LYFT Lyft, Inc. Class A Common Stock
XNAS
17.43
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
LYFT
$17.43
—
Key stats
$17.43
- 52-Week Range
- $12.46 – $25.54
- YTD
- -11.93%
- IV Rank (30D)
- 50.85
- Straddle Price
- $2.55
- P/C Vol Ratio
- 0.60
- Market Cap
- $6.4B
- Open
- $16.69
- Day Range
- $16.65 – $17.54
- Volume
- 10,735,249
- Prev Close
- $16.79
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 1.46 |
| Cost of Equity (CAPM) | 13.16% (VRP-adj) |
| WACC | 12.18% |
| Volatility Risk Premium | +82.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.9% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.04 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.1B |
| Return on Equity (TTM) | 94.8% |
| Book / Price | 43.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 43.2% |
| FCF Margin (TTM) | 17.1% |
| Debt / Equity | 0.33 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | -6.9% (reverse-DCF on current price) |
| SMA 50 | $16.27 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $15.93 |
| Bollinger Width / SMA20 | 125.6% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $7B |
Peers used for multiples: ACN, CPAY, DASH, EBAY, MA, MELI, MSCI, PYPL, UBER, V
(SIC-code peers; ETF co-membership was sector-incoherent)
Blended Fair Value
$46.04
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $31.01 | 25% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $199.11 | 11% | median 28.0× · 10 peers |
| Peer EV/EBITDA | n/a | 0% | median 21.7× · 10 peers |
| Peer P/B | $61.18 | 2% | median 8.4× · 9 peers |
| Peer P/S | $79.51 | 7% | median 4.9× · 10 peers |
| Market Anchor (SMA50) | $16.27 | 30% | stability 61% (BB-width) |
| Options Expected (B-L 30d) | $17.14 | 25% | 35 strikes · skew +0.31 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-BUSINESS SERVICES, NEC (7389) · industry map
- Exchange
- XNAS
- Market Cap
- $6.4B
- Employees
- 3,913
- List Date
- 2019-03-29
- CIK
- 0001759509
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $0.22 (3 est.)
- Headquarters
- San Francisco, CA
- Homepage
- https://www.lyft.com
Lyft is the second-largest ride-sharing service provider in North America, connecting riders and drivers over the Lyft app. Incorporated in 2013 and public since 2019, Lyft offers a variety of rides via private vehicles, including traditional private rides, shared rides, and luxury rides. Beyond ride-hailing, Lyft has entered the bike- and scooter-share market to offer multimodal transportation options.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -5.96% | -13.61% | 46.13% | -9.49% | -0.81% | -14.75% | 0.25% |
| Feb | 22.39% | -1.22% | -40.83% | 23.20% | -3.40% | -19.81% | -3.28% |
| Mar | 10.18% | 1.91% | -6.36% | 18.35% | -6.24% | -3.13% | 2.45% |
| Apr | -13.89% | -13.11% | 13.01% | -18.71% | 1.39% | 6.47% | -4.14% |
| May | 0.02% | -43.87% | -14.83% | -1.58% | 22.31% | -2.15% | -6.68% |
| Jun | 2.93% | -22.16% | 2.46% | -10.76% | 3.21% | -1.68% | -4.33% |
| Jul | -10.59% | 2.82% | 25.35% | -13.74% | -13.16% | 6.26% | -0.51% |
| Aug | -14.98% | 5.97% | -3.68% | 2.19% | 19.09% | 3.17% | 1.96% |
| Sep | 10.79% | -10.22% | -14.59% | 12.33% | 31.01% | -10.49% | 3.14% |
| Oct | -17.32% | 13.05% | -12.75% | 3.84% | -6.23% | 14.60%* | -0.80% |
| Nov | -12.48% | -25.94% | 27.92% | 28.78% | 0.38% | -- | 3.73% |
| Dec | 11.80% | -1.61% | 14.08% | -24.87% | -9.65% | -- | -2.05% |
| Total | -23.40% | -73.40% | 4.84% | -6.27% | 32.49% | -23.72% | -14.91% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $16.07
SMA 50: $16.28
SMA 200: $15.20
Current: $17.43
EMA 12: $16.66
EMA 26: $16.28
MACD: 0.3779 | Signal: 0.1718
BULLISH
ADX (14): 22.03
WEAK TREND
+DI: 26.69
−DI: 12.08
Momentum Oscillators
RSI (14): 65.04
NEUTRAL
Stoch %K: 85.70
Stoch %D: 85.63
Williams %R: -5.14
Volume & Volatility
BB Upper: $17.69
BB Lower: $14.44
NEUTRAL
OBV: 672,312,987
Vol SMA 20: 9,579,474
Vol ROC: -25.02%
ATR: $0.59
True Range: $0.89
HV 20: 27.5%
HV 30: 29.4%
HV 60: 40.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
BULLISH (Confidence Level: 7)
Key drivers:
- Bullish MACD signal
- Neutral RSI reading
- Supportive sentiment from recent news headlines
Primary risks:
- High volatility, indicating potential for large price swings
- Negative news sentiment from some articles
Investment thesis: LYFT is poised for a potential breakout above its current trading range, driven by improving technical momentum and supportive news sentiment. However, high volatility poses a significant risk to the upside.
