- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 33
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 14 listed it in both
- Shares listed
- 103,305,542
- combined, among listed positions
- Reported value
- $2.0bn
- combined, at the quarter end
Among the 92 comparable managers: 21 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,109,018.
Managers listing LYFT in Q4 2025
33 of 33 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
- Millennium Management LLCexisting position · 10,915,332 shares now+5,788,213
- Fidelity (FMR LLC)existing position · 19,532,472 shares now+2,923,360
- Two Sigma Investments LPexisting position · 3,672,731 shares now+1,878,230
- Renaissance Technologies LLCexisting position · 9,873,232 shares now+1,320,938
- Schonfeld Strategic Advisors LLCexisting position · 1,533,179 shares now+1,171,212
Reductions
- Squarepoint Ops LLCexisting position · 2,014,729 shares now-3,770,190
- Marshall Wace LLPexisting position · 1,436,316 shares now-2,903,883
- Appaloosa LPexisting position · 3,800,000 shares now-1,800,000
- Man Group PLCexisting position · 639,553 shares now-874,531
- Tudor Investment Corpexisting position · 1,474,605 shares now-566,780
New positions and exits
New (5)
Exited (3)
- Woodline Partners LPwas $30m
- Wellington Management Group LLPwas $2.2m
- Caxton Associates LLPwas $2.1m
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 →