CARTNasdaqServices-Business Services, NECFiscal year ends December 31
Maplebear Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$49.91+0.08 (+0.16%)
Close on Oct 19, 2026
- Market cap
- $12.42B
- P/E (TTM)
- 27.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.6%
194M of 232M shares
Institutional holders
500
95 new, 59 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 29 sales
Net sold $27.64M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Daniel Sundheim | 26,692,339 | 10.40% | 13G (passive) amendment | Sep 30, 2024 |
| Apoorva Mehta | 22,280,677 | 8.40% | 13G (passive) amendment | Jun 30, 2025 |
| Sc US (Ttgp), Ltd. ("sc US (Ttgp)") | 18,596,961 | 8.00% | 13D (active) amendment | Aug 13, 2026 |
| BlackRock, Inc. | 15,918,876 | 6.60% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CART | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Sc US (Ttgp), Ltd. | 27,928,385 | 12.06% | $1.32B | – | 4.15% |
| D1 Capital Partners L.P. | 22,564,435 | 9.75% | $1.07B | +6,180 | 3.07% |
| BlackRock, Inc. | 15,849,574 | 6.85% | $750.48M | −1,042,625 | 0.01% |
| Vanguard Portfolio Management LLC | 8,199,334 | 3.54% | $388.24M | −85,875 | 0.02% |
| Vanguard Capital Management LLC | 7,814,967 | 3.38% | $370.04M | +81,026 | 0.01% |
| State Street Corp | 5,211,833 | 2.25% | $246.78M | −299,508 | 0.01% |
| Dimensional Fund Advisors LP | 4,814,545 | 2.08% | $227.97M | −167,415 | 0.04% |
| Lsv Asset Management | 4,533,815 | 1.96% | $214.68K | +3,786,818 | 0.39% |
| Morgan Stanley | 4,218,846 | 1.82% | $199.76M | +2,365,398 | 0.01% |
| GCM Grosvenor Holdings, LLC | 4,140,924 | 1.79% | $196.07M | – | 8.48% |
| FMR LLC | 3,862,064 | 1.67% | $182.87M | −2,157,863 | 0.01% |
| Contour Asset Management LLC | 3,851,511 | 1.66% | $182.37M | −42,562 | 4.32% |
| Geode Capital Management, LLC | 3,702,878 | 1.60% | $175.37M | −204,475 | 0.01% |
| Jacobs Levy Equity Management, Inc | 3,145,270 | 1.36% | $148.93M | +513,832 | 0.54% |
| Federated Hermes, Inc. | 3,096,207 | 1.34% | $146.61M | −318,523 | 0.21% |
| Goldman Sachs Group Inc | 2,807,677 | 1.21% | $132.94M | +578,019 | 0.01% |
| Holocene Advisors, LP | 2,528,945 | 1.09% | $119.75M | −1,382,927 | 0.27% |
| UBS Group AG | 2,433,358 | 1.05% | $115.22M | −941,599 | 0.01% |
| ANTIPODES PARTNERS Ltd | 2,140,349 | 0.92% | $101.35M | −219,224 | 1.86% |
| William Blair Investment Management, LLC | 1,826,026 | 0.79% | $86.46M | −100,098 | 0.26% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 500 | 194M | 83.6% | 95 / 151 | 180 / 59 | 24M | 19M |
| Q1 2026 | 469 | 189M | 81.5% | 100 / 174 | 132 / 72 | 46M | 29M |
| Q4 2025 | 445 | 190M | 82.2% | 74 / 143 | 177 / 94 | 25M | 50M |
| Q3 2025 | 473 | 217M | 93.6% | 88 / 176 | 143 / 78 | 38M | 36M |
| Q2 2025 | 468 | 215M | 92.9% | 111 / 192 | 103 / 58 | 37M | 21M |
| Q1 2025 | 419 | 199M | 86.0% | 130 / 158 | 78 / 66 | 37M | 31M |
| Q4 2024 | 360 | 193M | 83.4% | 92 / 129 | 98 / 45 | 39M | 33M |
| Q3 2024 | 317 | 189M | 81.5% | 81 / 110 | 83 / 51 | 44M | 41M |
