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 ($25.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.75. Options: 38 managers hold calls ($466.1m notional), 34 hold puts ($267.1m).
Trends to Q3 2024
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 |
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 |
| Q2 2023 | 144 | 193 |
| Q3 2023 | 187 | 152 |
| Q4 2023 | 170 | 173 |
| Q1 2024 | 190 | 187 |
| Q2 2024 | 234 | 176 |
| Q3 2024 | 233 | 199 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $702.4m | $280.3m | 0.40 |
| Q1 2024 | $610.6m | $418.0m | 0.68 |
| Q2 2024 | $403.0m | $262.4m | 0.65 |
| Q3 2024 | $466.1m | $267.1m | 0.57 |
Biggest buyers
| APPALOOSA LP | Added | +7.8m |
| Pacer Advisors, Inc. | New | +7.1m |
| AMERIPRISE FINANCIAL INC | Added | +4.0m |
| Balyasny Asset Management L.P. | Added | +3.8m |
| Maple Rock Capital Partners Inc. | Added | +2.8m |
| Invenomic Capital Management LP | Added | +2.7m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.6m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +1.7m |
| Cubist Systematic Strategies, LLC | New | +1.7m |
| Engine Capital Management, LP | New | +1.5m |
Biggest sellers
| FMR LLC | Reduced | -7.0m |
| LORD, ABBETT & CO. LLC | Sold out | -6.3m |
| CITADEL ADVISORS LLC | Reduced | -5.3m |
| TWO SIGMA ADVISERS, LP | Reduced | -4.4m |
| Qube Research & Technologies Ltd | Reduced | -4.3m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -3.7m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -2.1m |
| Invesco Ltd. | Reduced | -1.9m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -1.8m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.7m |
Biggest calls
| UBS Group AG | Reduced | $99.9m7.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $67.3m5.3m shares |
| JPMORGAN CHASE & CO | Added | $38.1m3.0m shares |
| Owl Creek Asset Management, L.P. | New | $35.0m2.7m shares |
| CITADEL ADVISORS LLC | Reduced | $34.5m2.7m shares |
| SIMPLEX TRADING, LLC | Added | $17.8m1.4m shares |
| IMC-Chicago, LLC | Added | $16.7m1.3m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $15.0m1.2m shares |
| Walleye Capital LLC | Added | $14.2m1.1m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $13.5m1.1m shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $45.8m3.6m shares |
| JPMORGAN CHASE & CO | Added | $33.6m2.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.9m2.5m shares |
| SIMPLEX TRADING, LLC | Added | $20.6m1.6m shares |
| UBS Group AG | Added | $10.8m850.0k shares |
| Walleye Capital LLC | Reduced | $10.6m828.0k shares |
| IMC-Chicago, LLC | Reduced | $10.2m803.3k shares |
| JANE STREET GROUP, LLC | Added | $10.2m799.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $9.3m733.1k shares |
| D. E. Shaw & Co., Inc. | Added | $7.8m613.6k 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 Q3 2024
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 2022 | 0 | — | 1 | $19.8k | — |
| Q1 2023 | 0 | — | 1 | $49.0k | — |
| Q2 2023 | 0 | — | 2 | $184.5k | — |
| Q3 2023 | 3 | $2.2m | 3 | $577.6k | $127.5k |
| Q4 2023 | 0 | — | 5 | $4.9m | $4.6m |
| Q1 2024 | 0 | — | 4 | $6.4m | $5.9m |
| Q2 2024 | 0 | — | 4 | $1.1m | $870.1k |
| Q3 2024 | 1 | $501.1k | 4 | $490.4k | $339.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-16 | Zimmer John Patrick Director | Sold plan | $27.4k2.4k shares |
| 2024-09-12 | Llewellyn Lindsay Catherine CHIEF LEGAL OFFICER, SECRETARY | Sold plan | $50.9k4.2k shares |
| 2024-08-27 | Green Logan Director | Sold plan | $120.0k10.3k shares |
| 2024-08-27 | Llewellyn Lindsay Catherine CHIEF LEGAL OFFICER, SECRETARY | Sold plan | $99.8k8.5k shares |
| 2024-08-20 | Zimmer John Patrick Director | Sold | $81.9k7.2k shares |
| 2024-08-20 | Green Logan Director | Sold | $68.9k6.0k shares |
| 2024-08-09 | Risher John David Chief Executive Officer, director | Bought | $501.1k51.8k shares |
| 2024-07-01 | Sverchek Kristin PRESIDENT · See Footnote | Sold plan | $41.4k3.0k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.04% of their portfolio | 52.1m $664.0m | Reduced -7.0m |
