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. 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 ≈ $23.46. Options: 14 managers hold calls ($92.8m notional), 14 hold puts ($125.6m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 129 |
| Q4 2023 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $0 | $0 | — |
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $21.6m | $28.9m | 1.34 |
| Q4 2023 | $92.8m | $125.6m | 1.35 |
Biggest buyers
| MORGAN STANLEY | Added | +1.5m |
| MAVERICK CAPITAL LTD | New | +1.2m |
| Point72 Asset Management, L.P. | Added | +891.9k |
| JANE STREET GROUP, LLC | Added | +774.8k |
| BANK OF AMERICA CORP /DE/ | Added | +750.6k |
| INDUSTRY VENTURES, L.L.C. | Added | +682.8k |
| NORGES BANK | Added | +497.2k |
| BlackRock Inc. | Added | +466.5k |
| BANK OF MONTREAL /CAN/ | New | +350.0k |
| MACKENZIE FINANCIAL CORP | New | +349.7k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.2m |
| T. Rowe Price Investment Management, Inc. | Reduced | -1.1m |
| GLADE BROOK CAPITAL PARTNERS LLC | Sold out | -994.5k |
| Dragoneer Investment Group, LLC | Reduced | -750.0k |
| ALLIANCEBERNSTEIN L.P. | Sold out | -436.3k |
| JPMORGAN CHASE & CO | Reduced | -344.3k |
| CAAS CAPITAL MANAGEMENT LP | Reduced | -342.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -300.5k |
| Petrus Trust Company, LTA | Sold out | -280.5k |
| Blackstone Inc. | Reduced | -244.5k |
Biggest calls
| GOLDMAN SACHS GROUP INC | New | $24.6m1.1m shares |
| BARCLAYS PLC | New | $17.6m750.0k shares |
| UBS Group AG | New | $15.0m641.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.6m451.5k shares |
| SIMPLEX TRADING, LLC | Added | $8.8m373.2k shares |
| IMC-Chicago, LLC | Added | $4.3m182.7k shares |
| Aspex Management (HK) Ltd | New | $3.5m3.8m shares |
| CITADEL ADVISORS LLC | Reduced | $3.5m147.7k shares |
| JANE STREET GROUP, LLC | Added | $2.8m118.9k shares |
| GROUP ONE TRADING LLC | Added | $1.7m73.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $27.1m1.2m shares |
| BANK OF AMERICA CORP /DE/ | Added | $21.5m917.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.3m864.1k shares |
| SIMPLEX TRADING, LLC | Added | $15.4m655.7k shares |
| GOLDMAN SACHS GROUP INC | New | $10.0m425.8k shares |
| CITADEL ADVISORS LLC | Added | $8.6m365.3k shares |
| BANK OF MONTREAL /CAN/ | New | $8.4m350.0k shares |
| GROUP ONE TRADING LLC | Added | $5.8m248.0k shares |
| IMC-Chicago, LLC | Added | $3.9m167.9k shares |
| Weiss Asset Management LP | New | $3.3m140.0k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 7.70% of their portfolio | 39.8m $933.2m | Unchanged |
| D1 Capital Partners L.P. 11.92% of their portfolio | 28.9m $678.5m | Added +2.1k |
| a16z Capital Management, L.L.C. 17.29% of their portfolio | 12.0m $280.9m | First filing |
| COATUE MANAGEMENT LLC 1.01% of their portfolio | 10.3m $241.2m | Unchanged |
| GCM Grosvenor Holdings, LLC 37.36% of their portfolio | 9.0m $211.4m | Unchanged |
| Valiant Capital Management, L.P. 23.99% of their portfolio | 8.2m $192.5m | Added +334.6k |
| VK Services, LLC 19.92% of their portfolio | 5.6m $131.4m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 5.3m $123.5m | Reduced -1.2m |
| KPCB DGF II Associates, LLC 86.54% of their portfolio | 4.0m $94.5m | Unchanged |
| Canaan Partners IX LLC 100.00% of their portfolio | 3.7m $87.5m | First filing |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 1.03% of their portfolio | 3.6m $83.4m | Unchanged |
| NORGES BANK 0.01% of their portfolio | 3.4m $78.7m | Added +497.2k |
| Technology Crossover Management XI, Ltd. 20.63% of their portfolio | 2.7m $63.4m | Unchanged |
| Rizvi Traverse Management, LLC 73.32% of their portfolio | 2.0m $46.5m | Unchanged |
| FMR LLC 0.00% of their portfolio | 2.0m $44.7m | Reduced -59.0k |
| Thrive Capital Management, LLC 7.80% of their portfolio | 1.6m $37.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $37.6m | Added +1.5m |
| Galileo (PTC) Ltd 1.57% of their portfolio | 1.6m $36.6m | Unchanged |
| Capital Research Global Investors 0.01% of their portfolio | 1.3m $28.1m | Added +1.0k |
| General Catalyst Group Management, LLC 2.27% of their portfolio | 1.2m $28.9m | Unchanged |
| MAVERICK CAPITAL LTD 0.57% of their portfolio | 1.2m $27.7m | New |
| CPV Partners, LLC 19.37% of their portfolio | 1.1m $26.7m | Unchanged |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 975.9k $22.9m | Reduced -1.1m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 952.5k $22.4m | Added +750.6k |
| INDUSTRY VENTURES, L.L.C. 36.03% of their portfolio | 945.3k $22.2m | Added +682.8k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 911.9k $21.4m | Added +891.9k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 813.9k $19.1m | Added +323.0k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 811.8k $19.1m | Added +774.8k |
| AMERICAN EXPRESS CO 1.72% of their portfolio | 763.7k $17.9m | First filing |
| GREENOAKS LLC 2.07% of their portfolio | 758.8k $17.8m | Reduced -50.0k |
| Dragoneer Investment Group, LLC 0.38% of their portfolio | 751.3k $17.6m | Reduced -750.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 604.7k $14.2m | Reduced -207 |