| Q2 2024 | 290 | 189M | 81.8% | 107 / 88 | 60 / 46 | 45M | 44M |
| Q1 2024 | 231 | 188M | 81.4% | 110 / 60 | 30 / 30 | 42M | 20M |
| Q4 2023 | 152 | 169M | 72.9% | 61 / 36 | 22 / 35 | 29M | 8M |
| Q3 2023 | 127 | 148M | 64.0% | 127 / 0 | 0 / 0 | 148M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CART | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5,630,559 | 2.43% | $266.61M | 0.21% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,597,941 | 2.42% | $265.06M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,043,992 | 1.75% | $191.48M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,329,246 | 1.01% | $110.29M | 0.23% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,887,367 | 0.82% | $89.37M | 0.09% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 1,139,620 | 0.49% | $50.83M | 0.93% | Jul 31, 2026 |
| Fidelity Enhanced Mid Cap Core ETF | 1,021,605 | 0.44% | $48.37M | 0.65% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 945,606 | 0.41% | $37.64M | 0.09% | May 31, 2026 |
| Vanguard Consumer Staples Index Fund | 911,387 | 0.39% | $36.27M | 0.39% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 832,766 | 0.36% | $39.43M | 0.21% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Value ETF | 824,221 | 0.36% | $39.03M | 0.45% | Jun 30, 2026 |
| VIP Contrafund Portfolio | 822,100 | 0.36% | $38.93M | 0.13% | Jun 30, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 760,191 | 0.33% | $33.90M | 0.92% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 628,890 | 0.27% | $29.78M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 584,608 | 0.25% | $26.07M | 0.13% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Chris Rogers | President and CEO, Director | 916,636 | 0.40% | Aug 21, 2026 |
| Morgan Fong | Chief Legal Officer | 548,301 | 0.24% | Sep 24, 2026 |
| Lisa Blackwood-Kapral | Chief Accounting Officer | 37,715 | 0.02% | Sep 17, 2026 |
| Emily Reuter | CHIEF FINANCIAL OFFICER | 649,337 | 0.28% | Aug 17, 2026 |
| Alan Ramsay | CHIEF ACCOUNTING OFFICER | 78,660 | 0.03% | Feb 25, 2025 |
| Mary Beth Laughton | Director | 10,890 | 0.00% | Aug 31, 2026 |
| Ravi Gupta | Director | 606,529 | 0.26% | Aug 21, 2026 |
| Josh Silverman | Director | 15,228 | 0.01% | May 27, 2026 |
| Lily Sarafan | Director | 27,602 | 0.01% | May 27, 2026 |
| Levien Meredith A. Kopit | Director | 26,877 | 0.01% | May 27, 2026 |
| Daniel S. Sundheim | Director, 10% owner | 26,711,408 | 11.54% | May 27, 2026 |
| Victoria L. Dolan | Director | 26,056 | 0.01% | May 27, 2026 |
| Fidji Simo | Director | 599,010 | 0.26% | Nov 14, 2025 |
| Michael J. Moritz | Director | 1,049,799 | 0.45% | May 27, 2025 |
| Sequoia Grove II, LLC | 10% owner | – | – | Aug 12, 2026 |
| Sc Us (Ttgp), Ltd. | 10% owner | 21,997,458 | 9.50% | Aug 12, 2026 |
| Sequoia Capital Fund Management, L.P. | 10% owner | 21,997,458 | 9.50% | Aug 12, 2026 |
| Sequoia Grove Manager, LLC | 10% owner | – | – | Aug 12, 2026 |
| SC US/E Expansion Fund I Management, L.P. | 10% owner | – | – | Aug 12, 2026 |
