What is the 13F Pro Quality Score for LYFT?

13F Pro ranks Lyft, Inc. (LYFT) 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 LYFT's current score at https://13fpro.ai/company/LYFT (free sign-up required for the full ranking).

Which hedge funds own the most LYFT stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of LYFT include AMERIPRISE FINANCIAL, BlackRock,, MILLENNIUM MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/LYFT as soon as new 13F filings post.

Where does 13F Pro source LYFT data?

All Lyft, Inc. fundamentals and ownership data come directly from SEC EDGAR. Lyft, Inc. files with the SEC under CIK 1759509. 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 LYFT in?

Lyft, Inc. (LYFT) 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 LYFT's revenue?

Per Lyft, Inc.'s latest 10-Q filed with the SEC on 2026-08-07, the biggest revenue drivers are: Ridesharing marketplace (incl. taxis, private hire, chauffeur, car sharing) (approximately 85% or more of revenue); Rental revenue recognized under ASC 842 (Flexdrive, shared bikes and scooters) (less than 10% of revenue). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LYFT.

What are LYFT's largest expenses?

Lyft, Inc.'s latest 10-Q reports these as the largest expense items: Cost of revenue ($926.4M, -1% YoY); Sales and marketing ($320.0M, +68% YoY); General and administrative ($301.6M, +30% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is LYFT research updated on 13F Pro?

LYFT'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.

Lyft, Inc.(LYFT)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Industrials →Nasdaqmid

Institutional-grade research for retail investors

SEC EDGAR: CIK 1759509 LYFT stock profile & AI dashboard →

13F Pro Quality Score

72.8/100

Rank #145 of 2,961 stocksTOP 5%

View Industrials peers →

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

Revenue Growth

76.7/100

Profitability

97.2/100

Balance Sheet

99.1/100

Earnings Quality

24.2/100

Free Cash Flow

69.6/100

Institutional Flow

46.8/100

Revenue Scale

82.3/100

Dilution Risk

24.5/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why LYFT Scores 73/100

exact factor attribution · 2026-09-11

LYFT's composite is driven by profitability and revenue growth, held back by earnings quality and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+7.1 pts

97th pct

Revenue growth

+5.3 pts

77th pct

Capital efficiency

+4.9 pts

99th pct

Scale

+4.8 pts

82th pct

Free cash flow

+2.9 pts

70th pct

Earnings growth

+1.8 pts

85th pct

Institutional flow

-0.2 pts

47th pct

Shareholder dilution

-1.3 pts

25th pct

Earnings quality

-2.6 pts

24th pct

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

LYFT Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Lyft, Inc. (LYFT), a Industrials sector company. 13F Pro's AI-powered ranking engine scores LYFT at 72.8/100 on a 32-signal composite quality model, placing it at rank #145 of 2,961 stocks — the top 5% of the AI-ranked universe. LYFT scores in the top quartile across balance sheet strength (99.1), profitability (97.2), revenue scale (82.3). Areas of concern include earnings quality (24.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 24.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Lyft, Inc. reports quarterly revenue of $1.8B, net income of $50.3M, an operating margin of 2.6%. Top institutional holders of LYFT by reported 13-F value include AMERIPRISE FINANCIAL, BlackRock, MILLENNIUM MANAGEMENT, based on the most recent SEC filings. LYFT trades on the Nasdaq exchange and files with the SEC under CIK 1759509. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LYFT 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 Lyft, Inc. directly from SEC EDGAR. Lyft, Inc.'s 13F Pro composite quality score has ranged between 22 and 73 since 2021, currently 72.8 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.

✦

Fun facts about Lyft, Inc.

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

1
The Basics
U.S. technology-enabled transportation company · listed on Nasdaq · headquartered in San Francisco · connects riders with drivers via smartphone.
2
The Numbers
Completes roughly 700 million rides a year and pulls in about $5 billion in annual revenue — yet spent years burning cash before its first profitable year.
3
The History
Founded in 2012, it grew out of an earlier long-distance rideshare startup and quickly became the scrappy American alternative to its much larger rival.
4
The Secret
The company has made a big bet on bike and scooter rentals alongside cars — it operates one of the largest bikeshare networks in the United States.
5
The Lore
Its pink mustache logo became a cultural symbol of the gig economy, and it once offered to pay drivers' legal fees during a bitter fight over worker classification in California.
6
The Giveaway
Two friends, one app, one mission: make sure you never have to own a car again — and their main U.S. competitor rhymes with a word for a German expressway.

▶ Think you know your stocks? Play the Daily Ticker

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

✓ 33/33 datapoints verified

AI-extracted from Lyft, Inc.'s 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 16% to $1,843.5 million on 12% Rides growth and international expansion, but sales and marketing jumped 68%, holding net income to $50.3 million.