Recent news sentiment impact: The stock's recent performance has been influenced by neutral news headlines, which have not had a significant impact on the price. The options market is pricing in a moderate move ahead of expiration, indicating some uncertainty around LYFT's future direction.
Technical Analysis
Trend Direction:
- Short-term: NEUTRAL ( price action is consolidating)
- Medium-term: BULLISH (SMA 20 and EMA 12 are trending upward)
- Long-term: BULLISH (SMA 200 is trending upward)
Support/Resistance Levels:
- Key support at $15.91 (SMA 20)
- Key resistance at $17.92 (Bollinger Bands upper band)
Momentum Signals:
- RSI: NEUTRAL (63.72), not overbought or oversold
- MACD: BULLISH (0.60 / Signal: 0.13 / Histogram: 0.47)
- Bollinger Bands: SIGNAL NEUTRAL
Volume Analysis:
- Volume SMA 20 is declining, indicating reduced institutional interest
- On-Balance Volume (OBV) is trending upward, suggesting a potential uptrend
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines are mostly neutral, with no significant events or catalysts driving the price action.
Sentiment Assessment: Aggregate sentiment is NEUTRAL, with some negative and positive articles balanced out.
Catalyst Identification: There are no immediate catalysts that could drive the price significantly. The options market is pricing in a moderate move ahead of expiration.
Market Narrative: The technical signals suggest a potential breakout above the current trading range, but the news sentiment remains neutral. This divergent view creates uncertainty around LYFT's future direction.
Risk & Volatility Assessment
Risk Assessment:
- Beta: 1.41 (High risk relative to the market)
- Volatility Regime: HIGH VOLATILITY
- Options Market Signals:
- IV Rank: Medium
- Current IV: 82.7%
- Expected Move: $1.58 (28 DTE), 7-DTE: $0.67
Downside Protection:
- Support levels: SMA 20 ($15.91) and Bollinger Bands lower band ($13.90)
- Risk management considerations:
- Stop-loss levels should be set at key support levels
- Position sizing should take into account the high volatility and beta
Market Context & Positioning
Sector Performance:
- LYFT is outperforming the broader market, with a relative strength index (RSI) reading of 0.35.
Institutional Activity:
- Volume patterns suggest reduced institutional interest in recent weeks.
- On-Balance Volume (OBV) is trending upward, indicating a potential uptrend.
Correlation Analysis:
- LYFT has a moderate correlation with the broader market, as indicated by its R-squared value of 0.35.
Relative Valuation:
- LYFT is trading within a relatively narrow range, with no clear overbought or oversold conditions.
Key Levels & Action Items
Critical Price Levels:
- Support at $15.91 (SMA 20)
- Resistance at $17.92 (Bollinger Bands upper band)
Breakout/Breakdown Levels:
- Breakout above the current trading range could lead to further gains
- Breakdown below SMA 20 ($15.91) could indicate a deeper correction
Time-Sensitive Catalysts:
- No immediate catalysts are driving the price, but earnings data will be important for future direction.
Risk Management:
- Set stop-loss levels at key support and resistance levels
- Monitor volume patterns to gauge institutional interest
Generated
News
All LYFT news →
The ride-hailing company is establishing a new chauffeuring brand, dubbed Alcove, that caters to demand for full days of executive travel between client meetings, conferences and flights, Chief Executive David Risher said.
In California, home to the nation’s highest gas prices, tens of thousands of Uber and Lyft drivers are joining forces.