| Sequoia Grove UK, L.P. | 10% owner | 28,125,426 | 12.15% | Aug 12, 2026 |
| Sequoia Capital Fund, L.P. | 10% owner | 36,388,506 | 15.72% | Aug 12, 2026 |
| Sequoia Capital Fund Parallel, LLC | 10% owner | 47,146,415 | 20.37% | Aug 12, 2026 |
| Sequoia Capital US/E Expansion Fund I, L.P. | 10% owner | – | – | Aug 12, 2026 |
| SCGGF III - Endurance Partners Management, L.P. | 10% owner | 36,388,506 | 15.72% | Aug 12, 2026 |
| Sequoia Capital Global Growth Fund III - Endurance Partners, L.P. | 10% owner | 28,125,426 | 12.15% | Aug 12, 2026 |
| SCGGF III - U.S./India Management, L.P. | 10% owner | 52,168,027 | 22.53% | Aug 12, 2026 |
| Capital Partners L.P. D1 | 10% owner | 26,705,360 | 11.54% | May 27, 2026 |
| Daniel Danker | – | 445,427 | 0.19% | Aug 19, 2025 |
| Grosvenor Capital Management Holdings, LLLP | – | 4,140,924 | 1.79% | Jul 29, 2025 |
| Grosvenor Inc. GCM | – | 4,140,924 | 1.79% | Jul 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Morgan Fong Chief Legal Officer | Sep 22, 2026 | Option exercise | +18,390 | $7.32 | $134.61K | 548,301 |
| Morgan Fong Chief Legal Officer | Sep 22, 2026 | Sale(10b5-1 plan) | −773 | $45.64 | $35.28K | 529,911 |
| Morgan Fong Chief Legal Officer | Sep 22, 2026 | Sale(10b5-1 plan) | −17,617 | $44.95 | $791.88K | 530,684 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Sep 15, 2026 | Sale(10b5-1 plan) | −3,017 | $47.08 | $142.04K | 37,715 |
| Mary Beth Laughton Director | Aug 27, 2026 | Sale | −10,236 | $50.33 | $515.18K | 10,890 |
| Morgan Fong Chief Legal Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −4,299 | $50.47 | $216.97K | 529,911 |
| Morgan Fong Chief Legal Officer | Aug 24, 2026 | Option exercise | +18,390 | $7.32 | $134.61K | 548,301 |
| Morgan Fong Chief Legal Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −14,091 | $49.81 | $701.87K | 534,210 |
| Ravi Gupta Director | Aug 19, 2026 | Sale | −150,000 | $50.61 | $7.59M | 591,523 |
| Chris Rogers President and CEO, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −7,606 | $48.95 | $372.31K | 916,636 |
| Morgan Fong Chief Legal Officer | Aug 15, 2026 | Tax withholding | −14,167 | $48.88 | $692.48K | 529,911 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Aug 15, 2026 | Tax withholding | −6,103 | $48.88 | $298.31K | 40,732 |
| Chris Rogers President and CEO, Director | Aug 15, 2026 | Tax withholding | −43,807 | $48.88 | $2.14M | 924,242 |
| Emily Reuter CHIEF FINANCIAL OFFICER | Aug 15, 2026 | Tax withholding | −19,188 | $48.88 | $937.91K | 649,337 |
| Emily Reuter CHIEF FINANCIAL OFFICER | Aug 13, 2026 | Sale(10b5-1 plan) | −25,000 | $50.01 | $1.25M | 668,525 |
| Sc Us (Ttgp), Ltd. 10% owner | Aug 10, 2026 | Other | −924,221 | – | – | 2,184,747 |
| Sc Us (Ttgp), Ltd. 10% owner | Aug 10, 2026 | Other | −5,203,747 | – | – | 15,007,977 |
| Sequoia Capital Fund Management, L.P. 10% owner | Aug 10, 2026 | Other | −5,203,747 | – | – | 15,007,977 |
| Sequoia Capital Fund Management, L.P. 10% owner | Aug 10, 2026 | Other | −924,221 | – | – | 2,184,747 |
