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 ($26.8m this quarter). Holder counts are more reliable. Shares outstanding: 262.5m as of 2025-10-31, 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 ≈ $36.76. Options: 19 managers hold calls ($212.8m notional), 21 hold puts ($258.7m).
Trends to Q3 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 |
| Q3 2025 | 473 |
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 |
| Q3 2025 | 261 | 218 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $109.6m | $162.7m | 1.48 |
| Q1 2025 | $122.9m | $112.4m | 0.91 |
| Q2 2025 | $211.3m | $135.2m | 0.64 |
| Q3 2025 | $212.8m | $258.7m | 1.22 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +4.9m |
| CITADEL ADVISORS LLC | Added | +2.7m |
| Holocene Advisors, LP | New | +2.5m |
| JPMORGAN CHASE & CO | Added | +1.6m |
| LORD, ABBETT & CO. LLC | Added | +1.6m |
| BANK OF AMERICA CORP /DE/ | Added | +1.4m |
| MORGAN STANLEY | Added | +1.4m |
| Thrivent Financial for Lutherans | Added | +1.4m |
| BlackRock, Inc. | Added | +1.2m |
| DEUTSCHE BANK AG\ | Added | +1.2m |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -5.3m |
| GCM Grosvenor Holdings, LLC | Reduced | -4.9m |
| VIKING GLOBAL INVESTORS LP | Reduced | -2.9m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -1.4m |
| Valiant Capital Management, L.P. | Sold out | -1.3m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.3m |
| Simcoe Capital Management, LLC | Sold out | -1.3m |
| Invesco Ltd. | Reduced | -1.0m |
| Wolf Hill Capital Management, LP | Reduced | -920.1k |
| Altimeter Capital Management, LP | Reduced | -891.8k |
Biggest calls
| Hudson Bay Capital Management LP | Added | $53.9m1.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $37.2m1.0m shares |
| CITADEL ADVISORS LLC | Added | $20.0m545.2k shares |
| JANE STREET GROUP, LLC | Reduced | $16.9m459.8k shares |
| WOLVERINE TRADING, LLC | Added | $13.9m366.5k shares |
| Twin Tree Management, LP | Reduced | $13.0m352.6k shares |
| BARCLAYS PLC | Added | $12.3m334.8k shares |
| SIMPLEX TRADING, LLC | Added | $10.5m285.5k shares |
| GROUP ONE TRADING LLC | Added | $9.0m243.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $7.4m201.9k shares |
Biggest puts
| J. Goldman & Co LP | New | $84.5m2.3m shares |
| PEAK6 LLC | Added | $39.7m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $31.7m863.6k shares |
| CITADEL ADVISORS LLC | Added | $20.7m562.7k shares |
| JANE STREET GROUP, LLC | Added | $12.1m328.7k shares |
| BARCLAYS PLC | New | $11.3m308.0k shares |
| CITIGROUP INC | New | $8.8m240.0k shares |
| EXCHANGE TRADED CONCEPTS, LLC | Unchanged | $8.1m220.5k shares |
| GROUP ONE TRADING LLC | Added | $7.2m197.0k shares |
| WOLVERINE TRADING, LLC | Added | $5.5m146.1k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 4 | $9.5m | $9.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-22 | Rogers Chris President and CEO, director | Sold plan | $392.3k9.3k shares |
| 2025-09-22 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $150.3k3.5k shares |
| 2025-09-15 | Simo Fidji Director | Sold plan | $337.8k7.1k shares |
| 2025-08-20 | Rogers Chris President and CEO, director | Sold plan | $411.4k9.0k shares |
| 2025-08-19 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $161.8k3.5k shares |
| 2025-08-12 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $367.5k7.1k shares |
| 2025-08-08 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $2.6m49.8k shares |
| 2025-07-25 | GCM Grosvenor Inc. See Explanation of Responses · By GCM Grosvenor IC SPV, LLC | Sold | $202.4m4.2m shares |
| 2025-07-25 | GCM Grosvenor L.P. +9 See Explanation of Responses · By GCM Grosvenor IC SPV, LLC | Sold | $202.4m4.2m shares |
| 2025-07-25 | GCM Grosvenor L.P. +9 See Explanation of Responses · By GCM Grosvenor IC SPV 2, LLC | Sold | $27.0m565.4k shares |
| 2025-07-25 | GCM Grosvenor Inc. See Explanation of Responses · By GCM Grosvenor IC SPV 2, LLC | Sold | $27.0m565.4k shares |
| 2025-07-25 | GCM Grosvenor L.P. +9 See Explanation of Responses · By GCM Special Opportunities Master Fund, Ltd. | Sold | $2.9m60.0k shares |
| 2025-07-25 | GCM Grosvenor Inc. See Explanation of Responses · By GCM Special Opportunities Master Fund, Ltd. | Sold | $2.9m60.0k shares |
| 2025-07-23 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $332.0k6.6k shares |