| VANGUARD GROUP INC 0.01% of their portfolio | 35.0m $446.5m | Added +984.8k |
| BlackRock, Inc. 0.00% of their portfolio | 18.4m $234.1m | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 18.1m $230.2m | Added +80.7k |
| APPALOOSA LP 2.98% of their portfolio | 15.8m $200.8m | Added +7.8m |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 12.8m $163.4m | Added +4.0m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.40% of their portfolio | 8.1m $103.5m | Added +1.7m |
| Pacer Advisors, Inc. 0.19% of their portfolio | 7.1m $90.6m | New |
| STATE STREET CORP 0.00% of their portfolio | 6.9m $88.0m | Added +287.5k |
| PRIMECAP MANAGEMENT CO/CA/ 0.06% of their portfolio | 6.5m $82.8m | Added +235.5k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 6.2m $79.5m | Added +79.8k |
| Maple Rock Capital Partners Inc. 4.48% of their portfolio | 6.2m $78.9m | Added +2.8m |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 5.9m $75.6m | Reduced -4.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.9m $74.8m | Reduced -218.1k |
| MORGAN STANLEY 0.00% of their portfolio | 5.0m $64.4m | Added +768.7k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 4.8m $61.8m | Reduced -1.5m |
| Capital World Investors 0.01% of their portfolio | 4.5m $57.8m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.5m $56.8m | Added +834.8k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 3.9m $49.8m | Added +3.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 3.6m $45.9m | Reduced -82.8k |
| Invenomic Capital Management LP 2.50% of their portfolio | 3.5m $45.3m | Added +2.7m |
| NORGES BANK 0.01% of their portfolio | 3.5m $44.8m | Reduced -1.2m |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 3.1m $39.8m | Reduced -1.7m |
| CAPITAL FUND MANAGEMENT S.A. 0.43% of their portfolio | 3.0m $38.3m | Added +887.9k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 3.0m $38.2m | Added +2.6m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.9m $36.9m | Added +26.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 2.3m $28.8m | Added +1.3m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 1.8m $23.4m | Added +232.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.11% of their portfolio | 1.8m $23.2m | Reduced -299.6k |
| Cubist Systematic Strategies, LLC 0.33% of their portfolio | 1.7m $21.7m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.7m $21.1m | Reduced -53.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $20.0m | Added +787.2k |
| Engine Capital Management, LP 3.39% of their portfolio | 1.5m $19.6m | New |
| Trexquant Investment LP 0.23% of their portfolio | 1.4m $17.9m | Added +128.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.3m $17.2m | Reduced -149.1k |
| CITIGROUP INC 0.02% of their portfolio | 1.3m $16.9m | Added +228.6k |
| Squarepoint Ops LLC 0.06% of their portfolio | 1.3m $16.9m | Added +700.4k |
| UBS Group AG 0.00% of their portfolio | 1.3m $16.0m | Reduced -216.3k |
| National Philanthropic Trust 0.29% of their portfolio | 1.2m $15.8m | Unchanged |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 1.2m $15.2m | Added +149.8k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.2m $14.7m | Reduced -5.3m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.1m $14.5m | Added +68.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.1m $14.4m | Added +827.1k |
| TWINBEECH CAPITAL LP 0.27% of their portfolio | 1.1m $14.4m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.1m $14.2m | Added +927.7k |
| ENTRUST GLOBAL PARTNERS L L C 9.23% of their portfolio | 1.1m $13.5m | Reduced -132.1k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 1.1m $13.4m | New |
| Woodline Partners LP 0.11% of their portfolio | 1.1m $13.4m | New |
| Engineers Gate Manager LP 0.26% of their portfolio | 1.0m $13.3m | Added +116.2k |
| Tetragon Partners GP Ltd 4.06% of their portfolio | 1.0m $12.8m | Unchanged |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 987.2k $12.6m | Added +11.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 890.6k $11.4m | Added +51.4k |
