,355334.4k $6.8m $6.8m 1.92% —
45 Worth Venture Partners, LLC 3.98% of their portfolio FORT LEE, NJ 313,487313.5k $6.4m $6.4m 3.98% —
46 PB INVESTMENT PARTNERS, L.P. 6.27% of their portfolio BURLINGAME, CA 313,487313.5k $6.4m $6.4m 6.27% —
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 288,560288.6k $5.9m $5.9m 0.00% —
48 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 280,925280.9k $5.7m $5.7m 0.00% —
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 280,162280.2k $5.7m $5.7m 0.00% —
50 MOORE CAPITAL MANAGEMENT, LP 0.15% of their portfolio NEW YORK, NY 275,000275.0k $5.6m $5.6m 0.15% —
51 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 259,128259.1k $5.3m $5.3m 0.00% —
52 TWINBEECH CAPITAL LP 0.14% of their portfolio PURCHASE, NY 252,763252.8k $5.1m $5.1m 0.14% —
53 Swiss National Bank 0.00% of their portfolio ZURICH, V8 213,300213.3k $4.3m $4.3m 0.00% —
54 ALERUS FINANCIAL NA 0.41% of their portfolio GRAND FORKS, ND 205,022205.0k $4.2m $4.2m 0.41% —
55 Builders Union LLP 3.62% of their portfolio London, X0 203,300203.3k $4.1m $4.1m 3.62% —
56 Avenir Management Company, LLC 6.94% of their portfolio NEW YORK, NY 201,180201.2k $4.1m $4.1m 6.94% —
57 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 190,736190.7k $3.9m $3.9m 0.00% —
58 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 189,473189.5k $3.8m $3.8m 0.02% —
59 Anabranch Capital Management, LP 4.09% of their portfolio STAMFORD, CT 187,350187.3k $3.8m $3.8m 4.09% —
60 NOMURA HOLDINGS INC 0.04% of their portfolio TOKYO, M0 185,204185.2k $3.8m $3.8m 0.04% —
61 Luxor Capital Group, LP 0.31% of their portfolio NEW YORK, NY 181,300181.3k $3.7m $3.7m 0.31% —
62 COATUE MANAGEMENT LLC 0.04% of their portfolio New York, NY 173,800173.8k $3.5m $3.5m 0.04% —
63 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 169,267169.3k $3.6m $3.6m 0.00% —
64 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 160,804160.8k $3.3m $3.3m 0.01% —
65 Divisadero Street Capital Management, LP 3.30% of their portfolio MIAMI, FL 146,718146.7k $3.0m $3.0m 3.30% —
66 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 145,694145.7k $3.0m $3.0m 0.00% —
67 FRONTIER CAPITAL MANAGEMENT CO LLC 0.03% of their portfolio Boston, MA 132,171132.2k $2.7m $2.7m 0.03% —
68 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 126,654126.7k $2.6m $2.6m 0.01% —
69 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 125,842125.8k $2.6m $2.6m 0.00% —
70 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 125,666125.7k $2.6m $2.6m 0.00% —
71 Legal & General Group Plc 0.00% of their portfolio London, X0 123,407123.4k $2.5m $2.5m 0.00% —
72 Ampfield Management, L.P. 3.56% of their portfolio NEW YORK, NY 120,634120.6k $2.4m $2.4m 3.56% —
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 118,781118.8k $2.4m $2.4m 0.00% —
74 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 111,721111.7k $2.3m $2.3m 0.01% —
75 Handelsbanken Fonder AB 0.01% of their portfolio STOCKHOLM, V7 109,991110.0k $2.2m $2.2m 0.01% —
76 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 108,933108.9k $2.2m $2.2m 0.00% —
77 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 108,000108.0k $2.2m $2.2m 0.00% —
78 UBS Group AG 0.00% of their portfolio ZURICH, V8 102,737102.7k $2.1m $2.1m 0.00% —
79 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 100,000100.0k $2.0m $2.0m 0.00% —
80 Point72 Hong Kong Ltd 0.12% of their portfolio HONG KONG, K3 99,27099.3k $2.0m $2.0m 0.12% —
81 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 95,36095.4k $1.9m $1.9m 0.00% —
82 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 95,08095.1k $1.9m $1.9m 0.00% —
83 WOLVERINE TRADING, LLC 0.08% of their portfolio CHICAGO, IL 93,63193.6k $2.0m $2.0m 0.08% —
84 Lansing Management LP 2.34% of their portfolio NEW YORK, NY 92,68892.7k $1.9m $1.9m 2.34% —
85 BERYLSON CAPITAL PARTNERS, LLC 3.06% of their portfolio Boston, MA 91,40091.4k $1.9m $1.9m 3.06% —
86 Penserra Capital Management LLC 0.05% of their portfolio ORINDA, CA 90,91090.9k $1.8m $1.8m 0.05% —
87 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.24% of their portfolio Englewood, NJ 89,28589.3k $1.8m $1.8m 0.24% —
88 Chicago Capital, LLC 0.09% of their portfolio Chicago, IL 80,63480.6k $1.6m $1.6m 0.09% —
89 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 76,23976.2k $1.5m $1.5m 0.02% —
90 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 75,01675.0k $1.5m $1.5m 0.00% —
91 Selkirk Management LLC 1.79% of their portfolio Chatham, NJ 73,22073.2k $1.5m $1.5m 1.79% —
92 Aquatic Capital Management LLC 0.14% of their portfolio CHICAGO, IL 69,60069.6k $1.4m $1.4m 0.14% —
93 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 69,17469.2k $1.4m $1.4m 0.01% —
94 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 64,82664.8k $1.3m $1.3m 0.00% —
95 Crestwood Capital Management, L.P. 1.20% of their portfolio NEW YORK, NY 64,41764.4k $1.3m $1.3m 1.20% —
96 Amundi 0.00% of their portfolio Paris, I0 63,95464.0k $1.4m $1.4m 0.00% —
97 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 63,53363.5k $1.3m $1.3m 0.01% —
98 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 63,30563.3k $1.3m $1.3m 0.00% —
99 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.01% of their portfolio FRANKFORT, KY 61,11461.1k $1.2m $1.2m 0.01% —
100 Taylor Frigon Capital Management LLC 0.62% of their portfolio SCOTTSDALE, AZ 58,47458.5k $1.2m $1.2m 0.62% —