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 ($17.5m this quarter). Holder counts are more reliable. Shares outstanding: 379.7m as of 2026-05-01, 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 ≈ $13.29. Options: 35 managers hold calls ($293.1m notional), 31 hold puts ($248.6m).
Trends to Q1 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 |
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 2024 | 234 | 176 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $494.5m | $451.1m | 0.91 |
| Q3 2025 | $1.1bn | $857.7m | 0.75 |
| Q4 2025 | $806.4m | $567.8m | 0.70 |
| Q1 2026 | $293.1m | $248.6m | 0.85 |
Biggest buyers
| BlackRock, Inc. | Added | +26.6m |
| MILLENNIUM MANAGEMENT LLC | Added | +10.8m |
| Contour Asset Management LLC | Added | +8.0m |
| JUPITER ASSET MANAGEMENT LTD | Added | +6.3m |
| STATE STREET CORP | Added | +6.2m |
| GOLDMAN SACHS GROUP INC | Added | +3.9m |
| AMERIPRISE FINANCIAL INC | Added | +3.7m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +3.0m |
| AMERICAN CENTURY COMPANIES INC | Added | +3.0m |
| Altshuler Shaham Ltd | Added | +2.6m |
Biggest sellers
| AQR CAPITAL MANAGEMENT LLC | Reduced | -16.2m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -8.3m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -4.4m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -3.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -2.7m |
| JANE STREET GROUP, LLC | Reduced | -2.7m |
| Qube Research & Technologies Ltd | Sold out | -2.6m |
| CITADEL ADVISORS LLC | Reduced | -2.6m |
| TWO SIGMA ADVISERS, LP | Sold out | -2.5m |
| Amundi | Reduced | -2.2m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $82.5m6.2m shares |
| CITADEL ADVISORS LLC | Reduced | $37.6m2.8m shares |
| JANE STREET GROUP, LLC | Reduced | $35.5m2.7m shares |
| IMC-Chicago, LLC | Reduced | $27.1m2.0m shares |
| GROUP ONE TRADING LLC | Reduced | $17.1m1.3m shares |
| SIMPLEX TRADING, LLC | Reduced | $11.7m877.7k shares |
| UBS Group AG | Reduced | $10.0m751.0k shares |
| Squarepoint Ops LLC | Added | $9.6m721.0k shares |
| MASTERS CAPITAL MANAGEMENT LLC | Reduced | $6.7m500.0k shares |
| Walleye Trading LLC | Reduced | $6.5m491.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $70.0m5.3m shares |
| JANE STREET GROUP, LLC | Reduced | $54.5m4.1m shares |
| CITADEL ADVISORS LLC | Reduced | $30.5m2.3m shares |
| IMC-Chicago, LLC | Reduced | $13.5m1.0m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $10.9m819.4k shares |
| Squarepoint Ops LLC | Added | $9.8m733.3k shares |
| PEAK6 LLC | Reduced | $8.0m600.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.6m573.9k shares |
| Walleye Trading LLC | Reduced | $5.8m433.4k shares |
| GROUP ONE TRADING LLC | Added | $5.5m412.7k 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 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | Hope Stephen W. CHIEF ACCOUNTING OFFICER | Sold plan | $73.1k5.3k shares |
| 2026-02-27 | Beggs Jill Director | Sold plan | $29.1k2.1k shares |
| 2026-02-25 | Llewellyn Lindsay Catherine Officer | Sold plan | $314.7k23.7k shares |
| 2026-02-13 | Risher John David Chief Executive Officer, director | Bought | $100.2k7.5k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 49.0m $651.7m | Added +26.6m |
| AMERIPRISE FINANCIAL INC 0.11% of their portfolio | 36.5m $485.2m | Added +3.7m |
| MILLENNIUM MANAGEMENT LLC 0.22% of their portfolio | 21.8m $289.5m | Added +10.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 21.2m $281.7m | First filing |
| FMR LLC 0.01% of their portfolio | 18.5m $246.6m | Reduced -992.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 17.3m $229.5m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 13.2m $175.5m | Added +6.2m |
| Contour Asset Management LLC 5.17% of their portfolio | 12.0m $159.0m | Added +8.0m |
| JUPITER ASSET MANAGEMENT LTD 0.73% of their portfolio | 10.3m $136.9m | Added +6.3m |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 9.6m $123.4m | Reduced -16.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.19% of their portfolio | 9.2m $121.9m | Reduced -708.6k |
| Altshuler Shaham Ltd 1.88% of their portfolio | 7.7m $101.9m | Added +2.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.2m $96.2m | Added +154.7k |
| MORGAN STANLEY 0.01% of their portfolio | 7.2m $95.9m | Reduced -1.6m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.7m $89.4m | Added +2.5m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 5.2m $68.7m | Added +3.9m |
| UBS Group AG 0.01% of their portfolio | 4.4m $58.4m | Reduced -1.6m |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 4.2m $56.5m | Added +3.0m |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 4.2m $56.2m | Reduced -97.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 4.2m $55.6m | Added +393.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 4.2m $55.4m | Added +497.9k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 4.1m $55.1m | Added +3.0m |
| Maple Rock Capital Partners Inc. 1.78% of their portfolio | 4.1m $54.9m | Reduced -171.9k |
| Swedbank AB 0.06% of their portfolio | 4.0m $53.6m | Reduced -1.6m |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 4.0m $52.6m | Reduced -628.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.6m $47.9m | Reduced -925.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 3.4m $45.0m | Added +1.3m |
| Pacer Advisors, Inc. 0.12% of their portfolio | 3.2m $42.4m | Added +1.2m |
| PAR CAPITAL MANAGEMENT INC 1.21% of their portfolio | 3.1m $41.6m | Reduced -10.0k |
| Invenomic Capital Management LP 1.80% of their portfolio | 2.9m $38.9m | Added +1.9m |
| CITIGROUP INC 0.02% of their portfolio | 2.7m $36.2m | Reduced -1.2m |
