Vault-13

CARVANA CO CVNA

CL A · Common Stock · CUSIP 146869102 · ISIN US1468691027

Online used car dealer based in Arizona

776 institutional holders +34 vs Q2 2025
145,210,703145.2m shares reported held*
$54.8bnreported value*
121 new 321 added 235 reduced 84 sold out net bought ≈ $5.9bn (+15.6m shares)

* 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 ($76.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $377.19. Options: 53 managers hold calls ($8.2bn notional), 56 hold puts ($5.3bn).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 272Q4 22: 223Q1 23: 215Q2 23: 247Q3 23: 258Q4 23: 293Q1 24: 336Q2 24: 414Q3 24: 492Q4 24: 589Q1 25: 616Q2 25: 742Q3 25: 776776Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022272
Q4 2022223
Q1 2023215
Q2 2023247
Q3 2023258
Q4 2023293
Q1 2024336
Q2 2024414
Q3 2024492
Q4 2024589
Q1 2025616
Q2 2025742
Q3 2025776

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q4 23: 154 bought or addedQ4 23: 107 cut or sold outQ1 24: 175 bought or addedQ1 24: 146 cut or sold outQ1 24Q2 24: 241 bought or addedQ2 24: 155 cut or sold outQ3 24: 289 bought or addedQ3 24: 189 cut or sold outQ3 24Q4 24: 329 bought or addedQ4 24: 231 cut or sold outQ1 25: 350 bought or addedQ1 25: 269 cut or sold outQ1 25Q2 25: 474 bought or addedQ2 25: 267 cut or sold outQ3 25: 442 bought or addedQ3 25: 319 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023154107
Q1 2024175146
Q2 2024241155
Q3 2024289189
Q4 2024329231
Q1 2025350269
Q2 2025474267
Q3 2025442319

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5bn$5bn$7.5bn$10bnQ4 24 calls: $3.1bnQ4 24 puts: $3.5bnQ4 24P/C 1.13Q1 25 calls: $3.4bnQ1 25 puts: $2.1bnQ1 25P/C 0.61Q2 25 calls: $7.9bnQ2 25 puts: $4.6bnQ2 25P/C 0.58Q3 25 calls: $8.2bnQ3 25 puts: $5.3bnQ3 25P/C 0.64
Numbers
QuarterCallsPutsP/C
Q4 2024$3.1bn$3.5bn1.13
Q1 2025$3.4bn$2.1bn0.61
Q2 2025$7.9bn$4.6bn0.58
Q3 2025$8.2bn$5.3bn0.64

Biggest buyers

JPMORGAN CHASE & CO Added +9,520,855+9.5m
Lingotto Investment Management LLP Added +2,421,821+2.4m
VIKING GLOBAL INVESTORS LP Added +1,023,265+1.0m
SANDS CAPITAL MANAGEMENT, LLC Added +790,288+790.3k
Invesco Ltd. Added +710,582+710.6k
VANGUARD GROUP INC Added +690,756+690.8k
Dragoneer Investment Group, LLC New +678,921+678.9k
Alyeska Investment Group, L.P. New +634,146+634.1k
Amundi Added +533,604+533.6k
Winslow Capital Management, LLC New +484,757+484.8k

Biggest sellers

D. E. Shaw & Co., Inc. Reduced -1,328,006-1.3m
TWO SIGMA ADVISERS, LP Reduced -895,400-895.4k
UBS Group AG Reduced -847,335-847.3k
BANK OF AMERICA CORP /DE/ Reduced -794,456-794.5k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -537,582-537.6k
TWO SIGMA INVESTMENTS, LP Reduced -498,784-498.8k
GREENOAKS LLC Reduced -393,606-393.6k
FMR LLC Reduced -370,785-370.8k
T. Rowe Price Investment Management, Inc. Reduced -358,819-358.8k
Squarepoint Ops LLC Reduced -341,916-341.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.2bn5.9m shares
CITADEL ADVISORS LLC Added $1.5bn4.1m shares
JANE STREET GROUP, LLC Reduced $631.8m1.7m shares
BARCLAYS PLC Added $631.1m1.7m shares
IMC-Chicago, LLC Reduced $567.8m1.5m shares
Parallax Volatility Advisers, L.P. Added $285.1m755.7k shares
Caption Management, LLC Added $265.2m703.0k shares
PEAK6 LLC Reduced $247.2m655.4k shares
Walleye Trading LLC Reduced $203.8m540.3k shares
D. E. Shaw & Co., Inc. Reduced $172.6m457.5k shares

