CVNA
Carvana Co. · Consumer Cyclical · Auto & Truck Dealerships
$59.50
+2.66% today · -5.85% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Outperforming without a clear catalyst yet
- CVNA +2.66% on the last session vs SPY −0.25%: +2.9 pts of stock-specific move.
- Aftermath, big drop (Oct 12): After its 48 big drops in the past 5 years, CVNA was higher a week later 27 times out of 48; half the outcomes fell between -7.3% and +8.7%. History, not a forecast.
- 3 analyst actions in the past 10 days (0 positive, 2 negative); latest: Barclays maintained Overweight, lowered target $93.00 → $80.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Insiders · 1 month
none
no open-market trades
Insiders · 3 months
−$682.5K
unplanned net · 1 buy · 9 sells · 7 insiders
sales: 1 unplanned, 8 under a 10b5-1 plan (11% unplanned)
Congress · 3 months
none
no reported trades
Congress · 1 year
≈−$8K
1 buy · 2 sells · 2 members
Fund moves · 3 months
≈+$809M
3 buys · 0 sells · 3 investors
Held by funds · now
≈$1B
3 investors · largest: Viking Global
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026 | Thomas Taira | President | Sell | 10b5-1 plan | 16,789 | $70.58 | $1.2M | Sep 16 |
| Sep 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 7,705 | $72.18 | $556.1K | Sep 3 |
| Sep 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 7,070 | $72.18 | $510.3K | Sep 3 |
| Sep 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 2,879 | $72.18 | $207.8K | Sep 3 |
| Sep 1, 2026 | Thomas Taira | President | Tax | tax withholding | 3,949 | $72.18 | $285K | Sep 3 |
| Sep 1, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 63,750 | $71.55 | $4.6M | Sep 3 |
| Sep 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 7,016 | $72.18 | $506.4K | Sep 3 |
| Sep 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 4,457 | $72.18 | $321.7K | Sep 3 |
| Sep 1, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 5,000 | $71.55 | $357.8K | Sep 3 |
| Sep 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 3,023 | $72.18 | $218.2K | Sep 3 |
| Sep 1, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 50,000 | $71.55 | $3.6M | Sep 3 |
| Sep 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 7,016 | $72.18 | $506.4K | Sep 3 |
| Aug 14, 2026 | J Danforth Quayle | Director | Sell | 10b5-1 plan | 14,525 | $75.00 | $1.1M | Aug 17 |
| Aug 14, 2026 | Ira J. Platt | Director | Sell | unplanned | 30,000 | $74.25 | $2.2M | Aug 17 |
| Aug 3, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 50,000 | $64.50 | $3.2M | Aug 4 |
| Aug 3, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 5,000 | $64.49 | $322.5K | Aug 4 |
| Aug 3, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 63,750 | $64.50 | $4.1M | Aug 4 |
| Aug 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 7,018 | $62.36 | $437.6K | Aug 4 |
| Aug 1, 2026 | Thomas Taira | President | Tax | tax withholding | 3,948 | $62.36 | $246.2K | Aug 4 |
| Aug 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 7,069 | $62.36 | $440.8K | Aug 4 |
| Aug 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 7,707 | $62.36 | $480.6K | Aug 4 |
| Aug 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 2,881 | $62.36 | $179.7K | Aug 4 |
| Aug 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 3,025 | $62.36 | $188.6K | Aug 4 |
| Aug 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 4,453 | $62.36 | $277.7K | Aug 4 |
| Aug 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 7,018 | $62.36 | $437.6K | Aug 4 |
| Jul 31, 2026 | Michael E Maroone | Director | Buy | open-market buy | 25,000 | $61.80 | $1.5M | Aug 4 |
| Jul 1, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 5,000 | $68.53 | $342.6K | Jul 2 |
