CVNA CARVANA CO. · NYSE · Retail-Auto Dealers & Gasoline Stations
What each lens says: insiders — insiders bought $0.0M and sold $1.2M in 30 days (0 buys, 2 sales) · funds — Coatue, Duquesne (Druckenmiller), Lone Pine opened or grew · press — 7 headlines read flat
no price series yet
What the readers say — 0 reads of posts over 50 upvotes, last 30 days
no reads yet — the model key is not set on the server
posts per day (height) and word-score mood (color), gated
Connected to CVNA — asked of the layer, served live
congress.trades
- references ×1 Carvana Co. Class A Common Stock (purchase, 2025-06-20)
- references ×2 Carvana Co. Class A Common Stock (sale_partial, 2026-02-18)
- references ×5 ptr:20034500:10
- references ×8 ptr:20034713:11
funds.holdings
- references ×1 13f:0000919574-26-003439:146869102
- references ×2 13f:0000919574-26-003501:146869102
- references ×1 13f:0000919574-26-005478:146869102
- references ×1 13f:0000919574-26-005485:146869102
- references ×1 13f:0001037389-26-000033:146869102
- references ×1 13f:0001037389-26-000059:146869102
- references ×3 13f:0001103804-26-000004:146869102
- references ×1 13f:0001103804-26-000006:146869102
- references ×1 13f:0001536411-26-000006:146869102
funds.securities
- references ×1 CARVANA CO
insiders.trades
- references ×1 President, Special Projects
- references ×1 President, Special Projects
news.articles
- references ×2 Moore Capital Management LP Purchases 84,939 Shares of Carvana Co. $CVNA
- references ×10 Carvana Co. $CVNA Shares Bought by B. Metzler seel. Sohn & Co. AG
- references ×13 Carvana Co. (CVNA) Is a Trending Stock: Facts to Know Before Betting on It
research.hypotheses
- discusses ×1 hyp:basket:a308a04a796f:20260907
- discusses ×1 hyp:basket:f104398ac203:20260907
- discusses ×1 hyp:cluster:8dced63b5740:20260907
- discusses ×1 hyp:cluster:aceae453357e:20260907
- discusses ×1 hyp:lead_lag:00e83ed1760f:20260910
- discusses ×1 hyp:lead_lag:1eb8c5918fab:20260911
- discusses ×1 hyp:lead_lag:55d9539465eb:20260909
- discusses ×1 hyp:lead_lag:905b085d4505:20260911
- discusses ×1 hyp:lead_lag:9d71d7fdcfd7:20260909
- discusses ×1 hyp:lead_lag:a21eb4fa1aa1:20260912
- discusses ×1 hyp:lead_lag:b7931269308d:20260911
- discusses ×1 hyp:lead_lag:bc65e2fedab1:20260909
research.verdicts
- discusses ×1 verdict:hyp:lead_lag:00e83ed1760f:20260910
- discusses ×1 verdict:hyp:lead_lag:1eb8c5918fab:20260911
- discusses ×1 verdict:hyp:lead_lag:55d9539465eb:20260909
- discusses ×1 verdict:hyp:lead_lag:905b085d4505:20260911
- discusses ×1 verdict:hyp:lead_lag:9d71d7fdcfd7:20260909
- discusses ×1 verdict:hyp:lead_lag:a21eb4fa1aa1:20260912
- discusses ×1 verdict:hyp:lead_lag:b7931269308d:20260911
- discusses ×1 verdict:hyp:lead_lag:bc65e2fedab1:20260909
- discusses ×1 verdict:hyp:lead_lag:cb5b39e5cb91:20260911
- discusses ×1 verdict:hyp:lead_lag:d31a498f3f92:20260911
- discusses ×1 verdict:hyp:lead_lag:d781d18359f2:20260912
- discusses ×1 verdict:hyp:lead_lag:e71d331bf057:20260910
History of CVNA — the layer's log: every relationship that appeared, strengthened or faded
- 2026-10-01 17:22 strengthened references reddit:t3_1umor8y social.posts · ×8
- 2026-09-30 12:09 strengthened references ptr:20034130:0 congress.trades · ×2
- 2026-09-30 07:50 strengthened references reddit:t3_1umor8y social.posts · ×4
- 2026-09-30 07:28 strengthened references ptr:20034713:11 congress.trades · ×8
- 2026-09-30 01:44 strengthened references news:e62923fe7f564cf6 news.articles · ×2
- 2026-09-30 01:43 strengthened references news:9167fef370c228d3 news.articles · ×2
- 2026-09-30 01:43 strengthened references news:a6ee7b3c821a6d8d news.articles · ×2
- 2026-09-30 01:43 appeared references news:cfcc6f4497daa1e9 news.articles · crossed the bar · ×1
- 2026-09-30 01:43 appeared references news:15adda57461e652f news.articles · crossed the bar · ×1
- 2026-09-30 01:43 strengthened references news:876630b5f0cc7c36 news.articles · ×4
- 2026-09-30 01:42 strengthened references news:876630b5f0cc7c36 news.articles · ×2
- 2026-09-30 01:39 appeared references news:876630b5f0cc7c36 news.articles · crossed the bar · ×1
- 2026-09-30 01:39 appeared references news:beff6bf231414dc7 news.articles · crossed the bar · ×1
- 2026-09-30 01:39 appeared references news:bd6d5dbb8b78ea40 news.articles · crossed the bar · ×1
- 2026-09-30 01:39 appeared references news:83fe0566b400f91e news.articles · crossed the bar · ×1
- 2026-09-30 01:39 appeared references news:d7edbc11bcb8f65e news.articles · crossed the bar · ×1
- 2026-09-27 23:27 strengthened references news:1355e4ab0186cc41 news.articles · ×8
