What is the 13F Pro Quality Score for CART?

13F Pro ranks Maplebear Inc. (CART) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CART's current score at https://13fpro.ai/company/CART (free sign-up required for the full ranking).

Which hedge funds own the most CART stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CART include SC US (TTGP), LTD., D1 Capital Partners L.P., BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CART as soon as new 13F filings post.

Where does 13F Pro source CART data?

All Maplebear Inc. fundamentals and ownership data come directly from SEC EDGAR. Maplebear Inc. files with the SEC under CIK 1579091. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CART in?

Maplebear Inc. (CART) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives CART's revenue?

Per Maplebear Inc.'s latest 10-Q filed with the SEC on 2026-08-07, the biggest revenue drivers are: Transaction ($746M, +13% YoY); Advertising and other ($297M, +16% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CART.

What are CART's largest expenses?

Maplebear Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($292M, +24% YoY); Sales and marketing ($233M, +7% YoY); Research and development ($202M, +22% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is CART research updated on 13F Pro?

CART's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Maplebear Inc.(CART)Stock Analysis

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SEC EDGAR: CIK 1579091 CART stock profile & AI dashboard →

13F Pro Quality Score

70.6/100

Rank #213 of 2,960 stocksTOP 10%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

67.2/100

Profitability

64.1/100

Balance Sheet

89.1/100

Earnings Quality

80.5/100

Free Cash Flow

83.6/100

Institutional Flow

80.9/100

Revenue Scale

74.6/100

Dilution Risk

16.9/100

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Why CART Scores 71/100

exact factor attribution · 2026-09-10

CART's composite is driven by free cash flow and capital efficiency, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+5.0 pts

84th pct

Capital efficiency

+3.9 pts

89th pct

Scale

+3.7 pts

75th pct

Revenue growth

+3.4 pts

67th pct

Earnings quality

+3.0 pts

81th pct

Profitability

+2.1 pts

64th pct

Institutional flow

+1.6 pts

81th pct

Earnings growth

-0.5 pts

39th pct

Shareholder dilution

-1.7 pts

17th pct

Latest change (2026-08-08): 76 → 68 · ↓ Revenue growth 83→54; ↓ Earnings growth 74→46

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in CART

Events flagged as statistical outliers against CART's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-08
CART quality score dropped 9 points (76→68) on a new filing
View source filing →

CART Stock Analysis & AI Quality Score

Data updated 2026-09-10

AI stock analysis and institutional research for Maplebear Inc. (CART), a Industrials sector company. 13F Pro's AI-powered ranking engine scores CART at 70.6/100 on a 32-signal composite quality model, placing it at rank #213 of 2,960 stocks — the top 10% of the AI-ranked universe. CART scores in the top quartile across balance sheet strength (89.1), free cash flow (83.6), institutional flow (80.9). Shareholder dilution risk is elevated at 16.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Maplebear Inc. reports quarterly revenue of $1.0B, net income of $111.0M, an operating margin of 13.7%. Top institutional holders of CART by reported 13-F value include SC US (TTGP), LTD., D1 Capital Partners L.P., BlackRock, based on the most recent SEC filings. CART trades on the Nasdaq exchange and files with the SEC under CIK 1579091. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CART daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Maplebear Inc. directly from SEC EDGAR. Maplebear Inc.'s 13F Pro composite quality score has ranged between 39 and 79 since 2024, currently 70.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about Maplebear Inc.

Quirks, history, and lore behind CART — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology platform company · listed on Nasdaq · headquartered in San Francisco · operates in the gig economy space.
2
The Numbers
Revenue in the low billions annually, driven almost entirely by transaction fees charged to retailers and consumers — the company owns no stores and carries no inventory.
3
The History
Founded around 2012, it grew rapidly by recruiting armies of independent contractors to do the physical work its app coordinates, going public in 2023.
4
The Secret
Its real customers aren't shoppers — they're grocery chains and big-box retailers who pay for its fulfillment technology and advertising platform, which has become a growing profit engine.
5
The Lore
During the COVID-19 pandemic it became something close to essential infrastructure, as locked-down households suddenly needed someone else to brave the cereal aisle for them.
6
The Giveaway
You tap the app, a personal shopper grabs your groceries, and they appear at your door — this company is the platform behind the little green carrot logo you see on delivery bags.

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What's Driving CART's Business? Latest 10-Q Breakdown

✓ 36/36 datapoints verified

AI-extracted from Maplebear Inc.'s 10-Q filed 2026-08-07 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 14% to $1,043 million on $10,351 million GTV, but net income fell 4% to $111 million as gross margin slipped to 72%.

Biggest Revenue Drivers

Transaction$746M+13% YoY

Driven by GTV growth of 14%, increased fulfillment efficiencies, and lower consumer incentives, partially offset by lower payment revenue

Advertising and other$297M+16% YoY

Increase in advertising volume, activity on the platform, and strength from emerging and mid-size brand partners

Biggest Revenue Drivers

Total revenue: $1,043M+14% YoY

Transaction$746M+13% YoY

Driven by GTV growth of 14%, increased fulfillment efficiencies, and lower consumer incentives, partially offset by lower payment revenue

Advertising and other$297M+16% YoY

Increase in advertising volume, activity on the platform, and strength from emerging and mid-size brand partners

Largest Expense Items

Cost of revenue$292M+24% YoY

$21M more credit card processing fees, $11M more depreciation and amortization, $10M more payments to publishers

Sales and marketing$233M+7% YoY

Filing describes the increase as immaterial

Research and development$202M+22% YoY

$29M increase in compensation costs from higher stock-based compensation, reflecting the shift of the first annual refresh vesting date from August to May

General and administrative$98M-7% YoY

$18M decrease in accruals for legal matters and sales and indirect taxes, partly offset by $5M higher compensation costs

Margins: Gross margin decreased 2 points to 72% because cost of revenue grew faster than revenue. Adjusted EBITDA margin improved to 30% on GTV growth, higher advertising revenue, and operating leverage.