Biggest puts

CITIGROUP INC Added $1.8bn4.8m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $665.6m1.8m shares
CITADEL ADVISORS LLC Reduced $466.1m1.2m shares
GOLDMAN SACHS GROUP INC New $462.4m1.2m shares
JANE STREET GROUP, LLC Reduced $390.5m1.0m shares
Caption Management, LLC Reduced $223.3m591.9k shares
D. E. Shaw & Co., Inc. Added $206.2m546.5k shares
WELLS FARGO & COMPANY/MN Added $142.8m378.5k shares
PEAK6 LLC Added $120.3m318.8k shares
MILLENNIUM MANAGEMENT LLC Added $60.8m161.1k 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 2025

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
20020Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 1 buyingQ1 24: 8 sellingQ1 24Q2 24: 0 buyingQ2 24: 11 sellingQ3 24: 0 buyingQ3 24: 4 sellingQ3 24Q4 24: 0 buyingQ4 24: 7 sellingQ1 25: 0 buyingQ1 25: 4 sellingQ1 25Q2 25: 0 buyingQ2 25: 11 sellingQ3 25: 0 buyingQ3 25: 8 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20230—1$1.2m$1.2m
Q1 20241$199.8k8$5.1m$4.8m
Q2 20240—11$57.7m$39.7m
Q3 20240—4$24.0m$24.0m
Q4 20240—7$136.5m$129.2m
Q1 20250—4$67.3m$67.3m
Q2 20250—11$326.3m$310.9m
Q3 20250—8$347.4m$326.0m
DateInsiderTradeSharesPrice ValueTheir holding
2025-09-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 4,703 $379.67 $1.8m4.7k shares -1%
2025-09-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 4,703 $379.63 $1.8m4.7k shares -1%
2025-09-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 297 $389.71 $115.7k297 shares -<1%
2025-09-30 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 297 $389.60 $115.7k297 shares -<1%
2025-09-29 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 2,600 $384.14 $998.8k2.6k shares -0%
2025-09-29 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 2,600 $383.88 $998.1k2.6k shares -1%
2025-09-29 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 2,400 $390.75 $937.8k2.4k shares -1%
2025-09-29 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 2,400 $390.75 $937.8k2.4k shares -0%
2025-09-26 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $366.53 $1.8m5.0k shares -1%
2025-09-26 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $366.53 $1.8m5.0k shares -1%
2025-09-25 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 3,700 $373.89 $1.4m3.7k shares -1%
2025-09-25 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 3,700 $373.89 $1.4m3.7k shares -1%
2025-09-25 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 1,300 $361.29 $469.7k1.3k shares -<1%
2025-09-25 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 1,300 $361.29 $469.7k1.3k shares -<1%
2025-09-24 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $373.76 $1.9m5.0k shares -1%
2025-09-24 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $373.76 $1.9m5.0k shares -1%
2025-09-23 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 4,350 $383.72 $1.7m4.3k shares -1%
2025-09-23 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 4,349 $383.72 $1.7m4.3k shares -1%
2025-09-23 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 651 $392.86 $255.8k651 shares -<1%
2025-09-23 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 650 $392.85 $255.4k650 shares -<1%
2025-09-22 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $390.20 $2.0m5.0k shares -1%
2025-09-22 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $390.08 $2.0m5.0k shares -1%
2025-09-19 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $386.71 $1.9m5.0k shares -1%
2025-09-19 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $386.69 $1.9m5.0k shares -1%
2025-09-18 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 4,650 $385.32 $1.8m4.7k shares -1%
2025-09-18 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 4,650 $385.25 $1.8m4.7k shares -1%
2025-09-18 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 350 $394.36 $138.0k350 shares -<1%
2025-09-18 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 350 $394.36 $138.0k350 shares -<1%
2025-09-17 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest C. Garcia III Multi-Generational Trust III Sold plan 5,000 $373.54 $1.9m5.0k shares -1%
2025-09-17 GARCIA ERNEST C. III Chief Executive Officer, director · Ernest Irrevocable 2004 Trust III Sold plan 5,000 $373.54 $1.9m5.0k shares -1%

The latest 30 of 205 trades.

