Point72 Asset Management’s Carvana CVNA Stock Holding History

Point72 Asset 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	$22.6M	Buy	343,400 +16,400	+5%	+$1.16M	0.02%	813
2026 Q1	$20.6M	Sell	327,000 -161,000	-33%	-$11.9M	0.03%	795
2025 Q4	$41.2M	Buy	488,000 +413,000	+551%	+$30.7M	0.05%	493
2025 Q3	$5.66M	Sell	75,000 -11,000	-13%	-$787K	0.01%	1019
2025 Q2	$5.8M	Sell	86,000 -19,500	-18%	-$1.07M	0.01%	920
2025 Q1	$4.41M	Buy	105,500 +44,500	+73%	+$1.97M	0.01%	970
2024 Q4	$2.48M	Buy	61,000 +14,500	+31%	+$651K	0.01%	1174
2024 Q3	$1.62M	Buy	+46,500	New	+$1.34M	﹤0.01%	1267
2024 Q2	–	Sell	-125,000	Closed	-$2.2M	–	1956
2024 Q1	$2.2M	Buy	+125,000	New	+$1.53M	0.01%	1231

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

Point72 Asset Management's CVNA Position: Q2 2026 in Review

Point72 Asset Management sold out of Carvana (CVNA) in Q2 2026, closing a stake of 1,074,890 shares — an estimated $76M sold.

Point72 Asset Management first reported a position in CVNA in Q4 2017 and held it in 26 quarters. The position peaked at $208M in Q3 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Point72 Asset Management reported no remaining Carvana position as of Q2 2026 after selling out during the quarter.
Point72 Asset Management sold 1,074,890 Carvana shares in Q2 2026, an estimated $76M.
Point72 Asset Management first reported a position in Carvana in Q4 2017 and held it in 26 quarters.
Point72 Asset Management's Carvana position peaked at $208M in Q3 2025.
815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.