
What smart money is saying about Lyft
1 fund in our archive has pitched Lyft, most recently Middle Coast Investing in June 2025.
Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. The company operates multimodal transportation networks that offer riders personalized and on-demand access to various mobility options. It provides Ridesharing Marketplace, which connects drivers with riders; Express Drive, a flexible car rentals program for drivers; Lyft Rentals that provides vehicles for long-distance trips; and a network of shared bikes and scooters in various cities to address the needs of riders for short trips. The company also integrates third-party public transit data into the Lyft app to offer riders various transportation options. In addition, it offers access to autonomous vehicles; centralized tools and enterprise transportation solutions, such as concierge transportation solutions for organizations; Lyft Pink subscription plans; Lyft Pass commuter programs; first-mile and last-mile services; and university safe rides programs. The company was formerly known as Zimride, Inc. and changed its name to Lyft, Inc. in April 2013. Lyft, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Lyft, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 2 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- September 2026
Listed in Middle Coast Investing Equity Portfolios’s reported holdings.
Lyft - September 2026
Listed in JAG Capital Management Small Mid Cap Growth Strategy’s reported holdings.
Lyft - New positionTowle Small-Cap Value StrategySeptember 2026
Listed in Towle Small-Cap Value Strategy’s reported holdings.
Lyft - June 2026
“Stocks in our portfolio affected – HNI Corp (HNI) , Booking Holdings (BKNG) , TripAdvisor (TRIP), Lyft (LYFT) , Charles Schwab (SCHW) , Gitlab (GTLB) , S&P Global (SPGI) , Duolingo (DUOL) , CDW, MSFT”
Lyft
Fund coverage · 1 thesis
- Middle Coast InvestingJune 2025
Lyft is a ride-hailing company with significant revenue growth and a new management team, making it a potentially promising investment despite past losses and competition from Uber.
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