Stocklore

Lyft, Inc. (LYFT)

Internet · US stock

What changed in recent filings

  • Institutions — 1 new · 2 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Lyft, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 6, 2026
    Revenue +16.1% YoY · EPS $0.13
    Released after the close: Aug 6 close → Aug 7 close, the stock moved +7.1% · over the same window, market +0.6% · sector +2.0%
  • 26Q1Released May 7, 2026
    Revenue +13.8% YoY · EPS $0.04
    Released after the close: May 7 close → May 8 close, the stock moved +1.3% · over the same window, market +0.8% · sector -0.4%
  • 25Q4Released Feb 10, 2026
    Revenue +2.7% YoY · EPS $6.60
    Released after the close: Feb 10 close → Feb 11 close, the stock moved -17.0% · over the same window, market +0.0% · sector -3.7%
  • 25Q3Released Nov 5, 2025
    Revenue +10.7% YoY · EPS $0.11
    Released after the close: Nov 5 close → Nov 6 close, the stock moved +5.8% · over the same window, market -1.1% · sector -0.4%

The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Lyft, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 9
2019 Q1 · 92019 Q2 · 62019 Q3 · 62019 Q4 · 52020 Q1 · 42020 Q2 · 42020 Q3 · 52020 Q4 · 72021 Q1 · 72021 Q2 · 32021 Q3 · 32021 Q4 · 52022 Q1 · 62022 Q2 · 62022 Q3 · 62022 Q4 · 62023 Q1 · 42023 Q2 · 32023 Q3 · 62023 Q4 · 52024 Q1 · 62024 Q2 · 82024 Q3 · 92024 Q4 · 42025 Q1 · 52025 Q2 · 42025 Q3 · 32025 Q4 · 42026 Q1 · 62026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 9 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Lyft, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • PRIMECAP Management0.04% of portfolio · held as of 2019 Q1 or earlier
  • Tudor Investment Corp0.01% of portfolio · since 2025 Q3
  • Caisse de depot (Quebec)0.03% of portfolio · since 2025 Q4
  • Bridgewater Associates0.01% of portfolio · since 2026 Q1
  • BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Lyft, Inc. Class A Common Stock represents ownership in Lyft, Inc., a mobility platform company focused on connecting riders and drivers through its digital marketplace. Lyft’s current services center on on-demand ridesharing, taxi and other vehicle-based ride options, and multimodal transportation offerings designed to help users move across cities efficiently. The company also provides bike and scooter access in selected markets, along with Lyft Rentals and Express Drive, a vehicle rental program for drivers. In addition, Lyft supports transportation-related services such as advertising, data licensing, and software and hardware solutions tied to shared mobility and bike infrastructure. Lyft, Inc. serves individual riders, drivers, and transportation partners across urban and suburban markets, positioning its platform as part of the broader local transportation ecosystem.

What is the Internet sector?

Social, search, and platforms. Ad revenue is cyclical.

Lyft, Inc. is classified under the Internet sector. See peers below.

Lyft, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

86.9%
0.35x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Lyft, Inc. vs Internet sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
10.8%vs benchmark 17.8%↓ below
Operating margin
2.6%vs benchmark 5.6%↓ below
Net margin
42.3%vs benchmark 17.3%↑ above
ROE
86.9%vs benchmark 23.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Lyft, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%

LYFT on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Internet average
See full LYFT analysis →

Peers · Internet

LYFT FAQ

What is Lyft, Inc. (LYFT)?

Lyft, Inc. Class A Common Stock represents ownership in Lyft, Inc., a mobility platform company focused on connecting riders and drivers through its digital marketplace. Lyft’s current services center on on-demand ridesharing, taxi and other vehicle-based ride options, and multimodal transportation offerings designed to help users move across cities efficiently. The company also provides bike and scooter access in selected markets, along with Lyft Rentals and Express Drive, a vehicle rental program for drivers. In addition, Lyft supports transportation-related services such as advertising, data licensing, and software and hardware solutions tied to shared mobility and bike infrastructure. Lyft, Inc. serves individual riders, drivers, and transportation partners across urban and suburban markets, positioning its platform as part of the broader local transportation ecosystem.

What sector is Lyft, Inc. in?

Lyft, Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.

What are Lyft, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 10.8%, Operating margin 2.6%, Net margin 42.3%, ROE 86.9%, Debt-to-equity 0.35x. Definitions and interpretation are available on Stocklore.

Where can I analyze Lyft, Inc. (LYFT) stock?

On Stocklore you can see LYFT's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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