| 2025-07-22 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $3.3m66.6k shares |
| 2025-07-21 | Fong Morgan GENERAL COUNSEL & SECRETARY | Sold plan | $230.1k4.7k shares |
| 2025-07-18 | Danker Daniel Chief Product Officer | Sold plan | $490.0k10.0k shares |
| 2025-07-14 | Simo Fidji PRESIDENT AND CEO, director | Sold plan | $681.2k14.2k 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 2025
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 6.35% of their portfolio | 28.0m $1.0bn | Unchanged |
| D1 Capital Partners L.P. 9.52% of their portfolio | 22.6m $829.2m | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.1m $702.3m | Reduced -144.4k |
| BlackRock, Inc. 0.01% of their portfolio | 16.2m $595.3m | Added +1.2m |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 6.2m $228.5m | Added +4.9m |
| T. Rowe Price Investment Management, Inc. 0.13% of their portfolio | 5.7m $210.5m | Reduced -35.3k |
| STATE STREET CORP 0.01% of their portfolio | 5.4m $198.8m | Added +304.9k |
| GCM Grosvenor Holdings, LLC 23.14% of their portfolio | 4.1m $152.2m | Reduced -4.9m |
| Boston Partners 0.15% of their portfolio | 3.9m $143.8m | Reduced -50.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio | 3.6m $130.8m | Reduced -5.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.5m $127.7m | Added +372.7k |
| Altimeter Capital Management, LP 1.61% of their portfolio | 3.3m $122.2m | Reduced -891.8k |
| FEDERATED HERMES, INC. 0.21% of their portfolio | 3.2m $117.1m | Added +7.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.30% of their portfolio | 3.2m $116.8m | Reduced -168.0k |
| MORGAN STANLEY 0.01% of their portfolio | 3.1m $112.2m | Added +1.4m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.0m $111.6m | Added +1.4m |
| Technology Crossover Management XI, Ltd. 10.15% of their portfolio | 2.7m $99.3m | Unchanged |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 2.7m $98.7m | Added +2.7m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.7m $97.7m | Added +1.6m |
| Holocene Advisors, LP 0.21% of their portfolio | 2.5m $90.2m | New |
| LORD, ABBETT & CO. LLC 0.25% of their portfolio | 2.3m $84.6m | Added +1.6m |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 2.1m $76.0m | Added +1.2m |
| MAVERICK CAPITAL LTD 0.98% of their portfolio | 2.0m $73.1m | Reduced -179.0k |
| UBS Group AG 0.01% of their portfolio | 2.0m $72.5m | Added +433.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.8m $64.9m | Added +415.7k |
| Champlain Investment Partners, LLC 0.46% of their portfolio | 1.7m $61.2m | Reduced -492.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 1.6m $60.6m | Reduced -65.8k |
| Invesco Ltd. 0.01% of their portfolio | 1.6m $58.7m | Reduced -1.0m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $53.0m | Added +71.2k |
| Thrivent Financial for Lutherans 0.10% of their portfolio | 1.4m $51.8m | Added +1.4m |
| KPCB DGF II Associates, LLC 62.69% of their portfolio | 1.3m $49.3m | Unchanged |
| GOODNOW INVESTMENT GROUP, LLC 4.38% of their portfolio | 1.2m $45.8m | Added +816.8k |
| One Madison Group LLC 4.75% of their portfolio | 1.2m $43.4m | Reduced -567.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $42.2m | Reduced -385.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $41.3m | Reduced -140.7k |
| FMR LLC 0.00% of their portfolio | 959.5k $35.3m | Added +116.0k |
| Clark Capital Management Group, Inc. 0.22% of their portfolio | 955.7k $35.1m | Reduced -74.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 887.0k $32.6m | Added +201.8k |
| Epoch Investment Partners, Inc. 0.18% of their portfolio | 871.9k $32.1m | Added +675.7k |
| TD Asset Management Inc 0.03% of their portfolio | 847.6k $31.2m | Added +414.0k |
| VIKING GLOBAL INVESTORS LP 0.08% of their portfolio | 832.9k $30.6m | Reduced -2.9m |
| Pacer Advisors, Inc. 0.07% of their portfolio | 785.9k $28.9m | Reduced -784.0k |
| LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio | 766.9k $28.2m | Added +355.5k |
| Generate Investment Management Ltd 1.40% of their portfolio | 750.0k $27.6m | Added +430.0k |
| General Catalyst Group Management, LLC 0.86% of their portfolio | 710.7k $26.1m | Unchanged |
| Bridgewater Associates, LP 0.10% of their portfolio | 708.4k $26.0m | New |
| Paralel Advisors LLC 1.00% of their portfolio | 700.0k $25.7m | Unchanged |
| HS Management Partners, LLC 2.96% of their portfolio | 618.9k $22.8m | Added +272.1k |
