This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CVNA/capital-change-brief"
Use Arkolith's capital_change_brief for CVNA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.6B | 17.8M | ▲+0.3% Added · +55K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $3.6B | 11.5M | ▼−1.6% Reduced · −186K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 9.0M | ▲New +9.0M sh | Q1 2026 | |
| 4 | FMR LLC | $2.3B | 7.4M | ▲+25% Added · +1.5M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 6.3M | ▲New +6.3M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $1.8B | 5.7M | ▼−0.4% Reduced · −22K sh | Q1 2026 | |
| 7 | CAS Investment Partners, LLC | $1.4B | 4.5M | ▼−1.5% Reduced · −69K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.2B | 3.9M | ▲+0.8% Added · +32K sh | Q1 2026 | |
| 9 | VIKING GLOBAL INVESTORS LP | $874.0M | 2.8M | ▲+162% Added · +1.7M sh | Q1 2026 | |
| 10 | Lingotto Investment Management LLP | $801.1M | 2.5M | ▼−11% Reduced · −307K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $737.7M | 2.5M | ▼−59% Reduced · −3.6M sh | Q1 2026 | |
| 12 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $734.1M | 2.3M | ▲+2.6% Added · +60K sh | Q1 2026 | |
| 13 | SANDS CAPITAL MANAGEMENT, LLC | $665.6M | 2.1M | ▼−13% Reduced · −325K sh | Q1 2026 | |
| 14 | LONE PINE CAPITAL LLC | $551.6M | 1.8M | ▼−1.4% Reduced · −25K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $423.9M | 1.3M | ▼−12% Reduced · −178K sh | Q1 2026 | |
| 16 | Dragoneer Investment Group, LLC | $393.9M | 1.3M | ▲+28% Added · +274K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $381.4M | 1.2M | ▲+2.0% Added · +24K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $377.6M | 1.2M | ▼−15% Reduced · −206K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $325.3M | 1.0M | ▲+3.2% Added · +32K sh | Q1 2026 | |
| 20 | NORGES BANK | $412.3M | 977K | ▲+27% Added · +207K sh | Q4 2025 | |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $290.7M | 925K | ▲+13% Added · +107K sh | Q1 2026 | |
| 22 | UBS Group AG | $290.3M | 924K | ▲+40% Added · +263K sh | Q1 2026 | |
| 23 | Whale Rock Capital Management LLC | $275.9M | 878K | ▼−18% Reduced · −193K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $254.6M | 810K | ▲New +810K sh | Q1 2026 | |
| 25 | Sachem Head Capital Management LP | $248.4M | 790K | ▲+26% Added · +165K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | KEETON RYAN S. | Chief Brand Officer | Tax withholding (F) | 3K | $196K |
| Jul 1, 2026 | BREAUX PAUL W. | See Remarks | Tax withholding (F) | 4K | $302K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Tax withholding (F) | 7K | $476K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Option exercise (M) | 50K | $101K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Option exercise (M) | 10K | $84K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Option exercise (M) | 4K | $39K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 7K | $437K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 5K | $301K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 6K | $402K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 21K | $1.4M |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 10K | $681K |
| Jul 1, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 16K | $1.1M |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 253 funds | $219.3B |
| NVIDIA CORPNVDA | 251 funds | $401.4B |
| MICROSOFT CORPMSFT | 248 funds | $279.7B |
| ALPHABET INC-CL AGOOGL | 247 funds | $180.8B |
| META PLATFORMS INC-CLASS AMETA | 247 funds | $118.9B |
| BROADCOM INCAVGO | 245 funds | $159.7B |
| VISA INC-CLASS A SHARESV | 240 funds | $63.8B |
| APPLE INCAAPL | 238 funds | $292.4B |
| MASTERCARD INC - AMA | 238 funds | $55.3B |
| NETFLIX INCNFLX | 238 funds | $46.0B |
| ALPHABET INC-CL CGOOG | 236 funds | $125.0B |
| MICRON TECHNOLOGY INCMU | 236 funds | $42.5B |
Ranked by how many of CVNA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CVNA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.