| Jul 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 3,021 | $67.87 | $205K | Jul 2 |
| Jul 1, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 50,000 | $68.55 | $3.4M | Jul 2 |
| Jul 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 7,014 | $67.87 | $476K | Jul 2 |
| Jul 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 7,072 | $67.87 | $480K | Jul 2 |
| Jul 1, 2026 | Thomas Taira | President | Tax | tax withholding | 3,949 | $67.87 | $268K | Jul 2 |
| Jul 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 2,883 | $67.87 | $195.7K | Jul 2 |
| Jul 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 7,705 | $67.87 | $522.9K | Jul 2 |
| Jul 1, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 63,750 | $68.34 | $4.4M | Jul 2 |
| Jul 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 7,014 | $67.87 | $476K | Jul 2 |
| Jul 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 4,453 | $67.87 | $302.2K | Jul 2 |
| Jun 15, 2026 | Ira J. Platt | Director | Sell | unplanned | 15,000 | $67.83 | $1M | Jun 16 |
| Jun 10, 2026 | J Danforth Quayle | Director | Sell | 10b5-1 plan | 14,525 | $70.00 | $1M | Jun 11 |
| Jun 8, 2026 | Thomas Taira | President | Sell | 10b5-1 plan | 5,597 | $67.15 | $375.8K | Jun 9 |
| Jun 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 2,879 | $71.00 | $204.4K | Jun 3 |
| Jun 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 4,455 | $71.00 | $316.3K | Jun 3 |
| Jun 1, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 5,000 | $70.42 | $352.1K | Jun 3 |
| Jun 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 3,245 | $71.00 | $230.4K | Jun 3 |
| Jun 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 7,067 | $71.00 | $501.8K | Jun 3 |
| Jun 1, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 63,750 | $70.40 | $4.5M | Jun 3 |
| Jun 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 7,016 | $71.00 | $498.1K | Jun 3 |
| Jun 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 7,707 | $71.00 | $547.2K | Jun 3 |
| Jun 1, 2026 | Thomas Taira | President | Tax | tax withholding | 3,948 | $71.00 | $280.3K | Jun 3 |
| Jun 1, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 50,000 | $70.39 | $3.5M | Jun 3 |
| Jun 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 7,016 | $71.00 | $498.1K | Jun 3 |
| May 8, 2026 | Thomas Taira | President | Sell | 10b5-1 plan | 5,590 | $79.97 | $447K | May 11 |
| May 1, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $384.96 | $3.8M | May 1 |
| May 1, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $395.32 | $395.3K | May 1 |
| May 1, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $387.19 | $4.9M | May 1 |
| May 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 1,415 | $382.60 | $541.4K | May 5 |
| May 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 1,405 | $382.60 | $537.6K | May 5 |
| May 1, 2026 | Thomas Taira | President | Tax | tax withholding | 791 | $382.60 | $302.6K | May 5 |
| May 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 651 | $382.60 | $249.1K | May 5 |
| May 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 892 | $382.60 | $341.3K | May 5 |
| May 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 1,542 | $382.60 | $590K | May 5 |
| May 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 1,405 | $382.60 | $537.6K | May 5 |
| May 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 577 | $382.60 | $220.8K | May 5 |
| Apr 29, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 9,193 | $396.59 | $3.6M | May 1 |
| Apr 29, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 5,829 | $396.59 | $2.3M | May 1 |
| Apr 29, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 4,260 | $396.59 | $1.7M | May 1 |
