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 ($3.6m this quarter). Holder counts are more reliable. Shares outstanding: 260.8m as of 2024-07-31, 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 ≈ $32.14. Options: 16 managers hold calls ($125.1m notional), 17 hold puts ($81.8m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 129 |
| Q4 2023 | 153 |
| Q1 2024 | 232 |
| Q2 2024 | 291 |
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 2023 | 92 | 56 |
| Q1 2024 | 170 | 60 |
| Q2 2024 | 190 | 106 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $21.6m | $28.9m | 1.34 |
| Q4 2023 | $92.8m | $125.6m | 1.35 |
| Q1 2024 | $467.3m | $315.3m | 0.67 |
| Q2 2024 | $125.1m | $81.8m | 0.65 |
Biggest buyers
| VANGUARD GROUP INC | Added | +10.8m |
| BlackRock Inc. | Added | +3.5m |
| Aspex Management (HK) Ltd | New | +2.4m |
| Sculptor Capital LP | New | +2.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.6m |
| STATE STREET CORP | Added | +1.5m |
| TWO SIGMA ADVISERS, LP | Added | +1.3m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +1.2m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +1.2m |
| GOLDMAN SACHS GROUP INC | Added | +1.1m |
Biggest sellers
| COATUE MANAGEMENT LLC | Sold out | -10.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -3.5m |
| a16z Capital Management, L.L.C. | Reduced | -2.8m |
| MORGAN STANLEY | Reduced | -2.5m |
| JANE STREET GROUP, LLC | Reduced | -1.9m |
| VK Services, LLC | Reduced | -1.9m |
| TIGER GLOBAL MANAGEMENT LLC | Sold out | -1.8m |
| HRT FINANCIAL LP | Reduced | -1.5m |
| Point72 Asset Management, L.P. | Sold out | -1.5m |
| NORGES BANK | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $49.7m1.5m shares |
| CITADEL ADVISORS LLC | Added | $35.4m1.1m shares |
| JANE STREET GROUP, LLC | Reduced | $14.9m463.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.8m241.4k shares |
| IMC-Chicago, LLC | Reduced | $5.3m164.6k shares |
| WOLVERINE TRADING, LLC | Added | $3.0m93.2k shares |
| PEAK6 Investments LLC | Added | $2.5m76.3k shares |
| GROUP ONE TRADING LLC | Reduced | $2.1m65.7k shares |
| Caption Management, LLC | Unchanged | $970.6k30.2k shares |
| BARCLAYS PLC | Added | $739.2k23.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $28.2m878.7k shares |
| CITADEL ADVISORS LLC | Reduced | $17.5m543.0k shares |
| Walleye Capital LLC | Added | $7.6m236.6k shares |
| JANE STREET GROUP, LLC | Reduced | $7.1m219.4k shares |
| IMC-Chicago, LLC | Added | $5.6m173.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.4m167.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.0m61.5k shares |
| Squarepoint Ops LLC | Reduced | $1.9m60.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.9m57.9k shares |
| NOMURA HOLDINGS INC | Unchanged | $1.6m50.0k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2024 | 1 | $61.8m | 5 | $29.2m | $9.4m |
| Q2 2024 | 0 | — | 4 | $4.0m | $4.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-26 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $280.8k8.5k shares |
| 2024-06-20 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $312.5k9.2k shares |
| 2024-06-20 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $86.3k2.5k shares |
| 2024-06-12 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $84.5k2.5k shares |
| 2024-05-29 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $190.9k6.0k shares |
| 2024-05-20 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $306.4k9.2k shares |
| 2024-05-20 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $84.7k2.5k shares |
| 2024-05-01 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $425.0k12.2k shares |
| 2024-05-01 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $113.6k3.2k shares |
| 2024-04-30 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $150.8k4.3k shares |
| 2024-04-29 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $461.3k13.2k shares |
| 2024-04-22 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $651.4k18.7k shares |
| 2024-04-17 | Giovanni Nick CHIEF FINANCIAL OFFICER | Sold plan | $369.7k10.0k shares |
