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 ($16.3m this quarter). Holder counts are more reliable. Shares outstanding: 263.4m as of 2025-07-31, 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 ≈ $45.24. Options: 22 managers hold calls ($211.3m notional), 21 hold puts ($135.2m).
Trends to Q2 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 |
| Q2 2025 | 469 |
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 |
| Q2 2025 | 298 | 160 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $91.4m | $85.8m | 0.94 |
| Q4 2024 | $109.6m | $162.7m | 1.48 |
| Q1 2025 | $122.9m | $112.4m | 0.91 |
| Q2 2025 | $211.3m | $135.2m | 0.64 |
Biggest buyers
| VIKING GLOBAL INVESTORS LP | New | +3.8m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +3.3m |
| VANGUARD GROUP INC | Added | +2.7m |
| Boston Partners | Added | +1.9m |
| Pacer Advisors, Inc. | New | +1.6m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +1.5m |
| Wolf Hill Capital Management, LP | New | +1.2m |
| GOLDMAN SACHS GROUP INC | Added | +897.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +870.2k |
| Altimeter Capital Management, LP | Added | +868.6k |
Biggest sellers
| Balyasny Asset Management L.P. | Sold out | -2.2m |
| Southpoint Capital Advisors LP | Sold out | -2.2m |
| Sculptor Capital LP | Sold out | -1.7m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -1.1m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.0m |
| Alyeska Investment Group, L.P. | Reduced | -913.8k |
| JANUS HENDERSON GROUP PLC | Reduced | -823.0k |
| Junto Capital Management LP | Sold out | -716.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -671.0k |
Biggest calls
| Twin Tree Management, LP | Added | $43.2m955.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $42.3m935.9k shares |
| JANE STREET GROUP, LLC | Added | $21.3m471.7k shares |
| Walleye Trading LLC | Added | $16.4m363.5k shares |
| PEAK6 LLC | Added | $14.6m322.2k shares |
| WOLVERINE TRADING, LLC | Added | $14.1m313.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.0m243.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $10.9m240.0k shares |
| CITADEL ADVISORS LLC | Reduced | $10.0m220.1k shares |
| Hudson Bay Capital Management LP | Added | $6.8m150.0k shares |
Biggest puts
| PICTON MAHONEY ASSET MANAGEMENT | Added | $36.2m800.0k shares |
| CITADEL ADVISORS LLC | Added | $25.1m554.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.5m364.0k shares |
| Twin Tree Management, LP | Reduced | $12.3m272.8k shares |
| JANE STREET GROUP, LLC | Added | $11.1m244.4k shares |
| EXCHANGE TRADED CONCEPTS, LLC | New | $10.0m220.5k shares |
| Point72 Asset Management, L.P. | Added | $5.1m112.9k shares |
| PEAK6 LLC | Added | $5.0m109.6k shares |
| WOLVERINE TRADING, LLC | Added | $3.2m71.4k shares |
| GROUP ONE TRADING LLC | Added | $2.8m62.8k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 4 | $3.9m | $3.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-30 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $137.9k3.0k shares |
| 2025-06-20 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $205.5k4.7k shares |
| 2025-06-18 | Danker Daniel Chief Product Officer | Sold plan | $435.9k10.0k shares |
| 2025-06-16 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $482.7k11.2k shares |
| 2025-06-05 | KOPIT LEVIEN MEREDITH A. Director | Sold | $200.5k4.2k shares |
| 2025-05-30 | Danker Daniel Chief Product Officer | Sold plan | $457.1k10.0k shares |
| 2025-05-19 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $210.5k4.7k shares |
| 2025-05-14 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $1.2m26.4k shares |
| 2025-04-21 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $223.4k5.2k shares |
| 2025-04-14 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $338.3k8.1k 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 2025
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 8.96% of their portfolio | 28.0m $1.3bn | Reduced -2.9k |
| D1 Capital Partners L.P. 14.17% of their portfolio | 22.6m $1.0bn | Added +6.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.2m $870.9m | Added +2.7m |
