Polen Capital Management
CVNA icon

Polen Capital Management’s Carvana CVNA Stock Holding History

Polen Capital 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 		$2.47M Buy
37,504
+764
+2% +$54K 0.02% 111
2026
Q1 		$2.31M Sell
36,740
-8,130
-18% -$603K 0.02% 93
2025
Q4 		$3.79M Sell
44,870
-7,410
-14% -$551K 0.02% 65
2025
Q3 		$3.94M Sell
52,280
-6,195
-11% -$443K 0.01% 69
2025
Q2 		$3.94M Buy
+58,475
New +$3.21M 0.01% 56

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

Polen Capital Management's CVNA Position: Q2 2026 in Review

Polen Capital Management increased its Carvana (CVNA) stake by 2.1% in Q2 2026, buying an estimated $54K and bringing the position to 37,504 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #111.

Polen Capital Management first reported a position in CVNA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.94M in Q3 2025. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Polen Capital Management held 37,504 shares of Carvana worth $2.47M as of Q2 2026.
  • Polen Capital Management bought 764 Carvana shares in Q2 2026, an estimated $54K.
  • Carvana made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #111 holding.
  • Polen Capital Management first reported a position in Carvana in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Carvana position peaked at $3.94M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.