Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

CARVANA CO.

CIK 0001690820CVNA· quarter ending 2026-06-30

Shares outstanding

1,100,463,770

as of 2026-07-27 · 10-Q cover page, filed 2026-07-29

Held by 13F filers

740,001,125

102.8% of Common Class A

Holders

820

+39 vs 2026-03-31 · 149 new, 110 exited

Value

$48.9B

shares +391.2% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-27)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	CVNA · NYSE	719,916,415	740,001,125	102.8%	820	146869102
Common Class B	not listed	380,547,355	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	146869102	CL A	820	740,001,125	719,916,415	102.8%	$48.9B	41 call / 46 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 8 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 820 · 146869102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	PRICE T ROWE ASSOCIATES INC /MD/	84,695,539	11.76%	$5.6B	+66,913,832 (+376.3%)
2	Capital Research Global Investors	63,423,386	8.81%	$4.2B	+52,572,881 (+484.5%)
3	BlackRock, Inc.	48,494,910	6.74%	$3.2B	+36,962,753 (+320.5%)
4	VANGUARD CAPITAL MANAGEMENT LLC	45,590,117	6.33%	$3.0B	+36,596,089 (+406.9%)
5	FMR LLC	33,604,708	4.67%	$2.2B	+26,157,893 (+351.3%)
6	VANGUARD PORTFOLIO MANAGEMENT LLC	32,154,471	4.47%	$2.1B	+25,807,104 (+406.6%)
7	STATE STREET CORP	29,435,364	4.09%	$1.9B	+23,742,422 (+417.1%)
8	Capital International Investors	23,257,742	3.23%	$1.5B	+19,929,759 (+598.9%)
9	CAS Investment Partners, LLC	22,559,570	3.13%	$1.5B	+18,018,279 (+396.8%)
10	GREENOAKS LLC	21,344,170	2.96%	$1.4B	+17,141,336 (+407.9%)
11	GEODE CAPITAL MANAGEMENT, LLC	16,653,349	2.31%	$1.1B	+12,740,582 (+325.6%)
12	Capital World Investors	14,200,258	1.97%	$934.7M	+11,594,873 (+445.0%)
13	VIKING GLOBAL INVESTORS LP	12,322,311	1.71%	$811.1M	+9,542,276 (+343.2%)
14	SPRUCE HOUSE INVESTMENT MANAGEMENT LLC	11,675,000	1.62%	$768.4M	+9,340,000 (+400.0%)
15	Aspex Management (HK) Ltd	10,891,999	1.51%	$716.9M	+9,072,909 (+498.8%)
16	LONE PINE CAPITAL LLC	10,520,666	1.46%	$692.5M	+8,765,957 (+499.6%)
17	Lingotto Investment Management LLP	9,283,819	1.29%	$611.1M	+6,735,742 (+264.3%)
18	JPMORGAN CHASE & CO	8,617,436	1.20%	$549.1M	+6,080,634 (+239.7%)
19	SANDS CAPITAL MANAGEMENT, LLC	8,462,945	1.18%	$557.0M	+6,345,697 (+299.7%)
20	Invesco Ltd.	7,616,853	1.06%	$501.3M	+6,550,240 (+614.1%)
21	KPS Global Asset Management UK Ltd	7,500,000	1.04%	$493.6M	+6,000,000 (+400.0%)
22	Durable Capital Partners LP	6,720,882	0.93%	$442.4M	+5,725,141 (+575.0%)
23	MORGAN STANLEY	6,370,368	0.88%	$419.3M	+5,022,072 (+372.5%)
24	NORTHERN TRUST CORP	6,168,923	0.86%	$406.0M	+4,955,868 (+408.5%)
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	5,538,645	0.77%	$364.6M	+4,503,905 (+435.3%)
26	NORGES BANK	5,243,494	0.73%	$345.1M	NEW
27	RENAISSANCE TECHNOLOGIES LLC	5,122,450	0.71%	$337.2M	+3,921,232 (+326.4%)
28	UBS Group AG	4,507,857	0.63%	$296.7M	+3,584,337 (+388.1%)
29	Sachem Head Capital Management LP	4,475,000	0.62%	$294.5M	+3,685,000 (+466.5%)
30	Whale Rock Capital Management LLC	4,267,080	0.59%	$280.9M	+3,389,526 (+386.2%)
31	Divisadero Street Capital Management, LP	4,163,614	0.58%	$274.0M	+3,936,978 (+1737.1%)
