Bessemer Group’s Carvana CVNA Stock Holding History

Bessemer Group’s Portfolio CVNA Stock Details CVNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.8M	Sell	878,133 -10,837	-1%	-$766K	0.08%	198
2026 Q1	$55.9M	Buy	888,970 +23,730	+3%	+$1.76M	0.09%	183
2025 Q4	$73M	Buy	865,240 +354,525	+69%	+$26.4M	0.11%	171
2025 Q3	$38.5M	Buy	510,715 +510,260	+112,145%	+$36.5M	0.06%	198
2025 Q2	$31K	Sell	455 -20	-4%	-$1.1K	﹤0.01%	1439
2025 Q1	$20K	Buy	+475	New	+$21K	﹤0.01%	1530
2021 Q4	–	Sell	-655	Closed	-$40K	–	1874
2021 Q3	$40K	Buy	+655	New	+$43.6K	﹤0.01%	1100

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Bessemer Group's CVNA Position: Q2 2026 in Review

Bessemer Group reduced its Carvana (CVNA) stake by 1.2% in Q2 2026, selling an estimated $766K and leaving 878,133 shares worth $57.8M. The position accounts for 0.08% of the portfolio, ranked #198.

Bessemer Group first reported a position in CVNA in Q3 2021 and has held it in 7 quarters since. The position peaked at $73M in Q4 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Bessemer Group held 878,133 shares of Carvana worth $57.8M as of Q2 2026.
Bessemer Group sold 10,837 Carvana shares in Q2 2026, an estimated $766K.
Carvana made up 0.08% of Bessemer Group's portfolio in Q2 2026, its #198 holding.
Bessemer Group first reported a position in Carvana in Q3 2021 and has held it in 7 quarters since.
Bessemer Group's Carvana position peaked at $73M in Q4 2025.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.