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PRICE T ROWE ASSOCIATES INC /MD/ 0.66% of their portfolio BALTIMORE, MD 16,319,07616.3m $6.2bn $6.2bn 0.66% Added +127.1k +127,129
2 VANGUARD GROUP INC 0.08% of their portfolio Valley Forge, PA 13,454,98613.5m $5.1bn $5.1bn 0.08% Added +690.8k +690,756
3 JPMORGAN CHASE & CO 0.15% of their portfolio NEW YORK, NY 12,783,27012.8m $4.8bn $4.8bn 0.15% Added +9.5m +9,520,855
4 BlackRock, Inc. 0.07% of their portfolio New York, NY 9,817,2869.8m $3.7bn $3.7bn 0.07% Added +335.9k +335,850
5 Lingotto Investment Management LLP 21.71% of their portfolio London, X0 6,187,0726.2m $2.3bn $2.3bn 21.71% Added +2.4m +2,421,821
6 FMR LLC 0.11% of their portfolio BOSTON, MA 5,714,3405.7m $2.2bn $2.2bn 0.11% Reduced -370.8k -370,785
7 GREENOAKS LLC 64.77% of their portfolio ORINDA, CA 5,263,9195.3m $2.0bn $2.0bn 64.77% Reduced -393.6k -393,606
8 CAS Investment Partners, LLC 82.26% of their portfolio WESTPORT, CT 4,889,6744.9m $1.8bn $1.8bn 82.26% Reduced -32.6k -32,594
9 Capital Research Global Investors 0.28% of their portfolio Los Angeles, CA 3,989,8094.0m $1.5bn $1.5bn 0.28% Added +18.6k +18,631
10 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 35.18% of their portfolio NEW YORK, NY 3,609,2883.6m $1.4bn $1.4bn 35.18% Unchanged
11 STATE STREET CORP 0.04% of their portfolio BOSTON, MA 2,950,0203.0m $1.1bn $1.1bn 0.04% Added +185.0k +184,974
12 GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio BOSTON, MA 2,497,8592.5m $940.3m $940.3m 0.06% Added +265.7k +265,680
13 VIKING GLOBAL INVESTORS LP 2.06% of their portfolio STAMFORD, CT 2,101,2412.1m $792.7m $792.7m 2.06% Added +1.0m +1,023,265
14 COATUE MANAGEMENT LLC 1.85% of their portfolio New York, NY 2,003,2082.0m $755.7m $755.7m 1.85% Added +203.2k +203,153
15 LONE PINE CAPITAL LLC 4.85% of their portfolio GREENWICH, CT 1,765,2911.8m $665.9m $665.9m 4.85% Unchanged
16 SANDS CAPITAL MANAGEMENT, LLC 1.76% of their portfolio ARLINGTON, VA 1,691,5151.7m $638.1m $638.1m 1.76% Added +790.3k +790,288
17 KPS Global Asset Management UK Ltd 71.71% of their portfolio London, X0 1,500,0001.5m $565.9m $565.9m 71.71% Unchanged
18 Invesco Ltd. 0.09% of their portfolio ATLANTA, GA 1,445,0181.4m $545.1m $545.1m 0.09% Added +710.6k +710,582
19 Castle Hook Partners LP 7.72% of their portfolio NEW YORK, NY 1,352,2661.4m $510.1m $510.1m 7.72% Added +154.0k +154,012
20 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 1,326,4541.3m $500.4m $500.4m 0.03% Added +33.9k +33,914
21 D. E. Shaw & Co., Inc. 0.37% of their portfolio New York, NY 1,230,5131.2m $464.2m $464.2m 0.37% Reduced -1.3m -1,328,006
22 RENAISSANCE TECHNOLOGIES LLC 0.50% of their portfolio NEW YORK, NY 1,013,1121.0m $382.2m $382.2m 0.50% Unchanged
23 Durable Capital Partners LP 2.49% of their portfolio Bethesda, MD 892,477892.5k $336.7m $336.7m 2.49% Unchanged
24 Amundi 0.10% of their portfolio Paris, I0 827,606827.6k $305.9m $305.9m 0.10% Added +533.6k +533,604
25 Capital World Investors 0.04% of their portfolio LOS ANGELES, CA 806,243806.2k $304.1m $304.1m 0.04% Added +180.2k +180,185
