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 ($9.6m this quarter). Holder counts are more reliable. Shares outstanding: 256.9m as of 2024-10-31, 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 ≈ $40.33. Options: 18 managers hold calls ($91.4m notional), 21 hold puts ($85.8m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 129 |
| Q4 2023 | 153 |
| Q1 2024 | 232 |
| Q2 2024 | 291 |
| Q3 2024 | 318 |
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 |
| Q3 2024 | 186 | 131 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $92.8m | $125.6m | 1.35 |
| Q1 2024 | $467.3m | $315.3m | 0.67 |
| Q2 2024 | $125.1m | $81.8m | 0.65 |
| Q3 2024 | $91.4m | $85.8m | 0.94 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | New | +4.1m |
| Pacer Advisors, Inc. | New | +3.9m |
| VANGUARD GROUP INC | Added | +2.6m |
| DEUTSCHE BANK AG\ | Added | +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.6m |
| NORGES BANK | Added | +1.5m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +1.5m |
| Invesco Ltd. | Added | +1.2m |
| Alyeska Investment Group, L.P. | Added | +936.5k |
| D. E. Shaw & Co., Inc. | Added | +928.9k |
Biggest sellers
| SC US (TTGP), LTD. | Reduced | -7.5m |
| D1 Capital Partners L.P. | Reduced | -6.4m |
| CITADEL ADVISORS LLC | Reduced | -4.2m |
| a16z Capital Management, L.L.C. | Reduced | -2.8m |
| Aspex Management (HK) Ltd | Sold out | -2.4m |
| VK Services, LLC | Reduced | -1.9m |
| MORGAN STANLEY | Reduced | -1.4m |
| KPCB DGF II Associates, LLC | Reduced | -1.3m |
| Galileo (PTC) Ltd | Sold out | -1.2m |
| Valiant Capital Management, L.P. | Reduced | -1.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $21.8m535.8k shares |
| CITADEL ADVISORS LLC | Reduced | $17.4m426.9k shares |
| JANE STREET GROUP, LLC | Reduced | $13.6m334.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $8.0m196.8k shares |
| IMC-Chicago, LLC | Reduced | $6.4m156.1k shares |
| GROUP ONE TRADING LLC | Added | $5.7m139.7k shares |
| Walleye Trading LLC | Added | $4.8m116.7k shares |
| D. E. Shaw & Co., Inc. | New | $3.2m77.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.7m68.8k shares |
| Point72 Asset Management, L.P. | New | $2.3m55.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $12.5m308.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $10.5m258.6k shares |
| CITIGROUP INC | New | $8.9m218.6k shares |
| JANE STREET GROUP, LLC | Reduced | $8.4m205.8k shares |
| Point72 Asset Management, L.P. | New | $8.3m203.4k shares |
| Walleye Capital LLC | Reduced | $8.0m196.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.2m153.4k shares |
| IMC-Chicago, LLC | Reduced | $6.2m152.6k shares |
| WOLVERINE TRADING, LLC | Added | $2.9m73.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.4m60.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 3 | $5.8m | $5.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-30 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $834.7k20.8k shares |
| 2024-09-20 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $454.8k11.0k shares |
| 2024-09-20 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $102.9k2.5k shares |
| 2024-09-19 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $842.5k20.9k shares |
| 2024-09-18 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $333.8k8.3k shares |
| 2024-08-28 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $1.2m33.0k shares |
| 2024-08-20 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $358.9k11.0k shares |
| 2024-08-20 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $82.5k2.5k shares |
| 2024-07-29 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $293.5k8.5k shares |
| 2024-07-22 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $332.9k9.5k shares |
| 2024-07-22 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $92.0k2.6k shares |
| 2024-07-16 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $844.9k23.8k shares |
| 2024-07-15 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $24.5k700 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 2024
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 10.25% of their portfolio | 34.5m $1.4bn | Reduced -7.5m |
