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 ($12.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.38. Options: 48 managers hold calls ($229.3m notional), 39 hold puts ($216.0m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 433 |
| Q4 2022 | 423 |
| Q1 2023 | 388 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 184 | 246 |
| Q1 2023 | 186 | 204 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $457.0m | $314.4m | 0.69 |
| Q4 2022 | $641.9m | $193.7m | 0.30 |
| Q1 2023 | $229.3m | $216.0m | 0.94 |
Biggest buyers
| FMR LLC | Added | +57.8m |
| Dorsal Capital Management, LP | New | +6.0m |
| HSBC HOLDINGS PLC | Added | +4.3m |
| Man Group plc | New | +4.0m |
| TWO SIGMA ADVISERS, LP | Added | +3.1m |
| BANK OF NOVA SCOTIA | New | +2.9m |
| Alyeska Investment Group, L.P. | New | +2.7m |
| Balyasny Asset Management L.P. | Added | +2.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.8m |
| VANGUARD GROUP INC | Added | +1.7m |
Biggest sellers
| Contrarius Investment Management Ltd | Sold out | -10.4m |
| ANTIPODES PARTNERS Ltd | Sold out | -5.1m |
| Man Group plc | Sold out | -4.6m |
| Maple Rock Capital Partners Inc. | Sold out | -4.4m |
| Jackson Square Partners, LLC | Sold out | -3.8m |
| NORGES BANK | Reduced | -2.6m |
| ROYAL BANK OF CANADA | Reduced | -2.6m |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | -2.5m |
| JPMORGAN CHASE & CO | Reduced | -2.5m |
| NATIXIS | Sold out | -2.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $28.3m3.0m shares |
| IMC-Chicago, LLC | Added | $18.2m2.0m shares |
| JANE STREET GROUP, LLC | Added | $17.1m1.8m shares |
| HSBC HOLDINGS PLC | Reduced | $16.4m1.8m shares |
| CITADEL ADVISORS LLC | Reduced | $15.4m1.7m shares |
| Balyasny Asset Management L.P. | Added | $15.1m1.6m shares |
| Walleye Trading LLC | Added | $13.7m1.5m shares |
| SIMPLEX TRADING, LLC | Reduced | $12.6m1.4m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $12.5m1.4m shares |
| Leonteq Securities AG | Added | $12.3m1.3m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $45.9m4.9m shares |
| CITADEL ADVISORS LLC | Added | $31.6m3.4m shares |
| Parallax Volatility Advisers, L.P. | Added | $12.5m1.4m shares |
| IMC-Chicago, LLC | Added | $10.6m1.1m shares |
| JANE STREET GROUP, LLC | Added | $10.5m1.1m shares |
| D. E. Shaw & Co., Inc. | Added | $9.0m975.0k shares |
| Walleye Trading LLC | Added | $9.0m969.3k shares |
| UBS Group AG | Added | $8.8m944.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $8.0m859.1k shares |
| WOLVERINE TRADING, LLC | Added | $7.7m849.9k 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 in Q1 2023
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 |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $1.3m | — |
| Q1 2022 | 0 | — | 2 | $1.0m | — |
| Q2 2022 | 0 | — | 1 | $9.9k | — |
| Q3 2022 | 0 | — | 1 | $625.4k | — |
| Q4 2022 | 0 | — | 1 | $19.8k | — |
| Q1 2023 | 0 | — | 1 | $49.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-27 | Wilderotter Mary Agnes Director | Sold | $18.6k1.8k shares |
| 2023-02-01 | Wilderotter Mary Agnes Director | Sold | $30.4k1.8k 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.05% of their portfolio | 110.6m $1.0bn | Added +57.8m |
| VANGUARD GROUP INC 0.01% of their portfolio | 30.9m $286.6m | Added +1.7m |
| BlackRock Inc. 0.00% of their portfolio | 16.0m $148.0m | Added +851.7k |
| Fisher Asset Management, LLC 0.06% of their portfolio | 11.0m $101.7m | Reduced -16.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 8.3m $76.9m | Added +1.8m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.30% of their portfolio | 6.4m $59.7m | Added +489.6k |
| Dorsal Capital Management, LP 2.15% of their portfolio | 6.0m $55.6m | New |
| STATE STREET CORP 0.00% of their portfolio | 5.8m $53.6m | Reduced -379.3k |
| MORGAN STANLEY 0.01% of their portfolio | 5.7m $53.1m | Added +964.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.31% of their portfolio | 5.4m $50.3m | Added +604.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.8m $44.5m | Added +279.6k |
| Invesco Ltd. 0.01% of their portfolio | 4.8m $44.2m | Added +429.7k |
| Capital World Investors 0.01% of their portfolio | 4.5m $42.0m | Unchanged |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 4.5m $41.1m | Added +4.3m |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 4.4m $40.3m | Added +1.1m |
| PRIMECAP MANAGEMENT CO/CA/ 0.03% of their portfolio | 4.3m $39.5m | Reduced -57.3k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 4.1m $38.4m | Added +42.4k |
| Spyglass Capital Management LLC 2.85% of their portfolio | 4.1m $37.7m | Reduced -652.1k |
| NORGES BANK 0.01% of their portfolio | 4.1m $37.6m | Reduced -2.6m |
| Man Group plc 0.13% of their portfolio | 4.0m $37.0m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 3.7m $34.7m | Added +623.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.7m $34.5m | Reduced -2.5m |
| Alphabet Inc. 1.90% of their portfolio | 3.7m $34.3m | Reduced -1.6m |
| Tetragon Partners GP Ltd 4.32% of their portfolio | 3.5m $32.3m | Added +231.6k |
| TWO SIGMA ADVISERS, LP 0.08% of their portfolio | 3.2m $30.0m | Added +3.1m |
| BANK OF NOVA SCOTIA 0.08% of their portfolio | 2.9m $27.1m | New |
| ALKEON CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 2.8m $26.2m | Reduced -2.5m |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 2.7m $25.0m | Added +2.7m |
| Alyeska Investment Group, L.P. 0.22% of their portfolio | 2.7m $24.9m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.6m $24.1m | Added +379.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.3m $21.7m | Added +154.2k |
