Jacobs Levy Equity Management’s Carvana CVNA Stock Holding History

Jacobs Levy Equity Management’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	$44.9M	Sell	681,957 -13,148	-2%	-$930K	0.16%	133
2026 Q1	$43.7M	Buy	+695,105	New	+$51.6M	0.18%	132
2025 Q3	–	Sell	-93,870	Closed	-$6.33M	–	998
2025 Q2	$6.33M	Buy	93,870 +11,390	+14%	+$625K	0.02%	386
2025 Q1	$3.45M	Buy	82,480 +29,530	+56%	+$1.31M	0.01%	544
2024 Q4	$2.15M	Buy	52,950 +29,900	+130%	+$1.34M	0.01%	580
2024 Q3	$803K	Buy	+23,050	New	+$662K	﹤0.01%	768

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

Jacobs Levy Equity Management's CVNA Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Carvana (CVNA) stake by 1.9% in Q2 2026, selling an estimated $930K and leaving 681,957 shares worth $44.9M. The position accounts for 0.16% of the portfolio, ranked #133.

Jacobs Levy Equity Management first reported a position in CVNA in Q3 2024 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Jacobs Levy Equity Management held 681,957 shares of Carvana worth $44.9M as of Q2 2026.
Jacobs Levy Equity Management sold 13,148 Carvana shares in Q2 2026, an estimated $930K.
Carvana made up 0.16% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #133 holding.
Jacobs Levy Equity Management first reported a position in Carvana in Q3 2024 and has held it in 6 quarters since.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.