Watch Items from the Filing

Retailer concentration: top three retailers accounted for approximately 43% of GTV for the years ended December 31, 2023 and 2025, and 42% for 2024.
Net income fell 4% to $111 million despite 14% revenue growth, as interest income dropped to $5 million and the effective tax rate rose to 24.5% from 18.2%.
General and administrative included a $14 million net legal reserve release; ongoing independent contractor classification litigation, audits, and thousands of individual claims remain unquantified.
Buybacks accelerating: $327 million repurchased in the quarter under a program raised to $3.5 billion in April 2026, with $998 million remaining; shares outstanding fell to 233.0 million.
International revenue was $48 million of $1,043 million total, with no individual international country representing 10% or more of revenue.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.0B

Net Income

Q2 2026

$111.0M

Free Cash Flow

Q2 2026

$481.0M

Operating Margin

Q2 2026

13.7%

ROIC

Q2 2026

24.6%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+10.8% YoY

$3.74BFY 2025

FY22 $2.55BFY23 $3.04BFY24 $3.38BFY25 $3.74B

Net Income

-2.2% YoY

$447.0MFY 2025

FY22 $428.0MFY23 $-1.62BFY24 $457.0MFY25 $447.0M

Operating Income

+1.8% YoY

$498.0MFY 2025

FY22 $62.0MFY23 $-2.14BFY24 $489.0MFY25 $498.0M

EPS (Diluted)

+1.3% YoY

$1.60FY 2025

FY22 $0.24FY23 $-12.43FY24 $1.58FY25 $1.60

Total Assets

-10.4% YoY

$3.69BFY 2025

FY22 $3.67BFY23 $4.73BFY24 $4.12BFY25 $3.69B

Op. Cash Flow

+41.3% YoY

$971.0MFY 2025

FY22 $277.0MFY23 $586.0MFY24 $687.0MFY25 $971.0M

Free Cash Flow

+46.1% YoY

$910.0MFY 2025

FY22 $253.0MFY23 $532.0MFY24 $623.0MFY25 $910.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.74B +10.8%	$3.38B +11.0%	$3.04B +19.2%	$2.55B +39.1%	$1.83B	—
Net Income	$447.0M -2.2%	$457.0M +128.2%	$-1.62B -479.0%	$428.0M +686.3%	$-73.0M	—
Operating Income	$498.0M +1.8%	$489.0M +122.8%	$-2.14B -3554.8%	$62.0M +172.1%	$-86.0M	—
EPS (Diluted)	$1.60 +1.3%	$1.58 +112.7%	$-12.43 -5279.2%	$0.24 +185.7%	$-0.28	—
Total Assets	$3.69B -10.4%	$4.12B -12.9%	$4.73B +28.8%	$3.67B	—	—
Operating Cash Flow	$971.0M +41.3%	$687.0M +17.2%	$586.0M +111.6%	$277.0M +235.8%	$-204.0M	—
Free Cash Flow	$910.0M +46.1%	$623.0M +17.1%	$532.0M +110.3%	$253.0M +216.6%	$-217.0M	—

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Available Research

13F Pro tracks comprehensive data for Maplebear Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CART

SC US (TTGP), LTD.
$1.3B27,928,385 sh
D1 Capital Partners L.P.
$1.1B22,564,435 sh
BlackRock, Inc.
$750.5M15,849,574 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$388.2M8,199,334 sh
VANGUARD CAPITAL MANAGEMENT LLC
$370.0M7,814,967 sh
STATE STREET CORP
$246.8M5,211,833 sh
DIMENSIONAL FUND ADVISORS LP
$228.0M4,814,545 sh
LSV ASSET MANAGEMENT
$214.7M4,533,815 sh
MORGAN STANLEY
$199.8M4,218,846 sh
GCM Grosvenor Holdings, LLC
$196.1M4,140,924 sh

Fund	Value	Shares
SC US (TTGP), LTD.	$1.3B	27,928,385
D1 Capital Partners L.P.	$1.1B	22,564,435
BlackRock, Inc.	$750.5M	15,849,574
VANGUARD PORTFOLIO MANAGEMENT LLC	$388.2M	8,199,334
VANGUARD CAPITAL MANAGEMENT LLC	$370.0M	7,814,967
STATE STREET CORP	$246.8M	5,211,833
DIMENSIONAL FUND ADVISORS LP	$228.0M	4,814,545
LSV ASSET MANAGEMENT	$214.7M	4,533,815
MORGAN STANLEY	$199.8M	4,218,846
GCM Grosvenor Holdings, LLC	$196.1M	4,140,924

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Is CART a good stock to buy?

13F Pro's AI-powered analysis of Maplebear Inc. (CART) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CART are available on the CART stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CART is classified as a large company.

Which hedge funds own CART?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CART. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Maplebear Inc.'s investment landscape.