| Apr 29, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 9,268 | $396.59 | $3.7M | May 1 |
| Apr 29, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 9,193 | $396.59 | $3.6M | May 1 |
| Apr 29, 2026 | Thomas Taira | President | Tax | tax withholding | 5,830 | $396.59 | $2.3M | May 1 |
| Apr 29, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 10,095 | $396.59 | $4M | May 1 |
| Apr 8, 2026 | Thomas Taira | President | Sell | 10b5-1 plan | 3,770 | $341.00 | $1.3M | Apr 10 |
| Apr 1, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $309.86 | $3.1M | Apr 3 |
| Apr 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 4,508 | $312.09 | $1.4M | Apr 3 |
| Apr 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 4,537 | $312.09 | $1.4M | Apr 3 |
| Apr 1, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $310.35 | $4M | Apr 3 |
| Apr 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 4,508 | $312.09 | $1.4M | Apr 3 |
| Apr 1, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $317.50 | $317.5K | Apr 3 |
| Apr 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 650 | $312.09 | $202.9K | Apr 3 |
| Apr 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 4,954 | $312.09 | $1.5M | Apr 3 |
| Apr 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 1,892 | $312.09 | $590.5K | Apr 3 |
| Apr 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 2,870 | $312.09 | $895.7K | Apr 3 |
| Apr 1, 2026 | Thomas Taira | President | Tax | tax withholding | 2,663 | $312.09 | $831.1K | Apr 3 |
| Mar 16, 2026 | Michael E Maroone | Director | Sell | unplanned | 5 | $371.27 | $1.9K | Jun 4 |
| Mar 9, 2026 | J Danforth Quayle | Director | Sell | unplanned | 2,900 | $309.97 | $898.9K | Mar 9 |
| Mar 9, 2026 | Thomas Taira | President | Sell | 10b5-1 plan | 953 | $325.00 | $309.7K | Mar 11 |
| Mar 2, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $322.67 | $3.2M | Mar 3 |
| Mar 2, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $323.15 | $4.1M | Mar 3 |
| Mar 2, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $324.84 | $324.8K | Mar 3 |
| Mar 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 498 | $334.16 | $166.4K | Mar 3 |
| Mar 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 1,220 | $334.16 | $407.7K | Mar 3 |
| Mar 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 1,339 | $334.16 | $447.4K | Mar 3 |
| Mar 1, 2026 | Thomas Taira | President | Tax | tax withholding | 675 | $334.16 | $225.6K | Mar 3 |
| Mar 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 1,229 | $334.16 | $410.7K | Mar 3 |
| Mar 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 1,220 | $334.16 | $407.7K | Mar 3 |
| Mar 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 651 | $334.16 | $217.5K | Mar 3 |
| Mar 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 774 | $334.16 | $258.6K | Mar 3 |
| Feb 9, 2026 | Thomas Taira | President | Sell | 10b5-1 plan | 1,047 | $398.54 | $417.3K | Feb 11 |
| Feb 2, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $393.04 | $393K | Feb 3 |
| Feb 2, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $411.27 | $4.1M | Feb 3 |
| Feb 2, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $410.19 | $5.2M | Feb 3 |
| Feb 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 1,230 | $401.11 | $493.4K | Feb 3 |
| Feb 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 552 | $401.11 | $221.4K | Feb 3 |
| Feb 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 1,219 | $401.11 | $489K | Feb 3 |
| Feb 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 1,219 | $401.11 | $489K | Feb 3 |
| Feb 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 710 | $401.11 | $284.8K | Feb 3 |
