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 ($13.5m this quarter). Holder counts are more reliable. Shares outstanding: 260.7m as of 2025-04-30, 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 ≈ $39.89. Options: 23 managers hold calls ($122.9m notional), 24 hold puts ($112.4m).
Trends to Q1 2025
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 |
| Q4 2024 | 362 |
| Q1 2025 | 421 |
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 |
| Q4 2024 | 203 | 143 |
| Q1 2025 | 283 | 142 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $125.1m | $81.8m | 0.65 |
| Q3 2024 | $91.4m | $85.8m | 0.94 |
| Q4 2024 | $109.6m | $162.7m | 1.48 |
| Q1 2025 | $122.9m | $112.4m | 0.91 |
Biggest buyers
| BlackRock, Inc. | Added | +7.4m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +2.8m |
| STATE STREET CORP | Added | +2.3m |
| Champlain Investment Partners, LLC | New | +1.3m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +1.2m |
| Invesco Ltd. | Added | +1.2m |
| CITADEL ADVISORS LLC | Added | +1.1m |
| Clark Capital Management Group, Inc. | New | +983.5k |
| JANUS HENDERSON GROUP PLC | Added | +853.4k |
| Altimeter Capital Management, LP | Added | +810.5k |
Biggest sellers
| Pacer Advisors, Inc. | Sold out | -3.7m |
| D. E. Shaw & Co., Inc. | Reduced | -2.4m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -2.2m |
| Qube Research & Technologies Ltd | Sold out | -1.8m |
| MARSHALL WACE, LLP | Reduced | -1.5m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.3m |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.0m |
| Squarepoint Ops LLC | Sold out | -1.0m |
| Candlestick Capital Management LP | Sold out | -977.7k |
Biggest calls
| Twin Tree Management, LP | Added | $37.9m949.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $22.7m570.2k shares |
| SIMPLEX TRADING, LLC | Added | $10.9m273.9k shares |
| CITADEL ADVISORS LLC | Reduced | $9.3m232.6k shares |
| Squarepoint Ops LLC | Added | $5.9m148.6k shares |
| Walleye Trading LLC | Reduced | $5.3m131.9k shares |
| IMC-Chicago, LLC | Reduced | $4.7m118.9k shares |
| WOLVERINE TRADING, LLC | Added | $4.5m113.6k shares |
| GROUP ONE TRADING LLC | Reduced | $3.8m94.9k shares |
| BARCLAYS PLC | New | $2.2m55.6k shares |
Biggest puts
| Twin Tree Management, LP | Added | $21.4m537.4k shares |
| CITADEL ADVISORS LLC | Reduced | $18.3m457.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $17.3m433.2k shares |
| UBS Group AG | Reduced | $13.8m347.0k shares |
| JANE STREET GROUP, LLC | Reduced | $9.4m234.9k shares |
| PICTON MAHONEY ASSET MANAGEMENT | Reduced | $7.6m190.0k shares |
| Point72 Asset Management, L.P. | Added | $4.1m103.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.1m78.1k shares |
| Squarepoint Ops LLC | Added | $2.9m73.2k shares |
| IMC-Chicago, LLC | Reduced | $2.6m64.5k 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 Q1 2025
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 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 |
| Q4 2024 | 0 | — | 3 | $4.9m | $4.9m |
| Q1 2025 | 0 | — | 3 | $2.8m | $2.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-20 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $207.4k5.2k shares |
| 2025-03-17 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $81.3k2.0k shares |
| 2025-03-05 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $236.8k6.1k shares |
| 2025-03-05 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $203.8k5.2k shares |
| 2025-02-26 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $898.7k20.8k shares |
| 2025-02-21 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $116.0k2.2k shares |
| 2025-02-03 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $976.8k20.8k shares |
| 2025-01-21 | Ramsay Alan CHIEF ACCOUNTING OFFICER | Sold plan | $107.1k2.3k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 10.57% of their portfolio | 28.0m $1.1bn | Unchanged |
| D1 Capital Partners L.P. 13.78% of their portfolio | 22.6m $899.6m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 16.5m $658.8m | Added +546.5k |