| BlackRock, Inc. 0.01% of their portfolio | 15.0m $678.2m | Added +654.0k |
| GCM Grosvenor Holdings, LLC 58.43% of their portfolio | 9.0m $407.4m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.26% of their portfolio | 8.8m $399.4m | Added +1.5m |
| T. Rowe Price Investment Management, Inc. 0.16% of their portfolio | 5.8m $260.6m | Added +534.4k |
| STATE STREET CORP 0.01% of their portfolio | 5.1m $230.8m | Added +66.6k |
| Altimeter Capital Management, LP 2.75% of their portfolio | 4.2m $190.8m | Added +868.6k |
| Boston Partners 0.20% of their portfolio | 4.0m $179.3m | Added +1.9m |
| VIKING GLOBAL INVESTORS LP 0.49% of their portfolio | 3.8m $169.8m | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.40% of their portfolio | 3.3m $151.4m | New |
| FEDERATED HERMES, INC. 0.27% of their portfolio | 3.2m $143.8m | Added +347.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.1m $140.2m | Added +178.8k |
| Technology Crossover Management XI, Ltd. 11.60% of their portfolio | 2.7m $122.1m | Unchanged |
| Invesco Ltd. 0.02% of their portfolio | 2.6m $119.0m | Added +55.0k |
| MAVERICK CAPITAL LTD 1.51% of their portfolio | 2.2m $98.1m | Added +361.0k |
| Champlain Investment Partners, LLC 0.68% of their portfolio | 2.2m $97.6m | Added +845.1k |
| NORGES BANK 0.01% of their portfolio | 2.2m $97.4m | Added +196.3k |
| One Madison Group LLC 8.33% of their portfolio | 1.7m $79.0m | Added +88.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 1.7m $77.6m | Added +254.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $75.7m | Added +330.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.6m $74.1m | Reduced -108.2k |
| Pacer Advisors, Inc. 0.18% of their portfolio | 1.6m $71.0m | New |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.5m $69.6m | Added +870.2k |
| UBS Group AG 0.01% of their portfolio | 1.5m $69.6m | Reduced -315.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.5m $69.3m | Added +65.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.28% of their portfolio | 1.5m $67.1m | Added +262.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $62.0m | Added +47.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.4m $61.1m | Added +547.2k |
| Valiant Capital Management, L.P. 4.70% of their portfolio | 1.3m $61.0m | Unchanged |
| KPCB DGF II Associates, LLC 82.59% of their portfolio | 1.3m $60.6m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $58.3m | Added +897.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $57.2m | Added +63.1k |
| Simcoe Capital Management, LLC 8.25% of their portfolio | 1.3m $56.6m | Added +251.8k |
| Wolf Hill Capital Management, LP 4.40% of their portfolio | 1.2m $53.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.1m $50.2m | Reduced -10.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $47.1m | Added +62.6k |
| Clark Capital Management Group, Inc. 0.32% of their portfolio | 1.0m $46.6m | Added +46.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 890.6k $40.3m | Added +864.5k |
| FMR LLC 0.00% of their portfolio | 843.6k $38.2m | Added +34.6k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 843.1k $38.1m | Reduced -221.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 813.3k $36.8m | Added +681.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 744.5k $33.7m | Added +274.3k |
| Hudson Bay Capital Management LP 0.22% of their portfolio | 725.8k $32.8m | Added +577.7k |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 716.3k $32.4m | Reduced -130.2k |
| General Catalyst Group Management, LLC 0.75% of their portfolio | 710.7k $32.2m | Unchanged |
| Delta Global Management LP 2.14% of their portfolio | 707.9k $32.0m | Reduced -131.2k |
| Paralel Advisors LLC 1.29% of their portfolio | 700.0k $31.7m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 685.2k $30.9m | Reduced -1.0m |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 652.6k $29.5m | Added +299.8k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 584.6k $26.4m | Added +440.5k |