26 NORTHERN TRUST CORP 0.04% of their portfolio CHICAGO, IL 802,957803.0k $302.9m $302.9m 0.04% Added +54.3k +54,348
27 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 795,879795.9k $300.2m $300.2m 0.06% Added +88.3k +88,273
28 TWO SIGMA ADVISERS, LP 0.59% of their portfolio NEW YORK, NY 785,835785.8k $296.4m $296.4m 0.59% Reduced -895.4k -895,400
29 Holocene Advisors, LP 0.61% of their portfolio New York, NY 706,457706.5k $266.5m $266.5m 0.61% Added +456.5k +456,457
30 LORD, ABBETT & CO. LLC 0.76% of their portfolio JERSEY CITY, NJ 680,666680.7k $256.8m $256.8m 0.76% Added +15.8k +15,782
31 Dragoneer Investment Group, LLC 5.66% of their portfolio SAN FRANCISCO, CA 678,921678.9k $256.1m $256.1m 5.66% New
32 National Philanthropic Trust 2.75% of their portfolio Jenkintown, PA 652,811652.8k $246.3m $246.3m 2.75% Added +71 +71
33 GOODNOW INVESTMENT GROUP, LLC 23.51% of their portfolio Darien, CT 651,263651.3k $245.7m $245.7m 23.51% Reduced -99.8k -99,770
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio SAN FRANCISCO, CA 638,725638.7k $241.0m $241.0m 0.04% Added +91.1k +91,115
35 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio Boston, MA 637,462637.5k $240.5m $240.5m 0.07% Added +64.4k +64,424
36 Alyeska Investment Group, L.P. 0.73% of their portfolio CHICAGO, IL 634,146634.1k $239.2m $239.2m 0.73% New
37 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio NEW YORK, NY 615,175615.2k $232.1m $232.1m 0.05% Reduced -70.3k -70,298
38 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 608,295608.3k $229.5m $229.5m 0.02% Reduced -794.5k -794,456
39 Legal & General Group Plc 0.05% of their portfolio London, X0 585,845585.8k $221.0m $221.0m 0.05% Added +26.1k +26,119
40 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 23.69% of their portfolio CAMBRIDGE, MA 577,924577.9k $218.0m $218.0m 23.69% Reduced -55.0k -55,000
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio BOSTON, MA 573,591573.6k $216.4m $216.4m 0.14% Added +30.2k +30,197
42 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 568,070568.1k $214.3m $214.3m 0.07% Reduced -9.2k -9,161
43 Whale Rock Capital Management LLC 2.52% of their portfolio Boston, MA 567,711567.7k $214.2m $214.2m 2.52% Reduced -15.1k -15,100
44 Point72 Asset Management, L.P. 0.45% of their portfolio STAMFORD, CT 551,673551.7k $208.1m $208.1m 0.45% Added +264.9k +264,851
45 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 547,823547.8k $206.7m $206.7m 0.04% Reduced -32.2k -32,249
46 Qube Research & Technologies Ltd 0.29% of their portfolio LONDON, X0 542,546542.5k $204.7m $204.7m 0.29% Added +149.7k +149,735
47 1832 Asset Management L.P. 0.33% of their portfolio TORONTO, A6 519,450519.5k $196.0m $196.0m 0.33% Added +262.4k +262,445
48 FIRST TRUST ADVISORS LP 0.14% of their portfolio Wheaton, IL 501,834501.8k $189.3m $189.3m 0.14% Added +22.3k +22,298
49 FRANKLIN RESOURCES INC 0.05% of their portfolio San Mateo, CA 495,382495.4k $186.9m $186.9m 0.05% Added +248.1k +248,064
50 Winslow Capital Management, LLC 0.60% of their portfolio MINNEAPOLIS, MN 484,757484.8k $182.9m $182.9m 0.60% New