32	VANGUARD FIDUCIARY TRUST CO	4,082,645	0.57%	$268.7M	+3,272,874 (+404.2%)
33	D1 Capital Partners L.P.	3,779,517	0.52%	$248.8M	+3,111,085 (+465.4%)
34	WELLS FARGO & COMPANY/MN	3,608,854	0.50%	$237.5M	+2,839,664 (+369.2%)
35	Bank of New York Mellon Corp	3,475,532	0.48%	$228.8M	+2,765,268 (+389.3%)
36	GOLDMAN SACHS GROUP INC	3,412,565	0.47%	$224.6M	+2,778,801 (+438.5%)
37	GOODNOW INVESTMENT GROUP, LLC	3,403,185	0.47%	$224.0M	+2,678,744 (+369.8%)
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,325,237	0.46%	$218.9M	+2,579,295 (+345.8%)
39	COATUE MANAGEMENT LLC	3,278,865	0.46%	$215.8M	+2,597,865 (+381.5%)
40	DIMENSIONAL FUND ADVISORS LP	3,075,680	0.43%	$202.4M	+2,470,951 (+408.6%)
41	Dream Peak Capital Ltd	2,998,748	0.42%	$197.4M	+2,543,223 (+558.3%)
42	Legal & General Group Plc	2,958,502	0.41%	$194.7M	+2,304,307 (+352.2%)
43	FRANKLIN RESOURCES INC	2,944,858	0.41%	$193.8M	+2,210,832 (+301.2%)
44	MASSACHUSETTS INSTITUTE OF TECHNOLOGY	2,891,500	0.40%	$190.3M	+2,313,200 (+400.0%)
45	National Philanthropic Trust	2,755,452	0.38%	$181.4M	+2,098,368 (+319.3%)
46	MAVERICK CAPITAL LTD	2,638,673	0.37%	$173.7M	+2,218,397 (+527.8%)
47	MARSHALL WACE, LLP	2,626,104	0.36%	$172.9M	+2,580,230 (+5624.6%)
48	Nuveen, LLC	2,484,804	0.35%	$163.5M	+2,061,519 (+487.0%)
49	Amundi	2,421,045	0.34%	$159.4M	+1,916,349 (+379.7%)
50	North Peak Capital Management, LLC	2,306,869	0.32%	$151.8M	+1,885,904 (+448.0%)
51	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2,287,092	0.32%	$150.5M	+1,362,257 (+147.3%)
52	CITIGROUP INC	2,185,480	0.30%	$143.8M	+1,928,838 (+751.6%)
53	MILLENNIUM MANAGEMENT LLC	2,093,072	0.29%	$137.8M	+1,894,168 (+952.3%)
54	Axxion S.A.	1,925,000	0.27%	$126.7M	NEW
55	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1,898,095	0.26%	$124.9M	+1,506,145 (+384.3%)
56	DEUTSCHE BANK AG\	1,852,668	0.26%	$121.9M	+1,418,893 (+327.1%)
57	Swiss National Bank	1,814,900	0.25%	$119.5M	+1,419,720 (+359.3%)
58	Selkirk Management LLC	1,801,100	0.25%	$118.5M	+1,435,880 (+393.2%)
59	BANK OF AMERICA CORP /DE/	1,791,844	0.25%	$117.9M	+1,412,188 (+372.0%)
60	RV Capital AG	1,763,296	0.24%	$116.1M	+1,385,998 (+367.3%)
61	PAR CAPITAL MANAGEMENT INC	1,739,360	0.24%	$114.5M	+1,391,488 (+400.0%)
62	FIRST TRUST ADVISORS LP	1,708,542	0.24%	$112.5M	+1,299,792 (+318.0%)
63	Mitsubishi UFJ Asset Management Co., Ltd.	1,661,389	0.23%	$109.4M	+1,351,253 (+435.7%)
64	Vanguard Global Advisers, LLC	1,543,618	0.21%	$101.6M	+1,233,008 (+397.0%)
65	National Pension Service	1,508,963	0.21%	$99.3M	+1,234,144 (+449.1%)
66	Styrax Capital, LP	1,500,000	0.21%	$98.7M	+1,200,000 (+400.0%)
67	Sumitomo Mitsui Trust Group, Inc.	1,491,778	0.21%	$98.2M	+1,202,008 (+414.8%)
68	BNP PARIBAS FINANCIAL MARKETS	1,395,257	0.19%	$91.8M	+1,130,977 (+427.9%)
69	LORD, ABBETT & CO. LLC	1,391,558	0.19%	$91.6M	+1,122,040 (+416.3%)
70	VANGUARD ASSET MANAGEMENT, Ltd	1,314,302	0.18%	$86.5M	+1,081,525 (+464.6%)
71	HSBC HOLDINGS PLC	1,270,750	0.18%	$83.2M	+1,034,981 (+439.0%)
72	RHUMBLINE ADVISERS	1,220,128	0.17%	$80.3M	+953,218 (+357.1%)
73	No Street GP LP	1,201,343	0.17%	$79.1M	+924,343 (+333.7%)
74	Senator Investment Group LP	1,137,870	0.16%	$74.9M	+953,296 (+516.5%)
