Summit Partners Public Asset Management’s Carvana CVNA Stock Holding History

Summit Partners Public 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 Q1	$31.4M	Sell	500,000 -220,000	-31%	-$16.3M	0.85%	41
2025 Q4	$60.8M	Sell	720,000 -60,000	-8%	-$4.46M	1.26%	29
2025 Q3	$58.8M	Buy	780,000 +580,000	+290%	+$41.5M	1.22%	27
2025 Q2	$13.5M	Sell	200,000 -300,000	-60%	-$16.5M	0.34%	78
2025 Q1	$20.9M	Sell	500,000 -953,500	-66%	-$42.2M	0.54%	65
2024 Q4	$59.1M	Buy	1,453,500 +128,500	+10%	+$5.77M	1.13%	27
2024 Q3	$46.1M	Buy	1,325,000 +1,200,000	+960%	+$34.5M	1.43%	26
2024 Q2	$3.22M	Buy	+125,000	New	+$2.52M	0.12%	88

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Partners Public Asset Management's CVNA Position: Q1 2026 in Review

Summit Partners Public Asset Management reduced its Carvana (CVNA) stake by 49% in Q1 2026, selling an estimated $45.8M and leaving 647,715 shares worth $40.7M. The position accounts for 1.09% of the portfolio, ranked #28.

Summit Partners Public Asset Management first reported a position in CVNA in Q4 2018 and has held it in 13 quarters since. The position peaked at $107M in Q4 2025. 779 funds tracked by Wall St. Rank hold CVNA as of Q1 2026.

Summit Partners Public Asset Management held 647,715 shares of Carvana worth $40.7M as of Q1 2026.
Summit Partners Public Asset Management sold 617,285 Carvana shares in Q1 2026, an estimated $45.8M.
Carvana made up 1.09% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #28 holding.
Summit Partners Public Asset Management first reported a position in Carvana in Q4 2018 and has held it in 13 quarters since.
Summit Partners Public Asset Management's Carvana position peaked at $107M in Q4 2025.
779 funds tracked by Wall St. Rank held Carvana as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.