Carvana Co.
MX ˙ BMV ˙ US1468691027
SecurityMX:CVNA / Carvana Co.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership90,473 shares
Latest Disclosed Value $ 28,442,971
Envestnet Asset Management Inc reports 20.61% decrease in ownership of CVNA / Carvana Co.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 90,473 shares of Carvana Co. (MX:CVNA) valued at $28,442,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 113,964 shares of Carvana Co.. This represents a change in shares of -20.61% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F CARVANA CL A 146869102 90,473 -23,491 -20.61 28,443 -40.86 0.0076
2026-02-10 2025-12-31 13F CARVANA CL A 146869102 113,964 -7,504 -6.18 48,095 4.96 0.0143
2025-11-05 2025-09-30 13F CARVANA CL A 146869102 121,468 23,697 24.24 45,823 39.09 0.0132
2025-08-01 2025-06-30 13F CARVANA CL A 146869102 97,771 51,776 112.57 32,945 242.60 0.0096
2025-04-29 2025-03-31 13F CARVANA CL A 146869102 45,995 10,753 30.51 9,617 34.19 0.0031
2025-02-13 2024-12-31 13F CARVANA CL A 146869102 35,242 810 2.35 7,167 19.53 0.0023
2024-11-07 2024-09-30 13F CARVANA CL A 146869102 34,432 11,154 47.92 5,995 100.10 0.0019
2024-08-08 2024-06-30 13F CARVANA CL A 146869102 23,278 14,174 155.69 2,996 274.50 0.0010
2024-05-13 2024-03-31 13F CARVANA CL A 146869102 9,104 40 0.44 800 67.01 0.0003
2024-02-13 2023-12-31 13F CARVANA CL A 146869102 9,064 491 5.73 480 33.43 0.0002
2023-11-13 2023-09-30 13F CARVANA CL A 146869102 8,573 -2,390 -21.80 360 26.41 0.0002
2023-08-04 2023-06-30 13F CARVANA CL A 146869102 10,963 10,963 284 0.0001
2023-02-07 2022-12-31 13F CARVANA CL A 146869102 0 -20,705 -100.00 0 -100.00
2022-11-10 2022-09-30 13F CARVANA CL A 146869102 20,705 4,416 27.11 420 14.13 0.0002
2022-08-03 2022-06-30 13F CARVANA CL A 146869102 16,289 -26,824 -62.22 368 -92.84 0.0002
2022-05-04 2022-03-31 13F CARVANA CL A 146869102 43,113 11,043 34.43 5,143 -30.82 0.0026
2022-02-04 2021-12-31 13F CARVANA CL A 146869102 32,070 -6,912 -17.73 7,434 -36.76 0.0037
2021-10-07 2021-09-30 13F CARVANA CL A 146869102 38,982 4,507 13.07 11,755 12.97 0.0065
2021-08-04 2021-06-30 13F CARVANA CL A 146869102 34,475 1,314 3.96 10,405 19.58 0.0059
2021-05-04 2021-03-31 13F CARVANA CL A 146869102 33,161 21,082 174.53 8,701 200.76 0.0057
2021-02-02 2020-12-31 13F CARVANA CL A 146869102 12,079 3,210 36.19 2,893 46.26 0.0022
2020-10-09 2020-09-30 13F CARVANA CL A 146869102 8,869 -54,463 -86.00 1,978 -74.02 0.0018
2020-07-08 2020-06-30 13F CARVANA CL A 146869102 63,332 -20,549 -24.50 7,613 64.75 0.0074
2020-04-23 2020-03-31 13F CARVANA CL A 146869102 83,881 73,736 726.82 4,621 394.75 0.0055
2020-02-11 2019-12-31 13F CARVANA CL A 146869102 10,145 -6,185 -37.88 934 -13.36 0.0010
2019-10-17 2019-09-30 13F CARVANA CL A 146869102 16,330 -1,884 -10.34 1,078 -5.44 0.0012
2019-08-02 2019-06-30 13F CARVANA CL A 146869102 18,214 -5,745 -23.98 1,140 -18.04 0.0014
2019-05-10 2019-03-31 13F CARVANA CL A 146869102 23,959 -388 -1.59 1,391 74.75 0.0019
2019-02-12 2018-12-31 13F CARVANA CL A 146869102 24,347 24,347 796 0.0012
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.