75	General Equity Holdings LP	1,085,165	0.15%	$71.4M	+836,519 (+336.4%)
76	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,037,474	0.14%	$68.3M	+982,083 (+1773.0%)
77	SCOPUS ASSET MANAGEMENT, L.P.	1,016,750	0.14%	$66.9M	+831,375 (+448.5%)
78	NATIXIS ADVISORS, LLC	1,014,441	0.14%	$66.8M	+852,671 (+527.1%)
79	Spyglass Capital Management LLC	992,632	0.14%	$65.3M	+825,241 (+493.0%)
80	JONES FINANCIAL COMPANIES LLLP	991,141	0.14%	$61.8M	+833,194 (+527.5%)
81	PRIMECAP MANAGEMENT CO/CA/	987,625	0.14%	$65.0M	+790,100 (+400.0%)
82	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	970,319	0.13%	$63.9M	+766,804 (+376.8%)
83	California Public Employees Retirement System	964,057	0.13%	$63.5M	+780,191 (+424.3%)
84	BESSEMER GROUP INC	878,133	0.12%	$57.8M	+700,339 (+393.9%)
85	Kinetic Partners Management, LP	868,295	0.12%	$57.2M	+695,876 (+403.6%)
86	RAYMOND JAMES FINANCIAL INC	844,917	0.12%	$55.6M	+484,370 (+134.3%)
87	TD Asset Management Inc	817,024	0.11%	$53.8M	+650,408 (+390.4%)
88	Electron Capital Partners, LLC	813,127	0.11%	$53.5M	NEW
89	BARCLAYS PLC	811,106	0.11%	$53.4M	+511,816 (+171.0%)
90	PRINCIPAL FINANCIAL GROUP INC	803,982	0.11%	$52.9M	+642,556 (+398.0%)
91	Palestra Capital Management LLC	795,635	0.11%	$52.4M	+397,628 (+99.9%)
92	ALLIANCEBERNSTEIN L.P.	781,958	0.11%	$245.8M	+627,129 (+405.0%)
93	3G Capital Partners LP	775,000	0.11%	$51.0M	+637,500 (+463.6%)
94	GOLDENTREE ASSET MANAGEMENT LP	774,333	0.11%	$50.9M	NEW
95	Allspring Global Investments Holdings, LLC	764,193	0.11%	$51.9M	+545,834 (+250.0%)
96	Steadview Capital Management LLC	755,616	0.10%	$49.7M	+608,956 (+415.2%)
97	683 Capital Management, LLC	750,000	0.10%	$49.4M	+595,000 (+383.9%)
98	WORLDQUANT MILLENNIUM ADVISORS LLC	740,773	0.10%	$48.8M	NEW
99	NORDEA INVESTMENT MANAGEMENT AB	733,124	0.10%	$46.0M	+588,111 (+405.6%)
100	NEW YORK STATE COMMON RETIREMENT FUND	699,670	0.10%	$46.1M	+630,196 (+907.1%)
101	Anabranch Capital Management, LP	698,029	0.10%	$45.9M	+601,908 (+626.2%)
102	JACOBS LEVY EQUITY MANAGEMENT, INC	681,957	0.09%	$44.9M	+542,936 (+390.5%)
103	Davidson Kempner Capital Management LP	656,500	0.09%	$43.2M	+575,200 (+707.5%)
104	ADAGE CAPITAL PARTNERS GP, L.L.C.	638,400	0.09%	$42.0M	+527,700 (+476.7%)
105	TREMBLANT CAPITAL GROUP	630,952	0.09%	$41.5M	+502,568 (+391.5%)
106	1832 Asset Management L.P.	629,150	0.09%	$41.4M	+469,100 (+293.1%)
107	Chicago Capital, LLC	605,757	0.08%	$39.9M	+598,316 (+8040.8%)
108	RDST Capital LLC	604,579	0.08%	$39.8M	+429,777 (+245.9%)
109	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	586,205	0.08%	$38.6M	+467,410 (+393.5%)
110	AVIVA PLC	564,596	0.08%	$37.2M	+451,622 (+399.8%)
111	Russell Investments Group, Ltd.	556,307	0.08%	$36.5M	+397,704 (+250.8%)
112	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	525,000	0.07%	$34.6M	+395,457 (+305.3%)
113	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	513,485	0.07%	$33.8M	+407,867 (+386.2%)
114	CANADA LIFE ASSURANCE Co	504,886	0.07%	$33.2M	+401,036 (+386.2%)
115	Gavilan Investment Partners LLC	495,000	0.07%	$32.6M	+403,000 (+438.0%)
116	BANK OF MONTREAL /CAN/	490,321	0.07%	$32.3M	+418,740 (+585.0%)
