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 ($30.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.86. Options: 37 managers hold calls ($363.3m notional), 38 hold puts ($312.4m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 144 | 193 |
| Q3 2023 | 187 | 152 |
| Q4 2023 | 170 | 173 |
| Q1 2024 | 190 | 187 |
| Q2 2024 | 234 | 176 |
| Q3 2024 | 233 | 199 |
| Q4 2024 | 247 | 183 |
| Q1 2025 | 256 | 195 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $403.0m | $262.4m | 0.65 |
| Q3 2024 | $466.1m | $267.1m | 0.57 |
| Q4 2024 | $431.2m | $343.0m | 0.80 |
| Q1 2025 | $363.3m | $312.4m | 0.86 |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +8.1m |
| AMERIPRISE FINANCIAL INC | Added | +5.7m |
| AQR CAPITAL MANAGEMENT LLC | Added | +5.0m |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Added | +3.1m |
| Point72 Asset Management, L.P. | New | +2.6m |
| JUPITER ASSET MANAGEMENT LTD | Added | +2.5m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +2.4m |
| Engine Capital Management, LP | Added | +2.2m |
| VANGUARD GROUP INC | Added | +2.0m |
| Invenomic Capital Management LP | Added | +1.5m |
Biggest sellers
| Capital World Investors | Sold out | -6.8m |
| FMR LLC | Reduced | -6.4m |
| Qube Research & Technologies Ltd | Reduced | -6.0m |
| Pacer Advisors, Inc. | Reduced | -4.7m |
| APPALOOSA LP | Reduced | -4.5m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -4.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -3.8m |
| Man Group plc | Reduced | -2.6m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.4m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -2.3m |
Biggest calls
| UBS Group AG | Added | $95.2m8.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $74.3m6.3m shares |
| CITADEL ADVISORS LLC | Added | $47.3m4.0m shares |
| IMC-Chicago, LLC | Added | $21.9m1.8m shares |
| SIMPLEX TRADING, LLC | Reduced | $15.7m1.3m shares |
| BANK OF AMERICA CORP /DE/ | Added | $15.6m1.3m shares |
| PEAK6 LLC | Added | $11.6m980.8k shares |
| JPMORGAN CHASE & CO | Reduced | $10.8m910.0k shares |
| JANE STREET GROUP, LLC | Added | $9.7m820.3k shares |
| GROUP ONE TRADING LLC | Added | $8.7m730.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $61.4m5.2m shares |
| CITADEL ADVISORS LLC | Reduced | $40.8m3.4m shares |
| JANE STREET GROUP, LLC | Added | $21.0m1.8m shares |
| SIMPLEX TRADING, LLC | Reduced | $17.5m1.5m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $16.7m1.4m shares |
| NATIONAL BANK OF CANADA /FI/ | New | $15.4m13.0k shares |
| JPMORGAN CHASE & CO | Reduced | $14.3m1.2m shares |
| PEAK6 LLC | Added | $12.7m1.1m shares |
| BARCLAYS PLC | New | $12.0m1.0m shares |
| Balyasny Asset Management L.P. | Added | $11.9m1.0m 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 2025
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 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 |
| Q4 2024 | 1 | $250.3k | 4 | $891.8k | $891.8k |
| Q1 2025 | 0 | — | 3 | $224.8k | $224.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-27 | Green Logan Director | Sold plan | $152.2k11.4k shares |
| 2025-02-27 | Beggs Jill Director | Sold plan | $21.0k1.6k shares |
| 2025-02-25 | Zimmer John Patrick Director | Sold plan | $30.3k2.4k shares |
| 2025-02-21 | Beggs Jill Director | Sold plan | $21.2k1.6k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 38.0m $451.6m | Added +2.0m |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 24.8m $295.0m | Added +5.7m |
| FMR LLC 0.02% of their portfolio | 23.7m $281.2m | Reduced -6.4m |
| BlackRock, Inc. 0.01% of their portfolio | 22.4m $265.5m | Added +1.3m |
| Rakuten Group, Inc. 15.61% of their portfolio | 11.0m $130.4m | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 9.8m $110.6m | Added +5.0m |