| D1 Capital Partners L.P. 17.75% of their portfolio | 22.6m $918.7m | Reduced -6.4m |
| VANGUARD GROUP INC 0.01% of their portfolio | 13.7m $556.8m | Added +2.6m |
| GCM Grosvenor Holdings, LLC 44.07% of their portfolio | 9.0m $289.9m | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 6.8m $275.5m | First filing |
| Valiant Capital Management, L.P. 25.34% of their portfolio | 4.6m $185.4m | Reduced -1.0m |
| T. Rowe Price Investment Management, Inc. 0.10% of their portfolio | 4.1m $167.4m | New |
| Pacer Advisors, Inc. 0.34% of their portfolio | 3.9m $158.7m | New |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 1.76% of their portfolio | 3.6m $144.7m | Unchanged |
| a16z Capital Management, L.L.C. 10.03% of their portfolio | 2.8m $114.2m | Reduced -2.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.7m $111.4m | Added +1.6m |
| Technology Crossover Management XI, Ltd. 14.92% of their portfolio | 2.7m $110.0m | Unchanged |
| MAVERICK CAPITAL LTD 2.13% of their portfolio | 2.7m $109.4m | Added +441.2k |
| KPCB DGF II Associates, LLC 94.48% of their portfolio | 2.7m $109.3m | Reduced -1.3m |
| MORGAN STANLEY 0.01% of their portfolio | 2.6m $105.9m | Reduced -1.4m |
| STATE STREET CORP 0.00% of their portfolio | 2.6m $104.0m | Added +831.8k |
| Southpoint Capital Advisors LP 2.41% of their portfolio | 2.5m $101.8m | Added +900.0k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 2.5m $101.7m | Reduced -341.3k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 2.4m $97.8m | Added +2.2m |
| NORGES BANK 0.01% of their portfolio | 2.3m $93.9m | Added +1.5m |
| D. E. Shaw & Co., Inc. 0.11% of their portfolio | 2.1m $87.3m | Added +928.9k |
| Sculptor Capital LP 1.64% of their portfolio | 2.0m $82.9m | Reduced -373.0k |
| FEDERATED HERMES, INC. 0.18% of their portfolio | 2.0m $81.6m | Added +269.8k |
| VK Services, LLC 16.75% of their portfolio | 1.9m $76.2m | Reduced -1.9m |
| Balyasny Asset Management L.P. 0.19% of their portfolio | 1.8m $74.2m | Reduced -374.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio | 1.8m $71.6m | Added +42.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.26% of their portfolio | 1.7m $67.8m | Added +166.1k |
| TWO SIGMA ADVISERS, LP 0.16% of their portfolio | 1.7m $67.5m | Added +356.7k |
| Alyeska Investment Group, L.P. 0.32% of their portfolio | 1.6m $63.5m | Added +936.5k |
| FMR LLC 0.00% of their portfolio | 1.5m $62.1m | Reduced -813.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.5m $60.7m | Added +1.5m |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 1.5m $59.5m | Added +751.4k |
| Invesco Ltd. 0.01% of their portfolio | 1.3m $51.5m | Added +1.2m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $51.3m | Added +417.2k |
| Simcoe Capital Management, LLC 6.55% of their portfolio | 1.2m $49.9m | Added +838.5k |
| Delta Global Management LP 3.00% of their portfolio | 1.1m $44.6m | Reduced -37.6k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 990.2k $40.3m | Added +788.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 972.4k $39.6m | Added +541.6k |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 859.0k $35.0m | Added +494.2k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 836.2k $34.1m | Reduced -127.6k |
| Walleye Capital LLC 0.36% of their portfolio | 831.7k $33.9m | Reduced -122.4k |
| INDUSTRY VENTURES, L.L.C. 75.65% of their portfolio | 802.4k $32.7m | Reduced -178.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 766.2k $31.2m | Reduced -77.1k |
| General Catalyst Group Management, LLC 2.02% of their portfolio | 710.7k $29.0m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 707.4k $28.8m | Added +553.0k |
| No Street GP LP 2.03% of their portfolio | 646.9k $26.4m | New |
| Schonfeld Strategic Advisors LLC 0.21% of their portfolio | 631.3k $25.7m | Reduced -262.8k |
| Verition Fund Management LLC 0.17% of their portfolio | 630.8k $25.7m | Added +221.1k |
| Candlestick Capital Management LP 1.05% of their portfolio | 627.8k $25.6m | New |
| Woodline Partners LP 0.21% of their portfolio | 610.2k $24.9m | Added +575.6k |