| Chris Rogers President and CEO, Director | Aug 7, 2026 | Sale(10b5-1 plan) | −4,933 | $50.00 | $246.65K | 968,049 |
| Morgan Fong Chief Legal Officer | Jul 22, 2026 | Option exercise | +18,390 | $7.32 | $134.61K | 562,468 |
| Morgan Fong Chief Legal Officer | Jul 22, 2026 | Sale(10b5-1 plan) | −18,390 | $44.34 | $815.41K | 544,078 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −3,016 | $47.64 | $143.68K | 46,835 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Jun 15, 2026 | Sale(10b5-1 plan) | −3,017 | $41.24 | $124.42K | 49,851 |
| Ravi Gupta Director, 10% owner | Jun 2, 2026 | Sale | −181,000 | $41.51 | $7.51M | 741,523 |
| Chris Rogers President and CEO, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −7,893 | $40.66 | $320.93K | 972,982 |
| Mary Beth Laughton Director | May 22, 2026 | Award | +6,048 | – | – | 21,126 |
| Levien Meredith A. Kopit Director | May 22, 2026 | Award | +6,048 | – | – | 26,877 |
| Lily Sarafan Director | May 22, 2026 | Award | +6,048 | – | – | 27,602 |
| Daniel S. Sundheim Director, 10% owner | May 22, 2026 | Award | +6,048 | – | – | 33,352 |
| Victoria L. Dolan Director | May 22, 2026 | Award | +6,048 | – | – | 26,056 |
| Ravi Gupta Director, 10% owner | May 22, 2026 | Award | +6,048 | – | – | 15,006 |
| Josh Silverman Director | May 22, 2026 | Award | +6,048 | – | – | 15,228 |
| Morgan Fong Chief Legal Officer | May 18, 2026 | Sale(10b5-1 plan) | −12,575 | $39.88 | $501.49K | 545,536 |
| Morgan Fong Chief Legal Officer | May 18, 2026 | Sale(10b5-1 plan) | −1,458 | $40.39 | $58.89K | 544,078 |
| Emily Reuter CHIEF FINANCIAL OFFICER | May 15, 2026 | Tax withholding | −26,929 | $38.47 | $1.04M | 693,525 |
| Chris Rogers President and CEO, Director | May 15, 2026 | Tax withholding | −45,464 | $38.47 | $1.75M | 980,875 |
| Lisa Blackwood-Kapral Chief Accounting Officer | May 15, 2026 | Tax withholding | −6,103 | $38.47 | $234.78K | 52,868 |
| Morgan Fong Chief Legal Officer | May 15, 2026 | Tax withholding | −15,898 | $38.47 | $611.60K | 558,111 |
| Chris Rogers President and CEO, Director | Apr 15, 2026 | Award | +376,405 | – | – | 1,026,339 |
| Morgan Fong Chief Legal Officer | Apr 15, 2026 | Award | +187,366 | – | – | 574,009 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Apr 15, 2026 | Sale(10b5-1 plan) | −9,390 | $40.25 | $377.95K | 58,971 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Apr 15, 2026 | Award | +20,851 | – | – | 68,361 |
| Emily Reuter CHIEF FINANCIAL OFFICER | Apr 15, 2026 | Award | +254,283 | – | – | 720,454 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Mar 16, 2026 | Sale(10b5-1 plan) | −9,390 | $38.74 | $363.77K | 47,510 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Mar 11, 2026 | Sale(10b5-1 plan) | −35,121 | $37.57 | $1.32M | 402,386 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Mar 11, 2026 | Sale(10b5-1 plan) | −10,788 | $36.87 | $397.75K | 391,598 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Mar 11, 2026 | Sale(10b5-1 plan) | −4,955 | $37.59 | $186.26K | 386,643 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Mar 11, 2026 | Sale(10b5-1 plan) | −75,219 | $36.87 | $2.77M | 437,507 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Mar 11, 2026 | Option exercise | +110,340 | $7.32 | $807.69K | 512,726 |
