Jane Street’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $873M | Sell |
13,878,000
-181,500
| -1% | -$13.5M | 0.11% | 114 |
|
|
2025
Q4 | $1.19B | Buy |
14,059,500
+5,686,000
| +68% | +$423M | 0.18% | 76 |
|
|
2025
Q3 | $632M | Sell |
8,373,500
-5,683,500
| -40% | -$406M | 0.1% | 135 |
|
|
2025
Q2 | $947M | Buy |
14,057,000
+7,800,500
| +125% | +$428M | 0.19% | 67 |
|
|
2025
Q1 | $262M | Sell |
6,256,500
-4,764,000
| -43% | -$211M | 0.07% | 172 |
|
|
2024
Q4 | $448M | Buy |
11,020,500
+1,133,500
| +11% | +$50.9M | 0.1% | 116 |
|
|
2024
Q3 | $344M | Sell |
9,887,000
-1,251,500
| -11% | -$35.9M | 0.08% | 138 |
|
|
2024
Q2 | $287M | Sell |
11,138,500
-1,941,500
| -15% | -$39.1M | 0.07% | 155 |
|
|
2024
Q1 | $230M | Sell |
13,080,000
-15,205,000
| -54% | -$186M | 0.05% | 197 |
|
|
2023
Q4 | $299M | Buy |
28,285,000
+12,169,000
| +76% | +$91.1M | 0.08% | 141 |
|
|
2023
Q3 | $135M | Buy |
16,116,000
+2,205,000
| +16% | +$19M | 0.04% | 243 |
|
|
2023
Q2 | $72.1M | Buy |
13,911,000
+2,503,500
| +22% | +$6.94M | 0.02% | 454 |
|
|
2023
Q1 | $22.3M | Sell |
11,407,500
-2,683,500
| -19% | -$4.66M | 0.01% | 921 |
|
|
2022
Q4 | $13.4M | Buy |
14,091,000
+1,023,500
| +8% | +$2.16M | 0.01% | 1338 |
|
|
2022
Q3 | $53.1M | Sell |
13,067,500
-6,778,500
| -34% | -$44.2M | 0.02% | 495 |
|
|
2022
Q2 | $89.6M | Buy |
19,846,000
+18,036,000
| +996% | +$190M | 0.04% | 338 |
|
|
2022
Q1 | $43.2M | Sell |
1,810,000
-1,209,500
| -40% | -$35.3M | 0.01% | 750 |
|
|
2021
Q4 | $140M | Sell |
3,019,500
-287,000
| -9% | -$15.8M | 0.05% | 265 |
|
|
2021
Q3 | $199M | Buy |
3,306,500
+1,005,000
| +44% | +$66.8M | 0.07% | 170 |
|
|
2021
Q2 | $139M | Buy |
2,301,500
+1,858,000
| +419% | +$101M | 0.05% | 242 |
|
|
2021
Q1 | $23.3M | Sell |
443,500
-721,000
| -62% | -$39.7M | 0.01% | 869 |
|
|
2020
Q4 | $55.8M | Sell |
1,164,500
-272,000
| -19% | -$12.4M | 0.03% | 420 |
|
|
2020
Q3 | $64.1M | Sell |
1,436,500
-50,000
| -3% | -$1.77M | 0.04% | 322 |
|
|
2020
Q2 | $35.7M | Buy |
1,486,500
+886,500
| +148% | +$16.6M | 0.03% | 478 |
|
|
2020
Q1 | $6.61M | Sell |
600,000
-11,000
| -2% | -$170K | 0.01% | 1006 |
|
|
2019
Q4 | $11.2M | Buy |
611,000
+449,000
| +277% | +$7.51M | 0.02% | 587 |
|
|
2019
Q3 | $2.14M | Buy |
162,000
+62,500
| +63% | +$898K | ﹤0.01% | 1733 |
|
|
2019
Q2 | $1.25M | Sell |
99,500
-139,500
| -58% | -$1.79M | ﹤0.01% | 2417 |
|
|
2019
Q1 | $2.77M | Buy |
239,000
+71,000
| +42% | +$597K | ﹤0.01% | 1678 |
|
|
2018
Q4 | $1.1M | Buy |
168,000
+53,000
| +46% | +$446K | ﹤0.01% | 2421 |
|
|
2018
Q3 | $1.36M | Sell |
115,000
-344,500
| -75% | -$3.69M | ﹤0.01% | 2381 |
|
|
2018
Q2 | $3.82M | Buy |
+459,500
| New | +$2.77M | 0.01% | 1280 |
|
Other funds holding CVNA
VCM
VPM
CIP
GCP
Jane Street's CVNA Position: Q1 2026 in Review
Jane Street increased its Carvana (CVNA) stake by 13% in Q1 2026, buying an estimated $631K and bringing the position to 74,685 shares worth $4.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3619.
Jane Street first reported a position in CVNA in Q2 2018 and has held it in 31 quarters since. The position peaked at $165M in Q2 2024. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.
- Jane Street held 74,685 shares of Carvana worth $4.7M as of Q1 2026.
- Jane Street bought 8,510 Carvana shares in Q1 2026, an estimated $631K.
- Carvana made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #3619 holding.
- Jane Street first reported a position in Carvana in Q2 2018 and has held it in 31 quarters since.
- Jane Street's Carvana position peaked at $165M in Q2 2024.
- 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.
Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.