Renaissance Technologies's CVNA Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.01 M shares of Carvana Co. (CVNA) worth $382.19 M, representing 0.50% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Renaissance Technologies has maintained a strategic position in CVNA, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 2.98 M shares. Largest reduction occurred in Q1 2023, reducing 2.98 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Carvana Co (CVNA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carvana Co (CVNA) Trades by Renaissance Technologies
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +430,200 | New Buy | 430,200 | $66.00 |
| Q4 2019 | +29,200 | Add 6.79% | 459,400 | $92.05 |
| Q1 2020 | -459,400 | Sold Out | 0 | $0.00 |
| Q4 2020 | +37,764 | New Buy | 37,764 | $239.54 |
| Q1 2021 | +250,936 | Add 664.48% | 288,700 | $262.40 |
| Q2 2021 | +153,200 | Add 53.07% | 441,900 | $301.82 |
| Q3 2021 | -45,500 | Reduce 10.30% | 396,400 | $301.54 |
| Q4 2021 | -396,400 | Sold Out | 0 | $0.00 |
| Q2 2022 | +1.25 M | New Buy | 1.25 M | $22.58 |
| Q3 2022 | -1.25 M | Sold Out | 0 | $0.00 |
| Q4 2022 | +2.98 M | New Buy | 2.98 M | $0.00 |
| Q1 2023 | -2.98 M | Sold Out | 0 | $0.00 |
| Q3 2023 | +1.38 M | New Buy | 1.38 M | $41.98 |
| Q4 2023 | +411,500 | Add 29.92% | 1.79 M | $52.94 |
| Q1 2024 | -1.06 M | Reduce 59.43% | 724,900 | $87.91 |
| Q2 2024 | +88,500 | Add 12.21% | 813,400 | $128.72 |
| Q3 2024 | +187,400 | Add 23.04% | 1 M | $174.11 |
| Q4 2024 | -148,429 | Reduce 14.83% | 852,371 | $203.36 |
| Q1 2025 | -613,659 | Reduce 71.99% | 238,712 | $209.08 |
| Q2 2025 | +774,400 | Add 324.41% | 1.01 M | $336.96 |
Renaissance Technologies's Carvana Co Investment FAQs
Renaissance Technologies first purchased Carvana Co. (CVNA) in Q3 2019, acquiring 430,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Carvana Co. (CVNA) for 21 quarters since Q3 2019.
Renaissance Technologies's largest addition to Carvana Co. (CVNA) was in Q4 2022, adding 2,975,000 shares worth $14,102.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,013,112 shares of Carvana Co. (CVNA), valued at approximately $382.19 M.
As of the Q3 2025 filing, Carvana Co. (CVNA) represents approximately 0.50% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies's peak holding in Carvana Co. (CVNA) was 2,975,000 shares, as reported at the end of Q4 2022.