Lyft, Inc.
US ˙ NasdaqGS ˙ US55087P1049

SecurityLYFT / Lyft, Inc.
InstitutionPolygon Management Ltd.
Latest Disclosed Ownership1,000,000 shares
Latest Disclosed Value $ 13,300,000
Polygon Management Ltd. ownership in LYFT / Lyft, Inc.

On May 15, 2026 - Polygon Management Ltd. filed a 13F-HR form disclosing ownership of 1,000,000 shares of Lyft, Inc. (US:LYFT) valued at $13,300,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,000,000 shares of Lyft, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $14,090,000 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LYFT CL A COM 55087P104 1,000,000 0 0.00 13,300 -31.34 1.6345
2026-02-17 2025-12-31 13F LYFT CL A COM 55087P104 1,000,000 0 0.00 19,370 -11.99 4.0841
2025-11-14 2025-09-30 13F LYFT CL A COM 55087P104 1,000,000 0 0.00 22,010 39.66 2.9439
2025-08-14 2025-06-30 13F LYFT CL A COM 55087P104 1,000,000 0 0.00 15,760 32.77 2.5389
2025-05-15 2025-03-31 13F LYFT CL A COM 55087P104 1,000,000 0 0.00 11,870 -7.98 2.7090
2025-02-21 2024-12-31 13F/A-1 LYFT CL A COM 55087P104 1,000,000 0 0.00 12,900 1.18 3.2955
2025-02-14 2024-12-31 13F LYFT CL A COM 55087P104 1,000,000 0 12,900 2.9103
2024-11-14 2024-09-30 13F LYFT CL A COM 55087P104 1,000,000 0 0.00 12,750 -9.57 3.5963
2024-08-14 2024-06-30 13F LYFT CL A COM 55087P104 1,000,000 400,000 66.67 14,100 21.45 3.5170
2024-05-15 2024-03-31 13F LYFT CL A COM 55087P104 600,000 -1,600,000 -72.73 11,610 -64.79 2.6299
2024-02-14 2023-12-31 13F LYFT CL A COM 55087P104 2,200,000 -1,200,000 -35.29 32,978 -7.98 7.9410
2023-11-14 2023-09-30 13F LYFT CL A COM 55087P104 3,400,000 -490,203 -12.60 35,836 -3.94 6.5353
2023-08-14 2023-06-30 13F LYFT CL A COM 55087P104 3,890,203 408,600 11.74 37,307 15.59 5.0371
2023-05-15 2023-03-31 13F LYFT CL A COM 55087P104 3,481,603 231,603 7.13 32,274 -9.89 4.3177
2023-02-14 2022-12-31 13F LYFT CL A COM 55087P104 3,250,000 1,050,000 47.73 35,815 23.61 5.1236
2022-11-14 2022-09-30 13F LYFT CL A COM 55087P104 2,200,000 250,000 12.82 28,974 11.89 3.4920
2022-08-15 2022-06-30 13F LYFT CL A COM 55087P104 1,950,000 1,750,000 875.00 25,896 237.19 1.7742
2022-05-16 2022-03-31 13F LYFT CL A COM 55087P104 200,000 100,000 100.00 7,680 79.73 0.3483
2022-02-14 2021-12-31 13F LYFT CL A COM 55087P104 100,000 100,000 4,273 0.2575
2021-05-17 2021-03-31 13F LYFT CL A COM 55087P104 0 -200,000 -100.00 0 -100.00
2021-02-12 2020-12-31 13F LYFT CL A COM 55087P104 200,000 -250,000 -55.56 9,826 -20.75 0.6587
2020-11-13 2020-09-30 13F LYFT CL A COM 55087P104 450,000 -300,000 -40.00 12,398 -49.92 1.1385
2020-08-14 2020-06-30 13F LYFT CL A COM 55087P104 750,000 -100,000 -11.76 24,758 8.48 3.2968
2020-05-15 2020-03-31 13F LYFT CL A COM 55087P104 850,000 250,000 41.67 22,823 -11.58 3.9496
2020-02-12 2019-12-31 13F LYFT CL A COM 55087P104 600,000 -500,000 -45.45 25,812 -42.54 3.8358
2019-11-14 2019-09-30 13F LYFT CL A COM 55087P104 1,100,000 1,100,000 44,924 8.0104
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.