Thrive Capital Management (New York)’s Carvana CVNA Stock Holding History

Thrive Capital Management (New York)’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	–	Sell	-1,133,805	Closed	-$71.3M	–	6
2026 Q1	$71.3M	Hold	1,133,805	–	–	20.74%	4
2025 Q4	$95.7M	Hold	1,133,805	–	–	27.18%	2
2025 Q3	$85.5M	Hold	1,133,805	–	–	17.81%	3
2025 Q2	$76.4M	Sell	1,133,805 -10,204,245	-90%	-$560M	32.37%	2
2025 Q1	$474M	Hold	11,338,050	–	–	80.5%	1
2024 Q4	$461M	Hold	11,338,050	–	–	78.86%	1
2024 Q3	$395M	Hold	11,338,050	–	–	39.35%	2
2024 Q2	$292M	Hold	11,338,050	–	–	34.24%	2
2024 Q1	$199M	Hold	11,338,050	–	–	28.28%	2
2023 Q4	$120M	Hold	11,338,050	–	–	24.79%	2
2023 Q3	$95.2M	Sell	11,338,050 -3,403,050	-23%	-$29.3M	24.38%	2
2023 Q2	$76.4M	Hold	14,741,100	–	–	22.31%	2
2023 Q1	$28.9M	Hold	14,741,100	–	–	10.29%	3
2022 Q4	$14M	Buy	14,741,100 +7,241,290	+97%	+$15.3M	6.34%	3
2022 Q3	$30.4M	Hold	7,499,810	–	–	10.37%	2
2022 Q2	$33.9M	Buy	7,499,810 +3,436,245	+85%	+$36.2M	9.9%	4
2022 Q1	$96.9M	Buy	+4,063,565	New	+$119M	13.09%	3

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

Thrive Capital Management (New York)'s CVNA Position: Q2 2026 in Review

Thrive Capital Management (New York) sold out of Carvana (CVNA) in Q2 2026, closing a stake of 1,133,805 shares — an estimated $71.3M sold.

Thrive Capital Management (New York) first reported a position in CVNA in Q1 2022 and held it in 17 quarters. The position peaked at $474M in Q1 2025. 808 funds tracked by Wall St. Rank hold CVNA as of Q2 2026.

Thrive Capital Management (New York) reported no remaining Carvana position as of Q2 2026 after selling out during the quarter.
Thrive Capital Management (New York) sold 1,133,805 Carvana shares in Q2 2026, an estimated $71.3M.
Thrive Capital Management (New York) first reported a position in Carvana in Q1 2022 and held it in 17 quarters.
Thrive Capital Management (New York)'s Carvana position peaked at $474M in Q1 2025.
808 funds tracked by Wall St. Rank held Carvana as of Q2 2026.

Based on Thrive Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.