| Feb 1, 2026 | Thomas Taira | President | Tax | tax withholding | 580 | $401.11 | $232.6K | Feb 3 |
| Feb 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 1,339 | $401.11 | $537.1K | Feb 3 |
| Feb 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 335 | $401.11 | $134.4K | Feb 3 |
| Jan 8, 2026 | Thomas Taira | President | Sell | 10b5-1 plan | 1,174 | $447.00 | $524.8K | Jan 9 |
| Jan 8, 2026 | Michael E Maroone | Director | Buy | open-market buy | 5 | $441.36 | $2.2K | Jun 4 |
| Jan 2, 2026 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $401.94 | $4M | Jan 5 |
| Jan 2, 2026 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $419.48 | $419.5K | Jan 5 |
| Jan 2, 2026 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $403.02 | $5.1M | Jan 5 |
| Jan 1, 2026 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 897 | $422.02 | $378.6K | Jan 5 |
| Jan 1, 2026 | Benjamin E. Huston | COO | Tax | tax withholding | 887 | $422.02 | $374.3K | Jan 5 |
| Jan 1, 2026 | Stephen R Palmer | President | Tax | tax withholding | 480 | $422.02 | $202.6K | Jan 5 |
| Jan 1, 2026 | Mark W. Jenkins | CFO | Tax | tax withholding | 887 | $422.02 | $374.3K | Jan 5 |
| Jan 1, 2026 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 341 | $422.02 | $143.9K | Jan 5 |
| Jan 1, 2026 | Thomas Taira | President | Tax | tax withholding | 454 | $422.02 | $191.6K | Jan 5 |
| Jan 1, 2026 | Paul W. Breaux | See Remarks | Tax | tax withholding | 517 | $422.02 | $218.2K | Jan 5 |
| Jan 1, 2026 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 1,008 | $422.02 | $425.4K | Jan 5 |
| Dec 12, 2025 | Thomas Taira | President | Sell | 10b5-1 plan | 10,000 | $475.00 | $4.8M | Dec 12 |
| Dec 12, 2025 | Paul W. Breaux | See Remarks | Sell | 10b5-1 plan | 10,000 | $475.00 | $4.8M | Dec 12 |
| Dec 12, 2025 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 20,000 | $475.00 | $9.5M | Dec 12 |
| Dec 12, 2025 | Daniel J. Gill | Chief Product Officer | Sell | 10b5-1 plan | 40,000 | $475.24 | $19M | Dec 12 |
| Dec 8, 2025 | Paul W. Breaux | See Remarks | Sell | 10b5-1 plan | 20,000 | $438.50 | $8.8M | Dec 10 |
| Dec 8, 2025 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 40,000 | $439.50 | $17.6M | Dec 10 |
| Dec 8, 2025 | Daniel J. Gill | Chief Product Officer | Sell | 10b5-1 plan | 80,000 | $439.50 | $35.2M | Dec 10 |
| Dec 8, 2025 | Thomas Taira | President | Sell | 10b5-1 plan | 30,952 | $435.96 | $13.5M | Dec 10 |
| Dec 3, 2025 | Thomas Taira | President | Sell | 10b5-1 plan | 25,000 | $400.00 | $10M | Dec 4 |
| Dec 3, 2025 | Ryan S. Keeton | Chief Brand Officer | Sell | unplanned | 10,000 | $400.00 | $4M | Dec 4 |
| Dec 3, 2025 | Michael E Maroone | Director | Sell | 10b5-1 plan | 30,928 | $400.34 | $12.4M | Dec 4 |
| Dec 1, 2025 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $377.11 | $3.8M | Dec 2 |
| Dec 1, 2025 | Benjamin E. Huston | COO | Tax | tax withholding | 1,219 | $375.26 | $457.4K | Dec 2 |
| Dec 1, 2025 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 498 | $375.26 | $186.9K | Dec 2 |
| Dec 1, 2025 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 1,338 | $375.26 | $502.1K | Dec 2 |
| Dec 1, 2025 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $376.07 | $4.8M | Dec 2 |
| Dec 1, 2025 | Mark W. Jenkins | CFO | Tax | tax withholding | 1,219 | $375.26 | $457.4K | Dec 2 |
| Dec 1, 2025 | Thomas Taira | President | Tax | tax withholding | 675 | $375.26 | $253.3K | Dec 2 |
| Dec 1, 2025 | Paul W. Breaux | See Remarks | Tax | tax withholding | 774 | $375.26 | $290.5K | Dec 2 |
| Dec 1, 2025 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $372.31 | $372.3K | Dec 2 |
| Dec 1, 2025 | Stephen R Palmer | President | Tax | tax withholding | 644 | $375.26 | $241.7K | Dec 2 |
