KBC Group NV has added 308,166 shares of $CVNA to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CVNA.
CARVANA Hedge Fund Activity
We have seen 396 institutional investors add shares of CARVANA stock to their portfolio, and 293 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY removed 3,848,686 shares (-72.8%) from their portfolio in Q1 2025, for an estimated $804,683,268
- LONE PINE CAPITAL LLC added 2,314,168 shares (+inf%) to their portfolio in Q1 2025, for an estimated $483,846,245
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,823,218 shares (+13.9%) to their portfolio in Q1 2025, for an estimated $381,198,419
- VIKING GLOBAL INVESTORS LP added 1,680,278 shares (+192.3%) to their portfolio in Q1 2025, for an estimated $351,312,524
- D. E. SHAW & CO., INC. removed 1,585,510 shares (-59.0%) from their portfolio in Q1 2025, for an estimated $331,498,430
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,438,938 shares (+inf%) to their portfolio in Q1 2025, for an estimated $300,853,157
- SPRUCE HOUSE INVESTMENT MANAGEMENT LLC removed 1,311,712 shares (-26.7%) from their portfolio in Q1 2025, for an estimated $274,252,744
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CARVANA Insider Trading Activity
CARVANA insiders have traded $CVNA stock on the open market 1568 times in the past 6 months. Of those trades, 0 have been purchases and 1568 have been sales.
Here’s a breakdown of recent trading of $CVNA stock by insiders over the last 6 months:
- ERNEST C. II GARCIA has made 0 purchases and 377 sales selling 2,499,525 shares for an estimated $867,317,848.
- ERNEST C. III GARCIA (Chief Executive Officer) has made 0 purchases and 959 sales selling 557,120 shares for an estimated $184,061,547.
- DANIEL J. GILL (Chief Product Officer) has made 0 purchases and 17 sales selling 345,166 shares for an estimated $115,059,455.
- BENJAMIN E. HUSTON (Chief Operating Officer) has made 0 purchases and 99 sales selling 368,495 shares for an estimated $94,014,710.
- MARK W. JENKINS (Chief Financial Officer) has made 0 purchases and 84 sales selling 281,922 shares for an estimated $86,176,530.
- PAUL W. BREAUX (See Remarks) has made 0 purchases and 10 sales selling 158,000 shares for an estimated $50,871,720.
- THOMAS TAIRA (President, Special Projects) has made 0 purchases and 11 sales selling 118,471 shares for an estimated $34,002,679.
- RYAN S. KEETON (Chief Brand Officer) has made 0 purchases and 2 sales selling 24,413 shares for an estimated $7,782,607.
- J DANFORTH QUAYLE sold 11,614 shares for an estimated $3,533,443
- GREGORY B SULLIVAN has made 0 purchases and 3 sales selling 10,000 shares for an estimated $3,369,500.
- MICHAEL E MAROONE has made 0 purchases and 4 sales selling 9,000 shares for an estimated $2,460,945.
- IRA J. PLATT sold 5,674 shares for an estimated $1,951,856
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CARVANA Congressional Stock Trading
Members of Congress have traded $CVNA stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CVNA stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CARVANA Analyst Ratings
Wall Street analysts have issued reports on $CVNA in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 07/31/2025
- JP Morgan issued a "Overweight" rating on 07/31/2025
- JMP Securities issued a "Market Outperform" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/31/2025
- RBC Capital issued a "Outperform" rating on 07/31/2025
- Piper Sandler issued a "Overweight" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
To track analyst ratings and price targets for CARVANA, check out Quiver Quantitative's $CVNA forecast page.
CARVANA Price Targets
Multiple analysts have issued price targets for $CVNA recently. We have seen 17 analysts offer price targets for $CVNA in the last 6 months, with a median target of $425.0.
Here are some recent targets:
- Ronald Josey from Citigroup set a target price of $490.0 on 07/31/2025
- Michael Baker from DA Davidson set a target price of $380.0 on 07/31/2025
- Michael McGovern from B of A Securities set a target price of $425.0 on 07/31/2025
- Rajat Gupta from JP Morgan set a target price of $415.0 on 07/31/2025
- Andrew Boone from JMP Securities set a target price of $460.0 on 07/31/2025
- David Lantz from Wells Fargo set a target price of $425.0 on 07/31/2025
- Brad Erickson from RBC Capital set a target price of $460.0 on 07/31/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CVNA ticker page for more data.
