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 ($28.5m this quarter). Holder counts are more reliable. Shares outstanding: 231.5m as of 2026-07-31, 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 ≈ $47.34. Options: 22 managers hold calls ($293.0m notional), 17 hold puts ($93.3m).
Trends to Q2 2026
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 |
| Q4 2025 | 445 |
| Q1 2026 | 469 |
| Q2 2026 | 501 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 186 | 131 |
| Q4 2024 | 203 | 143 |
| Q1 2025 | 283 | 142 |
| Q2 2025 | 298 | 160 |
| Q3 2025 | 261 | 218 |
| Q4 2025 | 204 | 271 |
| Q1 2026 | 263 | 203 |
| Q2 2026 | 240 | 238 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $212.8m | $258.7m | 1.22 |
| Q4 2025 | $323.3m | $209.8m | 0.65 |
| Q1 2026 | $217.3m | $44.0m | 0.20 |
| Q2 2026 | $293.0m | $93.3m | 0.32 |
Biggest buyers
| LSV ASSET MANAGEMENT | Added | +3.8m |
| MORGAN STANLEY | Added | +2.4m |
| Schonfeld Strategic Advisors LLC | Added | +1.5m |
| D. E. Shaw & Co., Inc. | Added | +1.5m |
| PANAGORA ASSET MANAGEMENT INC | Added | +1.1m |
| CITADEL ADVISORS LLC | Added | +1.0m |
| Invesco Ltd. | Added | +808.0k |
| GOLDMAN SACHS GROUP INC | Added | +578.0k |
| MARSHALL WACE, LLP | New | +566.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +513.8k |
Biggest sellers
| FMR LLC | Reduced | -2.2m |
| Impactive Capital LP | Sold out | -1.6m |
| Holocene Advisors, LP | Reduced | -1.4m |
| BlackRock, Inc. | Reduced | -1.0m |
| UBS Group AG | Reduced | -941.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -601.0k |
| Pacer Advisors, Inc. | Reduced | -592.1k |
| Squarepoint Ops LLC | Sold out | -564.7k |
| DEUTSCHE BANK AG\ | Reduced | -511.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -350.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $71.8m1.5m shares |
| BARCLAYS PLC | Added | $57.5m1.2m shares |
| Walleye Trading LLC | Added | $41.5m877.0k shares |
| CITADEL ADVISORS LLC | Added | $37.3m787.8k shares |
| JANE STREET GROUP, LLC | Added | $25.7m543.0k shares |
| IMC-Chicago, LLC | Reduced | $18.7m395.0k shares |
| HRT FINANCIAL LP | Reduced | $11.7m246.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.8m123.4k shares |
| CastleKnight Management LP | New | $4.7m100.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $4.4m92.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $39.6m836.8k shares |
| JANE STREET GROUP, LLC | Added | $10.4m219.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $8.7m183.6k shares |
| Polar Asset Management Partners Inc. | New | $7.1m150.0k shares |
| Walleye Trading LLC | Added | $6.5m138.1k shares |
| CITADEL ADVISORS LLC | Added | $5.3m111.6k shares |
| IMC-Chicago, LLC | Added | $4.3m89.8k shares |
| GROUP ONE TRADING LLC | Added | $2.8m59.9k shares |
| SIMPLEX TRADING, LLC | Added | $2.2m46.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $1.6m34.2k 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 since 1 Apr 2026
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 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 |
| Q4 2025 | 0 | — | 3 | $1.1m | $886.2k |
| Q1 2026 | 0 | — | 3 | $5.2m | $5.0m |
| Q2 2026 | 0 | — | 4 | $8.9m | $1.4m |
| Q3 2026 | 0 | — | 6 | $12.8m | $4.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-22 | Fong Morgan Chief Legal Officer | Sold plan | $827.2k18.4k shares |
| 2026-09-15 | BLACKWOOD-KAPRAL LISA Chief Accounting Officer | Sold plan | $142.0k3.0k shares |
| 2026-08-27 | Laughton Mary Beth Director | Sold | $515.2k10.2k shares |
| 2026-08-24 | Fong Morgan Chief Legal Officer | Sold plan | $918.8k18.4k shares |
| 2026-08-19 | Gupta Ravi Director · Estate Planning Vehicle | Sold | $7.6m150.0k shares |
| 2026-08-19 | Rogers Chris President and CEO, director | Sold plan | $372.3k7.6k shares |
| 2026-08-13 | Reuter Emily CHIEF FINANCIAL OFFICER | Sold plan | $1.3m25.0k shares |
| 2026-08-07 | Rogers Chris President and CEO, director | Sold plan | $246.7k4.9k shares |
| 2026-07-22 | Fong Morgan Chief Legal Officer | Sold plan | $815.4k18.4k shares |
| 2026-07-15 | BLACKWOOD-KAPRAL LISA Chief Accounting Officer | Sold plan | $143.7k3.0k shares |
| 2026-06-15 | BLACKWOOD-KAPRAL LISA Chief Accounting Officer | Sold plan | $124.4k3.0k shares |
| 2026-06-02 | Gupta Ravi Director · Estate Planning Vehicle | Sold | $7.5m181.0k shares |