| BlackRock, Inc. 0.01% of their portfolio | 14.3m $571.9m | Added +7.4m |
| GCM Grosvenor Holdings, LLC 55.60% of their portfolio | 9.0m $359.2m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.30% of their portfolio | 7.4m $293.9m | Added +2.8m |
| T. Rowe Price Investment Management, Inc. 0.14% of their portfolio | 5.2m $208.5m | Added +482.3k |
| STATE STREET CORP 0.01% of their portfolio | 5.0m $200.9m | Added +2.3m |
| Altimeter Capital Management, LP 2.69% of their portfolio | 3.3m $133.6m | Added +810.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.9m $116.5m | Added +244.2k |
| FEDERATED HERMES, INC. 0.24% of their portfolio | 2.8m $113.0m | Added +370.1k |
| Technology Crossover Management XI, Ltd. 10.97% of their portfolio | 2.7m $107.7m | Unchanged |
| Invesco Ltd. 0.02% of their portfolio | 2.6m $102.7m | Added +1.2m |
| Balyasny Asset Management L.P. 0.22% of their portfolio | 2.2m $88.2m | Reduced -392.6k |
| Southpoint Capital Advisors LP 2.12% of their portfolio | 2.2m $87.8m | Unchanged |
| Boston Partners 0.10% of their portfolio | 2.1m $81.8m | Reduced -641.5k |
| NORGES BANK 0.01% of their portfolio | 2.0m $78.0m | Reduced -341.9k |
| UBS Group AG 0.02% of their portfolio | 1.9m $73.9m | Added +27.3k |
| MAVERICK CAPITAL LTD 1.30% of their portfolio | 1.8m $72.1m | Reduced -148.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.7m $69.6m | Added +242.8k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.7m $67.6m | Added +436.0k |
| Sculptor Capital LP 1.50% of their portfolio | 1.7m $66.7m | Reduced -214.2k |
| One Madison Group LLC 8.65% of their portfolio | 1.7m $66.2m | Added +11.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.5m $58.5m | Added +2.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 1.5m $58.2m | Reduced -277.9k |
| TWO SIGMA ADVISERS, LP 0.12% of their portfolio | 1.4m $54.7m | Reduced -1.3m |
| Valiant Capital Management, L.P. 5.80% of their portfolio | 1.3m $53.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $53.5m | Reduced -489.2k |
| KPCB DGF II Associates, LLC 84.12% of their portfolio | 1.3m $53.5m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $52.7m | Added +535.9k |
| Champlain Investment Partners, LLC 0.38% of their portfolio | 1.3m $52.3m | New |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.24% of their portfolio | 1.2m $48.6m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.2m $47.9m | Added +606.7k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.2m $45.9m | Added +1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $44.7m | Added +421.6k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.1m $42.5m | Reduced -395.2k |
| Alyeska Investment Group, L.P. 0.16% of their portfolio | 1.0m $40.4m | Added +52.9k |
| Simcoe Capital Management, LLC 7.15% of their portfolio | 998.5k $39.8m | Unchanged |
| Clark Capital Management Group, Inc. 0.28% of their portfolio | 983.5k $39.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 977.5k $39.0m | Added +323.2k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 895.2k $35.6m | Added +853.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.14% of their portfolio | 879.9k $35.1m | Reduced -2.2m |
| Walleye Capital LLC 0.38% of their portfolio | 853.2k $34.0m | Reduced -37.4k |
| LORD, ABBETT & CO. LLC 0.12% of their portfolio | 846.5k $33.8m | Added +13.4k |
| Delta Global Management LP 2.41% of their portfolio | 839.1k $33.5m | Added +267.7k |
| FMR LLC 0.00% of their portfolio | 808.9k $32.3m | Reduced -672.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 803.2k $32.0m | Added +766.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 802.6k $32.0m | Reduced -419.0k |
| Verition Fund Management LLC 0.18% of their portfolio | 786.6k $31.4m | Reduced -138.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 760.3k $30.3m | Added +205.4k |
| Junto Capital Management LP 0.65% of their portfolio | 716.2k $28.6m | New |
| General Catalyst Group Management, LLC 3.19% of their portfolio | 710.7k $28.4m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 668.6k $26.7m | Added +477.0k |