| Quinn Opportunity Partners LLC 2.28% of their portfolio | 2.3m $21.3m | Added +285.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 2.3m $21.0m | Reduced -544.9k |
| Invenomic Capital Management LP 0.91% of their portfolio | 1.7m $16.0m | Reduced -1.5m |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 1.6m $15.3m | Added +1.5m |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 1.6m $15.3m | Reduced -359.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $14.3m | Added +906.0k |
| ENTRUST GLOBAL PARTNERS L L C 6.14% of their portfolio | 1.5m $13.5m | Reduced -826 |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 1.4m $13.4m | Added +99.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $12.9m | Added +73.9k |
| Walleye Capital LLC 0.25% of their portfolio | 1.3m $12.4m | New |
| UBS Group AG 0.01% of their portfolio | 1.3m $12.2m | Added +584.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.3m $11.7m | Added +86.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.1m $10.6m | Reduced -2.1m |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 933.3k $8.7m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 909.9k $8.4m | Reduced -257.8k |
| Nishkama Capital, LLC 2.00% of their portfolio | 899.1k $8.3m | New |
| MARSHALL WACE, LLP 0.02% of their portfolio | 852.5k $7.9m | Reduced -560.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 847.5k $7.9m | Added +56.2k |
| Amundi 0.00% of their portfolio | 825.7k $7.7m | Added +268.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 824.2k $7.6m | Reduced -2.6m |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 807.8k $7.5m | Added +109.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.14% of their portfolio | 785.3k $7.3m | Added +645.9k |
| Owl Creek Asset Management, L.P. 0.58% of their portfolio | 784.2k $7.3m | Reduced -436.5k |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 746.6k $6.9m | Reduced -532.6k |
| Jump Financial, LLC 0.28% of their portfolio | 739.3k $6.9m | Added +477.7k |
| Polar Asset Management Partners Inc. 0.12% of their portfolio | 734.9k $6.8m | Reduced -295.2k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 719.0k $6.7m | Reduced -1.8m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 711.1k $6.6m | Added +110.0k |
| Swiss National Bank 0.00% of their portfolio | 684.4k $6.3m | Reduced -64.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 632.3k $5.9m | Reduced -47.2k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 619.3k $5.7m | Added +229.0k |
| ETF MANAGERS GROUP, LLC 0.17% of their portfolio | 583.1k $5.4m | Added +61.5k |
| Knollwood Investment Advisory, LLC 1.81% of their portfolio | 567.6k $5.3m | Unchanged |
| Parallax Volatility Advisers, L.P. 0.18% of their portfolio | 541.3k $5.0m | Added +403.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 536.4k $5.0m | Added +79.3k |
| Prentice Capital Management, LP 10.52% of their portfolio | 529.3k $4.9m | Reduced -266.3k |
| Quadrature Capital Ltd 0.13% of their portfolio | 519.4k $4.8m | Reduced -19.7k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 507.9k $4.7m | Added +61.3k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.05% of their portfolio | 506.7k $4.7m | Reduced -307.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 501.6k $4.7m | Reduced -68.2k |
| Ardmore Road Asset Management LP 2.08% of their portfolio | 500.0k $4.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 494.6k $4.6m | Reduced -137.5k |
| CITIGROUP INC 0.01% of their portfolio | 435.1k $4.0m | Added +27.1k |
| GROUP ONE TRADING LLC 0.19% of their portfolio | 429.0k $4.0m | Added +28.8k |
| Engineers Gate Manager LP 0.16% of their portfolio | 418.9k $3.9m | Added +208.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 410.6k $3.8m | Added +3.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 390.6k $3.6m | Added +54.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 379.1k $3.5m | Added +27.2k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 371.3k $3.4m | Reduced -5.3k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 363.0k $3.4m | Added +37.3k |
| Optimus Prime Fund Management Co., Ltd. 0.47% of their portfolio | 360.0k $3.3m | Reduced -70.0k |
| Trivium Point Advisory, LLC 0.84% of their portfolio | 335.5k $3.1m | Unchanged |
| PEAK6 Investments LLC 0.19% of their portfolio | 331.2k $3.1m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 324.4k $3.0m | Added +285.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 322.2k $3.0m | Unchanged |
| Penserra Capital Management LLC 0.06% of their portfolio | 318.2k $3.0m | Reduced -21.0k |
| ING GROEP NV 0.03% of their portfolio | 312.3k $2.9m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 311.7k $2.9m | Added +305.3k |
| Zweig-DiMenna Associates LLC 0.38% of their portfolio | 306.4k $2.8m | New |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 288.2k $2.7m | Added +1.4k |
| Paragon Capital Management Ltd 0.60% of their portfolio | 284.8k $2.6m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 283.8k $2.6m | Added +272.3k |
| Quantbot Technologies LP 0.19% of their portfolio | 283.1k $2.6m | Added +275.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 264.3k $2.4m | Reduced -83.6k |
| BARCLAYS PLC 0.00% of their portfolio | 248.5k $2.3m | Reduced -71.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 239.5k $2.2m | Reduced -15.6k |
| Strategic Wealth Investment Group, LLC 0.40% of their portfolio | 232.7k $2.2m | Added +52.9k |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.03% of their portfolio | 224.1k $2.1m | Reduced -10.0k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 216.5k $2.0m | Added +18.8k |