JFG
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Jefferies Financial Group’s Carvana CVNA Stock Holding History

Jefferies Financial 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
Q1 		– Sell
-265,000
Closed -$22.4M – 1832
2025
Q4 		$22.4M Buy
+265,000
New +$19.7M 0.11% 179
2023
Q1 		– Sell
-1,500
Closed -$1.42K – 1692
2022
Q4 		$1.42K Buy
+1,500
New +$3.17K ﹤0.01% 1503

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's CVNA Position: Q1 2026 in Review

Jefferies Financial Group reduced its Carvana (CVNA) stake by 73% in Q1 2026, selling an estimated $14.4M and leaving 73,490 shares worth $4.62M. The position accounts for 0.03% of the portfolio, ranked #363.

Jefferies Financial Group first reported a position in CVNA in Q4 2022 and has held it in 5 quarters since. The position peaked at $22.6M in Q4 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Jefferies Financial Group held 73,490 shares of Carvana worth $4.62M as of Q1 2026.
  • Jefferies Financial Group sold 194,675 Carvana shares in Q1 2026, an estimated $14.4M.
  • Carvana made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #363 holding.
  • Jefferies Financial Group first reported a position in Carvana in Q4 2022 and has held it in 5 quarters since.
  • Jefferies Financial Group's Carvana position peaked at $22.6M in Q4 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.