Balyasny Asset Management’s Lyft LYFT Stock Holding History

Balyasny Asset Management’s Portfolio LYFT Stock Details LYFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2M	Sell	150,000 -303,500	-67%	-$4.7M	﹤0.01%	1780
2025 Q4	$8.78M	Sell	453,500 -49,000	-10%	-$1.02M	0.01%	1089
2025 Q3	$11.1M	Sell	502,500 -909,200	-64%	-$15.2M	0.01%	1000
2025 Q2	$22.2M	Buy	1,411,700 +1,106,800	+363%	+$15.5M	0.03%	627
2025 Q1	$3.62M	Sell	304,900 -30,100	-9%	-$392K	0.01%	1408
2024 Q4	$4.32M	Sell	335,000 -467,300	-58%	-$6.93M	0.01%	1352
2024 Q3	$10.2M	Buy	802,300 +666,800	+492%	+$7.96M	0.02%	939
2024 Q2	$1.91M	Buy	135,500 +8,900	+7%	+$145K	﹤0.01%	1547
2024 Q1	$2.45M	Sell	126,600 -173,400	-58%	-$2.66M	﹤0.01%	1477
2023 Q4	$4.5M	Buy	+300,000	New	+$3.49M	0.01%	1154
2023 Q2	–	Sell	-1,625,000	Closed	-$15.1M	–	2571
2023 Q1	$15.1M	Buy	1,625,000 +1,287,500	+381%	+$15.6M	0.04%	625
2022 Q4	$3.72M	Buy	337,500 +137,500	+69%	+$1.66M	0.01%	1155
2022 Q3	$2.63M	Buy	+200,000	New	+$3.08M	0.01%	1346
2022 Q2	–	Sell	-75,000	Closed	-$2.88M	–	2987
2022 Q1	$2.88M	Buy	+75,000	New	+$2.94M	0.01%	1214
2021 Q1	–	Sell	-87,500	Closed	-$4.3M	–	1948
2020 Q4	$4.3M	Buy	+87,500	New	+$3.18M	0.02%	692

Other funds holding LYFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Balyasny Asset Management's LYFT Position: Q1 2026 in Review

Balyasny Asset Management reduced its Lyft (LYFT) stake by 91% in Q1 2026, selling an estimated $2.98M and leaving 18,345 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Balyasny Asset Management first reported a position in LYFT in Q1 2019 and has held it in 21 quarters since. The position peaked at $97.8M in Q1 2025. 525 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

Balyasny Asset Management held 18,345 shares of Lyft worth $244K as of Q1 2026.
Balyasny Asset Management sold 192,440 Lyft shares in Q1 2026, an estimated $2.98M.
Lyft made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2630 holding.
Balyasny Asset Management first reported a position in Lyft in Q1 2019 and has held it in 21 quarters since.
Balyasny Asset Management's Lyft position peaked at $97.8M in Q1 2025.
525 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.