LYFTNasdaqServices-Business Services, NECFiscal year ends December 31
Lyft, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$16.99+0.17 (+1.01%)
Close on Oct 19, 2026
- Market cap
- $6.56B
- P/E (TTM)
- 2.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
419M of 379M shares
Institutional holders
527
92 new, 88 sold out
Net institutional buying
18M
In Q2 2026
Insider trades, 12 months
2 buys · 23 sales
Net sold $7.24M
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 |
|---|---|---|---|---|
| Ameriprise Financial, Inc. | 61,334,158 | 16.20% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 46,704,369 | 11.70% | 13G (passive) | Mar 31, 2026 |
| Millennium Management LLC | 24,276,458 | 6.10% | 13G (passive) | Feb 11, 2026 |
| AQR Capital Management, LLC | 24,009,925 | 5.83% | 13G (passive) | Jun 30, 2025 |
| FMR LLC | 21,026,174 | 5.20% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 20,275,035 | 5.09% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LYFT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 61,317,026 | 16.20% | $895.92M | +24,835,898 | 0.18% |
| BlackRock, Inc. | 47,322,814 | 12.50% | $691.39M | −1,678,056 | 0.01% |
| Millennium Management LLC | 21,537,770 | 5.69% | $314.67M | −227,344 | 0.11% |
| Vanguard Portfolio Management LLC | 18,670,976 | 4.93% | $272.78M | −2,507,073 | 0.01% |
| Vanguard Capital Management LLC | 16,511,832 | 4.36% | $241.24M | −740,955 | 0.01% |
| State Street Corp | 13,474,201 | 3.56% | $196.86M | +281,708 | 0.01% |
| Goldman Sachs Group Inc | 11,913,816 | 3.15% | $174.06M | +6,745,910 | 0.02% |
| Contour Asset Management LLC | 11,173,228 | 2.95% | $163.24M | −778,650 | 3.86% |
| FMR LLC | 10,832,298 | 2.86% | $158.26M | −7,707,463 | 0.01% |
| Dimensional Fund Advisors LP | 9,236,397 | 2.44% | $134.96M | +2,515,919 | 0.02% |
| Renaissance Technologies LLC | 8,189,132 | 2.16% | $119.64M | −975,500 | 0.16% |
| Lsv Asset Management | 7,712,648 | 2.04% | $112.68K | +5,257,913 | 0.20% |
| Morgan Stanley | 7,450,229 | 1.97% | $108.85M | +237,829 | 0.01% |
| American Century Companies Inc | 6,976,339 | 1.84% | $101.92M | +2,830,668 | 0.05% |
| Geode Capital Management, LLC | 6,925,144 | 1.83% | $101.20M | −305,882 | 0.01% |
| Jupiter Asset Management Ltd | 6,637,472 | 1.75% | $96.97M | −3,654,534 | 0.48% |
| Altshuler Shaham Ltd | 6,385,582 | 1.69% | $93.29M | −1,276,445 | 1.16% |
| Norges Bank | 5,350,229 | 1.41% | $78.17M | New | 0.01% |
| Los Angeles Capital Management LLC | 4,299,531 | 1.14% | $62.82M | +917,995 | 0.23% |
| Primecap Management Co/Ca/ | 4,096,320 | 1.08% | $59.85M | −127,310 | 0.04% |
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 | 527 | 419M | 100.0% | 92 / 163 | 181 / 88 | 74M | 56M |
| Q1 2026 | 530 | 401M | 100.0% | 105 / 166 | 180 / 144 | 150M | 103M |
| Q4 2025 | 580 | 391M | 100.0% | 112 / 226 | 157 / 75 | 68M | 48M |
| Q3 2025 | 550 | 372M | 98.3% | 111 / 193 | 163 / 58 | 74M | 91M |
| Q2 2025 | 499 | 390M | 100.0% | 110 / 167 | 142 / 73 | 92M | 57M |
| Q1 2025 | 467 | 356M | 93.9% | 89 / 175 | 124 / 74 | 77M | 77M |
| Q4 2024 | 455 | 357M | 94.2% | 100 / 170 | 115 / 68 | 94M | 60M |
| Q3 2024 | 430 | 323M | 85.4% | 83 / 154 | 110 / 89 | 77M | 62M |
| Q2 2024 | 440 | 325M | 86.0% | 98 / 141 | 118 / 58 | 59M | 69M |
| Q1 2024 | 405 | 337M | 88.9% | 68 / 123 | 131 / 55 | 55M | 30M |
| Q4 2023 | 396 | 312M | 82.4% | 74 / 117 | 121 / 51 | 51M | 45M |