| Dec 1, 2025 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 1,229 | $375.26 | $461.2K | Dec 2 |
| Nov 28, 2025 | Ryan S. Keeton | Chief Brand Officer | Sell | unplanned | 10,000 | $375.04 | $3.8M | Dec 2 |
| Nov 28, 2025 | Thomas Taira | President | Sell | 10b5-1 plan | 10,000 | $375.01 | $3.8M | Dec 2 |
| Nov 25, 2025 | Ryan S. Keeton | Chief Brand Officer | Sell | unplanned | 10,000 | $350.00 | $3.5M | Nov 28 |
| Nov 12, 2025 | Gregory B Sullivan | Director | Sell | unplanned | 2,500 | $340.00 | $850K | Nov 12 |
| Nov 10, 2025 | Ryan S. Keeton | Chief Brand Officer | Sell | unplanned | 10,000 | $325.03 | $3.3M | Nov 12 |
| Nov 10, 2025 | Thomas Taira | President | Sell | 10b5-1 plan | 952 | $325.00 | $309.4K | Nov 12 |
| Nov 4, 2025 | Gregory B Sullivan | Director | Sell | unplanned | 2,500 | $322.20 | $805.5K | Nov 4 |
| Nov 3, 2025 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $323.35 | $4.1M | Nov 4 |
| Nov 3, 2025 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $324.57 | $3.2M | Nov 4 |
| Nov 3, 2025 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $305.00 | $305K | Nov 4 |
| Nov 1, 2025 | Mark W. Jenkins | CFO | Tax | tax withholding | 1,220 | $306.54 | $374K | Nov 4 |
| Nov 1, 2025 | Benjamin E. Huston | COO | Tax | tax withholding | 1,220 | $306.54 | $374K | Nov 4 |
| Nov 1, 2025 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 498 | $306.54 | $152.7K | Nov 4 |
| Nov 1, 2025 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 1,339 | $306.54 | $410.5K | Nov 4 |
| Nov 1, 2025 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 1,229 | $306.54 | $376.7K | Nov 4 |
| Nov 1, 2025 | Thomas Taira | President | Tax | tax withholding | 675 | $306.54 | $206.9K | Nov 4 |
| Nov 1, 2025 | Paul W. Breaux | See Remarks | Tax | tax withholding | 774 | $306.54 | $237.3K | Nov 4 |
| Nov 1, 2025 | Stephen R Palmer | President | Tax | tax withholding | 645 | $306.54 | $197.7K | Nov 4 |
| Oct 31, 2025 | Ryan S. Keeton | Chief Brand Officer | Sell | unplanned | 32,370 | $301.68 | $9.8M | Nov 4 |
| Oct 9, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 2,880 | $355.19 | $1M | Oct 10 |
| Oct 8, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $365.60 | $3.7M | Oct 10 |
| Oct 7, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $370.34 | $3.7M | Oct 8 |
| Oct 6, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $372.07 | $3.7M | Oct 8 |
| Oct 3, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 7,900 | $380.40 | $3M | Oct 6 |
| Oct 3, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 2,100 | $390.50 | $820K | Oct 6 |
| Oct 2, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $393.76 | $3.9M | Oct 6 |
| Oct 1, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 6,198 | $386.66 | $2.4M | Oct 2 |
| Oct 1, 2025 | Ernest C. Iii Garcia | CEO | Tax | tax withholding | 1,230 | $395.41 | $486.4K | Oct 2 |
| Oct 1, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 3,802 | $392.98 | $1.5M | Oct 2 |
| Oct 1, 2025 | Paul W. Breaux | See Remarks | Sell | 10b5-1 plan | 15,000 | $398.00 | $6M | Oct 2 |
| Oct 1, 2025 | Paul W. Breaux | See Remarks | Tax | tax withholding | 774 | $395.41 | $306K | Oct 2 |
| Oct 1, 2025 | Stephen R Palmer | President | Sell | 10b5-1 plan | 1,000 | $390.14 | $390.1K | Oct 2 |
| Oct 1, 2025 | Stephen R Palmer | President | Tax | tax withholding | 644 | $395.41 | $254.6K | Oct 2 |
| Oct 1, 2025 | Thomas Taira | President | Tax | tax withholding | 675 | $395.41 | $266.9K | Oct 2 |
| Oct 1, 2025 | Mark W. Jenkins | CFO | Sell | 10b5-1 plan | 12,750 | $389.27 | $5M | Oct 2 |
| Oct 1, 2025 | Mark W. Jenkins | CFO | Tax | tax withholding | 1,219 | $395.41 | $482K | Oct 2 |
