LYFT INC LYFT
CL A COM · Common Stock · CUSIP 55087P104 · ISIN US55087P1049
American transportation network company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.5m this quarter). Holder counts are more reliable. Shares outstanding: 378.5m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $14.61. Options: 38 managers hold calls ($315.1m notional), 32 hold puts ($282.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 433 |
| Q4 2022 | 423 |
| Q1 2023 | 388 |
| Q2 2023 | 371 |
| Q3 2023 | 382 |
| Q4 2023 | 397 |
| Q1 2024 | 405 |
| Q2 2024 | 441 |
| Q3 2024 | 432 |
| Q4 2024 | 457 |
| Q1 2025 | 470 |
| Q2 2025 | 501 |
| Q3 2025 | 551 |
| Q4 2025 | 582 |
| Q1 2026 | 531 |
| Q2 2026 | 529 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 233 | 199 |
| Q4 2024 | 247 | 183 |
| Q1 2025 | 256 | 195 |
| Q2 2025 | 270 | 215 |
| Q3 2025 | 301 | 219 |
| Q4 2025 | 312 | 233 |
| Q1 2026 | 262 | 322 |
| Q2 2026 | 246 | 268 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.1bn | $857.7m | 0.75 |
| Q4 2025 | $806.4m | $567.8m | 0.70 |
| Q1 2026 | $293.1m | $248.6m | 0.85 |
| Q2 2026 | $315.1m | $282.7m | 0.90 |
Biggest buyers
| AMERIPRISE FINANCIAL INC | Added | +24.8m |
| GOLDMAN SACHS GROUP INC | Added | +6.7m |
| LSV ASSET MANAGEMENT | Added | +5.3m |
| AMERICAN CENTURY COMPANIES INC | Added | +2.8m |
| Junto Capital Management LP | New | +2.5m |
| DIMENSIONAL FUND ADVISORS LP | Added | +2.5m |
| MACKENZIE FINANCIAL CORP | Added | +2.2m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.8m |
| Squarepoint Ops LLC | Added | +1.8m |
| Meridiem Capital Partners LP | New | +1.6m |
Biggest sellers
| FMR LLC | Reduced | -7.7m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -6.4m |
| JUPITER ASSET MANAGEMENT LTD | Reduced | -3.7m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -3.0m |
| APPALOOSA LP | Sold out | -2.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -2.5m |
| Maple Rock Capital Partners Inc. | Reduced | -2.1m |
| BlackRock, Inc. | Reduced | -1.7m |
| PAR CAPITAL MANAGEMENT INC | Reduced | -1.5m |
| Altshuler Shaham Ltd | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $96.4m6.6m shares |
| CITADEL ADVISORS LLC | Added | $50.7m3.5m shares |
| JANE STREET GROUP, LLC | Reduced | $34.9m2.4m shares |
| IMC-Chicago, LLC | Added | $31.6m2.2m shares |
| SIMPLEX TRADING, LLC | Reduced | $10.3m704.1k shares |
| JPMORGAN CHASE & CO | Added | $10.0m653.1k shares |
| GROUP ONE TRADING LLC | Reduced | $8.9m606.8k shares |
| HSBC HOLDINGS PLC | Added | $8.2m547.6k shares |
| BARCLAYS PLC | New | $8.0m550.0k shares |
| Walleye Trading LLC | Reduced | $6.5m446.9k shares |
Biggest puts
| GOLDMAN SACHS GROUP INC | New | $58.7m4.0m shares |
| JANE STREET GROUP, LLC | Reduced | $53.6m3.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $46.9m3.2m shares |
| CITADEL ADVISORS LLC | Reduced | $23.2m1.6m shares |
| BARCLAYS PLC | New | $16.1m1.1m shares |
| IMC-Chicago, LLC | Added | $15.7m1.1m shares |
| JPMORGAN CHASE & CO | Added | $15.2m1.0m shares |
| PEAK6 LLC | Unchanged | $8.8m600.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.4m572.4k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $5.0m343.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| AMERIPRISE FINANCIAL INC 13G · institution +7.0 pts · filed 2026-07-08 | 16.2% |
| BlackRock, Inc. 13G · institution +7.4 pts · filed 2026-04-07 | 11.7% |
| INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2026-02-19 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: FMR LLC (3.0%, 2026-08-06), VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), AQR CAPITAL MANAGEMENT LLC (3.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $250.3k | 4 | $891.8k | $891.8k |
| Q1 2025 | 0 | — | 3 | $224.8k | $224.8k |
| Q2 2025 | 1 | $100.0k | 3 | $347.2k | $347.2k |
| Q3 2025 | 1 | $100.0k | 3 | $1.3m | $1.3m |
| Q4 2025 | 1 | $99.6k | 4 | $4.2m | $4.2m |
| Q1 2026 | 1 | $100.2k | 3 | $416.8k | $416.8k |
| Q2 2026 | 0 | — | 4 | $992.4k | $992.4k |
| Q3 2026 | 0 | — | 6 | $1.9m | $1.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-24 | Brewer Erin CHIEF FINANCIAL OFFICER · See Footnote | Sold plan | $219.6k15.0k shares |
| 2026-09-01 | Llewellyn Lindsay Catherine Officer | Sold plan | $219.7k13.2k shares |
| 2026-08-27 | Hope Stephen W. CHIEF ACCOUNTING OFFICER | Sold plan | $103.7k6.0k shares |
| 2026-08-27 | Lawee David Director | Sold plan | $79.9k4.6k shares |
| 2026-08-27 | Beggs Jill Director | Sold plan | $40.0k2.3k shares |