| Q3 2023 | 380 | 306M | 80.8% | 69 / 125 | 96 / 56 | 61M | 35M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LYFT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | 29,328,169 | 7.75% | $413.82M | 1.47% | May 31, 2026 |
| iShares Core S&P Small-Cap ETF | 22,874,151 | 6.04% | $334.19M | 0.30% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 11,447,356 | 3.02% | $167.25M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 8,274,435 | 2.19% | $120.89M | 0.06% | Jun 30, 2026 |
| Columbia Seligman Global Technology Fund | 5,808,075 | 1.53% | $92.12M | 2.07% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 5,240,139 | 1.38% | $76.56M | 0.11% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 5,015,391 | 1.32% | $70.77M | 0.26% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 4,353,274 | 1.15% | $63.60M | 0.07% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 3,479,429 | 0.92% | $50.83M | 0.30% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 3,411,955 | 0.90% | $49.85M | 0.61% | Jun 30, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 2,946,354 | 0.78% | $46.73M | 1.27% | Jul 31, 2026 |
| Fidelity Enhanced Mid Cap Core ETF | 2,897,752 | 0.77% | $42.34M | 0.57% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 2,327,716 | 0.61% | $34.01M | 0.30% | Jun 30, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | 2,175,372 | 0.57% | $31.78M | 0.61% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 2,053,789 | 0.54% | $28.98M | 0.07% | May 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 |
|---|---|---|---|---|
| John David Risher | Chief Executive Officer, Director | 11,481,792 | 3.03% | Feb 18, 2026 |
| Erin Brewer | CHIEF FINANCIAL OFFICER | 1,694,444 | 0.45% | Sep 25, 2026 |
| Lindsay Catherine Llewellyn | SEE REMARKS | 781,152 | 0.21% | Sep 3, 2026 |
| Stephen W. Hope | CHIEF ACCOUNTING OFFICER | 299,974 | 0.08% | Aug 31, 2026 |
| Lisa Blackwood-Kapral | CHIEF ACCOUNTING OFFICER | 428,536 | 0.11% | Feb 24, 2025 |
| David Lawee | Director | 18,837,133 | 4.98% | Aug 31, 2026 |
| Jill Beggs | Director | 46,238 | 0.01% | Aug 31, 2026 |
| Janey Whiteside | Director | 60,704 | 0.02% | Aug 27, 2026 |
| Benito Minicucci | Director | 15,454 | 0.00% | Jul 27, 2026 |
| Dave Stephenson | Director | 107,117 | 0.03% | Jul 22, 2026 |
| Betsey Stevenson | Director | 68,903 | 0.02% | Jun 5, 2026 |
| Prashant Aggarwal | Director | 317,751 | 0.08% | Jun 5, 2026 |
| Deborah Hersman | Director | 23,295 | 0.01% | Jun 5, 2026 |
| Logan Green | Director | 2,949,777 | 0.78% | Jun 6, 2025 |
| John Patrick Zimmer | Director | 3,484,147 | 0.92% | Jun 6, 2025 |
| Ariel M. Cohen | Director | 50,341 | 0.01% | Apr 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Erin Brewer CHIEF FINANCIAL OFFICER | Sep 24, 2026 | Sale(10b5-1 plan) | −15,000 | $14.64 | $219.60K | 837,303 |
| Lindsay Catherine Llewellyn SEE REMARKS | Sep 1, 2026 | Sale(10b5-1 plan) | −13,204 | $16.64 | $219.71K | 781,152 |
| David Lawee Director | Aug 27, 2026 | Sale(10b5-1 plan) | −4,613 | $17.33 | $79.94K | 119,124 |
| Jill Beggs Director | Aug 27, 2026 | Sale(10b5-1 plan) | −2,307 | $17.34 | $40.00K | 46,238 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | Aug 27, 2026 | Sale(10b5-1 plan) | −5,982 | $17.34 | $103.73K | 299,974 |
