COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS has opened a new $13.9M position in $CVNA, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CVNA.
$CVNA Hedge Fund Activity
We have seen 489 institutional investors add shares of $CVNA stock to their portfolio, and 341 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 3,328,115 shares (+24.7%) to their portfolio in Q4 2025, for an estimated $1,404,531,092
- JPMORGAN CHASE & CO added 3,129,220 shares (+95.9%) to their portfolio in Q3 2025, for an estimated $1,180,466,952
- GEODE CAPITAL MANAGEMENT, LLC added 1,382,852 shares (+55.4%) to their portfolio in Q4 2025, for an estimated $583,591,201
- D. E. SHAW & CO., INC. removed 1,328,006 shares (-51.9%) from their portfolio in Q3 2025, for an estimated $500,976,983
- VIKING GLOBAL INVESTORS LP added 1,023,265 shares (+94.9%) to their portfolio in Q3 2025, for an estimated $386,016,488
- TWO SIGMA ADVISERS, LP removed 895,400 shares (-53.3%) from their portfolio in Q3 2025, for an estimated $337,780,696
- BANK OF AMERICA CORP /DE/ removed 794,456 shares (-56.6%) from their portfolio in Q3 2025, for an estimated $299,700,581
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CVNA Insider Trading Activity
$CVNA insiders have traded $CVNA stock on the open market 1266 times in the past 6 months. Of those trades, 0 have been purchases and 1266 have been sales.
Here’s a breakdown of recent trading of $CVNA stock by insiders over the last 6 months:
- ERNEST C. III GARCIA (Chief Executive Officer) has made 0 purchases and 982 sales selling 412,880 shares for an estimated $151,444,539.
- ERNEST C. II GARCIA has made 0 purchases and 26 sales selling 177,975 shares for an estimated $61,894,451.
- DANIEL J. GILL (Chief Product Officer) has made 0 purchases and 4 sales selling 120,000 shares for an estimated $54,169,696.
- BENJAMIN E. HUSTON (Chief Operating Officer) has made 0 purchases and 108 sales selling 120,000 shares for an estimated $49,768,261.
- THOMAS TAIRA (President, Special Projects) has made 0 purchases and 8 sales selling 78,078 shares for an estimated $32,828,179.
- MARK W. JENKINS (Chief Financial Officer) has made 0 purchases and 112 sales selling 76,500 shares for an estimated $28,895,717.
- PAUL W. BREAUX (See Remarks) has made 0 purchases and 6 sales selling 60,000 shares for an estimated $25,115,000.
- RYAN S. KEETON (Chief Brand Officer) has made 0 purchases and 9 sales selling 72,370 shares for an estimated $24,266,204.
- MICHAEL E MAROONE has made 0 purchases and 2 sales selling 30,928 shares for an estimated $12,381,668.
- IRA J. PLATT sold 14,000 shares for an estimated $5,307,960
- STEPHEN R PALMER (Vice President of Accounting) has made 0 purchases and 6 sales selling 6,000 shares for an estimated $2,241,010.
- GREGORY B SULLIVAN has made 0 purchases and 2 sales selling 5,000 shares for an estimated $1,655,500.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CVNA Analyst Ratings
Wall Street analysts have issued reports on $CVNA in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 01/28/2026
- BTIG issued a "Buy" rating on 01/15/2026
- Wedbush issued a "Outperform" rating on 12/19/2025
- Jefferies issued a "Buy" rating on 12/11/2025
- UBS issued a "Buy" rating on 12/01/2025
- Needham issued a "Buy" rating on 11/17/2025
- Barclays issued a "Overweight" rating on 11/12/2025
To track analyst ratings and price targets for $CVNA, check out Quiver Quantitative's $CVNA forecast page.
$CVNA Price Targets
Multiple analysts have issued price targets for $CVNA recently. We have seen 13 analysts offer price targets for $CVNA in the last 6 months, with a median target of $515.0.
Here are some recent targets:
- Rajat Gupta from JP Morgan set a target price of $510.0 on 01/28/2026
- Zachary Fadem from Wells Fargo set a target price of $525.0 on 01/27/2026
- John Babcock from Barclays set a target price of $530.0 on 01/21/2026
- Marvin Fong from BTIG set a target price of $535.0 on 01/15/2026
- Joseph Spak from UBS set a target price of $545.0 on 01/14/2026
- Michael McGovern from B of A Securities set a target price of $515.0 on 01/13/2026
- Michael Montani from Evercore ISI Group set a target price of $425.0 on 12/23/2025
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.