| APPALOOSA LP 1.92% of their portfolio | 9.0m $106.8m | Reduced -4.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 8.4m $99.4m | Reduced -3.8m |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 8.2m $97.8m | Added +8.1m |
| RENAISSANCE TECHNOLOGIES LLC 0.15% of their portfolio | 8.1m $96.4m | Reduced -503.9k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 7.6m $89.7m | Reduced -988.3k |
| STATE STREET CORP 0.00% of their portfolio | 7.0m $83.3m | Reduced -100.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.33% of their portfolio | 7.0m $83.2m | Reduced -2.3m |
| UBS Group AG 0.02% of their portfolio | 6.6m $78.8m | Added +291.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.6m $78.5m | Added +303.6k |
| PRIMECAP MANAGEMENT CO/CA/ 0.06% of their portfolio | 6.2m $73.7m | Reduced -110.1k |
| TWO SIGMA ADVISERS, LP 0.16% of their portfolio | 5.9m $70.3m | Reduced -737.2k |
| Pacer Advisors, Inc. 0.13% of their portfolio | 4.7m $55.8m | Reduced -4.7m |
| Maple Rock Capital Partners Inc. 4.07% of their portfolio | 4.7m $55.7m | Reduced -742.5k |
| MORGAN STANLEY 0.00% of their portfolio | 4.2m $49.3m | Reduced -2.1m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.0m $47.1m | Added +1.5m |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 3.8m $45.1m | Reduced -4.2m |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 3.6m $43.0m | Reduced -1.3m |
| NORGES BANK 0.01% of their portfolio | 3.6m $43.0m | Reduced -225.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 3.6m $42.8m | Reduced -176.8k |
| Invenomic Capital Management LP 2.16% of their portfolio | 3.6m $42.6m | Added +1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 3.4m $40.8m | Reduced -158.4k |
| Engine Capital Management, LP 7.50% of their portfolio | 3.3m $39.6m | Added +2.2m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.3m $39.4m | Added +957.9k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 3.2m $38.6m | Added +78.7k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio | 3.1m $37.3m | Added +3.1m |
| MARSHALL WACE, LLP 0.05% of their portfolio | 3.1m $36.9m | Added +151.9k |
| Trexquant Investment LP 0.42% of their portfolio | 3.1m $36.3m | Added +664.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.8m $32.7m | Reduced -1.1m |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 2.6m $31.4m | New |
| Nuveen, LLC 0.01% of their portfolio | 2.6m $31.1m | First filing |
| JUPITER ASSET MANAGEMENT LTD 0.30% of their portfolio | 2.6m $30.9m | Added +2.5m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 2.4m $28.5m | Added +2.4m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.0m $23.5m | Added +28.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.09% of their portfolio | 1.7m $20.3m | Reduced -582.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.6m $19.5m | Reduced -2.4m |
| PAR CAPITAL MANAGEMENT INC 0.63% of their portfolio | 1.6m $18.7m | Added +1.4m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.6m $18.6m | Added +383.3k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 1.6m $18.5m | Added +1.3m |
| Engineers Gate Manager LP 0.31% of their portfolio | 1.5m $18.1m | Reduced -159.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 1.5m $18.1m | Added +496.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $16.4m | Added +1.2m |
| CITIGROUP INC 0.01% of their portfolio | 1.3m $15.7m | Added +49.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.20% of their portfolio | 1.3m $15.6m | Reduced -531.2k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 1.3m $15.4m | Added +272.7k |
| National Philanthropic Trust 0.24% of their portfolio | 1.2m $14.7m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.1m $12.7m | Added +48.2k |
| BARCLAYS PLC 0.01% of their portfolio | 1.1m $12.7m | Added +868.1k |
| Cubist Systematic Strategies, LLC 0.16% of their portfolio | 1.1m $12.5m | Added +1.1m |