| TWINBEECH CAPITAL LP 0.39% of their portfolio | 540.3k $21.6m | New |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 529.0k $21.1m | Added +225.1k |
| JUPITER ASSET MANAGEMENT LTD 0.20% of their portfolio | 510.0k $20.3m | Reduced -130.3k |
| Schonfeld Strategic Advisors LLC 0.13% of their portfolio | 473.8k $18.9m | Added +440.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 470.2k $18.8m | First filing |
| Man Group plc 0.06% of their portfolio | 467.5k $18.6m | Added +104.8k |
| Foxhaven Asset Management, LP 0.57% of their portfolio | 467.0k $18.6m | Reduced -16.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 433.3k $17.3m | Added +273.2k |
| Shannon River Fund Management LLC 4.32% of their portfolio | 415.5k $16.6m | Added +1.4k |
| TD Asset Management Inc 0.01% of their portfolio | 404.6k $16.1m | Added +39.6k |
| Davidson Kempner Capital Management LP 0.22% of their portfolio | 400.0k $16.0m | Not comparable |
| Ardmore Road Asset Management LP 1.64% of their portfolio | 400.0k $16.0m | Added +175.0k |
| Retirement Systems of Alabama 0.06% of their portfolio | 395.1k $15.8m | New |
| Invenomic Capital Management LP 0.80% of their portfolio | 393.0k $15.7m | Added +41.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 390.7k $15.6m | Added +57.9k |
| Nuveen, LLC 0.00% of their portfolio | 389.1k $15.5m | First filing |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 372.8k $14.9m | Added +366.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 372.6k $14.9m | Added +363.8k |
| Engineers Gate Manager LP 0.25% of their portfolio | 367.7k $14.7m | Added +91.4k |
| Northern Right Capital Management, L.P. 5.90% of their portfolio | 362.6k $14.5m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 352.8k $14.1m | Reduced -18.4k |
| Crestwood Capital Management, L.P. 10.25% of their portfolio | 334.9k $13.4m | Reduced -77.1k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 330.1k $13.2m | Added +2.2k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 2.73% of their portfolio | 330.0k $13.2m | Added +10.0k |
| Legal & General Group Plc 0.00% of their portfolio | 323.9k $12.9m | Added +142.0k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 317.3k $12.7m | Reduced -2.4m |
| Meridiem Capital Partners LP 1.33% of their portfolio | 304.5k $12.1m | New |
| CONGRESS ASSET MANAGEMENT CO 0.09% of their portfolio | 293.9k $11.7m | New |
| Gotham Asset Management, LLC 0.09% of their portfolio | 282.9k $11.3m | Reduced -17.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 281.5k $11.2m | Reduced -605.3k |
| SCGE MANAGEMENT, L.P. 0.32% of their portfolio | 280.0k $11.2m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 279.3k $11.1m | Added +5.1k |
| Swiss National Bank 0.01% of their portfolio | 273.7k $10.9m | Added +96.7k |
| Nishkama Capital, LLC 4.28% of their portfolio | 256.0k $10.2m | Reduced -63.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 248.6k $9.9m | Reduced -8.3k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.20% of their portfolio | 245.0k $9.8m | Unchanged |
| AlpInvest Partners B.V. 13.99% of their portfolio | 239.1k $9.5m | Reduced -119.5k |
| INVESTMENT HOUSE LLC 0.53% of their portfolio | 234.9k $9.4m | Added +38.3k |
| Quinn Opportunity Partners LLC 0.65% of their portfolio | 230.4k $9.2m | New |
| a16z Perennial Management, L.P. 1.13% of their portfolio | 227.8k $9.1m | Reduced -215.7k |
| IEQ CAPITAL, LLC 0.07% of their portfolio | 226.0k $9.0m | Added +10 |
| Quantinno Capital Management LP 0.06% of their portfolio | 224.8k $9.0m | Reduced -85.0k |
| COOKSON PEIRCE & CO INC 0.43% of their portfolio | 216.5k $8.6m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 210.3k $8.4m | Reduced -1.5m |
| Incline Global Management LLC 4.85% of their portfolio | 197.4k $7.9m | Added +9.3k |
| Jump Financial, LLC 0.12% of their portfolio | 195.9k $7.8m | Added +6.6k |
| Polar Asset Management Partners Inc. 0.25% of their portfolio | 189.2k $7.5m | New |