Waverly Advisors’s Lyft LYFT Stock Holding History

Waverly Advisors’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	–	Sell	-24,413	Closed	-$473K	–	1652
2025 Q4	$473K	Buy	24,413 +4,287	+21%	+$89.1K	﹤0.01%	1037
2025 Q3	$443K	Buy	20,126 +7,743	+63%	+$130K	﹤0.01%	895
2025 Q2	$195K	Buy	+12,383	New	+$173K	﹤0.01%	1131

Other funds holding LYFT

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CAM

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

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Waverly Advisors's LYFT Position: Q1 2026 in Review

Waverly Advisors sold out of Lyft (LYFT) in Q1 2026, closing a stake of 24,413 shares — an estimated $473K sold.

Waverly Advisors first reported a position in LYFT in Q2 2025 and held it in 3 quarters. The position peaked at $473K in Q4 2025. 530 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

Waverly Advisors reported no remaining Lyft position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 24,413 Lyft shares in Q1 2026, an estimated $473K.
Waverly Advisors first reported a position in Lyft in Q2 2025 and held it in 3 quarters.
Waverly Advisors's Lyft position peaked at $473K in Q4 2025.
530 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.