| 2026-08-25 | Whiteside Janey Director | Sold plan | $96.9k5.5k shares |
| 2026-08-24 | Brewer Erin CHIEF FINANCIAL OFFICER · See Footnote | Sold plan | $264.4k15.0k shares |
| 2026-08-07 | Whiteside Janey Director | Sold plan | $241.7k14.2k shares |
| 2026-08-03 | Llewellyn Lindsay Catherine Officer | Sold plan | $584.5k36.2k shares |
| 2026-06-12 | Brewer Erin CHIEF FINANCIAL OFFICER · See Footnote | Sold plan | $203.8k15.0k shares |
| 2026-06-01 | Llewellyn Lindsay Catherine Officer | Sold plan | $172.4k11.5k shares |
| 2026-05-27 | Hope Stephen W. CHIEF ACCOUNTING OFFICER | Sold plan | $75.1k5.5k shares |
| 2026-05-27 | Beggs Jill Director | Sold plan | $28.8k2.1k shares |
| 2026-05-26 | Llewellyn Lindsay Catherine Officer | Sold plan | $157.3k11.5k shares |
| 2026-04-17 | Llewellyn Lindsay Catherine Officer | Sold plan | $354.9k23.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| AMERIPRISE FINANCIAL INC 0.18% of their portfolio | 61.3m $895.9m | Added +24.8m |
| BlackRock, Inc. 0.01% of their portfolio | 47.3m $691.4m | Reduced -1.7m |
| MILLENNIUM MANAGEMENT LLC 0.21% of their portfolio | 21.5m $314.7m | Reduced -227.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 18.7m $272.8m | Reduced -2.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 16.5m $241.2m | Reduced -741.0k |
| STATE STREET CORP 0.01% of their portfolio | 13.5m $196.9m | Added +281.7k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 11.9m $174.1m | Added +6.7m |
| Contour Asset Management LLC 3.86% of their portfolio | 11.2m $163.2m | Reduced -778.6k |
| FMR LLC 0.01% of their portfolio | 10.8m $158.3m | Reduced -7.7m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 9.2m $135.0m | Added +2.5m |
| RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio | 8.2m $119.6m | Reduced -975.5k |
| LSV ASSET MANAGEMENT 0.20% of their portfolio | 7.7m $112.7m | Added +5.3m |
| MORGAN STANLEY 0.01% of their portfolio | 7.5m $108.8m | Added +237.8k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 7.0m $101.9m | Added +2.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.9m $101.2m | Reduced -305.9k |
| JUPITER ASSET MANAGEMENT LTD 0.48% of their portfolio | 6.6m $97.0m | Reduced -3.7m |
| Altshuler Shaham Ltd 1.17% of their portfolio | 6.4m $93.3m | Reduced -1.3m |
| NORGES BANK 0.01% of their portfolio | 5.4m $78.2m | Not comparable |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 4.3m $62.8m | Added +918.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 4.1m $59.8m | Reduced -127.3k |
| Swedbank AB 0.05% of their portfolio | 4.0m $58.9m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 4.0m $58.4m | Reduced -169.2k |
| UBS Group AG 0.01% of their portfolio | 4.0m $58.2m | Reduced -405.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 3.9m $57.3m | Reduced -326.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.9m $56.6m | Reduced -305.4k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 3.2m $46.7m | Reduced -6.4m |
| Pacer Advisors, Inc. 0.11% of their portfolio | 3.0m $43.2m | Reduced -234.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 2.8m $40.9m | Added +1.8m |
| Junto Capital Management LP 0.68% of their portfolio | 2.5m $36.9m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.5m $36.8m | Added +136.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.4m $34.9m | Reduced -76.6k |
| CITIGROUP INC 0.02% of their portfolio | 2.4m $34.9m | Reduced -331.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.4m $34.5m | Reduced -1.2m |
| Invenomic Capital Management LP 2.05% of their portfolio | 2.4m $34.3m | Reduced -576.9k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 2.3m $33.3m | Added +2.2m |
| Prevatt Capital Ltd 7.13% of their portfolio | 2.2m $32.9m | Added +350.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.2m $31.9m | Reduced -107.8k |
| Maple Rock Capital Partners Inc. 0.59% of their portfolio | 2.1m $30.1m | Reduced -2.1m |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 2.0m $28.5m | Added +547.1k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 2.0m $28.5m | Added +114.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.9m $27.9m | Reduced -34.0k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.9m $27.4m | Added +607.9k |
| Squarepoint Ops LLC 0.05% of their portfolio | 1.9m $27.1m | Added +1.8m |
| Invesco Ltd. 0.00% of their portfolio | 1.8m $26.6m | Reduced -81.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.8m $25.7m | Added +28.5k |
| BARCLAYS PLC 0.01% of their portfolio | 1.7m $25.1m | Added +315.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.6m $24.0m | Added +475.4k |
| HENNESSY ADVISORS INC 0.75% of their portfolio | 1.6m $23.6m | Unchanged |
| PAR CAPITAL MANAGEMENT INC 0.58% of their portfolio | 1.6m $23.4m | Reduced -1.5m |
| Meridiem Capital Partners LP 1.04% of their portfolio | 1.6m $22.7m | New |
| Gotham Asset Management, LLC 0.05% of their portfolio | 1.5m $22.6m | Added +633.3k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 1.4m $20.4m | Reduced -425.3k |
| Caisse de depot et placement du Quebec 0.03% of their portfolio | 1.4m $20.0m | Added +341.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 1.3m $19.6m | Reduced -936.8k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 1.3m $19.1m | Reduced -119.9k |
| Nierenberg Investment Management Company, LLC 9.40% of their portfolio | 1.3m $18.9m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.3m $18.9m | Reduced -674.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 1.1m $15.8m | Added +118.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.0m $14.8m | Added +9.8k |
| Tetragon Partners GP Ltd 2.38% of their portfolio | 1.0m $14.6m | Unchanged |
| Impax Asset Management Group plc 0.10% of their portfolio | 1.0m $14.6m | Unchanged |
| HEARTLAND ADVISORS INC 0.64% of their portfolio | 990.0k $14.5m | Added +166.8k |
| Nuveen, LLC 0.00% of their portfolio | 989.0k $14.4m | Reduced -165.9k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.26% of their portfolio | 950.0k $13.9m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 912.0k $13.3m | Reduced -3.0m |
| Grace & Mercy Foundation, Inc. 3.18% of their portfolio | 875.0k $12.8m | Reduced -40.0k |
| EASTERLY INVESTMENT PARTNERS LLC 0.64% of their portfolio | 854.9k $12.5m | Added +239.7k |
| Legal & General Group Plc 0.00% of their portfolio | 849.3k $12.4m | Reduced -54.7k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 843.9k $12.3m | Reduced -292.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 837.7k $12.2m | Added +10.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 819.3k $12.0m | Reduced -28.7k |
| Jump Financial, LLC 0.11% of their portfolio | 812.7k $11.9m | Reduced -17.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 790.5k $11.5m | Added +206.2k |
| Swiss National Bank 0.01% of their portfolio | 766.7k $11.2m | Added +2.5k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 745.2k $10.9m | Reduced -506.8k |
| Trexquant Investment LP 0.06% of their portfolio | 701.8k $10.3m | Reduced -221.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 698.7k $10.4m | Reduced -380.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 688.9k $10.1m | Reduced -189.6k |
| VALUEWORKS LLC 2.05% of their portfolio | 673.3k $9.8m | New |
| Illinois Municipal Retirement Fund 0.11% of their portfolio | 668.8k $9.8m | Added +190.2k |
| Man Group plc 0.02% of their portfolio | 613.2k $9.0m | Reduced -109.2k |
| Optimus Prime Fund Management Co., Ltd. 0.61% of their portfolio | 560.0k $8.2m | Unchanged |
| Occam Crest Management LP 4.39% of their portfolio | 515.7k $8.0m | Added +20.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 498.3k $7.4m | Added +636 |
| Quantinno Capital Management LP 0.01% of their portfolio | 486.1k $7.1m | Added +143.7k |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 485.3k $7.1m | New |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 480.9k $7.0m | Added +292.7k |
| Engineers Gate Manager LP 0.09% of their portfolio | 457.5k $6.7m | Added +334.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.02% of their portfolio | 456.4k $6.7m | Added +157.8k |
| Amundi 0.00% of their portfolio | 449.6k $6.6m | Reduced -82.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 440.9k $6.4m | Reduced -8.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 435.9k $6.4m | Added +280.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 415.1k $6.6m | Added +10.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 396.1k $5.8m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 393.5k $5.8m | Reduced -1.2m |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 388.3k $5.7m | Reduced -20.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 386.6k $5.6m | Reduced -122.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 360.9k $5.3m | Added +9.3k |
| Holocene Advisors, LP 0.01% of their portfolio | 350.3k $5.1m | Added +54.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 344.6k $5.0m | Reduced -68.7k |