- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 21 Jul 2025
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 9 listed it in both
- Shares listed
- 61,122,191
- combined, among listed positions
- Reported value
- $720m
- combined, at the quarter end
Among the 95 comparable managers: 7 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing LYFT in Q1 2025
13 of 13 holders
What managers have written about LYFT
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
By writers not tracked in the 13F universe
- Lyft's 2019 IPO letter from its co-founders · Lyft · 1 Mar 2019 · The writer’s own company
Their positions are not shown: no 13F filings of theirs are tracked here.
Largest increases and reductions, by shares
Increases
- AQR Capital Management LLCexisting position · 9,804,782 shares now+4,980,876
- Point72 Asset Management LPnew position · 2,649,519 shares now+2,649,519
- Tudor Investment Corpnew position · 1,029,195 shares now+1,029,195
- PDT Partners LLCexisting position · 747,902 shares now+413,902
- Marshall Wace LLPexisting position · 3,111,165 shares now+151,898
Reductions
- Appaloosa LPexisting position · 9,000,000 shares now-4,500,000
- Two Sigma Investments LPexisting position · 3,800,812 shares now-4,224,287
- Millennium Management LLCexisting position · 7,554,376 shares now-988,294
- Two Sigma Advisers LPexisting position · 5,925,335 shares now-737,200
- Renaissance Technologies LLCexisting position · 8,119,327 shares now-503,900
New positions and exits
New (2)
Exited (2)
- Capital World Investorswas $87m
- Bridgewater Associates LPwas $24m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2019 | 24 | $2.4bn | n.a. | n.a. |
| Q2 2019 | 13 | $1.9bn | n.a. | n.a. |
| Q3 2019 | 11 | $1.4bn | n.a. | n.a. |
| Q4 2019 | 14 | $2.4bn | n.a. | n.a. |
| Q1 2020 | 11 | $1.5bn | n.a. | n.a. |
| Q2 2020 | 11 | $2.2bn | n.a. | n.a. |
| Q3 2020 | 14 | $2.0bn | n.a. | n.a. |
| Q4 2020 | 16 | $3.8bn | n.a. | n.a. |
| Q1 2021 | 21 | $5.0bn | n.a. | n.a. |
| Q2 2021 | 16 | $4.6bn | n.a. | n.a. |
| Q3 2021 | 13 | $4.1bn | n.a. | n.a. |
| Q4 2021 | 14 | $3.3bn | n.a. | n.a. |
| Q1 2022 | 14 | $2.7bn | n.a. | n.a. |
| Q2 2022 | 13 | $783m | n.a. | n.a. |
| Q3 2022 | 9 | $899m | n.a. | n.a. |
| Q4 2022 | 7 | $750m | n.a. | n.a. |
| Q1 2023 | 11 | $737m | n.a. | n.a. |
| Q2 2023 | 10 | $814m | n.a. | n.a. |
| Q3 2023 | 13 | $1.1bn | n.a. | n.a. |
| Q4 2023 | 14 | $1.6bn | 9 | 5 |
| Q1 2024 | 17 | $2.2bn | 14 | 3 |
| Q2 2024 | 15 | $1.4bn | 10 | 6 |
| Q3 2024 | 14 | $1.2bn | 8 | 5 |
| Q4 2024 | 16 | $945m | 14 | 4 |
| Q1 2025 | 13 | $720m | 7 | 8 |
| Q2 2025 | 13 | $1.3bn | 9 | 4 |
| Q3 2025 | 16 | $1.4bn | 10 | 10 |
| Q4 2025 | 13 | $1.3bn | 21 | 15 |
| Q1 2026 | 7 | $584m | 8 | 27 |
| Q2 2026 | 4 | $444m | 18 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
LYFT and GOOGL →LYFT and AMZN →LYFT and GOOG →Choose a stock to compare with LYFT →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own LYFT, latest filings →Back to the 13F Explorer →