- 2026-09-27 23:24 strengthened references news:1355e4ab0186cc41 news.articles · ×4
- 2026-09-27 23:24 strengthened references news:1355e4ab0186cc41 news.articles · ×2
- 2026-09-27 23:24 appeared references news:1355e4ab0186cc41 news.articles · crossed the bar · ×1
- 2026-09-27 01:27 appeared discusses verdict:hyp:lead_lag:a21eb4fa1aa1:20260912 research.verdicts · crossed the bar · ×1
- 2026-09-26 18:33 appeared discusses verdict:hyp:lead_lag:d781d18359f2:20260912 research.verdicts · crossed the bar · ×1
- 2026-09-26 15:13 appeared discusses verdict:hyp:lead_lag:1eb8c5918fab:20260911 research.verdicts · crossed the bar · ×1
- 2026-09-26 08:14 strengthened references ptr:20034500:10 congress.trades · ×4
- 2026-09-26 05:56 strengthened references ptr:20034500:10 congress.trades · ×2
- 2026-09-25 23:03 appeared discusses verdict:hyp:lead_lag:b7931269308d:20260911 research.verdicts · crossed the bar · ×1
- 2026-09-25 20:01 strengthened references 13f:0001103804-26-000004:146869102 funds.holdings · ×2
- 2026-09-25 19:12 strengthened references ptr:20034713:11 congress.trades · ×4
- 2026-09-25 18:39 strengthened references ptr:20034713:11 congress.trades · ×2
- 2026-09-25 15:44 strengthened references reddit:t3_1umor8y social.posts · ×2
- 2026-09-25 14:02 appeared discusses verdict:hyp:lead_lag:d31a498f3f92:20260911 research.verdicts · crossed the bar · ×1
- 2026-09-25 13:53 appeared discusses verdict:hyp:lead_lag:cb5b39e5cb91:20260911 research.verdicts · crossed the bar · ×1
- 2026-09-25 13:43 appeared discusses verdict:hyp:lead_lag:905b085d4505:20260911 research.verdicts · crossed the bar · ×1
- 2026-09-25 13:34 appeared discusses verdict:hyp:lead_lag:e8268728673f:20260910 research.verdicts · crossed the bar · ×1
- 2026-09-25 13:05 appeared discusses verdict:hyp:lead_lag:00e83ed1760f:20260910 research.verdicts · crossed the bar · ×1
- 2026-09-25 11:34 appeared discusses verdict:hyp:lead_lag:e71d331bf057:20260910 research.verdicts · crossed the bar · ×1
- 2026-09-24 06:26 appeared references reddit:t3_1umor8y social.posts · crossed the bar · ×1
- 2026-09-24 01:48 appeared discusses verdict:hyp:lead_lag:55d9539465eb:20260909 research.verdicts · crossed the bar · ×1
- 2026-09-24 01:44 appeared discusses verdict:hyp:lead_lag:9d71d7fdcfd7:20260909 research.verdicts · crossed the bar · ×1
- 2026-09-23 19:39 appeared discusses verdict:hyp:lead_lag:bc65e2fedab1:20260909 research.verdicts · crossed the bar · ×1
The reads — each post's actual stance, by a language model
no reads yet for this ticker
Reddit posts — over 50 upvotes
| post | ⬆ | flair | word score |
|---|---|---|---|
| r/pennystocks I backtested ~10 years of insider buying (4,223 open-market buys). Three "rules" everyone repeats didn't survive the test. | 198 | :DDNerd: Technical Analysis :DDNerd: | bullish |
| r/StockMarket Carvana more than doubled its job postings in six months. The stock is down 25% over the same stretch. | 54 | Discussion | bullish |
| r/wallstreetbets +38,074. CVNA Puts, WEN Calls. Realized + a few positions rolling into Q3 | 56 | Gain | neutral |
The comments — loudest in 30 days, over 10 upvotes
no loud comments naming this ticker yet
News
Who holds it — the big funds' 13F reports, each manager's newest quarter
| manager | position | shares | move vs prior quarter | as of |
|---|---|---|---|---|
| Viking Global | $811M | 12,322,311 | increased | 2026-06-30 |
| Lone Pine | $692M | 10,520,666 | increased | 2026-06-30 |
| Renaissance Technologies | $337M | 5,122,450 | increased | 2026-06-30 |
| Coatue | $153M | 2,326,225 | increased | 2026-06-30 |
| Duquesne (Druckenmiller) | $0M | 151,000 | new | 2026-06-30 |
Insider trades — Form 4 open-market buys and sales
| traded | filed | who | side | shares | price | value |
|---|---|---|---|---|---|---|
| 2026-09-14 | 2026-09-16 | Taira Thomas President, Special Projects | sell | 2,680 | $70.05 | $187,734 |
| 2026-09-14 | 2026-09-16 | Taira Thomas President, Special Projects | sell | 14,109 | $70.68 | $997,224 |
Congressional trades — House periodic transaction reports
| traded | filed | member | type | owner | amount |
|---|---|---|---|---|---|
| 2026-05-15 | 2026-06-05 | Hon. Gilbert Cisneros CA31 | sale | self | $1,001 – $15,000 |
| 2026-04-14 | 2026-05-07 | Hon. Gilbert Cisneros CA31 | purchase | self | $1,001 – $15,000 |
| 2026-02-18 | 2026-03-05 | Hon. Josh Gottheimer NJ05 | sale_partial | JT | $1,001 – $15,000 |
| 2025-06-20 | 2025-07-07 | Hon. Josh Gottheimer NJ05 | purchase | JT | $1,001 – $15,000 |