| 2026-06-01 | Rogers Chris President and CEO, director | Sold plan | $320.9k7.9k shares |
| 2026-05-18 | Fong Morgan Chief Legal Officer | Sold plan | $560.4k14.0k shares |
| 2026-04-15 | BLACKWOOD-KAPRAL LISA Chief Accounting Officer | Sold plan | $377.9k9.4k 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 2026
| Manager | Shares | Change |
|---|---|---|
| SC US (TTGP), LTD. 4.15% of their portfolio | 27.9m $1.3bn | Unchanged |
| D1 Capital Partners L.P. 3.07% of their portfolio | 22.6m $1.1bn | Added +6.2k |
| BlackRock, Inc. 0.01% of their portfolio | 15.8m $750.5m | Reduced -1.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 8.2m $388.2m | Reduced -85.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 7.8m $370.0m | Added +81.0k |
| STATE STREET CORP 0.01% of their portfolio | 5.2m $246.8m | Reduced -299.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.8m $228.0m | Reduced -167.4k |
| LSV ASSET MANAGEMENT 0.39% of their portfolio | 4.5m $214.7m | Added +3.8m |
| MORGAN STANLEY 0.01% of their portfolio | 4.2m $199.8m | Added +2.4m |
| GCM Grosvenor Holdings, LLC 8.48% of their portfolio | 4.1m $196.1m | Unchanged |
| FMR LLC 0.01% of their portfolio | 3.9m $182.9m | Reduced -2.2m |
| Contour Asset Management LLC 4.32% of their portfolio | 3.9m $182.4m | Reduced -42.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.7m $175.4m | Reduced -204.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.54% of their portfolio | 3.1m $148.9m | Added +513.8k |
| FEDERATED HERMES, INC. 0.21% of their portfolio | 3.1m $146.6m | Reduced -318.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.8m $132.9m | Added +578.0k |
| Holocene Advisors, LP 0.27% of their portfolio | 2.5m $119.7m | Reduced -1.4m |
| UBS Group AG 0.02% of their portfolio | 2.4m $115.2m | Reduced -941.6k |
| ANTIPODES PARTNERS Ltd 1.86% of their portfolio | 2.1m $101.3m | Reduced -219.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio | 1.8m $86.5m | Reduced -100.1k |
| Invesco Ltd. 0.01% of their portfolio | 1.7m $82.2m | Added +808.0k |
| Schonfeld Strategic Advisors LLC 0.40% of their portfolio | 1.6m $76.3m | Added +1.5m |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 1.6m $73.8m | Reduced -511.0k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 1.5m $71.8m | Added +1.5m |
| GOODNOW INVESTMENT GROUP, LLC 7.25% of their portfolio | 1.5m $69.9m | Added +92.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 1.5m $68.8m | Reduced -115.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $62.3m | Reduced -105.0k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 1.3m $61.9m | Added +1.0m |
| PANAGORA ASSET MANAGEMENT INC 0.19% of their portfolio | 1.3m $61.7m | Added +1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $61.1m | Reduced -35.2k |
| SHAPIRO CAPITAL MANAGEMENT LLC 3.62% of their portfolio | 1.3m $59.7m | Reduced -29.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $57.4m | Reduced -350.0k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 1.1m $52.7m | Reduced -270.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.1m $50.2m | Reduced -70.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.0m $49.3m | Added +429.8k |
| NORGES BANK 0.00% of their portfolio | 1.0m $49.0m | Not comparable |
| Bank of New York Mellon Corp 0.01% of their portfolio | 955.4k $45.2m | Reduced -131.2k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 936.8k $44.4m | Added +259.2k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 858.8k $40.7m | Reduced -57.7k |
| CITIGROUP INC 0.02% of their portfolio | 850.9k $40.3m | Added +393.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 809.6k $38.6m | Reduced -17.2k |
| Pacer Advisors, Inc. 0.10% of their portfolio | 778.6k $36.9m | Reduced -592.1k |
| BARCLAYS PLC 0.01% of their portfolio | 748.9k $35.5m | Added +427.6k |
| AMI ASSET MANAGEMENT CORP 2.02% of their portfolio | 741.9k $35.1m | Added +323.1k |
| General Catalyst Group Management, LLC 17.85% of their portfolio | 710.7k $33.7m | Unchanged |
| Paralel Advisors LLC 1.28% of their portfolio | 700.0k $33.1m | Unchanged |
| Gotham Asset Management, LLC 0.07% of their portfolio | 658.4k $31.2m | Added +294.5k |
| Wolf Hill Capital Management, LP 3.01% of their portfolio | 656.6k $31.1m | Reduced -61.7k |