| Invenomic Capital Management LP 1.45% of their portfolio | 563.2k $25.5m | Added +170.2k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 525.7k $23.8m | Reduced -3.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.09% of their portfolio | 500.4k $22.6m | Reduced -379.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 500.3k $22.6m | Added +127.7k |
| Meridiem Capital Partners LP 1.57% of their portfolio | 482.2k $21.8m | Added +177.7k |
| Northern Right Capital Management, L.P. 7.40% of their portfolio | 478.0k $21.6m | Added +115.4k |
| Gotham Asset Management, LLC 0.13% of their portfolio | 469.8k $21.3m | Added +186.9k |
| Foxhaven Asset Management, LP 0.51% of their portfolio | 467.0k $21.1m | Unchanged |
| Shannon River Fund Management LLC 3.16% of their portfolio | 454.0k $20.5m | Added +38.5k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 450.0k $20.4m | Added +119.9k |
| Schonfeld Strategic Advisors LLC 0.15% of their portfolio | 443.6k $20.1m | Reduced -30.3k |
| Verition Fund Management LLC 0.11% of their portfolio | 439.3k $19.9m | Reduced -347.3k |
| Squarepoint Ops LLC 0.04% of their portfolio | 436.3k $19.7m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 434.3k $19.6m | Added +1.1k |
| TD Asset Management Inc 0.02% of their portfolio | 433.6k $19.6m | Added +29.0k |
| GOODNOW INVESTMENT GROUP, LLC 1.81% of their portfolio | 429.4k $19.4m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 426.7k $19.3m | Reduced -376.0k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 411.4k $18.6m | Added +401.9k |
| Retirement Systems of Alabama 0.06% of their portfolio | 398.9k $18.0m | Added +3.8k |
| FIL Ltd 0.02% of their portfolio | 398.7k $18.0m | New |
| CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio | 394.3k $17.8m | New |
| Legal & General Group Plc 0.00% of their portfolio | 391.9k $17.7m | Added +68.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 387.3k $17.5m | New |
| BARCLAYS PLC 0.01% of their portfolio | 356.7k $16.1m | Added +222.1k |
| Nishkama Capital, LLC 2.59% of their portfolio | 348.9k $15.8m | Added +92.9k |
| HS Management Partners, LLC 1.28% of their portfolio | 346.8k $15.7m | New |
| CONGRESS ASSET MANAGEMENT CO 0.10% of their portfolio | 332.2k $15.0m | Added +38.3k |
| Nuveen, LLC 0.00% of their portfolio | 328.9k $14.9m | Reduced -60.2k |
| Swiss National Bank 0.01% of their portfolio | 326.1k $14.8m | Added +52.4k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 2.80% of their portfolio | 320.0k $14.5m | Reduced -10.0k |
| Generate Investment Management Ltd 0.80% of their portfolio | 320.0k $14.5m | New |
| Crestwood Capital Management, L.P. 9.55% of their portfolio | 309.9k $14.0m | Reduced -25.0k |
| Man Group plc 0.03% of their portfolio | 309.8k $14.0m | Reduced -157.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 304.9k $13.8m | Added +25.6k |
| JUPITER ASSET MANAGEMENT LTD 0.11% of their portfolio | 301.6k $13.6m | Reduced -208.4k |
| Carnegie Investment Counsel 0.27% of their portfolio | 295.9k $13.4m | Added +148.4k |
| EXCHANGE TRADED CONCEPTS, LLC 0.17% of their portfolio | 287.9k $13.0m | Added +231.0k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 285.1k $12.9m | Reduced -87.7k |
| SCGE MANAGEMENT, L.P. 0.27% of their portfolio | 280.0k $12.7m | Unchanged |
| INVESTMENT HOUSE LLC 0.64% of their portfolio | 279.7k $12.7m | Added +44.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 267.5k $12.1m | Added +120.7k |
| COOKSON PEIRCE & CO INC 0.49% of their portfolio | 245.5k $11.1m | Added +29.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 240.7k $10.9m | Reduced -7.9k |
| Walleye Capital LLC 0.10% of their portfolio | 238.1k $10.8m | Reduced -615.1k |
| Engineers Gate Manager LP 0.13% of their portfolio | 236.5k $10.7m | Reduced -131.2k |
| Incline Global Management LLC 4.15% of their portfolio | 233.3k $10.6m | Added +35.9k |
| VALUEWORKS LLC 3.44% of their portfolio | 231.0k $10.5m | New |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 230.4k $10.4m | Added +4.4k |