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Steadview Capital Management’s Carvana CVNA Stock Holding History

Steadview 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 		$49.7M Buy
755,616
+22,316
+3% +$1.58M 14.96% 2
2026
Q1 		$46.1M Sell
733,300
-699,575
-49% -$51.9M 20.35% 1
2025
Q4 		$121M Sell
1,432,875
-114,925
-7% -$8.54M 22.77% 2
2025
Q3 		$117M Sell
1,547,800
-669,875
-30% -$47.9M 16.74% 3
2025
Q2 		$149M Sell
2,217,675
-358,600
-14% -$19.7M 21.58% 2
2025
Q1 		$108M Sell
2,576,275
-485,750
-16% -$21.5M 23.41% 1
2024
Q4 		$125M Hold
3,062,025
– – 25.76% 1
2024
Q3 		$107M Sell
3,062,025
-1,112,500
-27% -$31.9M 32.84% 1
2024
Q2 		$107M Sell
4,174,525
-210,000
-5% -$4.23M 36.07% 1
2024
Q1 		$77.1M Hold
4,384,525
– – 22.78% 2
2023
Q4 		$46.4M Buy
4,384,525
+592,500
+16% +$4.44M 15.92% 3
2023
Q3 		$31.8M Sell
3,792,025
-1,350,310
-26% -$11.6M 12.82% 3
2023
Q2 		$26.7M Buy
5,142,335
+3,516,060
+216% +$9.75M 6.57% 8
2023
Q1 		$3.18M Sell
1,626,275
-45,500
-3% -$78.9K 0.96% 10
2022
Q4 		$1.58M Hold
1,671,775
– – 0.49% 11
2022
Q3 		$6.79M Hold
1,671,775
– – 1.92% 12
2022
Q2 		$7.55M Hold
1,671,775
– – 1.89% 13
2022
Q1 		$39.9M Buy
1,671,775
+230,000
+16% +$6.71M 5.65% 9
2021
Q4 		$66.8M Buy
1,441,775
+27,030
+2% +$1.49M 6.25% 7
2021
Q3 		$85.3M Hold
1,414,745
– – 6.83% 7
2021
Q2 		$85.4M Buy
1,414,745
+76,000
+6% +$4.13M 7.41% 6
2021
Q1 		$70.3M Buy
1,338,745
+571,900
+75% +$31.5M 6.98% 8
2020
Q4 		$36.7M Buy
+766,845
New +$35.1M 5.04% 9

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

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

Steadview Capital Management increased its Carvana (CVNA) stake by 3% in Q2 2026, buying an estimated $1.58M and bringing the position to 755,616 shares worth $49.7M. The position accounts for 14.96% of the portfolio, ranked #2.

Steadview Capital Management first reported a position in CVNA in Q4 2020 and has held it in 23 quarters since. The position peaked at $149M in Q2 2025. 815 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

  • Steadview Capital Management held 755,616 shares of Carvana worth $49.7M as of Q2 2026.
  • Steadview Capital Management bought 22,316 Carvana shares in Q2 2026, an estimated $1.58M.
  • Carvana made up 14.96% of Steadview Capital Management's portfolio in Q2 2026, its #2 holding.
  • Steadview Capital Management first reported a position in Carvana in Q4 2020 and has held it in 23 quarters since.
  • Steadview Capital Management's Carvana position peaked at $149M in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

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