Lyft has agreed to pay $272.5 million to settle a lawsuit brought by California officials over alleged wage theft and driver misclassification
Earnings History
14 of 23 under expected move
Avg Expected Move
13.39%
Avg Actual Move
13.04%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-09 | After-Close | 8.99% | 4.79% | 0.53x | Within |
| 2021-05-04 | After-Close | 7.81% | 6.34% | 0.81x | Within |
| 2021-08-03 | After-Close | 7.93% | 10.56% | 1.33x | Exceeded |
| 2021-11-02 | After-Close | 8.54% | 8.19% | 0.96x | Within |
| 2022-02-08 | After-Close | 15.19% | 6.80% | 0.45x | Within |
| 2022-05-03 | After-Close | 12.84% | 29.91% | 2.33x | Exceeded |
| 2022-08-04 | After-Close | 16.10% | 16.62% | 1.03x | Exceeded |
| 2022-11-03 | After-Close | 5.10% | 0.15% | 0.03x | Within |
| 2023-02-09 | After-Close | 13.69% | 36.44% | 2.66x | Exceeded |
| 2023-05-04 | After-Close | 16.37% | 19.27% | 1.18x | Exceeded |
| 2023-08-08 | After-Close | 18.51% | 10.03% | 0.54x | Within |
| 2023-11-08 | After-Close | 14.37% | 5.97% | 0.42x | Within |
| 2024-02-13 | After-Close | 18.80% | 35.12% | 1.87x | Exceeded |
| 2024-05-07 | After-Close | 17.41% | 7.11% | 0.41x | Within |
| 2024-08-07 | After-Close | 5.89% | 10.90% | 1.85x | Exceeded |
| 2024-11-06 | After-Close | 23.82% | 22.85% | 0.96x | Within |
| 2025-02-11 | After-Close | 17.79% | 7.92% | 0.45x | Within |
| 2025-05-08 | After-Close | 12.19% | 28.08% | 2.30x | Exceeded |
| 2025-08-06 | After-Close | 14.90% | 1.57% | 0.11x | Within |
| 2025-11-05 | After-Close | 13.60% | 5.83% | 0.43x | Within |
| 2026-02-10 | After-Close | 13.38% | 16.97% | 1.27x | Exceeded |
| 2026-05-07 | After-Close | 13.81% | 1.34% | 0.10x | Within |
| 2026-08-06 | After-Close | 10.92% | 7.12% | 0.65x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
LYFT Options Activity & IV Rank
LYFT IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 64.5%
7-DTE IV: 47.8%
Expected Move: $2.55
7-DTE Move: $1.00
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 1,265
Put Volume: 755
P/C Volume: 0.597
BULLISH
Call OI: 21,705
Put OI: 26,847
P/C OI: 1.237
Total OI: 48,552
ATM Options Pricing
ATM Call: $1.25
ATM Put: $1.29
Call %: 7.2%
Put %: 7.4%
Chain Summary
Chain Volume: 23,414
Chain OI: 627,811
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 62nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
62%
vs own history
GEX tilt
+0.23
OI-weighted, today
Vanna tilt
+0.18
δ-sensitivity to IV
Charm tilt
-0.61
δ-decay vs time
Charm tilt -0.61: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 105 ATM contracts, 172k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
80%
+8.9
pts
EXTREME
ATM 78.2% / Wing 87.1%
30 DTE / 10d
100%
+33.1
pts
EXTREME
ATM 65.1% / Wing 98.2%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)17.6LowOct 22
IV Rank (30 DTE)50.9MediumOct 22
Straddle Price (30 DTE)$2.55Oct 22
Beta Analysis
Risk Metrics
Beta: 1.3540
Alpha: -23.34%
Correlation: 0.3681
R-Squared: 13.6%
Stock Volatility: 46.9%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own LYFT
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $314.7M | #62 of 3716 | -1.0% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $119.6M | #124 of 3138 | -10.6% | 13F | |
| Citadel Hedge fund Ken Griffin | $59.9M | #602 of 6285 | +2497.9% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $10.9M | #698 of 4729 | -40.5% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $2.6M | #637 of 997 | -58.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
LYFT Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 413,943,250 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