117	Capricorn Fund Managers Ltd	475,000	0.07%	$31.3M	+380,000 (+400.0%)
118	ENVESTNET ASSET MANAGEMENT INC	472,281	0.07%	$31.1M	+381,808 (+422.0%)
119	Retirement Systems of Alabama	431,082	0.06%	$28.4M	+401,051 (+1335.5%)
120	ROYAL BANK OF CANADA	420,390	0.06%	$27.7M	+305,053 (+264.5%)
121	MANE GLOBAL CAPITAL MANAGEMENT LP	415,857	0.06%	$27.4M	+414,478 (+30056.4%)
122	HRT FINANCIAL LP	410,937	0.06%	$27.0M	NEW
123	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	401,832	0.06%	$26.4M	+369,802 (+1154.5%)
124	SEI INVESTMENTS CO	392,895	0.05%	$25.9M	+289,509 (+280.0%)
125	Quantinno Capital Management LP	386,439	0.05%	$25.4M	+337,515 (+689.9%)
126	Swedbank AB	379,176	0.05%	$25.0M	+302,486 (+394.4%)
127	KR Capital LP	370,184	0.05%	$24.4M	+352,367 (+1977.7%)
128	Creative Planning	368,695	0.05%	$24.3M	+341,298 (+1245.7%)
129	AMERIPRISE FINANCIAL INC	366,238	0.05%	$24.1M	+289,859 (+379.5%)
130	Pictet Asset Management Holding SA	355,705	0.05%	$23.4M	+299,335 (+531.0%)
131	WINTON GROUP Ltd	350,143	0.05%	$23.0M	NEW
132	Chevy Chase Trust Holdings, LLC	345,864	0.05%	$22.8M	+276,192 (+396.4%)
133	Handelsbanken Fonder AB	345,837	0.05%	$22.8M	+254,114 (+277.0%)
134	STATE OF WISCONSIN INVESTMENT BOARD	343,747	0.05%	$22.6M	+270,570 (+369.7%)
135	LPL Financial LLC	341,571	0.05%	$22.5M	+263,085 (+335.2%)
136	SG Americas Securities, LLC	335,584	0.05%	$22.1M	+251,832 (+300.7%)
137	SCHRODER INVESTMENT MANAGEMENT GROUP	333,891	0.05%	$21.3M	+288,838 (+641.1%)
138	Vanguard Investments Australia, Ltd.	330,088	0.05%	$21.7M	+262,678 (+389.7%)
139	PRUDENTIAL FINANCIAL INC	327,805	0.05%	$21.6M	+261,917 (+397.5%)
140	PFA Pension, Forsikringsaktieselskab	320,624	0.04%	$21.1M	+256,365 (+399.0%)
141	Bank Pictet & Cie (Europe) AG	312,092	0.04%	$20.5M	+249,612 (+399.5%)
142	Octahedron Capital Management L.P.	312,000	0.04%	$20.5M	+272,900 (+698.0%)
143	DANSKE BANK A/S	311,655	0.04%	$20.5M	+251,188 (+415.4%)
144	CITADEL ADVISORS LLC	308,928	0.04%	$20.3M	+260,860 (+542.7%)
145	ROYAL LONDON ASSET MANAGEMENT LTD	295,849	0.04%	$19.5M	+236,574 (+399.1%)
146	Treasurer of the State of North Carolina	295,280	0.04%	$19.4M	+237,406 (+410.2%)
147	Asset Management One Co., Ltd.	279,173	0.04%	$18.4M	+223,695 (+403.2%)
148	DNB Asset Management AS	264,330	0.04%	$17.4M	+235,625 (+820.9%)
149	KLP KAPITALFORVALTNING AS	262,800	0.04%	$17.3M	+210,240 (+400.0%)
150	Gotham Asset Management, LLC	261,018	0.04%	$17.2M	+203,800 (+356.2%)
151	Mitsubishi UFJ Trust & Banking Corp	260,765	0.04%	$17.2M	+206,964 (+384.7%)
152	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	258,520	0.04%	$17.0M	+219,155 (+556.7%)
153	STOREBRAND ASSET MANAGEMENT AS	255,829	0.04%	$16.8M	+197,202 (+336.4%)
154	Korea Investment CORP	252,315	0.04%	$16.6M	+204,234 (+424.8%)
155	Holocene Advisors, LP	250,000	0.03%	$16.5M	+200,000 (+400.0%)
156	CREDIT AGRICOLE S A	249,947	0.03%	$16.5M	+233,235 (+1395.6%)
157	Trexquant Investment LP	244,524	0.03%	$16.1M	NEW
158	NATIONAL BANK OF CANADA /FI/	243,879	0.03%	$16.1M	+207,484 (+570.1%)
159	Nykredit A/S	241,416	0.03%	$15.9M	NEW
160	UniSuper Management Pty Ltd	238,069	0.03%	$15.7M	+193,816 (+438.0%)
161	XTX Topco Ltd	237,997	0.03%	$15.7M	+227,716 (+2214.9%)
