MAPLEBEAR INC CART
COM · Common Stock · CUSIP 565394103 · ISIN US5653941030
Internet-based grocery delivery service
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSan Francisco, CA
- Founded2012
- Websiteinstacart.com
- FilingsSEC EDGAR
* 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 ($705.5k this quarter). Holder counts are more reliable. Shares outstanding: 280.2m as of 2023-10-31, 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 ≈ $29.65. Options: 10 managers hold calls ($21.6m notional), 12 hold puts ($28.9m).
Trends to Q3 2023
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $0 | $0 | — |
| Q1 2023 | $0 | $0 | — |
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $21.6m | $28.9m | 1.34 |
Biggest buyers
| SC US (TTGP), LTD. | New | +39.8m |
| D1 Capital Partners L.P. | New | +28.9m |
| COATUE MANAGEMENT LLC | New | +10.3m |
| GCM Grosvenor Holdings, LLC | New | +9.0m |
| Valiant Capital Management, L.P. | New | +7.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | New | +6.4m |
| VK Services, LLC | New | +5.6m |
| KPCB DGF II Associates, LLC | New | +4.0m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | New | +3.6m |
| Technology Crossover Management XI, Ltd. | New | +2.7m |
Biggest sellers
| None |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $7.9m265.0k shares |
| CITADEL ADVISORS LLC | New | $6.3m212.3k shares |
| SIMPLEX TRADING, LLC | New | $2.8m94.6k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.5m50.0k shares |
| IMC-Chicago, LLC | New | $1.3m42.6k shares |
| GROUP ONE TRADING LLC | New | $1.1m38.4k shares |
| JANE STREET GROUP, LLC | New | $534.4k18.0k shares |
| Belvedere Trading LLC | New | $133.6k4.5k shares |
| Cutler Group LLC / CA | New | $15.0k12.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $9.5m318.9k shares |
| CITADEL ADVISORS LLC | New | $5.7m192.2k shares |
| BANK OF AMERICA CORP /DE/ | New | $5.6m187.8k shares |
| IMC-Chicago, LLC | New | $2.2m73.1k shares |
| SIMPLEX TRADING, LLC | New | $1.9m64.7k shares |
| JANE STREET GROUP, LLC | New | $1.6m54.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.3m44.8k shares |
| GROUP ONE TRADING LLC | New | $492.9k16.6k shares |
| CANTOR FITZGERALD, L. P. | New | $462.6k639 shares |
| Belvedere Trading LLC | New | $121.7k4.1k 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 |
|---|---|
| Mehta Apoorva 13G · exempt (held before listing) filed 2025-07-15 | 8.4% |
| SC US (TTGP), LTD. 13D · may seek influence -1.5 pts · filed 2026-08-17 | 8.0% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-04-27 | 6.6% |
Fell to 5% or below in the last year: GCM Grosvenor L.P. (1.7%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q3 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 |
|---|---|---|---|---|---|
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 1 | $30.0m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-09-21 | Sundheim Daniel S. +1 Director · See footnotes | Bought | $30.0m1.0m shares |
| 2023-09-21 | SEQUOIA CAPITAL U.S. VENTURE FUND XIV, L.P. +9 10% owner · Sequoia Capital US/E Expansion Fund I, L.P. | Bought | $30.0m1.0m shares |
| 2023-09-21 | SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XIV (Q), L.P. +9 10% owner · Sequoia Capital US/E Expansion Fund I, L.P. | Bought | $30.0m1.0m shares |
| 2023-09-21 | LEONE DOUGLAS M +6 10% owner · Sequoia Capital US/E Expansion Fund I, L.P. | Bought | $30.0m1.0m shares |
| 2023-09-21 | Mehta Apoorva 10% owner · See footnote | Sold | $21.0m700.0k shares |
| 2023-09-21 | Grosvenor Capital Management, L.P. +9 See Explanation of Responses · By GCM Special Opportunities Master Fund, Ltd. | Bought | $1.8m60.0k shares |
| 2023-09-21 | GCM Grosvenor Inc. See Explanation of Responses · By GCM Special Opportunities Master Fund, Ltd. | Bought | $1.8m60.0k shares |
| 2023-09-20 | Grosvenor Capital Management, L.P. +7 See Explanation of Responses · By GCM Grosvenor Equity Opportunities Master Fund, L.P. | Sold | $2.3k71 shares |