| BlackRock Inc. 0.00% of their portfolio | 533.0k $12.5m | Added +466.5k |
| HARVARD MANAGEMENT CO INC 1.03% of their portfolio | 519.8k $12.2m | Unchanged |
| Foxhaven Asset Management, LP 0.35% of their portfolio | 519.8k $12.2m | Unchanged |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 464.4k $10.9m | Added +304.4k |
| Alyeska Investment Group, L.P. 0.07% of their portfolio | 458.4k $10.8m | Added +223.4k |
| Weiss Asset Management LP 0.66% of their portfolio | 393.0k $9.2m | Added +343.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 381.0k $8.9m | Added +106.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 350.0k $8.4m | New |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 349.7k $8.2m | New |
| Blackstone Inc. 0.04% of their portfolio | 340.5k $8.0m | Reduced -244.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 326.3k $7.7m | Added +104.1k |
| Orland Properties Ltd 3.39% of their portfolio | 295.5k $6.9m | Unchanged |
| LMR Partners LLP 0.17% of their portfolio | 282.8k $6.6m | Added +100.3k |
| Crestwood Capital Management, L.P. 3.90% of their portfolio | 281.0k $6.6m | New |
| SCGE MANAGEMENT, L.P. 0.15% of their portfolio | 280.0k $6.6m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 229.9k $5.4m | Added +228.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 226.0k $5.3m | Added +22.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 225.0k $5.3m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 216.4k $5.1m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 214.8k $5.0m | Added +99.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 206.9k $4.9m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 186.1k $4.4m | New |
| TWINBEECH CAPITAL LP 0.07% of their portfolio | 181.5k $4.3m | New |
| TIGER GLOBAL MANAGEMENT LLC 0.03% of their portfolio | 175.0k $4.1m | Unchanged |
| TIGER MANAGEMENT L.L.C. 73.31% of their portfolio | 173.7k $4.1m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 158.8k $3.7m | New |
| Honeycomb Asset Management LP 0.85% of their portfolio | 150.0k $3.5m | New |
| Gotham Asset Management, LLC 0.06% of their portfolio | 142.5k $3.3m | New |
| Penserra Capital Management LLC 0.06% of their portfolio | 130.7k $3.1m | New |
| TD Asset Management Inc 0.00% of their portfolio | 127.6k $3.0m | Reduced -96.1k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.05% of their portfolio | 125.0k $2.9m | Reduced -62.3k |
| Nishkama Capital, LLC 0.65% of their portfolio | 106.6k $2.5m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 104.3k $2.4m | Added +80.6k |
| MOORE CAPITAL MANAGEMENT, LP 0.06% of their portfolio | 100.0k $2.3m | New |
| FORMULA GROWTH LTD 0.65% of their portfolio | 86.1k $2.0m | Added +16.1k |
| Aperture Investors, LLC 0.35% of their portfolio | 85.8k $2.0m | New |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 85.4k $2.0m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 84.4k $2.0m | Added +34.4k |
| Avala Global LP 0.14% of their portfolio | 80.0k $1.9m | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 79.6k $1.9m | New |
| GROUP ONE TRADING LLC 0.06% of their portfolio | 78.8k $1.9m | New |
| Ghisallo Capital Management LLC 0.17% of their portfolio | 70.0k $1.6m | Unchanged |
| CAAS CAPITAL MANAGEMENT LP 1.51% of their portfolio | 67.8k $1.6m | Reduced -342.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 63.0k $1.5m | Added +38.0k |
| Man Group plc 0.00% of their portfolio | 60.3k $1.4m | New |
| Engineers Gate Manager LP 0.04% of their portfolio | 56.3k $1.3m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 50.8k $1.2m | Reduced -344.3k |
| INVESTMENT HOUSE LLC 0.08% of their portfolio | 46.8k $1.1m | New |
| SIMPLEX TRADING, LLC 0.03% of their portfolio | 45.6k $1.1m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 42.4k $994.6k | Added +26.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 41.9k $982.5k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 37.5k $879.7k | New |
| DIMENSION CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 35.0k $821.5k | New |
| Woodline Partners LP 0.01% of their portfolio | 33.5k $786.2k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 26.9k $630.2k | New |
| EFG Asset Management (North America) Corp. 0.12% of their portfolio | 25.9k $608.2k | Added +16.9k |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 25.0k $586.8k | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 23.8k $557.5k | New |
| Walleye Capital LLC 0.01% of their portfolio | 23.5k $552.2k | Reduced -71.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 21.3k $500.5k | New |
| Weiss Multi-Strategy Advisers LLC 0.01% of their portfolio | 19.9k $467.0k | Reduced -30.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 18.7k $439.6k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 17.7k $415.5k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 16.5k $386.5k | Added +14.4k |
| Octahedron Capital Management L.P. 0.47% of their portfolio | 15.0k $352.1k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 14.9k $350.2k | New |
| LEVIN CAPITAL STRATEGIES, L.P. 0.04% of their portfolio | 14.2k $334.4k | Reduced -14.2k |
| Renaissance Capital LLC 0.16% of their portfolio | 14.1k $330.6k | New |