Root Financial Partners
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Root Financial Partners’s Lyft LYFT Stock Holding History

Root Financial Partners’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
Q3 		$12.8K Buy
+851
New +$13.6K ﹤0.01% 1789
2026
Q2 		– Sell
-178
Closed -$2.37K – 2002
2026
Q1 		$2.37K Buy
178
+25
+16% +$387 ﹤0.01% 2243
2025
Q4 		$2.96K Sell
153
-30
-16% -$624 ﹤0.01% 1905
2025
Q3 		$4.03K Buy
+183
New +$3.06K ﹤0.01% 1799

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American Century Companies
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Dimensional Fund Advisors
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Fidelity Investments
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LSV Asset Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's LYFT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lyft (LYFT) in Q3 2026: 851 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LYFT as recently as Q1 2026.

Root Financial Partners first reported a position in LYFT in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold LYFT as of Q3 2026.

  • Root Financial Partners held 851 shares of Lyft worth $12.8K as of Q3 2026.
  • Lyft was a new Root Financial Partners position in Q3 2026.
  • Lyft made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1789 holding.
  • Root Financial Partners first reported a position in Lyft in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Lyft as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.