51 North Peak Capital Management, LLC 20.45% of their portfolio NEW YORK, NY 477,343477.3k $180.1m $180.1m 20.45% Added +112.8k +112,808
52 RV Capital AG 30.75% of their portfolio Schindellegi, V8 445,255445.3k $168.0m $168.0m 30.75% Reduced -65.1k -65,097
53 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 406,390406.4k $153.3m $153.3m 0.02% Added +116.1k +116,105
54 Nuveen, LLC 0.04% of their portfolio CHARLOTTE, NC 395,146395.1k $149.1m $149.1m 0.04% Added +9.4k +9,352
55 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 381,739381.7k $144.0m $144.0m 0.03% Added +1.2k +1,236
56 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 370,507370.5k $139.8m $139.8m 0.07% Added +34.2k +34,222
57 Polar Capital Holdings Plc 0.67% of their portfolio London, X0 368,024368.0k $138.8m $138.8m 0.67% New
58 Palestra Capital Management LLC 4.53% of their portfolio NEW YORK, NY 365,942365.9k $138.0m $138.0m 4.53% Added +90.1k +90,052
59 Selkirk Management LLC 37.77% of their portfolio Chatham, NJ 365,220365.2k $137.8m $137.8m 37.77% Unchanged
60 Squarepoint Ops LLC 0.29% of their portfolio NEW YORK, NY 359,133359.1k $135.5m $135.5m 0.29% Reduced -341.9k -341,916
61 PAR CAPITAL MANAGEMENT INC 3.97% of their portfolio BOSTON, MA 356,572356.6k $134.5m $134.5m 3.97% Reduced -110.6k -110,600
62 Swiss National Bank 0.08% of their portfolio ZURICH, V8 350,300350.3k $132.1m $132.1m 0.08% Reduced -15.7k -15,700
63 TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio NEW YORK, NY 325,380325.4k $122.7m $122.7m 0.19% Reduced -498.8k -498,784
64 KBC Group NV 0.29% of their portfolio Brussels, C9 321,874321.9k $121.4m $121.4m 0.29% Reduced -1.8k -1,788
65 Driehaus Capital Management LLC 0.86% of their portfolio Chicago, IL 317,908317.9k $119.9m $119.9m 0.86% Reduced -54.9k -54,877
66 Steadview Capital Management LLC 16.74% of their portfolio SAN FRANCISCO, CA 309,560309.6k $116.8m $116.8m 16.74% Reduced -134.0k -133,975
67 Styrax Capital, LP 8.52% of their portfolio New York, NY 307,001307.0k $115.8m $115.8m 8.52% Added +64.6k +64,631
68 NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio NEW YORK, NY 306,502306.5k $115.6m $115.6m 0.08% Added +42.6k +42,578
69 No Street GP LP 7.41% of their portfolio San Francisco, CA 295,500295.5k $111.5m $111.5m 7.41% Reduced -54.5k -54,500
70 Senator Investment Group LP 4.05% of their portfolio New York, NY 290,930290.9k $109.8m $109.8m 4.05% Added +130.0k +130,000
71 MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio NEW YORK, NY 284,188284.2k $107.2m $107.2m 0.08% Added +26.9k +26,886
72 SCOPUS ASSET MANAGEMENT, L.P. 2.53% of their portfolio NEW YORK, NY 281,900281.9k $106.3m $106.3m 2.53% Reduced -21.1k -21,100
73 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.09% of their portfolio Toronto, A6 279,786279.8k $105.5m $105.5m 0.09% Added +14.3k +14,293
74 MANE GLOBAL CAPITAL MANAGEMENT LP 4.94% of their portfolio NEW YORK, NY 279,229279.2k $105.3m $105.3m 4.94% Added +57.4k +57,405
75 Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio CHIYODA-KU, TOKYO, M0 278,033278.0k $104.9m $104.9m 0.06% Added +2.4k +2,359