| Janey Whiteside Director | Aug 25, 2026 | Sale(10b5-1 plan) | −5,480 | $17.68 | $96.89K | 60,704 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Aug 24, 2026 | Sale(10b5-1 plan) | −15,000 | $17.63 | $264.45K | 852,303 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | Aug 20, 2026 | Tax withholding | −29,507 | $17.43 | $514.31K | 305,956 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Aug 20, 2026 | Gift | +161,324 | – | – | 867,303 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Aug 20, 2026 | Tax withholding | −186,735 | $17.43 | $3.25M | 1,018,465 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Aug 20, 2026 | Gift | −161,324 | – | – | 857,141 |
| Lindsay Catherine Llewellyn SEE REMARKS | Aug 20, 2026 | Tax withholding | −23,161 | $17.43 | $403.70K | 794,356 |
| Janey Whiteside Director | Aug 7, 2026 | Sale(10b5-1 plan) | −14,220 | $17.00 | $241.74K | 66,184 |
| Lindsay Catherine Llewellyn SEE REMARKS | Aug 3, 2026 | Sale(10b5-1 plan) | −36,214 | $16.14 | $584.49K | 817,517 |
| Benito Minicucci Director | Jul 23, 2026 | Award | +15,454 | – | – | 15,454 |
| Dave Stephenson Director | Jul 20, 2026 | Award | +1,053 | – | – | 107,117 |
| Janey Whiteside Director | Jul 20, 2026 | Award | +867 | – | – | 80,404 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Jun 12, 2026 | Sale(10b5-1 plan) | −15,000 | $13.59 | $203.85K | 705,979 |
| Jill Beggs Director | Jun 3, 2026 | Award | +18,453 | – | – | 48,545 |
| Deborah Hersman Director | Jun 3, 2026 | Award | +18,453 | – | – | 23,295 |
| Janey Whiteside Director | Jun 3, 2026 | Award | +18,453 | – | – | 79,537 |
| Betsey Stevenson Director | Jun 3, 2026 | Award | +18,453 | – | – | 68,903 |
| David Lawee Director | Jun 3, 2026 | Award | +18,453 | – | – | 123,737 |
| Dave Stephenson Director | Jun 3, 2026 | Award | +18,453 | – | – | 106,064 |
| Prashant Aggarwal Director | Jun 3, 2026 | Award | +18,453 | – | – | 35,195 |
| Lindsay Catherine Llewellyn SEE REMARKS | Jun 1, 2026 | Sale(10b5-1 plan) | −11,491 | $15.00 | $172.37K | 853,731 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | May 27, 2026 | Sale(10b5-1 plan) | −5,460 | $13.76 | $75.13K | 335,463 |
| Jill Beggs Director | May 27, 2026 | Sale(10b5-1 plan) | −2,093 | $13.76 | $28.80K | 30,092 |
| Lindsay Catherine Llewellyn SEE REMARKS | May 26, 2026 | Sale(10b5-1 plan) | −11,491 | $13.69 | $157.31K | 865,222 |
| Erin Brewer CHIEF FINANCIAL OFFICER | May 20, 2026 | Gift | −55,983 | – | – | 1,205,200 |
| Erin Brewer CHIEF FINANCIAL OFFICER | May 20, 2026 | Gift | +55,983 | – | – | 720,979 |
| Erin Brewer CHIEF FINANCIAL OFFICER | May 20, 2026 | Tax withholding | −64,804 | $13.18 | $854.12K | 1,261,183 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | May 20, 2026 | Tax withholding | −7,436 | $13.18 | $98.01K | 340,923 |
| Lindsay Catherine Llewellyn SEE REMARKS | May 20, 2026 | Tax withholding | −40,309 | $13.18 | $531.27K | 876,713 |
| Dave Stephenson Director | Apr 20, 2026 | Award | +1,127 | – | – | 87,611 |
| Janey Whiteside Director | Apr 20, 2026 | Award | +928 | – | – | 61,084 |
| Lindsay Catherine Llewellyn SEE REMARKS | Apr 17, 2026 | Sale(10b5-1 plan) | −23,661 | $15.00 | $354.92K | 916,022 |
| Lindsay Catherine Llewellyn SEE REMARKS | Feb 27, 2026 | Award | +146,018 | – | – | 939,683 |
| Lindsay Catherine Llewellyn SEE REMARKS | Feb 27, 2026 | Award | +96,815 | – | – | 793,665 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Feb 27, 2026 | Award | +124,047 | – | – | 1,138,898 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Feb 27, 2026 | Award | +187,089 | – | – | 1,325,987 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | Feb 27, 2026 | Award | +19,053 | – | – | 319,623 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | Feb 27, 2026 | Sale(10b5-1 plan) | −5,284 | $13.83 | $73.08K | 300,570 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | Feb 27, 2026 | Award | +28,736 | – | – | 348,359 |
