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LYFT in the 13F filings

Lyft Inc · CUSIP 55087P104

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 9 listed it in both
Shares listed
72,842,146
combined, among listed positions
Reported value
$965m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 8 buyers (opened or added shares) and 27 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -27,927,190.

Managers listing LYFT in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Millennium Management LLC21,765,114$289m0.12%Added+10,849,78215 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)18,539,761$247munder 0.1%Trimmed-992,71115 May 2026 (the filing on sec.gov)
AQR Capital Management LLC9,607,456$123m0.06%Trimmed-16,161,41315 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC9,164,632$122m0.19%Trimmed-708,60014 May 2026 (the filing on sec.gov)
Appaloosa LP2,700,000$36m0.61%Trimmed-1,100,00015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP2,279,896$30munder 0.1%Added+311,67315 May 2026 (the filing on sec.gov)
Invesco Ltd1,899,384$25munder 0.1%Trimmed-825,58512 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,610,618$21munder 0.1%Trimmed-287,50315 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,265,401$17munder 0.1%Trimmed-2,597,68815 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,164,374$15munder 0.1%Trimmed-388,94315 May 2026 (the filing on sec.gov)
Man Group PLC722,416$9.6munder 0.1%Added+82,86315 May 2026 (the filing on sec.gov)
Bridgewater Associates LP421,670$5.6munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP320,712$4.3munder 0.1%Added+20,20215 May 2026 (the filing on sec.gov)
Holocene Advisors LP296,351$3.9munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP140,129$2.7munder 0.1%Trimmed-10,20615 May 2026 (the filing on sec.gov)
Walleye Capital LLC161,891$2.2munder 0.1%Trimmed-316,59713 May 2026 (the filing on sec.gov)
Two Sigma Investments LP155,113$2.1munder 0.1%Trimmed-3,517,61815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd136,834$1.8munder 0.1%Trimmed-398,97718 May 2026 (the filing on sec.gov)
Point72 Asset Management LP129,700$1.7munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Tudor Investment Corp116,415$1.5munder 0.1%Trimmed-1,358,19015 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC98,556$1.3munder 0.1%Trimmed-1,916,17315 May 2026 (the filing on sec.gov)
Quantbot Technologies LP46,928$624kunder 0.1%Trimmed-65,55613 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC29,994$399kunder 0.1%Added+1,13727 Oct 2026 (the filing on sec.gov)
Balyasny Asset Management LLC18,345$244kunder 0.1%Trimmed-192,44015 May 2026 (the filing on sec.gov)
Verition Fund Management LLC15,616$208kunder 0.1%Trimmed-290,98315 May 2026 (the filing on sec.gov)
Page 1 of 2

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

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (7)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

010203020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LYFT by quarter
QuarterHoldersReported valueBuyersSellers
Q1 201924$2.4bnn.a.n.a.
Q2 201913$1.9bnn.a.n.a.
Q3 201911$1.4bnn.a.n.a.
Q4 201914$2.4bnn.a.n.a.
Q1 202011$1.5bnn.a.n.a.
Q2 202011$2.2bnn.a.n.a.
Q3 202014$2.0bnn.a.n.a.
Q4 202016$3.8bnn.a.n.a.
Q1 202121$5.0bnn.a.n.a.
Q2 202116$4.6bnn.a.n.a.
Q3 202113$4.1bnn.a.n.a.
Q4 202114$3.3bnn.a.n.a.
Q1 202214$2.7bnn.a.n.a.
Q2 202213$783mn.a.n.a.
Q3 20229$899mn.a.n.a.
Q4 20227$750mn.a.n.a.
Q1 202311$737mn.a.n.a.
Q2 202310$814mn.a.n.a.
Q3 202313$1.1bnn.a.n.a.
Q4 202314$1.6bn95
Q1 202417$2.2bn143
Q2 202415$1.4bn106
Q3 202414$1.2bn85
Q4 202416$945m144
Q1 202513$720m78
Q2 202513$1.3bn94
Q3 202516$1.4bn1010
Q4 202513$1.3bn2115
Q1 20267$584m827
Q2 20264$444m1815

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 →