| Meridiem Capital Partners LP 1.36% of their portfolio | 1.0m $12.4m | Added +146.2k |
| ENTRUST GLOBAL PARTNERS L L C 2.52% of their portfolio | 1.0m $12.4m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.11% of their portfolio | 1.0m $12.2m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 1.0m $11.7m | Added +47.6k |
| GROUPAMA ASSET MANAGMENT 0.02% of their portfolio | 1.0m $963.3k | Unchanged |
| Tetragon Partners GP Ltd 3.81% of their portfolio | 1.0m $11.9m | Unchanged |
| Verition Fund Management LLC 0.07% of their portfolio | 996.2k $11.8m | Added +596.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 975.6k $11.6m | Reduced -468.8k |
| Grace & Mercy Foundation, Inc. 2.89% of their portfolio | 975.0k $11.6m | New |
| Maxi Investments CY Ltd 2.24% of their portfolio | 945.9k $11.2m | Added +720.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 940.4k $11.2m | Reduced -6.0m |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 922.3k $10.9m | Added +673.8k |
| Huber Capital Management LLC 2.04% of their portfolio | 910.7k $10.8m | Added +151.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 869.7k $10.3m | Reduced -400.5k |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 859.9k $10.2m | Reduced -859.9k |
| Swiss National Bank 0.01% of their portfolio | 787.2k $9.3m | Added +36.8k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 774.3k $9.2m | Added +6.9k |
| PDT Partners, LLC 0.63% of their portfolio | 747.9k $8.9m | Added +413.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 721.1k $8.6m | Reduced -1.1m |
| Gotham Asset Management, LLC 0.06% of their portfolio | 651.5k $7.7m | Added +213.3k |
| WESTERLY CAPITAL MANAGEMENT, LLC 3.58% of their portfolio | 630.0k $7.5m | Added +255.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 629.6k $7.5m | Added +7.8k |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 613.9k $7.3m | Added +159.3k |
| Legal & General Group Plc 0.00% of their portfolio | 603.0k $7.2m | Added +45.4k |
| Impax Asset Management Group plc 0.04% of their portfolio | 600.0k $7.1m | New |
| Man Group plc 0.02% of their portfolio | 582.1k $6.9m | Reduced -2.6m |
| Invesco Ltd. 0.00% of their portfolio | 567.8k $6.7m | Reduced -16.2k |
| Knollwood Investment Advisory, LLC 0.74% of their portfolio | 567.6k $6.7m | Unchanged |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 567.1k $6.7m | Added +58.0k |
| SG Americas Securities, LLC 0.02% of their portfolio | 560.3k $6.7m | New |
| Optimus Prime Fund Management Co., Ltd. 0.76% of their portfolio | 560.0k $6.6m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 555.0k $6.6m | Reduced -1.6m |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 543.7k $6.5m | Added +449.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 541.9k $6.2m | Added +159.4k |
| Jump Financial, LLC 0.09% of their portfolio | 526.8k $6.3m | Added +113.5k |
| Harel Insurance Investments & Financial Services Ltd. 0.08% of their portfolio | 508.2k $6.0m | Added +83.8k |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 486.1k $5.8m | Added +79.1k |
| Honeycomb Asset Management LP 2.71% of their portfolio | 478.0k $5.7m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 468.4k $5.6m | Added +345.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 464.2k $5.5m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 463.6k $5.5m | First filing |
| PLUSTICK MANAGEMENT LLC 3.81% of their portfolio | 440.0k $5.2m | Reduced -10.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.03% of their portfolio | 438.2k $5.2m | Added +103.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 426.1k $5.1m | Reduced -465.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 417.7k $5.0m | Added +28.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 416.6k $4.9m | Added +314.0k |