| APPALOOSA LP 0.61% of their portfolio | 2.7m $35.9m | Reduced -1.1m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.5m $32.8m | First filing |
| LSV ASSET MANAGEMENT 0.07% of their portfolio | 2.5m $32.6m | Added +2.4m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.4m $31.7m | Added +320.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.3m $30.5m | Added +613.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 2.3m $30.3m | Added +311.7k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.0m $26.1m | Added +1.1m |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.9m $25.8m | Reduced -6.1k |
| Prevatt Capital Ltd 6.81% of their portfolio | 1.9m $25.3m | New |
| Invesco Ltd. 0.00% of their portfolio | 1.9m $25.3m | Reduced -825.6k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 1.8m $24.4m | Added +1.1m |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 1.8m $24.3m | Reduced -33.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.7m $23.1m | Added +189.8k |
| HENNESSY ADVISORS INC 0.77% of their portfolio | 1.6m $21.4m | Reduced -168.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.6m $21.4m | Reduced -287.5k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 1.4m $18.9m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 1.4m $18.7m | Added +681.0k |
| BARCLAYS PLC 0.01% of their portfolio | 1.4m $18.6m | Added +578.4k |
| Nierenberg Investment Management Company, LLC 8.58% of their portfolio | 1.3m $17.2m | Added +482.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.3m $16.8m | Reduced -2.6m |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 1.3m $16.7m | Added +1.2m |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.2m $15.5m | Reduced -388.9k |
| Nuveen, LLC 0.00% of their portfolio | 1.2m $15.4m | Reduced -745.8k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 1.1m $15.1m | Added +158.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 1.1m $14.1m | Reduced -192.3k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 1.0m $13.6m | Added +1.0m |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.0m $13.3m | Reduced -359.4k |
| Tetragon Partners GP Ltd 2.61% of their portfolio | 1.0m $13.3m | Unchanged |
| Impax Asset Management Group plc 0.09% of their portfolio | 1.0m $13.3m | Added +225.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 990.0k $13.2m | Added +200.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 962.3k $12.8m | Reduced -488.3k |
| Trexquant Investment LP 0.09% of their portfolio | 923.5k $12.3m | Added +626.7k |
| Grace & Mercy Foundation, Inc. 2.97% of their portfolio | 915.0k $12.2m | Reduced -50.0k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 913.9k $12.2m | Reduced -18.5k |
| Legal & General Group Plc 0.00% of their portfolio | 904.0k $12.0m | Added +478.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 878.6k $11.7m | Added +483.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 848.0k $11.3m | Added +5.6k |
| Jump Financial, LLC 0.16% of their portfolio | 830.4k $11.0m | Reduced -632.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 827.1k $11.0m | Added +61.7k |
| HEARTLAND ADVISORS INC 0.56% of their portfolio | 823.2k $10.9m | Added +259.4k |
| Swiss National Bank 0.01% of their portfolio | 764.2k $10.2m | Added +2.8k |
| Man Group plc 0.02% of their portfolio | 722.4k $9.6m | Added +82.9k |
| EASTERLY INVESTMENT PARTNERS LLC 0.62% of their portfolio | 615.2k $8.1m | Added +11.9k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 584.3k $7.8m | Reduced -70.1k |
| Optimus Prime Fund Management Co., Ltd. 0.72% of their portfolio | 560.0k $7.4m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 542.6k $7.2m | Reduced -4.4m |
| Amundi 0.00% of their portfolio | 532.3k $7.1m | Reduced -2.2m |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% of their portfolio | 508.9k $6.8m | Added +230.1k |
| Ausdal Financial Partners, Inc. 0.30% of their portfolio | 502.1k $6.7m | Added +123.4k |
| MASTERS CAPITAL MANAGEMENT LLC 0.98% of their portfolio | 500.0k $6.7m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 497.6k $6.3m | Reduced -21.7k |
| Occam Crest Management LP 4.10% of their portfolio | 495.7k $6.6m | Added +87.0k |
| IEQ CAPITAL, LLC 0.03% of their portfolio | 488.7k $6.5m | Reduced -1.5m |
| Illinois Municipal Retirement Fund 0.08% of their portfolio | 478.6k $6.4m | Added +96.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 449.3k $6.0m | Added +83.4k |
| SG Americas Securities, LLC 0.01% of their portfolio | 429.6k $5.7m | Reduced -164.4k |
| Bridgewater Associates, LP 0.03% of their portfolio | 421.7k $5.6m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 413.3k $5.5m | Added +267.3k |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 408.5k $5.4m | Reduced -78.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 405.1k $5.1m | Added +123.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 394.3k $5.3m | Added +285.9k |
| Harel Insurance Investments & Financial Services Ltd. 0.03% of their portfolio | 376.8k $5.0m | Reduced -34.5k |
| NFJ INVESTMENT GROUP, LLC 0.18% of their portfolio | 355.7k $4.7m | Unchanged |
| Huber Capital Management LLC 0.73% of their portfolio | 353.1k $4.7m | Reduced -359.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 351.5k $4.7m | First filing |
| Quantinno Capital Management LP 0.01% of their portfolio | 342.4k $4.6m | Added +114.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 330.5k $4.4m | Reduced -11.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 327.0k $4.3m | Added +96.6k |
| Brevan Howard Capital Management LP 0.04% of their portfolio | 320.7k $4.3m | Added +20.2k |