42 filers$622.30M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $192.84M | 30.99% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $101.39M | 16.29% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $69.79M | 11.21% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $49.08M | 7.89% | 2025-09-30 |
| 5 | IMC-Chicago, LLC Custodian | $31.64M | 5.08% | 2026-06-30 |
| 6 | HSBC Holdings plc Custodian | $16.38M | 2.63% | 2026-06-30 |
| 7 | Barclays PLC Custodian | $16.07M | 2.58% | 2026-06-30 |
| 8 | Walleye Trading LLC | $13.06M | 2.10% | 2026-06-30 |
| 9 | CAPITAL FUND MANAGEMENT S.A. | $12.36M | 1.99% | 2026-06-30 |
| 10 | D. E. Shaw & Co., Inc. Custodian | $10.75M | 1.73% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $10.29M | 1.65% | 2026-06-30 |
| 12 | JPMorgan Chase & Co Custodian | $9.96M | 1.60% | 2026-06-30 |
| 13 | GROUP ONE TRADING LLC Custodian | $8.87M | 1.42% | 2026-06-30 |
| 14 | Qube Research & Technologies Ltd | $8.59M | 1.38% | 2026-06-30 |
| 15 | Walleye Capital LLC | $8.31M | 1.34% | 2026-06-30 |
| 16 | Squarepoint Ops LLC | $6.97M | 1.12% | 2026-06-30 |
| 17 | UBS Group AG Custodian | $6.92M | 1.11% | 2026-06-30 |
| 18 | Parallax Volatility Advisers, L.P. | $5.84M | 0.94% | 2026-06-30 |
| 19 | Caption Management, LLC | $5.84M | 0.94% | 2026-06-30 |
| 20 | PEAK6 LLC | $5.10M | 0.82% | 2026-06-30 |
| 21 | Cubist Systematic Strategies, LLC | $4.70M | 0.75% | 2025-09-30 |
| 22 | Point72 Asset Management, L.P. | $4.67M | 0.75% | 2026-06-30 |
| 23 | TUDOR INVESTMENT CORP ET AL | $4.27M | 0.69% | 2026-06-30 |
| 24 | Balyasny Asset Management L.P. | $4.03M | 0.65% | 2026-06-30 |
| 25 | Alphadyne Asset Management LP | $3.49M | 0.56% | 2026-06-30 |
35 filers$570.93M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Goldman Sachs Group Inc Custodian | $117.35M | 20.55% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $107.28M | 18.79% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $93.84M | 16.44% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $46.45M | 8.14% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $35.95M | 6.30% | 2025-09-30 |
| 6 | Barclays PLC Custodian | $32.14M | 5.63% | 2026-06-30 |
| 7 | PEAK6 LLC | $17.53M | 3.07% | 2026-06-30 |
| 8 | IMC-Chicago, LLC Custodian | $15.75M | 2.76% | 2026-06-30 |
| 9 | JPMorgan Chase & Co Custodian | $15.25M | 2.67% | 2026-06-30 |
| 10 | Cubist Systematic Strategies, LLC | $13.43M | 2.35% | 2025-09-30 |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | $10.05M | 1.76% | 2026-06-30 |
| 12 | Walleye Trading LLC | $9.79M | 1.72% | 2026-06-30 |
| 13 | Simplex Trading, LLC Custodian | $8.36M | 1.46% | 2026-06-30 |
| 14 | CAPITAL FUND MANAGEMENT S.A. | $7.75M | 1.36% | 2026-06-30 |
| 15 | Walleye Capital LLC | $7.46M | 1.31% | 2026-06-30 |
| 16 | UBS Group AG Custodian | $7.00M | 1.23% | 2026-06-30 |
| 17 | HSBC Holdings plc Custodian | $4.51M | 0.79% | 2026-06-30 |
| 18 | Squarepoint Ops LLC | $4.48M | 0.79% | 2026-06-30 |
| 19 | Alphadyne Asset Management LP | $3.47M | 0.61% | 2026-06-30 |
| 20 | Qube Research & Technologies Ltd | $2.99M | 0.52% | 2026-06-30 |
| 21 | GROUP ONE TRADING LLC Custodian | $2.87M | 0.50% | 2026-06-30 |
| 22 | Crawford Fund Management, LLC | $1.34M | 0.24% | 2026-06-30 |
| 23 | Capital Markets Trading UK LLP | $1.12M | 0.20% | 2026-06-30 |
| 24 | Capula Management Ltd | $870.76K | 0.15% | 2026-06-30 |
| 25 | Limestone Investment Advisors LP | $812.32K | 0.14% | 2026-06-30 |
LYFT Insider Trading (Form 4)
Latest: 2026-09-25Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | Erin Brewer | CHIEF FINANCIAL OFFICER | Sell (S) | −15,000 | $14.64 | -$219.6K | EDGAR |