162	State of Tennessee, Department of Treasury	236,322	0.03%	$15.6M	+188,504 (+394.2%)
163	Universal- Beteiligungs- und Servicegesellschaft mbH	236,109	0.03%	$15.5M	+105,735 (+81.1%)
164	Clearbridge Investments, LLC	233,358	0.03%	$15.4M	+178,255 (+323.5%)
165	NOMURA ASSET MANAGEMENT CO LTD	229,626	0.03%	$15.1M	+182,979 (+392.3%)
166	WELLINGTON MANAGEMENT GROUP LLP	215,058	0.03%	$14.2M	-191,275 (-47.1%)
167	Flight Deck Capital, LP	209,780	0.03%	$13.8M	+183,440 (+696.4%)
168	TORONTO DOMINION BANK	209,667	0.03%	$13.8M	+164,568 (+364.9%)
169	State of New Jersey Common Pension Fund D	209,364	0.03%	$13.8M	+163,118 (+352.7%)
170	VICTORY CAPITAL MANAGEMENT INC	206,150	0.03%	$13.6M	+138,909 (+206.6%)
171	Tredje AP-fonden	205,985	0.03%	$13.6M	+158,899 (+337.5%)
172	Czech National Bank	203,883	0.03%	$13.4M	+165,367 (+429.3%)
173	Mirae Asset Global Investments Co., Ltd.	198,399	0.03%	$13.1M	+161,801 (+442.1%)
174	FRED ALGER MANAGEMENT, LLC	196,063	0.03%	$12.9M	+82,583 (+72.8%)
175	MetLife Investment Management, LLC	190,718	0.03%	$12.6M	+151,673 (+388.5%)
176	Laurion Capital Management LP	190,226	0.03%	$12.5M	NEW
177	Lansforsakringar Fondforvaltning AB (publ)	190,051	0.03%	$12.5M	+160,301 (+538.8%)
178	Balyasny Asset Management L.P.	188,952	0.03%	$12.4M	+181,453 (+2419.7%)
179	Resona Asset Management Co.,Ltd.	188,823	0.03%	$12.3M	+148,051 (+363.1%)
180	Mn Services Vermogensbeheer B.V.	187,490	0.03%	$12.3M	+141,272 (+305.7%)
181	Cetera Investment Advisers	186,711	0.03%	$12.3M	+156,286 (+513.7%)
182	ARIZONA STATE RETIREMENT SYSTEM	184,491	0.03%	$12.1M	+147,894 (+404.1%)
183	STATE OF MICHIGAN RETIREMENT SYSTEM	183,400	0.03%	$12.1M	+146,500 (+397.0%)
184	XPONANCE LLC	181,264	0.03%	$11.9M	+144,712 (+395.9%)
185	NEUBERGER BERMAN GROUP LLC	176,335	0.02%	$11.6M	-111,017 (-38.6%)
186	CI INVESTMENTS INC.	175,883	0.02%	$11.6M	+151,092 (+609.5%)
187	BLAIR WILLIAM & CO/IL	175,096	0.02%	$11.5M	+139,856 (+396.9%)
188	USS Investment Management Ltd	170,010	0.02%	$11.2M	+142,986 (+529.1%)
189	Ensign Peak Advisors, Inc	169,505	0.02%	$11.2M	+132,744 (+361.1%)
190	TWO SIGMA INVESTMENTS, LP	168,143	0.02%	$11.1M	+148,379 (+750.8%)
191	CIBC Asset Management Inc	167,859	0.02%	$11.0M	+134,377 (+401.3%)
192	Zurcher Kantonalbank (Zurich Cantonalbank)	167,191	0.02%	$11.0M	+132,609 (+383.5%)
193	Meridiem Capital Partners LP	166,332	0.02%	$10.9M	NEW
194	ProShare Advisors LLC	163,908	0.02%	$10.8M	+131,038 (+398.7%)
195	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	161,550	0.02%	$10.6M	+129,120 (+398.1%)
196	PBU - The Pension Fund of Early Childhood & Youth Educators	160,588	0.02%	$10.6M	+119,885 (+294.5%)
197	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	158,209	0.02%	$10.4M	+125,266 (+380.3%)
198	Pathstone Holdings, LLC	157,896	0.02%	$10.4M	+140,502 (+807.8%)
199	OGBORNE CAPITAL MANAGEMENT, LLC	155,000	0.02%	$10.2M	NEW
200	Duquesne Family Office LLC	151,000	0.02%	$9.9M	NEW
201	Man Group plc	146,832	0.02%	$9.7M	+46,283 (+46.0%)
202	IFM Investors Pty Ltd	145,498	0.02%	$9.6M	+117,834 (+425.9%)
203	OSSIAM	142,310	0.02%	$9.4M	NEW
204	AMALGAMATED BANK	141,375	0.02%	$9.3M	+110,862 (+363.3%)
