Lyft, Inc.
LYFT · Services-Business Services, NEC · 379.7M shares · +14%/yr ↑ shares · EDGAR filings ↗
Reference price $13.59 · est. market cap ~$5.2B — last insider sale, 2026-06-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B77gen composite 66pct→77
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Weak liquidityCurrent ratio 0.65 (<1)
- Strong balance sheetStrong balance sheet — $1.8B cash & investments
- Notable holderHeld by 7 notable fund(s): FMR LLC, STATE STREET CORP, RENAISSANCE TECHNOLOGIES LLC +4 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: Bridgewater Associates, LP
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
41.5%
Operating margin
-3.0%
Net margin
45.0%
Return on equity
86.9%
Return on assets
31.5%
ROIC
-3.4%
Revenue growth (QoQ)
13.8%
Debt / equity
0.3×
Current ratio
0.6×
EBITDA
-$53M
Tangible book value
$2.7B
Cash & investments
$1.8B
Stock comp / revenue
5.1%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| David Risher | Chief Executive Officer | $3M FY2025 |
| Erin Brewer | CHIEF FINANCIAL OFFICER | $6M FY2025 |
| Hope Stephen W. | CHIEF ACCOUNTING OFFICER | — |
| Lindsay Llewellyn | SEE REMARKS | $5M FY2025 |
| Aggarwal Prashant | Director | — |
| Betsey Stevenson | Director | $309K FY2025 |
| Cohen Ariel M. | Director | — |
| Dave Stephenson | Director | $325K FY2025 |
| David Lawee | Director | $326K FY2025 |
| Hersman Deborah | Director | — |
| Janey Whiteside | Director | $314K FY2025 |
| Jill Beggs | Director | $310K FY2025 |
| John Zimmer | Director | $289K FY2025 |
| Logan Green | Director | $316K FY2025 |
| Sean Aggarwal | Director | $364K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Brewer Erin | Sell | 15K | $13.59 |
| 2026-06-03 | Beggs Jill | Grant | 18K | — |
| 2026-06-03 | Stevenson Betsey | Grant | 18K | — |
| 2026-06-03 | Whiteside Janey | Grant | 18K | — |
| 2026-06-03 | Stephenson Dave | Grant | 18K | — |
| 2026-06-03 | Hersman Deborah | Grant | 18K | — |
| 2026-06-03 | Lawee David | Grant | 18K | — |
| 2026-06-03 | Aggarwal Prashant | Grant | 18K | — |
| 2026-06-01 | Llewellyn Lindsay Catherine | Sell | 11K | $15.00 |
| 2026-05-27 | Beggs Jill | Sell | 2.1K | $13.76 |
| 2026-05-27 | Hope Stephen W. | Sell | 5.5K | $13.76 |
| 2026-05-26 | Llewellyn Lindsay Catherine | Sell | 11K | $13.69 |
| 2026-05-20 | Llewellyn Lindsay Catherine | Tax withheld | 40K | $13.18 |
| 2026-05-20 | Hope Stephen W. | Tax withheld | 7.4K | $13.18 |
| 2026-05-20 | Brewer Erin | Tax withheld | 65K | $13.18 |
| 2026-05-20 | Brewer Erin | Gift | 56K | — |
| 2026-05-20 | Brewer Erin | Gift | 56K | — |
| 2026-04-20 | Whiteside Janey | Grant | 928 | — |
| 2026-04-20 | Stephenson Dave | Grant | 1.1K | — |
| 2026-04-17 | Llewellyn Lindsay Catherine | Sell | 24K | $15.00 |
| 2026-02-27 | Llewellyn Lindsay Catherine | Grant | 97K | — |
| 2026-02-27 | Llewellyn Lindsay Catherine | Grant | 146K | — |
| 2026-02-27 | Beggs Jill | Sell | 2.1K | $13.89 |
| 2026-02-27 | Hope Stephen W. | Sell | 5.3K | $13.83 |
| 2026-02-27 | Hope Stephen W. | Grant | 19K | — |
| 2026-02-27 | Hope Stephen W. | Grant | 29K | — |
| 2026-02-27 | Brewer Erin | Grant | 124K | — |
| 2026-02-27 | Brewer Erin | Grant | 187K | — |
| 2026-02-25 | Llewellyn Lindsay Catherine | Sell | 24K | $13.30 |
| 2026-02-20 | Llewellyn Lindsay Catherine | Tax withheld | 52K | $13.90 |
| 2026-02-20 | Hope Stephen W. | Tax withheld | 6.1K | $13.90 |
| 2026-02-20 | Brewer Erin | Tax withheld | 89K | $13.90 |
| 2026-02-20 | Brewer Erin | Gift | 76K | — |
| 2026-02-20 | Brewer Erin | Gift | 76K | — |
| 2026-02-13 | Risher John David | Buy | 7.5K | $13.38 |
| 2026-01-25 | Hersman Deborah | Grant | 4.8K | — |
| 2026-01-20 | Whiteside Janey | Grant | 735 | — |
| 2026-01-20 | Stephenson Dave | Grant | 893 | — |
| 2026-01-20 | Lawee David | Grant | 824 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-04 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-05-07 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-10 | ResultsReg FDOtherExhibits | filing ↗ |
| 2026-01-27 | Exec/director change | filing ↗ |
| 2025-11-05 | ResultsReg FDExhibits | filing ↗ |
| 2025-09-05 | Material agreementDebt obligation3.02OtherExhibits | filing ↗ |
| 2025-08-14 | 3.03Exec/director change5.03Reg FDExhibits | filing ↗ |
| 2025-08-06 | ResultsReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-03 | 0001628280-26-040783 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001628280-26-032412 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001628280-26-032102 ↗ |
| DEF 14A | 2026-04-10 | 2025-12-31 | 0001628280-26-024680 ↗ |
| 10-K | 2026-02-11 | 2025-12-31 | 0001628280-26-006960 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0001628280-26-006817 ↗ |
| 8-K | 2026-01-27 | 2026-01-25 | 0001628280-26-003601 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001628280-25-049701 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001628280-25-049556 ↗ |
| 8-K | 2025-09-05 | 2025-09-02 | 0001759509-25-000141 ↗ |
| 8-K | 2025-08-14 | 2025-08-13 | 0001759509-25-000134 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0001759509-25-000126 ↗ |