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What smart money is saying about LyftUnited States flag

LYFT · Technology · Software - Application · Market cap $7.90B

1 fund in our archive has pitched Lyft, most recently Middle Coast Investing in June 2025.

Company profile

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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4
Reported positions
2
Bought
0
Sold
5
Letters

Position history

Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Lyft, with 2 buys (opened or added).

Fund letters reporting a position in Lyft, by quarter
QuarterLettersBoughtSoldTheses
Q3 20263200
Q2 20261000
Q2 20250001

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

Fund coverage · 1 thesis

  • 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.

    Read the full thesis

Read every full thesis on Lyft

Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.

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