| 2024-04-01 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $450.6k12.1k 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 10.87% of their portfolio | 41.9m $1.3bn | Unchanged |
| D1 Capital Partners L.P. 15.67% of their portfolio | 28.9m $929.2m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 11.0m $354.3m | Added +10.8m |
| GCM Grosvenor Holdings, LLC 42.38% of their portfolio | 9.0m $289.4m | Unchanged |
| a16z Capital Management, L.L.C. 15.36% of their portfolio | 5.6m $180.1m | Reduced -2.8m |
| Valiant Capital Management, L.P. 21.17% of their portfolio | 5.6m $179.5m | Reduced -14.2k |
| CITADEL ADVISORS LLC 0.14% of their portfolio | 4.3m $138.2m | Added +333.3k |
| BlackRock Inc. 0.00% of their portfolio | 4.0m $129.9m | Added +3.5m |
| KPCB DGF II Associates, LLC 94.02% of their portfolio | 4.0m $129.4m | Unchanged |
| MORGAN STANLEY 0.01% of their portfolio | 4.0m $127.9m | Reduced -2.5m |
| VK Services, LLC 29.26% of their portfolio | 3.7m $119.9m | Reduced -1.9m |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 1.46% of their portfolio | 3.6m $114.2m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 2.8m $91.2m | Added +1.6m |
| Technology Crossover Management XI, Ltd. 14.41% of their portfolio | 2.7m $86.8m | Unchanged |
| Aspex Management (HK) Ltd 1.67% of their portfolio | 2.4m $78.4m | New |
| Sculptor Capital LP 1.60% of their portfolio | 2.4m $77.4m | New |
| FMR LLC 0.00% of their portfolio | 2.3m $75.2m | Reduced -677.0k |
| MAVERICK CAPITAL LTD 1.37% of their portfolio | 2.2m $72.1m | Reduced -126.5k |
| Balyasny Asset Management L.P. 0.18% of their portfolio | 2.2m $70.6m | Added +594.8k |
| FEDERATED HERMES, INC. 0.13% of their portfolio | 1.7m $55.7m | Added +876.4k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $55.3m | Added +1.5m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 1.7m $55.1m | Added +1.2m |
| Southpoint Capital Advisors LP 1.28% of their portfolio | 1.6m $51.4m | Added +446.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.20% of their portfolio | 1.5m $48.2m | Added +1.2m |
| TWO SIGMA ADVISERS, LP 0.09% of their portfolio | 1.3m $41.8m | Added +1.3m |
| Galileo (PTC) Ltd 2.99% of their portfolio | 1.2m $39.8m | Reduced -320.8k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 1.2m $39.0m | Reduced -292.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $38.3m | Added +1.1m |
| Delta Global Management LP 2.42% of their portfolio | 1.1m $36.4m | Added +442.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $34.9m | Added +742.7k |
| INDUSTRY VENTURES, L.L.C. 48.55% of their portfolio | 980.5k $31.5m | Added +31.2k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 963.8k $31.0m | Added +868.5k |
| Walleye Capital LLC 0.32% of their portfolio | 954.1k $30.7m | Added +494.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 899.7k $28.9m | Added +890.0k |
| Schonfeld Strategic Advisors LLC 0.22% of their portfolio | 894.1k $28.7m | Added +210.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 843.3k $27.1m | Added +513.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 842.0k $27.1m | Reduced -11.8k |
| NORGES BANK 0.00% of their portfolio | 797.6k $25.6m | Reduced -1.3m |
| GREENOAKS LLC 1.64% of their portfolio | 758.8k $24.4m | Unchanged |
| MARSHALL WACE, LLP 0.03% of their portfolio | 726.6k $23.4m | Added +184.6k |
| General Catalyst Group Management, LLC 1.97% of their portfolio | 710.7k $22.8m | Reduced -519.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 709.9k $22.8m | New |
| Hook Mill Capital Partners, LP 3.38% of their portfolio | 704.9k $22.7m | Added +397.6k |
| Alyeska Investment Group, L.P. 0.12% of their portfolio | 621.8k $20.0m | Added +349.1k |
| TUDOR INVESTMENT CORP ET AL 0.21% of their portfolio | 586.8k $18.9m | Added +145.2k |
| Shannon River Fund Management LLC 3.12% of their portfolio | 563.5k $18.1m | New |
| Foxhaven Asset Management, LP 0.47% of their portfolio | 519.8k $16.7m | Unchanged |
| Crestwood Capital Management, L.P. 11.71% of their portfolio | 510.2k $16.4m | Added +39.4k |
| CPV Partners, LLC 18.46% of their portfolio | 500.0k $16.1m | Reduced -616.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 489.8k $15.7m | Added +442.5k |
