CARVANA CO
823 institutions still hold CARVANA CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Amanah Holdings Trust didn't buy or sell a single share of Carvana this quarter — its position sat exactly flat at 91,462 shares both quarters. Its reported position value still fell by $22.7 million, from roughly $28.8 million down to $6.0 million. The math behind that one unchanged holding implies Carvana's per-share value fell by roughly 79% this quarter, from about $314 to about $66 — a figure confirmed independently by the numbers behind several other holders' positions. That decline coincides with something unusual: nearly every major institutional holder shows its share count multiplying several times over, from Czech National Bank (up 429%) to Y-Intercept (Hong Kong) Ltd (up more than 1,500%) to Swedbank AB, still the largest tracked holder at 20% of the $124.2 million in institutional value 13F Insight can see (shares up nearly 400%). That combination — a steep drop in per-share value alongside a broad, simultaneous multiplication of share counts — is the pattern a stock split typically produces in 13F data, though the filings alone can't confirm the mechanism. The one clear seller was Assenagon Asset Management, a quasi-passive fund that cut its real share count by 63%, worth roughly $1.8 million in genuine selling.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.