| 2026-09-03 | Lindsay Catherine Llewellyn | SEE REMARKS | Sell (S) | −13,204 | $16.64 | -$219.7K | EDGAR |
| 2026-08-31 | David Lawee | Director | Sell (S) | −4,613 | $17.33 | -$80.0K | EDGAR |
| 2026-08-31 | Stephen W. Hope | CHIEF ACCOUNTING OFFICER | Sell (S) | −5,982 | $17.34 | -$103.7K | EDGAR |
| 2026-08-31 | Jill Beggs | Director | Sell (S) | −2,307 | $17.34 | -$40.0K | EDGAR |
| 2026-08-27 | Janey Whiteside | Director | Sell (S) | −5,480 | $17.68 | -$96.9K | EDGAR |
| 2026-08-26 | Erin Brewer | CHIEF FINANCIAL OFFICER | Sell (S) | −15,000 | $17.63 | -$264.4K | EDGAR |
| 2026-08-24 | Lindsay Catherine Llewellyn | SEE REMARKS | Tax (F) | −23,161 | $17.43 | -$403.7K | EDGAR |
| 2026-08-24 | Stephen W. Hope | CHIEF ACCOUNTING OFFICER | Tax (F) | −29,507 | $17.43 | -$514.3K | EDGAR |
| 2026-08-24 | Erin Brewer | CHIEF FINANCIAL OFFICER | Mixed | −186,735 | $17.43 | -$3.25M | EDGAR |
| 2026-08-11 | Janey Whiteside | Director | Sell (S) | −14,220 | $17.00 | -$241.7K | EDGAR |
| 2026-08-05 | Lindsay Catherine Llewellyn | SEE REMARKS | Sell (S) | −36,214 | $16.14 | -$584.4K | EDGAR |
| 2026-07-27 | Benito Minicucci | Director | Award (A) | +15,454 | — | EDGAR | |
| 2026-07-22 | Janey Whiteside | Director | Award (A) | +867 | — | EDGAR | |
| 2026-07-22 | Dave Stephenson | Director | Award (A) | +1,053 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
LYFT Insider Holdings
16 insiders · @ $17.43
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | John David Risher | Chief Executive Officer | 11,481,792 | $200.13M | $2.30M | 17 | 2026-02-18 |
| 2 | David Lawee | Director | 6,257,278 | $109.06M | -$405.84M | 36 | 2026-08-31 |
| 3 | Erin Brewer | CHIEF FINANCIAL OFFICER | 1,694,444 | $29.53M | -$1.46M | 23 | 2026-09-25 |
| 4 | John Patrick Zimmer | Director | 896,240 | $15.62M | -$11.14M | 43 | 2025-06-06 |
| 5 | Lindsay Catherine Llewellyn | SEE REMARKS | 781,152 | $13.62M | -$3.48M | 23 | 2026-09-03 |
| 6 | Logan Green | Director | 484,382 | $8.44M | -$60.72M | 43 | 2025-06-06 |
| 7 | Lisa Blackwood-Kapral | CHIEF ACCOUNTING OFFICER | 428,536 | $7.47M | -$2.20M | 39 | 2025-02-24 |
| 8 | Stephen W. Hope | CHIEF ACCOUNTING OFFICER | 299,974 | $5.23M | -$359.0K | 9 | 2026-08-31 |
| 9 | Prashant Aggarwal | Director | 235,195 | $4.10M | -$5.79M | 12 | 2026-06-05 |
| 10 | Dave Stephenson | Director | 107,117 | $1.87M | $100.0K | 19 | 2026-07-22 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
LYFT Board & Officers
As of SEC filings through Oct 2, 2026Directors 9
- David Lawee · since Mar 28, 2019
- Prashant Aggarwal · since Mar 28, 2019
- John David Risher · since Jul 9, 2021
- Dave Stephenson · since Feb 1, 2023
- Janey Whiteside · since Jul 31, 2023
- Betsey Stevenson · since Nov 16, 2023
- Jill Beggs · since Dec 31, 2023
- Deborah Hersman · since Jan 25, 2026
- Benito Minicucci · since Jul 23, 2026
Officers 4
- John David Risher · Chief Executive Officer · listed since Apr 2023
- Michael Zachary Brous · Chief Financial Officer · since Sep 28, 2026
- Stephen W. Hope · Chief Accounting Officer · since Jul 7, 2025
- Lindsay Catherine Llewellyn · Officer title: Chief Legal Officer, Corporate Secretary · listed since Apr 2026
Changes in the last 10 years (51)
| Sep 28, 2026 | Michael Zachary Brous became Chief Financial Officer |
| Sep 6, 2026 | The company announced the departure of Erin Brewer as Chief Financial Officer in an SEC filing |
| Jul 23, 2026 | Benito Minicucci became a director |
| Apr 21, 2026 | Lindsay Catherine Llewellyn listed as Officer title: Chief Legal Officer, Corporate Secretary (previously Officer title: Chief Legal and Business Officer, Corporate Secretary) in SEC filings |
