697 tracked 13F filers disclose a position in CVNA as of the latest SEC 13F filings, a combined $38.8B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $1.9B | 29.4M | ▲+417% Added · +23.7M sh | Q2 2026 | |
| 2 | CAS Investment Partners, LLC | $1.5B | 22.6M | ▲+397% Added · +18.0M sh | Q2 2026 | |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $5.6B | 17.8M | ▲+0.3% Added · +55K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 16.7M | ▲+326% Added · +12.7M sh | Q2 2026 | |
| 5 | BlackRock, Inc. | $3.6B | 11.5M | ▼−1.6% Reduced · −186K sh | Q1 2026 | |
| 6 | Lingotto Investment Management LLP | $611.1M | 9.3M | ▲+264% Added · +6.7M sh | Q2 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 9.0M | →First observed position No prior filed position | Q1 2026 | |
| 8 | SANDS CAPITAL MANAGEMENT, LLC | $557.0M | 8.5M | ▲+300% Added · +6.3M sh | Q2 2026 | |
| 9 | KPS Global Asset Management UK Ltd | $493.6M | 7.5M | ▲+400% Added · +6.0M sh | Q2 2026 | |
| 10 | FMR LLC | $2.3B | 7.4M | ▲+25% Added · +1.5M sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 6.3M | →First observed position No prior filed position | Q1 2026 | |
| 12 | D1 Capital Partners L.P. | $248.8M | 3.8M | ▲+465% Added · +3.1M sh | Q2 2026 | |
| 13 | Dream Peak Capital Ltd | $197.4M | 3.0M | ▲+558% Added · +2.5M sh | Q2 2026 | |
| 14 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY | $190.3M | 2.9M | ▲+400% Added · +2.3M sh | Q2 2026 | |
| 15 | VIKING GLOBAL INVESTORS LP | $874.0M | 2.8M | ▲+162% Added · +1.7M sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $737.7M | 2.5M | ▼−59% Reduced · −3.6M sh | Q1 2026 | |
| 17 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $734.1M | 2.3M | ▲+2.6% Added · +60K sh | Q1 2026 | |
| 18 | North Peak Capital Management, LLC | $151.8M | 2.3M | ▲+448% Added · +1.9M sh | Q2 2026 | |
| 19 | Axxion S.A. | $126.7M | 1.9M | ▲New +1.9M sh | Q2 2026 | |
| 20 | Selkirk Management LLC | $118.5M | 1.8M | ▲+393% Added · +1.4M sh | Q2 2026 | |
| 21 | RV Capital AG | $116.1M | 1.8M | ▲+367% Added · +1.4M sh | Q2 2026 | |
| 22 | LONE PINE CAPITAL LLC | $551.6M | 1.8M | ▼−1.4% Reduced · −25K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $423.9M | 1.3M | ▼−12% Reduced · −178K sh | Q1 2026 | |
| 24 | Dragoneer Investment Group, LLC | $393.9M | 1.3M | ▲+28% Added · +274K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $381.4M | 1.2M | ▲+2.0% Added · +24K 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.
Last quarter, 3 funds opened a new position in CVNA and 42 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 411 funds | $250.3B |
| NVIDIA CORPNVDA | 408 funds | $477.8B |
| MICROSOFT CORPMSFT | 404 funds | $325.1B |
| META PLATFORMS INC-CLASS AMETA | 404 funds | $137.6B |
| ALPHABET INC-CL AGOOGL | 399 funds | $211.8B |
| BROADCOM INCAVGO | 396 funds | $190.9B |
| APPLE INCAAPL | 390 funds | $354.6B |
| ADVANCED MICRO DEVICESAMD | 382 funds | $46.4B |
| ALPHABET INC-CL CGOOG | 381 funds | $148.4B |
| VISA INC-CLASS A SHARESV | 381 funds | $78.0B |
| MICRON TECHNOLOGY INCMU | 379 funds | $60.5B |
| ELI LILLY & COLLY | 378 funds | $99.0B |
Ranked by how many of CVNA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | QUAYLE J DANFORTH | Director | Sell (S) | 15K | $1.1M |
| Aug 14, 2026 | PLATT IRA J. | Director | Sell (S) | 15K | $1.1M |
| Aug 13, 2026 | PLATT IRA J. | Director | Sell (S) | 15K | $1.1M |
| Aug 3, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 8K | $502K |
| Aug 3, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 24K | $1.6M |
| Aug 3, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 23K | $1.5M |
| Aug 3, 2026 | JENKINS MARK W. | Chief Financial Officer | Sell (S) | 9K | $568K |
| Aug 3, 2026 | HUSTON BENJAMIN E. | Chief Operating Officer | Sell (S) | 6K | $399K |
| Aug 3, 2026 | HUSTON BENJAMIN E. | Chief Operating Officer | Sell (S) | 22K | $1.4M |
| Aug 3, 2026 | HUSTON BENJAMIN E. | Chief Operating Officer | Sell (S) | 16K | $1.0M |
| Aug 3, 2026 | HUSTON BENJAMIN E. | Chief Operating Officer | Sell (S) | 6K | $370K |
| Aug 3, 2026 | Palmer Stephen R | Vice President of Accounting | Sell (S) | 760 | $48K |
| Class | 13F holders | Value held |
|---|---|---|
| CVNAthis pagecs | 697 funds | $38.8B |
| 146869AM4Corporate Bond - Domestic | 1 funds | $178K |
| 146869AN2Corporate Bond - Domestic | 1 funds | $177K |
| 146869952PUT | 1 funds | $48K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CVNA
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.
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.