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John Overdeck’s Carvana CVNA Stock Holding History

John Overdeck’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 		$11.1M Buy
168,143
+69,323
+70% +$4.9M 0.01% 1460
2026
Q1 		$6.21M Sell
98,820
-1,868,840
-95% -$139M 0.01% 1788
2025
Q4 		$166M Buy
1,967,660
+340,760
+21% +$25.3M 0.23% 106
2025
Q3 		$123M Sell
1,626,900
-2,493,920
-61% -$178M 0.18% 146
2025
Q2 		$278M Buy
4,120,820
+1,182,305
+40% +$64.8M 0.49% 12
2025
Q1 		$123M Sell
2,938,515
-2,793,010
-49% -$124M 0.26% 86
2024
Q4 		$233M Sell
5,731,525
-1,855,265
-24% -$83.3M 0.51% 31
2024
Q3 		$264M Sell
7,586,790
-2,600,135
-26% -$74.7M 0.58% 6
2024
Q2 		$262M Sell
10,186,925
-1,115,685
-10% -$22.5M 0.6% 6
2024
Q1 		$199M Sell
11,302,610
-889,320
-7% -$10.9M 0.47% 37
2023
Q4 		$129M Buy
12,191,930
+1,445,870
+13% +$10.8M 0.3% 77
2023
Q3 		$90.2M Sell
10,746,060
-421,220
-4% -$3.62M 0.24% 108
2023
Q2 		$57.9M Buy
11,167,280
+10,378,280
+1,315% +$28.8M 0.15% 187
2023
Q1 		$1.54M Sell
789,000
-10,595,250
-93% -$18.4M ﹤0.01% 1582
2022
Q4 		$10.8M Buy
+11,384,250
New +$24M 0.03% 532
2022
Q3 		– Sell
-1,281,090
Closed -$5.79M – 2529
2022
Q2 		$5.79M Buy
+1,281,090
New +$13.5M 0.02% 706
2022
Q1 		– Sell
-78,370
Closed -$3.63M – 3023
2021
Q4 		$3.63M Sell
78,370
-45,500
-37% -$2.5M 0.01% 1414
2021
Q3 		$7.47M Buy
+123,870
New +$8.24M 0.02% 932
2021
Q2 		– Sell
-26,870
Closed -$1.46M – 4125
2021
Q1 		$1.41M Buy
+26,870
New +$1.48M ﹤0.01% 2000
2017
Q3 		– Sell
-545,590
Closed -$2.23M – 2805
2017
Q2 		$2.23M Buy
+545,590
New +$1.49M 0.01% 1344

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
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

John Overdeck's CVNA Position: Q2 2026 in Review

John Overdeck increased its Carvana (CVNA) stake by 70% in Q2 2026, buying an estimated $4.9M and bringing the position to 168,143 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1460.

John Overdeck first reported a position in CVNA in Q2 2017 and has held it in 20 quarters since. The position peaked at $278M in Q2 2025. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • John Overdeck held 168,143 shares of Carvana worth $11.1M as of Q2 2026.
  • John Overdeck bought 69,323 Carvana shares in Q2 2026, an estimated $4.9M.
  • Carvana made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1460 holding.
  • John Overdeck first reported a position in Carvana in Q2 2017 and has held it in 20 quarters since.
  • John Overdeck's Carvana position peaked at $278M in Q2 2025.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.