| 2023-09-19 | Grosvenor Capital Management, L.P. +7 See Explanation of Responses · By GCM Grosvenor Equity Opportunities Master Fund, L.P. | Sold | $217.9k6.3k shares |
| 2023-09-19 | Grosvenor Capital Management, L.P. +7 See Explanation of Responses · By GCM Grosvenor Equity Opportunities Master Fund, L.P. | Bought | $189.8k6.3k 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 2023
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 10.88% of their portfolio | 39.8m $1.2bn | New |
| D1 Capital Partners L.P. 12.36% of their portfolio | 28.9m $858.2m | New |
| COATUE MANAGEMENT LLC 1.55% of their portfolio | 10.3m $305.1m | New |
| GCM Grosvenor Holdings, LLC 53.21% of their portfolio | 9.0m $267.4m | New |
| Valiant Capital Management, L.P. 27.94% of their portfolio | 7.9m $233.5m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 6.4m $191.1m | New |
| VK Services, LLC 22.15% of their portfolio | 5.6m $166.3m | New |
| KPCB DGF II Associates, LLC 93.30% of their portfolio | 4.0m $119.5m | New |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 1.40% of their portfolio | 3.6m $105.5m | New |
| NORGES BANK 0.02% of their portfolio | 2.9m $84.8m | Not comparable |
| Technology Crossover Management XI, Ltd. 28.55% of their portfolio | 2.7m $80.2m | New |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 2.1m $62.0m | New |
| FMR LLC 0.00% of their portfolio | 2.0m $56.4m | New |
| Rizvi Traverse Management, LLC 80.55% of their portfolio | 2.0m $58.8m | New |
| Thrive Capital Management, LLC 12.25% of their portfolio | 1.6m $47.8m | New |
| Galileo (PTC) Ltd 1.41% of their portfolio | 1.6m $46.3m | New |
| Dragoneer Investment Group, LLC 1.03% of their portfolio | 1.5m $44.6m | New |
| Capital Research Global Investors 0.01% of their portfolio | 1.3m $34.5m | New |
| General Catalyst Group Management, LLC 3.47% of their portfolio | 1.2m $36.5m | New |
| CPV Partners, LLC 21.61% of their portfolio | 1.1m $33.7m | New |
| GLADE BROOK CAPITAL PARTNERS LLC 100.00% of their portfolio | 994.5k $29.5m | New |
| GREENOAKS LLC 2.97% of their portfolio | 808.8k $24.0m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 604.9k $18.0m | New |
| Blackstone Inc. 0.07% of their portfolio | 585.0k $17.4m | New |
| HARVARD MANAGEMENT CO INC 1.74% of their portfolio | 519.8k $15.4m | New |
| Foxhaven Asset Management, LP 0.50% of their portfolio | 519.8k $15.4m | New |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 490.9k $14.6m | New |
| AH Equity Partners LSV I, L.L.C. 4.38% of their portfolio | 465.0k $13.8m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 436.3k $13.0m | New |
| CAAS CAPITAL MANAGEMENT LP 2.71% of their portfolio | 410.6k $12.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 395.1k $11.7m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 300.5k $8.9m | New |
| Orland Properties Ltd 4.64% of their portfolio | 295.5k $8.8m | New |
| Petrus Trust Company, LTA 0.89% of their portfolio | 280.5k $8.3m | New |
| SCGE MANAGEMENT, L.P. 0.22% of their portfolio | 280.0k $8.3m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 274.7k $8.2m | New |
| INDUSTRY VENTURES, L.L.C. 10.29% of their portfolio | 262.6k $7.8m | New |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 235.0k $7.0m | New |
| TD Asset Management Inc 0.01% of their portfolio | 223.7k $6.6m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 222.2k $6.6m | New |
| Monashee Investment Management LLC 2.54% of their portfolio | 204.4k $6.1m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 203.9k $6.1m | New |
| CastleKnight Management LP 1.03% of their portfolio | 202.5k $6.0m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 201.9k $6.0m | New |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.15% of their portfolio | 187.3k $5.6m | New |
| LMR Partners LLP 0.12% of their portfolio | 182.5k $5.4m | New |