| Oct 1, 2025 | Ryan S. Keeton | Chief Brand Officer | Tax | tax withholding | 498 | $395.41 | $196.9K | Oct 2 |
| Oct 1, 2025 | Benjamin E. Huston | COO | Sell | 10b5-1 plan | 10,000 | $389.27 | $3.9M | Oct 2 |
| Oct 1, 2025 | Benjamin E. Huston | COO | Tax | tax withholding | 1,219 | $395.41 | $482K | Oct 2 |
| Oct 1, 2025 | Daniel J. Gill | Chief Product Officer | Tax | tax withholding | 1,340 | $395.41 | $529.8K | Oct 2 |
| Sep 30, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 9,406 | $379.65 | $3.6M | Oct 1 |
| Sep 30, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 594 | $389.66 | $231.5K | Oct 1 |
| Sep 29, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 5,200 | $384.01 | $2M | Oct 1 |
| Sep 29, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 4,800 | $390.75 | $1.9M | Oct 1 |
| Sep 26, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $366.53 | $3.7M | Sep 29 |
| Sep 25, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 2,600 | $361.29 | $939.3K | Sep 29 |
| Sep 25, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 7,400 | $373.89 | $2.8M | Sep 29 |
| Sep 24, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $373.76 | $3.7M | Sep 25 |
| Sep 23, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 8,699 | $383.72 | $3.3M | Sep 25 |
| Sep 23, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 1,301 | $392.86 | $511.1K | Sep 25 |
| Sep 22, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $390.14 | $3.9M | Sep 23 |
| Sep 19, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $386.70 | $3.9M | Sep 23 |
| Sep 18, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 9,300 | $385.29 | $3.6M | Sep 19 |
| Sep 18, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 700 | $394.36 | $276.1K | Sep 19 |
| Sep 17, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $373.54 | $3.7M | Sep 19 |
| Sep 16, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $362.21 | $3.6M | Sep 17 |
| Sep 15, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $365.55 | $3.7M | Sep 17 |
| Sep 12, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 6,060 | $355.45 | $2.2M | Sep 15 |
| Sep 12, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 3,940 | $363.34 | $1.4M | Sep 15 |
| Sep 11, 2025 | Ernest C. Iii Garcia | CEO | Sell | 10b5-1 plan | 10,000 | $356.66 | $3.6M | Sep 15 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| May 15, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jun 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | May 8 |
| Feb 18, 2026 | Josh Gottheimer | House | Sell | $1K–$15K | Mar 16 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
Who holds it
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Viking Global (Andreas Halvorsen) | 12,322,311 | $811.1M | 2.3% | +343% | Q2 2026 |
| Coatue (Philippe Laffont) | 3,278,865 | $215.8M | 0.44% | +381% | Q2 2026 |
| Duquesne Family Office (Stanley Druckenmiller) | 151,000 | $9.9M | 0.23% | new | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q2 2026 | 9,542,276 | $628.1M | 2.3% | Aug 14 |
| Aug 14, 2026 | Coatue (Philippe Laffont) | Added | 13F, Q2 2026 | 2,597,865 | $171M | 0.4% | Aug 14 |
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | New stake | 13F, Q2 2026 | 151,000 | $9.9M | 0.2% | Aug 14 |
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q1 2026 | 1,718,502 | $540.3M | 2.4% | May 15 |
| May 15, 2026 | Coatue (Philippe Laffont) | Trimmed | 13F, Q1 2026 | 1,277,229 | $401.5M | 0.7% | May 15 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q4 2025 | 1,039,708 | $438.8M | 1.2% | Feb 17 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Added | 13F, Q3 2025 | 1,023,265 | $386M | 2.1% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves