Carvana

CVNA

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$1.6bn

Combined value at quarter end

Last quarter

3 bought

0 sold or trimmed

Price at Q2 ’26 end

$65.82

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+35.3%Q3 ’24

+16.8%Q4 ’24

+2.8%Q1 ’25

+61.2%Q2 ’25

+12.0%Q3 ’25

+11.9%Q4 ’25

-25.5%Q1 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23

3Q1 ’24

2Q2 ’24

2Q3 ’24

2Q4 ’24

2Q1 ’25

3Q2 ’25

3Q3 ’25

3Q4 ’25

3Q1 ’26

3Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Carvana.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Carvana

CAS Investment Partners	78.8%$1.5bn	$1.5bn	Added +397%	34 qtrs
RV Capital	30.3%$116m	$116m	Added +367%	19 qtrs
Polen Capital Management	0.0%$2.5m	$2.5m	Added +410%	5 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Carvana
		Bought or sold				Filing
12 Oct 2026	Taira ThomasPresident, Special Projects	▼ Sold	5,597	$65.00	$364k	Form 4
1 Oct 2026	Jenkins Mark W.Chief Financial Officer	▼ Sold	24,761	$62.73	$1.6m	Form 4
1 Oct 2026	Jenkins Mark W.Chief Financial Officer	▼ Sold	13,318	$61.47	$819k	Form 4
1 Oct 2026	Jenkins Mark W.Chief Financial Officer	▼ Sold	10,440	$59.44	$621k	Form 4
1 Oct 2026	Jenkins Mark W.Chief Financial Officer	▼ Sold	9,362	$60.60	$567k	Form 4
1 Oct 2026	Jenkins Mark W.Chief Financial Officer	▼ Sold	5,869	$63.04	$370k	Form 4
1 Oct 2026	Palmer Stephen RVice President of Accounting	▼ Sold	2,320	$62.82	$146k	Form 4
1 Oct 2026	Palmer Stephen RVice President of Accounting	▼ Sold	920	$61.64	$57k	Form 4
1 Oct 2026	Palmer Stephen RVice President of Accounting	▼ Sold	920	$59.48	$55k	Form 4
1 Oct 2026	Palmer Stephen RVice President of Accounting	▼ Sold	840	$60.75	$51k	Form 4
14 Sep 2026	Taira ThomasPresident, Special Projects	▼ Sold	14,109	$70.68	$997k	Form 4
14 Sep 2026	Taira ThomasPresident, Special Projects	▼ Sold	2,680	$70.05	$188k	Form 4
1 Sep 2026	Jenkins Mark W.Chief Financial Officer	▼ Sold	37,406	$71.36	$2.7m	Form 4
1 Sep 2026	Huston Benjamin E.Chief Operating Officer	▼ Sold	29,474	$71.36	$2.1m	Form 4
1 Sep 2026	Jenkins Mark W.Chief Financial Officer	▼ Sold	26,344	$71.83	$1.9m	Form 4
1 Sep 2026	Huston Benjamin E.Chief Operating Officer	▼ Sold	20,526	$71.83	$1.5m	Form 4
1 Sep 2026	Palmer Stephen RVice President of Accounting	▼ Sold	3,400	$71.40	$243k	Form 4
1 Sep 2026	Palmer Stephen RVice President of Accounting	▼ Sold	1,600	$71.88	$115k	Form 4
14 Aug 2026	Platt Ira J.Director	▼ Sold	15,000	$75.50	$1.1m	Form 4
14 Aug 2026	Quayle J DanforthDirector	▼ Sold	14,525	$75.00	$1.1m	Form 4

About the company

Sector: Consumer discretionary · Retail-Auto Dealers & Gasoline Stations
Incorporated in: Delaware
Financial year ends: 31 December
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$130m2015

$365m2016

$859m2017

$2.0bn2018

$3.9bn2019

$5.6bn2020

$13bn2021

$14bn2022

$11bn2023

$14bn2024

$20bn2025

Carvana revenue and net income by year
Year	Revenue	Net income
2025	$20bn	$1.4bn
2024	$14bn	$210m
2023	$11bn	$450m
2022	$14bn	−$1.6bn
2021	$13bn	−$135m
2020	$5.6bn	−$171m
2019	$3.9bn	−$115m
2018	$2.0bn	−$55.5m
2017	$859m	−$62.8m
2016	$365m	−$93.1m
2015	$130m	−$36.8m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.