205	Parkwood LLC	139,000	0.02%	$9.1M	+134,720 (+3147.7%)
206	Swiss Life Asset Management Ltd	137,629	0.02%	$9.1M	+122,047 (+783.3%)
207	B. Metzler seel. Sohn & Co. AG	136,656	0.02%	$9.0M	+98,636 (+259.4%)
208	VOYA INVESTMENT MANAGEMENT LLC	135,936	0.02%	$8.9M	+32,355 (+31.2%)
209	LOS ANGELES CAPITAL MANAGEMENT LLC	134,540	0.02%	$8.9M	+107,131 (+390.9%)
210	SEB Asset Management AB	131,857	0.02%	$8.7M	+105,628 (+402.7%)
211	FEDERATED HERMES, INC.	131,412	0.02%	$8.6M	-255,416 (-66.0%)
212	STRS OHIO	127,270	0.02%	$8.4M	+92,437 (+265.4%)
213	Daiwa Securities Group Inc.	126,117	0.02%	$8.3M	+98,003 (+348.6%)
214	Public Sector Pension Investment Board	125,067	0.02%	$8.2M	+101,486 (+430.4%)
215	ExodusPoint Capital Management, LP	123,084	0.02%	$8.1M	NEW
216	Wealthfront Advisers LLC	116,994	0.02%	$7.7M	+89,075 (+319.0%)
217	AQR CAPITAL MANAGEMENT LLC	116,491	0.02%	$7.4M	+96,522 (+483.4%)
218	NEOS Investment Management LLC	115,490	0.02%	$7.6M	+95,323 (+472.7%)
219	Rakuten Investment Management, Inc.	112,967	0.02%	$7.2M	+92,316 (+447.0%)
220	OSAIC HOLDINGS, INC.	112,927	0.02%	$7.4M	+89,693 (+386.0%)
221	Eurizon Capital SGR S.p.A.	108,071	0.02%	$7.1M	+90,257 (+506.7%)
222	CIBC Bancorp USA Inc.	105,618	0.01%	$6.9M	+67,872 (+179.8%)
223	KBC Group NV	105,288	0.01%	$6.9M	+66,609 (+172.2%)
224	Utah Retirement Systems	105,250	0.01%	$6.9M	+83,273 (+378.9%)
225	LMR Partners LLP	104,601	0.01%	$6.9M	NEW
226	Police & Firemen's Retirement System of New Jersey	104,466	0.01%	$6.9M	+83,740 (+404.0%)
227	Munich Reinsurance Co Stock Corp in Munich	104,460	0.01%	$6.9M	NEW
228	New York Life Investment Management LLC	99,464	0.01%	$6.5M	+79,873 (+407.7%)
229	Rafferty Asset Management, LLC	98,067	0.01%	$6.5M	+83,049 (+553.0%)
230	Susquehanna Portfolio Strategies, LLC	97,186	0.01%	$6.4M	NEW
231	Y-Intercept (Hong Kong) Ltd	96,363	0.01%	$6.3M	+90,581 (+1566.6%)
232	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	96,332	0.01%	$6.3M	+77,773 (+419.1%)
233	NewEdge Advisors, LLC	93,271	0.01%	$6.1M	+70,915 (+317.2%)
234	Metavasi Capital LP	91,638	0.01%	$6.0M	+65,638 (+252.5%)
235	Amanah Holdings Trust	91,462	0.01%	$6.0M	—
236	Sumitomo Mitsui DS Asset Management Company, Ltd	91,440	0.01%	$6.0M	+73,403 (+407.0%)
237	FIL Ltd	90,781	0.01%	$6.0M	+89,840 (+9547.3%)
238	Empowered Funds, LLC	90,630	0.01%	$6.0M	+53,009 (+140.9%)
239	MORGENS WATERFALL VINTIADIS & CO INC	90,000	0.01%	$5.9M	NEW
240	VAN ECK ASSOCIATES CORP	89,829	0.01%	$5.9M	+68,263 (+316.5%)
241	Private Advisor Group, LLC	89,238	0.01%	$5.9M	+70,786 (+383.6%)
242	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	88,070	0.01%	$5.8M	+71,876 (+443.8%)
243	Ilmarinen Mutual Pension Insurance Co	86,260	0.01%	$5.7M	+69,008 (+400.0%)
244	MOORE CAPITAL MANAGEMENT, LP	86,187	0.01%	$5.7M	+84,939 (+6806.0%)
245	NISSAY ASSET MANAGEMENT CORP /JAPAN	85,987	0.01%	$5.7M	+68,738 (+398.5%)
246	Weiss Asset Management LP	84,502	0.01%	$5.6M	NEW
247	Pacer Advisors, Inc.	84,107	0.01%	$5.5M	+76,837 (+1056.9%)
248	Tidal Investments LLC	83,998	0.01%	$5.5M	+75,845 (+930.3%)
249	ZACKS INVESTMENT MANAGEMENT	83,734	0.01%	$5.5M	+67,583 (+418.4%)
250	NISA INVESTMENT ADVISORS, LLC	83,276	0.01%	$5.5M	+70,082 (+531.2%)