| Holocene Advisors, LP 0.02% of their portfolio | 177.7k $5.3m | New |
| TIGER GLOBAL MANAGEMENT LLC 0.04% of their portfolio | 175.0k $5.2m | New |
| TIGER MANAGEMENT L.L.C. 100.00% of their portfolio | 173.7k $5.2m | New |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 160.0k $4.8m | New |
| Rip Road Capital Partners LP 4.61% of their portfolio | 155.3k $4.6m | New |
| MORGAN STANLEY 0.00% of their portfolio | 136.3k $4.0m | New |
| VIKING GLOBAL INVESTORS LP 0.02% of their portfolio | 125.0k $3.7m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 115.2k $3.4m | New |
| Cinctive Capital Management LP 0.17% of their portfolio | 106.9k $3.2m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 100.0k $3.0m | New |
| Walleye Capital LLC 0.04% of their portfolio | 95.4k $2.8m | New |
| Avala Global LP 0.23% of their portfolio | 80.0k $2.4m | New |
| Greenland Capital Management LP 0.28% of their portfolio | 78.3k $2.3m | New |
| HBK INVESTMENTS L P 0.05% of their portfolio | 75.0k $2.2m | Not comparable |
| Sculptor Capital LP 0.05% of their portfolio | 72.5k $2.2m | New |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 70.0k $2.1m | New |
| FORMULA GROWTH LTD 0.71% of their portfolio | 70.0k $2.1m | New |
| Ghisallo Capital Management LLC 0.21% of their portfolio | 70.0k $2.1m | New |
| BlackRock Inc. 0.00% of their portfolio | 66.5k $2.0m | New |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 60.9k $1.8m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 60.0k $1.8m | New |
| FIL Ltd 0.00% of their portfolio | 59.5k $1.8m | New |
| Man Group plc 0.00% of their portfolio | 53.0k $1.6m | New |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 51.2k $1.5m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 50.0k $1.5m | New |
| Weiss Asset Management LP 0.12% of their portfolio | 50.0k $1.5m | New |
| Weiss Multi-Strategy Advisers LLC 0.04% of their portfolio | 50.0k $1.5m | New |
| ELEMENT CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 50.0k $1.5m | New |
| Point72 Middle East FZE 0.09% of their portfolio | 49.8k $1.5m | New |
| Maytus Capital Management, LLC 0.74% of their portfolio | 45.0k $1.3m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 37.0k $1.1m | New |
| Woodline Partners LP 0.01% of their portfolio | 33.5k $994.6k | New |
| SOROS FUND MANAGEMENT LLC 0.02% of their portfolio | 30.0k $890.7k | New |
| LEVIN CAPITAL STRATEGIES, L.P. 0.11% of their portfolio | 28.5k $846.2k | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 25.0k $742.2k | New |
| Zimmer Partners, LP 0.02% of their portfolio | 25.0k $742.2k | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 23.8k $706.4k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 23.7k $703.5k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 20.0k $593.8k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 16.1k $479.3k | New |
| Davidson Kempner Capital Management LP 0.01% of their portfolio | 16.0k $476.5k | New |
| Octahedron Capital Management L.P. 0.61% of their portfolio | 15.0k $445.4k | New |
| L & S Advisors Inc 0.05% of their portfolio | 12.5k $371.1k | New |
| RBF Capital, LLC 0.02% of their portfolio | 12.1k $357.9k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 11.5k $340.8k | New |
| TIG Advisors, LLC 0.02% of their portfolio | 10.9k $322.7k | New |
| Sandia Investment Management LP 0.08% of their portfolio | 10.0k $296.9k | New |
| SEVEN GRAND MANAGERS, LLC 0.40% of their portfolio | 10.0k $296.9k | New |
| EFG Asset Management (North America) Corp. 0.06% of their portfolio | 9.1k $269.6k | New |
| Alberta Investment Management Corp 0.00% of their portfolio | 8.5k $251.7k | New |
| Jump Financial, LLC 0.01% of their portfolio | 8.3k $245.2k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.0k $148.4k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.9k $85.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 2.5k $74.3k | New |