| CITIGROUP INC 0.02% of their portfolio | 613.6k $22.6m | Added +450.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 583.3k $21.4m | Reduced -527.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 582.8k $21.4m | Reduced -260.3k |
| Jain Global LLC 0.28% of their portfolio | 576.1k $21.2m | New |
| Ardmore Road Asset Management LP 1.31% of their portfolio | 553.0k $20.3m | New |
| Carnegie Investment Counsel 0.38% of their portfolio | 542.9k $20.0m | Added +247.1k |
| Jump Financial, LLC 0.25% of their portfolio | 533.1k $19.6m | Added +399.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 511.9k $18.8m | Reduced -232.5k |
| Hudson Bay Capital Management LP 0.11% of their portfolio | 508.6k $18.7m | Reduced -217.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 506.9k $18.6m | Reduced -145.8k |
| Quinn Opportunity Partners LLC 1.36% of their portfolio | 506.6k $18.6m | Added +281.0k |
| CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio | 497.8k $18.3m | Added +103.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 494.0k $18.2m | Reduced -319.3k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 493.4k $18.1m | New |
| Provident Investment Management, Inc. 1.59% of their portfolio | 489.6k $18.0m | New |
| Susquehanna Portfolio Strategies, LLC 0.28% of their portfolio | 483.8k $17.8m | Added +450.8k |
| Invenomic Capital Management LP 0.92% of their portfolio | 479.4k $17.6m | Reduced -83.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 478.8k $17.3m | Added +348.5k |
| PEAK6 LLC 0.22% of their portfolio | 463.6k $17.0m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 460.7k $16.9m | Added +26.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.07% of their portfolio | 455.1k $16.7m | Reduced -45.3k |
| AMI ASSET MANAGEMENT CORP 0.93% of their portfolio | 454.1k $16.7m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 453.6k $16.7m | Reduced -72.1k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 2.59% of their portfolio | 450.0k $16.5m | Added +130.0k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 449.5k $16.5m | Reduced -555 |
| Foxhaven Asset Management, LP 0.41% of their portfolio | 442.1k $16.3m | Reduced -24.9k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 431.3k $15.9m | Added +146.2k |
| Incline Global Management LLC 4.61% of their portfolio | 422.6k $15.5m | Added +189.2k |
| Retirement Systems of Alabama 0.05% of their portfolio | 421.1k $15.5m | Added +22.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 409.1k $15.0m | Reduced -91.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 408.3k $15.0m | Reduced -18.4k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 404.1k $14.9m | New |
| Schonfeld Strategic Advisors LLC 0.10% of their portfolio | 399.0k $14.7m | Reduced -44.5k |
| Alyeska Investment Group, L.P. 0.04% of their portfolio | 396.2k $14.6m | Added +296.8k |
| Legal & General Group Plc 0.00% of their portfolio | 388.0k $14.3m | Reduced -3.9k |
| Amundi 0.00% of their portfolio | 383.0k $14.5m | Added +332.3k |
| CONGRESS ASSET MANAGEMENT CO 0.09% of their portfolio | 376.2k $13.8m | Added +44.0k |
| US BANCORP \DE\ 0.02% of their portfolio | 374.0k $13.7m | Added +363.5k |
| Verition Fund Management LLC 0.08% of their portfolio | 370.7k $13.6m | Reduced -68.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 368.5k $13.5m | Reduced -18.9k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 362.6k $13.3m | Reduced -107.2k |
| STEADFAST CAPITAL MANAGEMENT LP 0.24% of their portfolio | 354.0k $13.0m | New |
| Cubist Systematic Strategies, LLC 0.18% of their portfolio | 352.6k $13.0m | New |
| Nuveen, LLC 0.00% of their portfolio | 329.3k $12.1m | Added +370 |
| Swiss National Bank 0.01% of their portfolio | 328.7k $12.1m | Added +2.6k |
| Crestwood Capital Management, L.P. 7.93% of their portfolio | 309.9k $11.4m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 306.4k $11.3m | Added +127.7k |
| Squarepoint Ops LLC 0.02% of their portfolio | 306.2k $11.3m | Reduced -130.1k |
| EXCHANGE TRADED CONCEPTS, LLC 0.11% of their portfolio | 305.0k $11.2m | Added +17.1k |
| Shellback Capital, LP 0.70% of their portfolio | 300.0k $11.0m | Added +100.0k |
| J. Goldman & Co LP 0.41% of their portfolio | 296.0k $10.9m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 295.4k $10.9m | Reduced -9.5k |