Cape Investment Advisory’s Lyft LYFT Stock Holding History

Cape Investment Advisory’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 Q2	$1.17K	Buy	+80	New	+$1.12K	﹤0.01%	1313
2026 Q1	–	Sell	-116	Closed	-$2.25K	–	780
2025 Q4	$2.25K	Buy	116 +85	+274%	+$1.77K	﹤0.01%	1083
2025 Q3	$682	Hold	31	–	–	﹤0.01%	768
2025 Q2	$489	Hold	31	–	–	﹤0.01%	1083
2025 Q1	$368	Hold	31	–	–	﹤0.01%	1031
2024 Q4	$400	Hold	31	–	–	﹤0.01%	1028
2024 Q3	$395	Hold	31	–	–	﹤0.01%	906
2024 Q2	$437	Hold	31	–	–	﹤0.01%	868
2024 Q1	$600	Sell	31 -108	-78%	-$1.66K	﹤0.01%	877
2023 Q4	$2.08K	Buy	139 +104	+297%	+$1.21K	﹤0.01%	916
2023 Q3	$369	Sell	35 -16	-31%	-$178	﹤0.01%	877
2023 Q2	$489	Sell	51 -28	-35%	-$269	﹤0.01%	858
2023 Q1	$732	Buy	+79	New	+$954	﹤0.01%	893

Other funds holding LYFT

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cape Investment Advisory's LYFT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Lyft (LYFT) in Q2 2026: 80 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LYFT as recently as Q4 2025.

Cape Investment Advisory first reported a position in LYFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.25K in Q4 2025. 524 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

Cape Investment Advisory held 80 shares of Lyft worth $1.17K as of Q2 2026.
Lyft was a new Cape Investment Advisory position in Q2 2026.
Lyft made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1313 holding.
Cape Investment Advisory first reported a position in Lyft in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Lyft position peaked at $2.25K in Q4 2025.
524 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.