76 FEDERATED HERMES, INC. 0.18% of their portfolio PITTSBURGH, PA 265,921265.9k $100.3m $100.3m 0.18% Added +147.7k +147,683
77 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 264,695264.7k $99.9m $99.9m 0.02% Reduced -241.0k -241,009
78 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 260,518260.5k $98.3m $98.3m 0.03% Added +12.3k +12,276
79 General Equity Holdings LP 59.67% of their portfolio Brooklyn, NY 260,002260.0k $98.1m $98.1m 59.67% Added +23.9k +23,922
80 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 255,364255.4k $96.3m $96.3m 0.02% Added +2.6k +2,570
81 SEI INVESTMENTS CO 0.10% of their portfolio OAKS, PA 242,993243.0k $91.7m $91.7m 0.10% Added +159.4k +159,359
82 JANE STREET GROUP, LLC 0.11% of their portfolio NEW YORK, NY 238,669238.7k $90.0m $90.0m 0.11% Added +236.6k +236,562
83 California Public Employees Retirement System 0.05% of their portfolio Sacramento, CA 232,395232.4k $87.7m $87.7m 0.05% Added +8.1k +8,057
84 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 2.84% of their portfolio Boston, MA 230,806230.8k $87.1m $87.1m 2.84% Added +170.8k +170,806
85 Thrive Capital Management, LLC 17.81% of their portfolio NEW YORK, NY 226,761226.8k $85.5m $85.5m 17.81% Unchanged
86 BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio PARIS, I0 225,686225.7k $85.1m $85.1m 0.07% Reduced -55.1k -55,095
87 Kinetic Partners Management, LP 4.11% of their portfolio Miami, FL 225,159225.2k $84.9m $84.9m 4.11% Added +30.3k +30,300
88 MAVERICK CAPITAL LTD 1.10% of their portfolio DALLAS, TX 217,552217.6k $82.1m $82.1m 1.10% New
89 Divisadero Street Capital Management, LP 3.65% of their portfolio MIAMI, FL 208,320208.3k $78.6m $78.6m 3.65% Added +15.0k +15,001
90 T. Rowe Price Investment Management, Inc. 0.05% of their portfolio BALTIMORE, MD 204,316204.3k $77.1m $77.1m 0.05% Reduced -358.8k -358,819
91 UBS Group AG 0.01% of their portfolio ZURICH, V8 201,641201.6k $76.1m $76.1m 0.01% Reduced -847.3k -847,335
92 MARSHALL WACE, LLP 0.08% of their portfolio LONDON, X0 198,060198.1k $74.7m $74.7m 0.08% Added +157.0k +157,026
93 MAPLELANE CAPITAL, LLC 3.53% of their portfolio New York, NY 195,000195.0k $73.6m $73.6m 3.53% New
94 CITIGROUP INC 0.05% of their portfolio NEW YORK, NY 194,632194.6k $73.4m $73.4m 0.05% Added +133.2k +133,195
95 Allspring Global Investments Holdings, LLC 0.12% of their portfolio CHARLOTTE, NC 193,879193.9k $76.7m $76.7m 0.12% Added +24.1k +24,129
96 National Pension Service 0.06% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 192,917192.9k $72.8m $72.8m 0.06% Added +4.2k +4,249
97 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio WEST SACRAMENTO, CA 192,710192.7k $72.7m $72.7m 0.07% Added +3.7k +3,742
98 Avala Global LP 2.99% of their portfolio NEW YORK, NY 191,736191.7k $72.3m $72.3m 2.99% Added +4.9k +4,900
99 PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio PASADENA, CA 187,325187.3k $70.7m $70.7m 0.05% Reduced -3.8k -3,800
100 FRED ALGER MANAGEMENT, LLC 0.27% of their portfolio NEW YORK, NY 184,781184.8k $69.7m $69.7m 0.27% Added +52.9k +52,932