| Trexquant Investment LP 0.23% of their portfolio | 476.8k $15.3m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 430.8k $13.8m | Reduced -3.5m |
| Verition Fund Management LLC 0.10% of their portfolio | 409.7k $13.2m | Reduced -27.3k |
| Simcoe Capital Management, LLC 1.87% of their portfolio | 387.2k $12.4m | New |
| Hodges Capital Management Inc. 0.85% of their portfolio | 386.9k $12.4m | Added +220.3k |
| Engineers Gate Manager LP 0.27% of their portfolio | 365.8k $11.8m | Added +274.5k |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 364.8k $11.7m | Reduced -1.2m |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 351.8k $11.3m | Added +296.0k |
| Incline Global Management LLC 4.41% of their portfolio | 332.9k $10.7m | Added +100.7k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 314.4k $10.1m | Added +269.8k |
| SCGE MANAGEMENT, L.P. 0.18% of their portfolio | 280.0k $9.0m | Unchanged |
| Gotham Asset Management, LLC 0.12% of their portfolio | 277.7k $8.9m | Reduced -8.7k |
| CITIGROUP INC 0.01% of their portfolio | 270.5k $8.7m | Reduced -138.8k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 258.0k $8.3m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 251.2k $8.1m | New |
| Invenomic Capital Management LP 0.42% of their portfolio | 247.9k $8.0m | Added +127.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 247.8k $8.0m | Added +200.9k |
| Orland Properties Ltd 5.87% of their portfolio | 240.2k $7.7m | Reduced -60.8k |
| Nishkama Capital, LLC 1.10% of their portfolio | 229.8k $7.4m | Reduced -544.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 229.7k $7.4m | Added +228.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 224.4k $7.2m | New |
| Quadrature Capital Ltd 0.12% of their portfolio | 219.2k $7.0m | New |
| DIMENSION CAPITAL MANAGEMENT LLC 1.37% of their portfolio | 209.8k $6.7m | Added +195.6k |
| Tabor Asset Management, LP 3.83% of their portfolio | 206.9k $7.1m | Added +41.1k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 201.9k $6.5m | Reduced -4.3k |
| Davidson Kempner Capital Management LP 0.11% of their portfolio | 200.0k $6.4m | Not comparable |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 193.4k $6.2m | New |
| NATIXIS 0.04% of their portfolio | 185.0k $5.9m | New |
| Swiss National Bank 0.00% of their portfolio | 183.2k $5.9m | New |
| Legal & General Group Plc 0.00% of their portfolio | 173.7k $5.6m | Added +171.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 173.3k $5.6m | Unchanged |
| SoundStone Italy S.r.l. 2.38% of their portfolio | 170.8k $5.5m | Reduced -53.9k |
| UBS Group AG 0.00% of their portfolio | 167.1k $5.4m | Reduced -1.1m |
| GROUP ONE TRADING LLC 0.16% of their portfolio | 160.9k $5.2m | Reduced -30.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 156.5k $5.0m | Reduced -86.5k |
| Renaissance Capital LLC 2.77% of their portfolio | 154.6k $5.0m | Added +139.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 154.4k $5.0m | Added +107.4k |
| Pier Capital, LLC 0.72% of their portfolio | 151.0k $4.9m | New |
| Blackstone Inc. 0.02% of their portfolio | 150.0k $4.8m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 149.6k $4.8m | Added +127.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 148.6k $4.8m | Reduced -1.9m |
| Holocene Advisors, LP 0.02% of their portfolio | 147.0k $4.7m | Reduced -639.5k |
| Weiss Asset Management LP 0.23% of their portfolio | 146.5k $4.7m | Reduced -46.2k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 145.8k $4.7m | New |
| MORGENS WATERFALL VINTIADIS & CO INC 3.55% of their portfolio | 145.0k $4.7m | Reduced -14.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 139.3k $4.5m | Added +24.5k |
| BEACONLIGHT CAPITAL, LLC 2.25% of their portfolio | 138.2k $4.4m | New |
| Kodai Capital Management LP 0.08% of their portfolio | 134.7k $4.3m | Reduced -97.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.13% of their portfolio | 134.6k $4.3m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 131.7k $4.2m | Added +16.8k |