| Jan 25, 2026 | Deborah Hersman became a director |
| Aug 22, 2025 | Lindsay Catherine Llewellyn listed as Officer title: Chief Legal and Business Officer, Corporate Secretary (previously Chief Legal Officer, Secretary) in SEC filings |
| Aug 14, 2025 | The company announced the departure of Logan Green from the board in an SEC filing |
| Aug 14, 2025 | The company announced the departure of John Patrick Zimmer from the board in an SEC filing |
| Jul 7, 2025 | Stephen W. Hope became Chief Accounting Officer |
| May 22, 2025 | The company announced the departure of Ariel M. Cohen from the board in an SEC filing |
| Mar 3, 2025 | The company announced the departure of Lisa Blackwood-Kapral as Chief Accounting Officer in an SEC filing |
| Aug 22, 2024 | Kristin Sverchek reported in an SEC filing no longer being President |
| Aug 21, 2024 | Lindsay Catherine Llewellyn became Chief Legal Officer, Secretary |
| Dec 31, 2023 | Jill Beggs became a director |
| Nov 16, 2023 | Betsey Stevenson became a director |
| Oct 12, 2023 | The company announced the departure of Valerie B Jarrett from the board in an SEC filing |
| Oct 12, 2023 | The company announced the departure of Mary Agnes Wilderotter from the board in an SEC filing |
| Aug 22, 2023 | Kristin Sverchek listed as President (previously President of Business Affairs) in SEC filings |
| Jul 31, 2023 | Janey Whiteside became a director |
| Jul 10, 2023 | Erin Brewer became Chief Financial Officer |
| May 23, 2023 | Elaine Paul reported in an SEC filing no longer being Chief Financial Officer |
| Apr 24, 2023 | John David Risher first listed as Chief Executive Officer in an SEC filing |
| Mar 27, 2023 | The company announced the departure of Logan Green as Chief Executive Officer in an SEC filing |
| Mar 27, 2023 | The company announced the departure of John Patrick Zimmer as President in an SEC filing |
| Feb 1, 2023 | Dave Stephenson became a director |
| Nov 22, 2022 | Ashwin Raj listed as EVP, Head of Rideshare (previously Head of Rideshare) in SEC filings |
| Jan 4, 2022 | Elaine Paul became Chief Financial Officer |
| Dec 1, 2021 | The company announced the departure of Brian Keith Roberts as Chief Financial Officer in an SEC filing |
| Nov 10, 2021 | Kristin Sverchek listed as President of Business Affairs (previously General Counsel and Secretary) in SEC filings |
| Oct 26, 2021 | Ashwin Raj became Head of Rideshare |
| Jul 9, 2021 | John David Risher became a director |
| Mar 29, 2021 | Ariel M. Cohen became a director |
| Mar 31, 2020 | Eisar Lipkovitz became EVP, Rideshare and Engineering |
| Jul 8, 2019 | Lisa Blackwood-Kapral became Chief Accounting Officer |
| Mar 28, 2019 | Valerie B Jarrett became a director |
| Mar 28, 2019 | Ran I. Makavy became EVP and Chief Product Officer |
| Mar 28, 2019 | Rakuten, Inc. became a 10% owner |
| Mar 28, 2019 | R. Ann Miura-Ko became a director |
| Mar 28, 2019 | Prashant Aggarwal became a director |
| Mar 28, 2019 | Mary Agnes Wilderotter became a director |
| Mar 28, 2019 | Logan Green became a director |
| Mar 28, 2019 | Logan Green became Chief Executive Officer |
| Mar 28, 2019 | Kristin Sverchek became General Counsel and Secretary |
| Mar 28, 2019 | Jon McNeill became Chief Operating Officer |
| Mar 28, 2019 | John Patrick Zimmer became a director |
| Mar 28, 2019 | John Patrick Zimmer became President |
| Mar 28, 2019 | Hiroshi Mikitani became a director |
| Mar 28, 2019 | Hiroshi Mikitani became a 10% owner |
| Mar 28, 2019 | David Lawee became a director |
| Mar 28, 2019 | Brian Keith Roberts became Chief Financial Officer |