Biggest Revenue Drivers

Ridesharing marketplace (incl. taxis, private hire, chauffeur, car sharing)approximately 85% or more of revenue

Substantially all revenue is generated from the ridesharing marketplace connecting drivers and riders

Rental revenue recognized under ASC 842 (Flexdrive, shared bikes and scooters)less than 10% of revenue

Rental revenue recognized under ASC 842 was less than 10% of revenue for the three months ended June 30, 2026

Biggest Revenue Drivers

Total revenue: $1,843.5M+16% YoY

Ridesharing marketplace (incl. taxis, private hire, chauffeur, car sharing)approximately 85% or more of revenue

Substantially all revenue is generated from the ridesharing marketplace connecting drivers and riders

Rental revenue recognized under ASC 842 (Flexdrive, shared bikes and scooters)less than 10% of revenue

Rental revenue recognized under ASC 842 was less than 10% of revenue for the three months ended June 30, 2026

Largest Expense Items

Cost of revenue$926.4M-1% YoY

Insurance cost-per-mile decrease from California's rideshare insurance reform bill SB 371 and favorable prior-year claim developments, offset by higher ride volume

Sales and marketing$320.0M+68% YoY

Investments in rider engagement: incentive program costs rose $87.0 million to $186.9 million, plus a $21.1 million increase in marketing partnerships

General and administrative$301.6M+30% YoY

A $39.2 million net increase in loss contingencies related to legal and tax accruals and settlements, plus higher headcount and consulting costs

Operations and support$128.7M+10% YoY

Increases in bikes and scooters fleet operations support costs and personnel costs from headcount growth driven by international expansion

Margins: Cost of revenue fell to 50.3% of revenue from 58.9%, lifting income from operations to $47.6 million (2.6% of revenue) from $2.4 million. Adjusted EBITDA margin on Gross Bookings reached 3.2% versus 2.9%, which the filing attributes to cost discipline as Gross Bookings growth outpaced total costs.

Watch Items from the Filing

Rider incentive costs nearly doubled, up $87.0 million to $186.9 million, driving sales and marketing to 17.4% of revenue from 12.0% a year ago.
G&A rose on a $39.2 million net increase in legal and tax loss contingencies; Lyft is separately suing San Francisco for a refund of approximately $100 million in taxes.
Effective tax rate jumped to 35.8% from 9.2% after the Q4 2025 release of the U.S. valuation allowance; provision was $28.1 million versus $4.1 million.
Driver classification litigation continues: a California summary adjudication hearing is set for September 17, 2026, and a sexual-assault MDL was formed February 5, 2026.
Repurchased 7.2 million shares for $100.0 million in the quarter; $850.0 million remains under the $1.0 billion 2026 program, with cash and short-term investments of $1.8 billion.

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

$1.8B

Net Income

Q2 2026

$50.3M

Operating Margin

Q2 2026

2.6%

ROIC

Q2 2026

4.6%

D/E Ratio

Q2 2026

0.36

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+9.2% YoY

$6.32BFY 2025

FY22 $4.10BFY23 $4.40BFY24 $5.79BFY25 $6.32B

Net Income

+12382.5% YoY

$2.84BFY 2025

FY22 $-1.58BFY23 $-340.3MFY24 $22.8MFY25 $2.84B

Operating Income

-58.4% YoY

$-188.4MFY 2025

FY22 $-1.46BFY23 $-475.6MFY24 $-118.9MFY25 $-188.4M

EPS (Diluted)

