Which hedge funds own LYFT? LYFT INC, Q2 2026 13F holders
67 tracked hedge funds disclosed a position in LYFT (LYFT INC) in their Q2 2026 13F filings, worth $1.1bn in total. The largest holder by portfolio weight is Nierenberg Investment Management Company, LLC at 9.4% of its book. 20 opened a new position this quarter: Valueworks LLC, Lotus Technology Management, LP, Meridiem Capital Partners LP, Junto Capital Management LP. 17 exited: Union Square Park Capital Management, LLC, Orvieto Partners, L.P., Masters Capital Management LLC.
- 67
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 20
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $90.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $64.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.1bn
- Combined value Sum of the holders' reported positions in the security.
- 5.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Union Square Park Capital Management, LLC | 2.6% | $4.0m |
| Orvieto Partners, L.P. | 1.3% | $1.5m |
| Masters Capital Management LLC | 1.0% | $6.7m |
| Appaloosa | 0.6% | $35.9m |
| Black Maple Capital Management LP | 0.6% | $771k |
| Ardmore Road Asset Management LP | 0.3% | $4.0m |
| AlphaGrep UK Ltd | 0.2% | $681k |
| Readystate Asset Management LP | 0.2% | $3.1m |
| Lombard Odier Asset Management (USA) Corp | 0.1% | $244k |
| Long Focus Capital Management, LLC | 0.09% | $2.0m |
| Campbell & CO Investment Adviser LLC | 0.05% | $966k |
| Bayforest Capital Ltd | 0.03% | $28.2k |
| Concentric Capital Strategies, LP | 0.02% | $259k |
| Magnetar Financial LLC | 0.01% | $1.4m |
| Capstone Investment Advisors, LLC | 0.01% | $795k |
| Capital Fund Management S.A. | 0.01% | $685k |
| Point72 Asset Management, L.P. | 0.0% | $1.7m |
Ownership over time
Who discovered LYFT first? Beta
| ExodusPoint Capital Management, LP | Q1 2019 | −0.2 pts |
| Contour Asset Management LLC high conviction | Q1 2026 | −0.2 pts |
| Discovery Capital Management, LLC | Q1 2019 | −0.3 pts |
| Kohlberg Kravis Roberts & Co. L.P. | Q1 2019 | −0.9 pts |
| Senator Investment Group LP | Q1 2019 | −1.8 pts |
| Philadelphia Financial Management of San Francisco, LLC high conviction | Q1 2019 | −1.9 pts |
| Light Street Capital Management, LLC high conviction | Q1 2019 | −4.0 pts |
| Alpha Wave Global, LP high conviction | Q1 2019 | −8.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.