| GREENOAKS LLC 1.33% of their portfolio | 608.8k $24.8m | Reduced -150.0k |
| AlpInvest Partners B.V. 14.40% of their portfolio | 597.5k $24.3m | New |
| MARSHALL WACE, LLP 0.03% of their portfolio | 587.7k $23.9m | Reduced -138.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 570.2k $23.2m | Added +80.4k |
| Foxhaven Asset Management, LP 0.55% of their portfolio | 483.9k $19.7m | Reduced -35.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 470.7k $19.2m | Added +314.2k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 1.32% of their portfolio | 463.3k $18.9m | New |
| Hook Mill Capital Partners, LP 2.33% of their portfolio | 456.4k $18.6m | Reduced -248.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 453.7k $18.5m | Added +102.0k |
| Crestwood Capital Management, L.P. 14.05% of their portfolio | 447.0k $18.2m | Reduced -63.1k |
| Shannon River Fund Management LLC 2.71% of their portfolio | 440.3k $17.9m | Reduced -123.2k |
| a16z Perennial Management, L.P. 1.08% of their portfolio | 428.3k $17.4m | Added +391.2k |
| TWINBEECH CAPITAL LP 0.32% of their portfolio | 417.3k $17.0m | New |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 337.2k $13.7m | Added +22.8k |
| Engineers Gate Manager LP 0.26% of their portfolio | 322.5k $13.1m | Reduced -43.4k |
| TD Asset Management Inc 0.01% of their portfolio | 316.8k $12.6m | New |
| Invenomic Capital Management LP 0.69% of their portfolio | 305.2k $12.4m | Added +57.3k |
| Ardmore Road Asset Management LP 1.58% of their portfolio | 300.0k $12.2m | Added +290.0k |
| Gotham Asset Management, LLC 0.12% of their portfolio | 291.0k $11.9m | Added +13.2k |
| Nishkama Capital, LLC 1.77% of their portfolio | 282.5k $11.5m | Added +52.7k |
| SCGE MANAGEMENT, L.P. 0.25% of their portfolio | 280.0k $11.4m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 277.8k $11.3m | Reduced -912.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 276.0k $11.2m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 272.9k $11.7m | Added +176.1k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 258.7k $10.5m | Added +624 |
| Incline Global Management LLC 4.42% of their portfolio | 244.5k $10.0m | Reduced -88.5k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 241.5k $9.8m | Added +95.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 236.4k $9.6m | Reduced -11.3k |
| IEQ CAPITAL, LLC 0.11% of their portfolio | 221.8k $9.0m | Added +114.6k |
| SoundStone Italy S.r.l. 2.90% of their portfolio | 217.7k $8.9m | Added +46.9k |
| BEACONLIGHT CAPITAL, LLC 3.58% of their portfolio | 213.8k $8.7m | Added +75.6k |
| UBS Group AG 0.00% of their portfolio | 208.4k $8.5m | Added +41.3k |
| HighTower Advisors, LLC 0.01% of their portfolio | 205.2k $8.4m | Added +86.2k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.15% of their portfolio | 205.0k $8.4m | New |
| DIMENSION CAPITAL MANAGEMENT LLC 1.57% of their portfolio | 204.2k $8.3m | Reduced -5.6k |
| Shellback Capital, LP 0.66% of their portfolio | 200.0k $8.1m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 198.5k $8.1m | Added +5.1k |
| THAMES CAPITAL MANAGEMENT LLC 2.52% of their portfolio | 198.3k $8.1m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 195.1k $7.9m | Reduced -56.1k |
| Polar Asset Management Partners Inc. 0.19% of their portfolio | 191.5k $7.8m | New |
| Renaissance Capital LLC 4.98% of their portfolio | 185.6k $7.6m | Added +31.0k |
| Swiss National Bank 0.00% of their portfolio | 180.9k $7.4m | Reduced -2.3k |
| Legal & General Group Plc 0.00% of their portfolio | 180.3k $7.3m | Added +6.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 173.3k $7.1m | Unchanged |
| Tabor Asset Management, LP 3.38% of their portfolio | 172.6k $7.0m | Reduced -34.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 161.7k $6.6m | Added +12.0k |
| ING GROEP NV 0.04% of their portfolio | 158.6k $6.5m | Added +86.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 154.8k $6.2m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 152.5k $6.2m | Added +20.8k |
| Pier Capital, LLC 0.87% of their portfolio | 151.6k $6.2m | Added +616 |