| Owl Creek Asset Management, L.P. 1.62% of their portfolio | 867.5k $11.1m | New |
| Verition Fund Management LLC 0.07% of their portfolio | 858.7k $10.9m | Added +506.1k |
| Huber Capital Management LLC 2.11% of their portfolio | 824.2k $10.5m | Added +193.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 821.1k $10.5m | Added +534.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 790.0k $10.1m | Added +740.6k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.21% of their portfolio | 789.4k $10.1m | Reduced -27.1k |
| ING GROEP NV 0.06% of their portfolio | 750.0k $9.6m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 750.0k $9.6m | Reduced -1.8m |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 741.0k $9.4m | Added +64.7k |
| Swiss National Bank 0.01% of their portfolio | 732.5k $9.3m | Added +1.5k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 717.5k $9.1m | Reduced -4.4m |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.07% of their portfolio | 665.7k $8.5m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 661.2k $8.4m | Added +15.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 659.8k $8.5m | Added +90.3k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 656.6k $8.4m | Reduced -139.1k |
| Kodai Capital Management LP 0.17% of their portfolio | 631.5k $8.1m | Added +245.8k |
| NATIXIS 0.05% of their portfolio | 630.8k $8.0m | Reduced -1.7m |
| Knollwood Investment Advisory, LLC 0.77% of their portfolio | 567.6k $7.2m | Unchanged |
| Twin Tree Management, LP 0.17% of their portfolio | 561.5k $7.2m | Reduced -64.9k |
| Optimus Prime Fund Management Co., Ltd. 0.93% of their portfolio | 560.0k $7.1m | Added +80.0k |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 558.0k $7.1m | Added +267.0k |
| Legal & General Group Plc 0.00% of their portfolio | 552.2k $7.0m | Added +16.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 541.0k $6.9m | Reduced -184.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 530.6k $6.8m | Reduced -38.9k |
| SIMPLEX TRADING, LLC 0.23% of their portfolio | 526.6k $6.7m | New |
| Invesco Ltd. 0.00% of their portfolio | 521.5k $6.6m | Reduced -1.9m |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 521.5k $6.7m | Reduced -531.7k |
| Prentice Capital Management, LP 13.99% of their portfolio | 494.2k $6.3m | Added +96.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 426.8k $5.4m | Added +392.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 424.2k $5.4m | Reduced -1.1m |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 410.2k $5.2m | Reduced -8.7k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 383.3k $4.9m | Added +268.3k |
| CAMPBELL CAPITAL MANAGEMENT INC 1.83% of their portfolio | 362.7k $4.6m | Added +7.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 354.1k $4.5m | Reduced -8.2k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 349.7k $4.8m | Added +56.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 319.8k $4.1m | Unchanged |
| EULAV Asset Management 0.10% of their portfolio | 310.0k $4.0m | Added +30.0k |
| Maxi Investments CY Ltd 1.01% of their portfolio | 296.4k $3.8m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 295.3k $3.8m | Added +43.3k |
| Paragon Capital Management Ltd 0.71% of their portfolio | 283.7k $3.6m | Unchanged |
| New Age Alpha Advisors, LLC 2.21% of their portfolio | 280.0k $3.6m | Added +100.0k |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 263.5k $3.4m | Added +50.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 260.4k $3.3m | Added +121.1k |
| Aquatic Capital Management LLC 0.09% of their portfolio | 258.4k $3.3m | Added +5.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 254.8k $3.2m | Reduced -34.2k |
| WESTERLY CAPITAL MANAGEMENT, LLC 1.81% of their portfolio | 250.0k $3.2m | New |
| Parallax Volatility Advisers, L.P. 0.08% of their portfolio | 246.4k $3.1m | Added +156.5k |
| Cinctive Capital Management LP 0.18% of their portfolio | 245.7k $3.1m | Added +19.6k |