+11250.0% YoY

$6.81FY 2025

FY22 $-4.47FY23 $-0.88FY24 $0.06FY25 $6.81

Total Assets

+66.1% YoY

$9.03BFY 2025

FY22 $4.56BFY23 $4.56BFY24 $5.44BFY25 $9.03B

Total Debt

+6.7% YoY

$1.10BFY 2025

FY22 $875.8MFY23 $891.0MFY24 $1.03BFY25 $1.10B

Op. Cash Flow

+37.5% YoY

$1.17BFY 2025

FY22 $-237.3MFY23 $-98.2MFY24 $849.7MFY25 $1.17B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$6.32B +9.2%	$5.79B +31.4%	$4.40B +7.5%	$4.10B +27.6%	$3.21B +35.7%	$2.36B
Net Income	$2.84B +12382.5%	$22.8M +106.7%	$-340.3M +78.5%	$-1.58B -49.2%	$-1.06B +39.4%	$-1.75B
Operating Income	$-188.4M -58.4%	$-118.9M +75.0%	$-475.6M +67.4%	$-1.46B -28.5%	$-1.14B +37.2%	$-1.81B
EPS (Diluted)	$6.81 +11250.0%	$0.06 +106.8%	$-0.88 +80.3%	$-4.47 -41.0%	$-3.17 +43.5%	$-5.61
Total Assets	$9.03B +66.1%	$5.44B +19.1%	$4.56B +0.2%	$4.56B -4.6%	$4.77B +2.0%	$4.68B
Total Debt	$1.10B +6.7%	$1.03B +16.0%	$891.0M +1.7%	$875.8M +14.1%	$767.7M +7.3%	$715.8M
Operating Cash Flow	$1.17B +37.5%	$849.7M +964.9%	$-98.2M +58.6%	$-237.3M -133.3%	$-101.7M +92.6%	$-1.38B

Get alerted when LYFT's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for Lyft, 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 LYFT

AMERIPRISE FINANCIAL INC
$895.9M61,317,026 sh
BlackRock, Inc.
$691.4M47,322,814 sh
MILLENNIUM MANAGEMENT LLC
$314.7M21,537,770 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$272.8M18,670,976 sh
VANGUARD CAPITAL MANAGEMENT LLC
$241.2M16,511,832 sh
STATE STREET CORP
$196.9M13,474,201 sh
GOLDMAN SACHS GROUP INC
$174.1M11,913,816 sh
Contour Asset Management LLC
$163.2M11,173,228 sh
FMR LLC
$158.3M10,832,298 sh
DIMENSIONAL FUND ADVISORS LP
$135.0M9,236,397 sh

Fund	Value	Shares
AMERIPRISE FINANCIAL INC	$895.9M	61,317,026
BlackRock, Inc.	$691.4M	47,322,814
MILLENNIUM MANAGEMENT LLC	$314.7M	21,537,770
VANGUARD PORTFOLIO MANAGEMENT LLC	$272.8M	18,670,976
VANGUARD CAPITAL MANAGEMENT LLC	$241.2M	16,511,832
STATE STREET CORP	$196.9M	13,474,201
GOLDMAN SACHS GROUP INC	$174.1M	11,913,816
Contour Asset Management LLC	$163.2M	11,173,228
FMR LLC	$158.3M	10,832,298
DIMENSIONAL FUND ADVISORS LP	$135.0M	9,236,397

Companies Similar to LYFT

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

MWA

Mueller Water Products, Inc.

AI score

Similar quality profile · 17 shared holders

Impax Asset Management Group plc VOLORIDGE INVESTMENT MANAGEMENT, LLC SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

EXLS

ExlService Holdings, Inc.

AI score

Similar quality profile · 13 shared holders

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC VOLORIDGE INVESTMENT MANAGEMENT, LLC WORLDQUANT MILLENNIUM ADVISORS LLC

BLBD

Blue Bird Corp

AI score

Similar quality profile · 7 shared holders

ROYCE & ASSOCIATES LP JUPITER ASSET MANAGEMENT LTD NORDEA INVESTMENT MANAGEMENT AB

CCL

Carnival Corp Ltd.

AI score

Similar quality profile · 10 shared holders

PRIMECAP MANAGEMENT CO/CA/CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Swedbank AB

CART

Maplebear Inc.

AI score

Similar quality profile · 19 shared holders

Contour Asset Management LLC LSV ASSET MANAGEMENT JUPITER ASSET MANAGEMENT LTD

TDG

TransDigm Group INC

AI score

Similar quality profile · 7 shared holders

PRIMECAP MANAGEMENT CO/CA/Swedbank AB SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

BROADRIDGE FINANCIAL SOLUTIONS, INC.

AI score

Similar quality profile · 11 shared holders

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Swedbank AB NORDEA INVESTMENT MANAGEMENT AB

FIX

COMFORT SYSTEMS USA INC

AI score

Similar quality profile · 9 shared holders

Swedbank AB CAISSE DE DEPOT ET PLACEMENT DU QUEBEC NORDEA INVESTMENT MANAGEMENT AB

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Industrials Companies

View all Industrials →

AADX

Applied Aerospace & Defense, Inc.

AAL

American Airlines Group Inc.

AAON

AAON, INC.

ABM

ABM INDUSTRIES INC /DE/

ACA

Arcosa, Inc.

ACHR

Archer Aviation Inc.

ACLS

AXCELIS TECHNOLOGIES INC

ACMR

ACM Research, Inc.

Put LYFT on your watchlist

Track score changes the day Lyft, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is LYFT a good stock to buy?

13F Pro's AI-powered analysis of Lyft, Inc. (LYFT) 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 LYFT are available on the LYFT 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. LYFT is classified as a mid company.

Which hedge funds own LYFT?

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 LYFT. 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 Lyft, Inc.'s investment landscape.