| Mar 28, 2019 | Benjamin A Horowitz became a director |
Not reported recently (8)
- Ashwin Raj · Last reported as EVP, Head of Rideshare in an SEC filing dated May 23, 2023
- R. Ann Miura-Ko · Last reported as a director in an SEC filing dated Apr 24, 2023
- Eisar Lipkovitz · Last reported as EVP, Rideshare and Engineering in an SEC filing dated Feb 23, 2021
- Rakuten, Inc. · Last reported as a 10% owner in an SEC filing dated Oct 22, 2020
- Hiroshi Mikitani · Last reported as a 10% owner in an SEC filing dated Oct 22, 2020
- Ran I. Makavy · Last reported as EVP and Chief Product Officer in an SEC filing dated Feb 27, 2020
- Benjamin A Horowitz · Last reported as a director in an SEC filing dated Feb 19, 2020
- Jon McNeill · Last reported as Chief Operating Officer in an SEC filing dated May 22, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
LYFT Proposed Insider Sales (Form 144)
Latest: 2026-09-24
? Form 144 Guide
Last 30d:
1 filing
· $443K notice value
· Last 90d:
8 filings
· $1.8M notice value
· 6 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Llewellyn Lindsay Catherine (2, $804K) · Erin M. Brewer 2022 Trust (1, $443K) · JANEY WHITESIDE (2, $329K) · STEPHEN HOPE (1, $104K) · DAVID LAWEE (1, $80K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-24 | Erin M. Brewer 2022 Trust | Officer | 30,000 | $443.1K | 2026-09-24 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-01 | Llewellyn Lindsay Catherine | Officer | 13,204 | $219.7K | 2026-09-01 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-08-27 | JILL BEGGS | Director | 2,307 | $40.1K | 2026-08-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-27 | STEPHEN HOPE | Officer | 5,982 | $104.0K | 2026-08-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-27 | DAVID LAWEE | Director | 4,613 | $80.2K | 2026-08-27 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-25 | JANEY WHITESIDE | Director | 5,480 | $96.9K | 2026-08-25 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-07 | JANEY WHITESIDE | Director | 14,220 | $231.8K | 2026-08-07 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-08-03 | Llewellyn Lindsay Catherine | Officer | 36,214 | $584.4K | 2026-08-03 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
| 2026-06-12 | Erin M. Brewer 2022 Trust | Officer | 30,000 | $411.3K | 2026-06-12 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-06-01 | Llewellyn Lindsay Catherine | Officer | 11,491 | $172.4K | 2026-06-01 | Charles Schwab & Co., Inc. | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-04 | 0001628280-26-040783 | EDGAR |
| 2026-05-07 | 0001628280-26-032102 | EDGAR |
| 2026-02-10 | 0001628280-26-006817 | EDGAR |
| 2026-01-27 | 0001628280-26-003601 | EDGAR |
| 2025-11-05 | 0001628280-25-049556 | EDGAR |
| 2025-09-05 | 0001759509-25-000141 | EDGAR |
| 2025-08-14 | 0001759509-25-000134 | EDGAR |
| 2025-08-06 | 0001759509-25-000123 | EDGAR |
| 2025-07-29 | 0001759509-25-000117 | EDGAR |
| 2025-07-02 | 0001759509-25-000113 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001628280-26-032412 | EDGAR |
| 2025-11-05 | 0001628280-25-049701 | EDGAR |
| 2025-08-07 | 0001759509-25-000126 | EDGAR |
| 2025-05-09 | 0001759509-25-000088 | EDGAR |
| 2024-11-07 | 0001759509-24-000128 | EDGAR |
| 2024-08-07 | 0001759509-24-000102 | EDGAR |
| 2024-05-09 | 0001759509-24-000069 | EDGAR |
| 2023-11-09 | 0001759509-23-000115 | EDGAR |
| 2023-08-09 | 0001759509-23-000096 | EDGAR |
| 2023-05-08 | 0001759509-23-000063 | EDGAR |
ETF Holders
146 ETFs hold LYFT
25 shown · $1.65B total exposure · 0.28% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.38% | $389.0M | $103.1B | 2026-10-20 |
