LYFT
Lyft, Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow +30.0% ·
net new positions -5.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 702.08K | $10.68M | n/a | n/a |
| Q2 2026 | 134 | -3 | 317.16M | $4.63B | +6 | −8 |
| Q1 2026 | 139 | +2 | 297.61M | $3.95B | +10 | −9 |
| Q4 2025 | 138 | -1 | 310.34M | $6.01B | +1 | −1 |
| Q3 2025 | 21 | 0 | 163.76M | $3.60B | +1 | −2 |
| Q2 2025 | 19 | -1 | 181.36M | $2.86B | +1 | −2 |
| Q1 2025 | 17 | -1 | 76.68M | $904.45M | +1 | −2 |
| Q4 2024 | 18 | -1 | 91.06M | $1.17B | +1 | −2 |
| Q3 2024 | 18 | -1 | 60.95M | $777.10M | +1 | −2 |
| Q2 2024 | 19 | n/a | 59.29M | $836.01M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Appaloosa ✦ | 13.50M | -14.3% | $174.15M | 2.7% | ▼ Trim | 3 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 8.62M | +282.0% | $111.24M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Millennium Management ✦ | 8.54M | +76.3% | $110.20M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 8.03M | +156.9% | $103.52M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 7.12M | n/a | $91.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Capital World Investors ✦ | 6.78M | +49.4% | $87.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | PRIMECAP Management ✦ | 6.32M | -2.7% | $81.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 6.31M | +7.5% | $81.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 4.91M | -21.2% | $63.40M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | AQR Capital Management ✦ | 4.82M | +60.9% | $62.23M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Norges Bank ✦ (passive) | 3.84M | +9.5% | $49.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 3.17M | +174.1% | $40.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Marshall Wace ✦ | 2.96M | +274.6% | $38.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Adage Capital Partners ✦ | 2.11M | +181.6% | $27.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 1.83M | +939.9% | $23.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 1.27M | +428.8% | $16.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Arrowstreet Capital ✦ | 492.72K | New | $6.36M | 0.0% | New | 1 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 438.12K | +14.3% | $5.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $6.36M | 0.0% |
Exited
| Point72 Asset Management | $13.43M | was 0.0% |
| Glenview Capital | $10.06M | was 0.2% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 521 holders, 397.07M shares, $5.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 15.00K sh · $219,632
Director · 2.31K sh · $40,004
Officer · 5.98K sh · $103,724
Director · 4.61K sh · $79,951
Director · 5.48K sh · $96,886
Officer · 15.00K sh · $264,399
Director · 14.22K sh · $241,740
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology