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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
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 $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

Steadview Capital Management's CVNA Position: Q1 2026 in Review

Steadview Capital Management reduced its Carvana (CVNA) stake by 49% in Q1 2026, selling an estimated $51.9M and leaving 733,300 shares worth $46.1M. The position accounts for 20.35% of the portfolio, ranked #1.

Steadview Capital Management first reported a position in CVNA in Q4 2020 and has held it in 22 quarters since. The position peaked at $149M in Q2 2025. 775 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

  • Steadview Capital Management held 733,300 shares of Carvana worth $46.1M as of Q1 2026.
  • Steadview Capital Management sold 699,575 Carvana shares in Q1 2026, an estimated $51.9M.
  • Carvana made up 20.35% of Steadview Capital Management's portfolio in Q1 2026, its #1 holding.
  • Steadview Capital Management first reported a position in Carvana in Q4 2020 and has held it in 22 quarters since.
  • Steadview Capital Management's Carvana position peaked at $149M in Q2 2025.
  • 775 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Steadview Capital Management's 13F filing for Q1 2026, filed 1 May 2026.