| 2 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.75% | $235.1M | $31.4B | 2026-10-20 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $172.5M | — | 2026-09-30 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.07% | $121.6M | — | 2026-09-30 |
| 5 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.12% | $79.1M | — | 2026-09-30 |
| 6 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.27% | $73.9M | — | 2026-10-20 |
| 7 | VXF Vanguard Extended Market ETF | Vanguard | 0.07% | $64.0M | — | 2026-09-30 |
| 8 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.80% | $60.4M | $7.6B | 2026-10-20 |
| 9 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.38% | $59.2M | $15.7B | 2026-10-20 |
| 10 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.60% | $51.3M | $8.5B | 2026-10-20 |
| 11 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.15% | $49.9M | — | 2026-10-20 |
| 12 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 1.29% | $44.6M | — | 2026-04-30 |
| 13 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.80% | $37.0M | $4.6B | 2026-10-20 |
| 14 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.05% | $27.2M | $57.3B | 2026-10-20 |
| 15 | FELC Fidelity Enhanced Large Cap Core ETF | Fidelity | 0.31% | $27.1M | $8.8B | 2026-10-20 |
| 16 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.12% | $27.0M | — | 2026-05-31 |
| 17 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.33% | $20.1M | — | 2026-09-30 |
| 18 | FELG Fidelity Enhanced Large Cap Growth ETF | Fidelity | 0.35% | $20.0M | $5.7B | 2026-10-20 |
| 19 | IYT iShares U.S. Transportation ETF | iShares (BlackRock) | 0.91% | $17.4M | $1.9B | 2026-10-20 |
| 20 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $16.8M | — | 2026-10-20 |
| 21 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.10% | $15.2M | — | 2026-05-31 |
| 22 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.01% | $12.5M | $84.5B | 2026-10-20 |
| 23 | FELV Fidelity Enhanced Large Cap Value ETF | Fidelity | 0.32% | $11.5M | $3.6B | 2026-10-20 |
| 24 | RWJ Invesco S&P SmallCap 600 Revenue ETF | Invesco | 0.50% | $10.1M | — | 2026-10-20 |
| 25 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.22% | $9.3M | $4.2B | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
2.54
TTM Diluted EPS
$6.85
TTM Revenue
$6.52B
TTM Net Income
$2.86B
TTM Op. Cash Flow
$1.19B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $1.65B | $14.25M | $0.04 | $307.68M |
| Q4 '25 | 2025-12-31 | $1.59B | $2.76B | $6.60 | $246.22M |
| Q3 '25 | 2025-09-30 | $1.69B | $46.07M | $0.11 | $291.25M |
| Q2 '25 | 2025-06-30 | $1.59B | $40.31M | $0.10 | $343.73M |
| Q1 '25 | 2025-03-31 | $1.45B | $2.57M | $0.01 | $287.23M |
| Q4 '24 | 2024-12-31 | $1.55B | $61.73M | $0.16 | $153.37M |
| Q3 '24 | 2024-09-30 | $1.52B | $-12.43M | $-0.03 | $263.99M |
| Q2 '24 | 2024-06-30 | $1.44B | $5.01M | $0.01 | $276.20M |
| Q1 '24 | 2024-03-31 | $1.28B | $-31.54M | $-0.08 | $156.18M |
| Q4 '23 | 2023-12-31 | $1.22B | $-26.31M | $-0.06 | $43.51M |
| Q3 '23 | 2023-09-30 | $1.16B | $-12.10M | $-0.03 | $2.26M |
| Q2 '23 | 2023-06-30 | $1.02B | $-114.26M | $-0.30 | $-69.97M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-08
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
2.54
P/B
2.38
P/S
1.11
EV/EBITDA
—
EV/Sales
1.10
ROE
94.4%
ROA
32.1%
Div Yield
0.00%
FCF Yield
16.48%
Debt/Equity
0.33
Current Ratio
—
Market Cap
$7.22B
as of 2026-10-22
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
78.87M
SI % of Float
21.13%
Days to Cover
9.18
Short Vol Ratio
47.5%
Free Float
373.32M
Float %
98.6%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-09-22