| Epoch Investment Partners, Inc. 0.17% of their portfolio | 619.1k $29.3m | Reduced -127.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 610.1k $28.9m | Added +116.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 595.0k $28.2m | Added +305.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 592.9k $28.1m | Added +72.3k |
| Susquehanna Portfolio Strategies, LLC 0.44% of their portfolio | 584.0k $27.7m | Added +393.3k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 566.1k $26.8m | New |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 555.7k $26.3m | Reduced -15.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 548.1k $26.0m | Reduced -321.7k |
| VALUEWORKS LLC 4.63% of their portfolio | 468.1k $22.2m | Added +219.0k |
| JUPITER ASSET MANAGEMENT LTD 0.10% of their portfolio | 439.2k $20.8m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 431.3k $20.4m | Reduced -35.0k |
| Polar Asset Management Partners Inc. 0.35% of their portfolio | 410.1k $19.4m | Added +280.5k |
| Ardmore Road Asset Management LP 1.11% of their portfolio | 400.0k $18.9m | Reduced -178.0k |
| Nuveen, LLC 0.00% of their portfolio | 395.3k $18.7m | Added +37.4k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 384.5k $18.2m | Added +100.9k |
| KINGDON CAPITAL MANAGEMENT, L.L.C. 2.43% of their portfolio | 380.0k $18.0m | Reduced -90.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 372.7k $17.6m | Reduced -37.5k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 352.8k $16.7m | Reduced -194.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 347.0k $16.4m | Reduced -15.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 342.3k $16.2m | Reduced -172.7k |
| TD Asset Management Inc 0.01% of their portfolio | 323.3k $15.3m | Reduced -29.7k |
| Walleye Capital LLC 0.07% of their portfolio | 322.2k $15.3m | Added +317.4k |
| Delta Global Management LP 1.62% of their portfolio | 315.0k $14.9m | New |
| CastleKnight Management LP 0.54% of their portfolio | 312.8k $14.8m | Added +157.7k |
| Swiss National Bank 0.01% of their portfolio | 296.9k $14.1m | Reduced -40.7k |
| Nierenberg Investment Management Company, LLC 6.86% of their portfolio | 291.9k $13.8m | Unchanged |
| Hook Mill Capital Partners, LP 1.26% of their portfolio | 286.5k $13.6m | Reduced -154.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 280.9k $13.3m | Added +327 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 279.7k $13.2m | Added +124.4k |
| Jain Global LLC 0.15% of their portfolio | 272.0k $12.9m | New |
| SEIZERT CAPITAL PARTNERS, LLC 0.52% of their portfolio | 268.0k $12.7m | Added +64.2k |
| Clark Capital Management Group, Inc. 0.07% of their portfolio | 267.2k $12.7m | Added +43.9k |
| Liontrust Investment Partners LLP 0.19% of their portfolio | 266.6k $12.6m | Added +46.8k |
| INVESTMENT HOUSE LLC 0.57% of their portfolio | 265.1k $12.6m | Reduced -11.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 262.2k $9.8m | Reduced -61.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 253.8k $12.0m | Reduced -33.6k |
| Verition Fund Management LLC 0.08% of their portfolio | 237.0k $11.2m | Added +49.9k |
| Quinn Opportunity Partners LLC 0.51% of their portfolio | 232.5k $11.0m | Reduced -266.1k |
| Mawer Investment Management Ltd. 0.07% of their portfolio | 230.6k $10.9m | New |
| Swedbank AB 0.01% of their portfolio | 230.2k $10.9m | Unchanged |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 229.2k $10.9m | New |
| Legal & General Group Plc 0.00% of their portfolio | 221.4k $10.5m | Reduced -78.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 217.6k $10.3m | Reduced -53.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 206.0k $9.8m | Reduced -42.6k |
| Cambria Investment Management, L.P. 0.48% of their portfolio | 205.3k $9.7m | Added +198.8k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 192.9k $9.1m | Reduced -34.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 192.5k $9.1m | Reduced -6.0k |
| Beacon Pointe Advisors, LLC 0.04% of their portfolio | 190.2k $9.0m | New |
| Cerity Partners LLC 0.01% of their portfolio | 185.5k $8.8m | Added +103.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 181.1k $8.6m | Reduced -12.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 175.1k $8.3m | Reduced -50.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 173.8k $8.2m | Unchanged |