| Lily Sarafan Director | Feb 25, 2026 | Sale | −3,500 | $36.53 | $127.86K | 21,554 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Feb 15, 2026 | Tax withholding | −12,909 | $36.30 | $468.60K | 402,386 |
| Chris Rogers President and CEO, Director | Feb 15, 2026 | Tax withholding | −45,464 | $36.30 | $1.65M | 649,934 |
| Lisa Blackwood-Kapral Chief Accounting Officer | Feb 15, 2026 | Tax withholding | −19,339 | $36.30 | $702.01K | 56,900 |
| Emily Reuter CHIEF FINANCIAL OFFICER | Feb 15, 2026 | Tax withholding | −21,549 | $36.30 | $782.23K | 466,171 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Jan 9, 2026 | Option exercise | +10,355 | $7.32 | $75.80K | 415,295 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Dec 22, 2025 | Sale(10b5-1 plan) | −902 | $45.74 | $41.26K | 404,940 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Dec 22, 2025 | Sale(10b5-1 plan) | −4,012 | $45.09 | $180.90K | 405,842 |
| Mary Beth Laughton Director | Nov 21, 2025 | Sale | −4,056 | $40.72 | $165.16K | 15,078 |
| Morgan Fong GENERAL COUNSEL & SECRETARY | Nov 19, 2025 | Sale(10b5-1 plan) | −4,914 | $41.25 | $202.70K | 409,854 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lisa Blackwood-Kapral Officer | Oct 15, 2026 | 3,016 | $149.53K | Oct 15, 2026 | Restricted Stock Lapse |
| Morgan Fong Officer | Sep 22, 2026 | 18,390 | $827.25K | Sep 22, 2026 | Employee Stock Option Exercise |
| Lisa Blackwood-Kapral Officer | Sep 15, 2026 | 3,017 | $142.04K | Sep 15, 2026 | Restricted Stock Lapse |
| Mary Beth Laughton Director | Aug 27, 2026 | 10,236 | $515.15K | Aug 27, 2026 | Restricted Stock Lapse |
| Morgan Fong Officer | Aug 24, 2026 | 18,390 | $918.80K | Aug 24, 2026 | Employee Stock Option Exercise |
| Chris Rogers Officer, Director | Aug 19, 2026 | 7,606 | $372.29K | Aug 19, 2026 | Restricted Stock Lapse |
| Ravi Gupta Director, 10% Stockholder | Aug 19, 2026 | 150,000 | $7.59M | Aug 19, 2026 | Restricted Stock Lapse |
| Emily Reuter Officer | Aug 13, 2026 | 25,000 | $1.25M | Aug 13, 2026 | Restricted Stock Lapse |
| Chris Rogers Officer, Director | Aug 7, 2026 | 4,933 | $246.65K | Aug 7, 2026 | Restricted Stock Lapse |
| Morgan Fong Officer | Jul 22, 2026 | 18,390 | $815.40K | Jul 22, 2026 | Employee Stock Option Exercise |
| Lisa Blackwood-Kapral Officer | Jul 15, 2026 | 3,016 | $143.68K | Jul 15, 2026 | Restricted Stock Lapse |
| Lisa Blackwood-Kapral Officer | Jun 15, 2026 | 3,017 | $124.42K | Jun 15, 2026 | Restricted Stock Lapse |
| Ravi Gupta Director, 10% Stockholder | Jun 2, 2026 | 181,000 | $7.51M | Jun 2, 2026 | Stock option Exercise |
| Chris Rogers Officer, Director | Jun 1, 2026 | 7,893 | $320.93K | Jun 1, 2026 | Restricted Stock Lapse |
| Morgan Fong Officer | May 18, 2026 | 14,033 | $560.42K | May 18, 2026 | Restricted Stock Lapse |