Exited since 2026-03-31 (110 filers; largest 25 shown)

Dragoneer Investment Group, LLC	−1,252,960
CAPITOLIS LIQUID GLOBAL MARKETS LLC	−234,000
Thrive Capital Management, LLC	−226,761
Avala Global LP	−224,080
Point72 Asset Management, L.P.	−214,978
Artisan Partners Limited Partnership	−184,932
Alyeska Investment Group, L.P.	−158,420
BRIGHTLIGHT CAPITAL MANAGEMENT LP	−89,263
APG Asset Management N.V.	−72,680
Coronation Fund Managers Ltd.	−49,207
Freestone Grove Partners LP	−42,899
Covalis Capital LLP	−28,821
Defiance ETFs, LLC	−26,754
Silvant Capital Management LLC	−23,337
Illinois Municipal Retirement Fund	−21,553
JANUS HENDERSON GROUP PLC	−13,730
IMC-Chicago, LLC	−11,930
D. E. Shaw & Co., Inc.	−9,285
PATTON FUND MANAGEMENT, INC.	−8,090
Marex Group plc	−7,150
PCJ Investment Counsel Ltd.	−6,496
Timothy G. Youngquist 2020 Irrevocable Trust	−6,172
FIRST CITIZENS BANK & TRUST CO	−6,161
Edgestream Partners, L.P.	−6,007
Carnegie Investment Counsel	−5,777