| Jill Beggs Director | Feb 27, 2026 | Sale(10b5-1 plan) | −2,093 | $13.89 | $29.07K | 32,185 |
| Lindsay Catherine Llewellyn SEE REMARKS | Feb 25, 2026 | Sale(10b5-1 plan) | −23,661 | $13.30 | $314.69K | 696,850 |
| Lindsay Catherine Llewellyn SEE REMARKS | Feb 20, 2026 | Tax withholding | −51,677 | $13.90 | $718.31K | 720,511 |
| Stephen W. Hope CHIEF ACCOUNTING OFFICER | Feb 20, 2026 | Tax withholding | −6,055 | $13.90 | $84.16K | 305,854 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Feb 20, 2026 | Gift | −76,190 | – | – | 1,014,851 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Feb 20, 2026 | Tax withholding | −88,880 | $13.90 | $1.24M | 1,091,041 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Feb 20, 2026 | Gift | +76,190 | – | – | 664,996 |
| John David Risher Chief Executive Officer, Director | Feb 13, 2026 | Buy | +7,490 | $13.38 | $100.22K | 11,481,792 |
| Deborah Hersman Director | Jan 25, 2026 | Award | +4,842 | – | – | 4,842 |
| Dave Stephenson Director | Jan 20, 2026 | Award | +893 | – | – | 86,484 |
| Janey Whiteside Director | Jan 20, 2026 | Award | +735 | – | – | 60,156 |
| David Lawee Director | Jan 20, 2026 | Award | +824 | – | – | 105,284 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Dec 20, 2025 | Tax withholding | −13,540 | $19.42 | $262.95K | 1,191,665 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Dec 20, 2025 | Gift | −11,744 | – | – | 1,179,921 |
| Erin Brewer CHIEF FINANCIAL OFFICER | Dec 20, 2025 | Gift | +11,744 | – | – | 588,806 |
| Lindsay Catherine Llewellyn SEE REMARKS | Dec 20, 2025 | Tax withholding | −31,888 | $19.42 | $619.26K | 772,188 |
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 |
|---|---|---|---|---|---|
| M. Brewer 2022 Trust Erin Officer | Sep 24, 2026 | 30,000 | $443.10K | Sep 24, 2026 | Restricted Stock Units |
| Lindsay Catherine Llewellyn Officer | Sep 1, 2026 | 13,204 | $219.71K | Sep 1, 2026 | Restricted Stock Lapse |
| Lawee David Director | Aug 27, 2026 | 4,613 | $80.22K | Aug 27, 2026 | Restricted Stock Units |
| Hope Stephen Officer | Aug 27, 2026 | 5,982 | $104.03K | Aug 27, 2026 | Restricted Stock Units |
| Beggs Jill Director | Aug 27, 2026 | 2,307 | $40.12K | Aug 27, 2026 | Restricted Stock Units |
| Whiteside Janey Director | Aug 25, 2026 | 5,480 | $96.89K | Aug 25, 2026 | Restricted Stock Units |
| Whiteside Janey Director | Aug 7, 2026 | 14,220 | $231.79K | Aug 7, 2026 | Restricted Stock Units |
| Lindsay Catherine Llewellyn Officer | Aug 3, 2026 | 36,214 | $584.44K | Aug 3, 2026 | Performance Stock Lapse |
| M. Brewer 2022 Trust Erin Officer | Jun 12, 2026 | 30,000 | $411.30K | Jun 12, 2026 | Restricted Stock Units |
| Lindsay Catherine Llewellyn Officer | Jun 1, 2026 | 11,491 | $172.37K | Jun 1, 2026 | RSU / PSU - See Remarks |
| Hope Stephen Officer | May 27, 2026 | 5,460 | $74.15K | May 27, 2026 | Restricted Stock Units |
| Beggs Jill Director | May 27, 2026 | 2,093 | $28.42K | May 27, 2026 | Restricted Stock Units |
| Lindsay Catherine Llewellyn Officer | May 26, 2026 | 11,491 | $157.34K | May 26, 2026 | RSU / PSU - See Remarks |
| Lindsay Catherine Llewellyn Officer | Apr 17, 2026 | 23,661 | $354.92K | Apr 17, 2026 | Performance Stock Lapse |
| Beggs Jill Director | Feb 27, 2026 | 2,093 | $29.51K | Feb 27, 2026 | Restricted Stock Units |