Lyft, Inc.
MX ˙ BMV ˙ US55087P1049
SecurityMX:LYFT / Lyft, Inc.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership30,525 shares
Latest Disclosed Value $ 405,983
Summit Trail Advisors, Llc reports 29.92% increase in ownership of LYFT / Lyft, Inc.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 30,525 shares of Lyft, Inc. (MX:LYFT) valued at $405,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 23,495 shares of Lyft, Inc.. This represents a change in shares of 29.92% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F LYFT CL A COM 55087P104 30,525 7,030 29.92 406 -10.99 0.0058
2026-02-17 2025-12-31 13F LYFT CL A COM 55087P104 23,495 2,045 9.53 455 -3.60 0.0079
2025-11-14 2025-09-30 13F LYFT CL A COM 55087P104 21,450 -11,848 -35.58 472 -9.92 0.0065
2025-08-14 2025-06-30 13F LYFT CL A COM 55087P104 33,298 2,774 9.09 525 44.75 0.0090
2025-04-28 2025-03-31 13F LYFT CL A COM 55087P104 30,524 3,275 12.02 362 3.13 0.0120
2025-01-29 2024-12-31 13F LYFT CL A COM 55087P104 27,249 1,182 4.53 352 5.72 0.0130
2024-11-12 2024-09-30 13F LYFT CL A COM 55087P104 26,067 565 2.22 332 -7.52 0.0082
2024-08-13 2024-06-30 13F LYFT, Inc. CMN CL A COM 55087P104 25,502 -13,225 -34.15 360 -52.07 0.0095
2024-04-23 2024-03-31 13F LYFT CL A COM 55087P104 38,727 -15,647 -28.78 749 -8.10 0.0199
2024-02-06 2023-12-31 13F LYFT CL A COM 55087P104 54,374 -1,070 -1.93 815 39.55 0.0270
2023-10-30 2023-09-30 13F LYFT CL A COM 55087P104 55,444 339 0.62 584 10.61 0.0215
2023-07-25 2023-06-30 13F LYFT CL A COM 55087P104 55,105 2,764 5.28 528 8.87 0.0199
2023-05-04 2023-03-31 13F LYFT CL A COM 55087P104 52,341 739 1.43 485 -14.61 0.0195
2023-02-07 2022-12-31 13F LYFT, Inc. CMN COM 55087P104 51,602 7,998 18.34 569 -1.05 0.0253
2022-11-10 2022-09-30 13F LYFT, Inc. CMN Stock 55087P104 43,604 -21,453 -32.98 574 -33.56 0.0310
2022-08-09 2022-06-30 13F LYFT, Inc. CMN COM 55087P104 65,057 20,135 44.82 864 -49.91 0.0534
2022-05-16 2022-03-31 13F LYFT, Inc. CMN EQUITY 55087P104 44,922 21 0.05 1,725 -10.11 0.1395
2022-02-11 2021-12-31 13F LYFT, Inc. CMN Equity 55087P104 44,901 -18,822 -29.54 1,919 -43.81 0.1237
2021-11-16 2021-09-30 13F LYFT, Inc. CMN CL A COM 55087P104 63,723 63,723 3,415 0.2563
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.