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Capital Research Global Investors	SCHEDULE 13G/A	2026-08-12	2026-06-30	63,427,023	8.9%
BlackRock, Inc.	SCHEDULE 13G/A	2026-07-29	2026-06-30	44,896,905	6.3%
Abigail P. Johnson	SCHEDULE 13G	2026-05-06	2026-03-31	7,446,815.22	5.2%
FMR LLC	SCHEDULE 13G	2026-05-06	2026-03-31	7,446,815.22	5.2%
ECG II SPE, LLC	SCHEDULE 13D/A	2026-05-01	2026-04-29	4,000,000	2.7%
Ernest C. Garcia II	SCHEDULE 13D/A	2026-05-01	2026-04-29	42,442,317	22.9%
ECG II SPE II, LLC	SCHEDULE 13D/A	2026-05-01	2026-04-29	4,000,000	2.7%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	10,377,287	7.25%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
T. Rowe Price Associates, Inc.	SCHEDULE 13G/A	2026-02-17	2025-12-31	17,787,942	12.6%
TWG MB Portfolio Holdings, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
TWG Global, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
CVAN Holdings, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
TWG Public Investments, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
Mark Walter	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
TWG Private Investment Holdings, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
CVAN Holdings Sub I, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	5,995,376	4.16%
TWG MB Holding Company, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
TWG Global Manager, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
CVAN Holding Company, LLC	SCHEDULE 13G/A	2025-08-15	2025-06-30	6,195,377	4.3%
PERETZ BENJAMIN	SCHEDULE 13G/A	2025-08-14	2025-06-30	5,657,525	4.2%
MEHTA NEIL	SCHEDULE 13G/A	2025-08-14	2025-06-30	5,657,525	4.2%
GREENOAKS CAPITAL PARTNERS LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	5,657,525	4.2%
Ernest C. Garcia, III	SCHEDULE 13G/A	2025-08-01	2025-07-31	30,299,174	18.2%
Clifford Sosin	SCHEDULE 13G/A	2025-05-15	2025-03-31	5,685,029	4.2%
CAS Investment Partners, LLC	SCHEDULE 13G/A	2025-05-15	2025-03-31	5,685,029	4.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.