Cliff Asness's LYFT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 9.61 M shares of Lyft, Inc. (LYFT) worth $123.41 M, representing 0.06% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in LYFT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 14.21 M shares. Largest reduction occurred in Q1 2026, reducing 16.16 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Lyft (LYFT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lyft (LYFT) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -16.16 M | Reduce 62.72% | 9.61 M | $12.84 |
| Q4 2025 | -14,494 | Reduce 0.06% | 25.77 M | $19.27 |
| Q3 2025 | +1.77 M | Add 7.39% | 25.78 M | $22.01 |
| Q2 2025 | +14.21 M | Add 144.88% | 24.01 M | $15.76 |
| Q1 2025 | +4.98 M | Add 103.25% | 9.8 M | $11.28 |
| Q4 2024 | +1.83 M | Add 60.90% | 4.82 M | $12.90 |
| Q3 2024 | +2.63 M | Add 716.35% | 3 M | $12.73 |
| Q2 2024 | +19,384 | Add 5.57% | 367,260 | $14.02 |
| Q1 2024 | -350,953 | Reduce 50.22% | 347,876 | $19.35 |
| Q4 2023 | -599,766 | Reduce 46.19% | 698,829 | $14.99 |
| Q3 2023 | +422,364 | Add 48.20% | 1.3 M | $10.54 |
| Q2 2023 | +611,953 | Add 231.56% | 876,231 | $9.59 |
| Q1 2023 | -83,644 | Reduce 24.04% | 264,278 | $9.08 |
| Q4 2022 | +286,912 | Add 470.27% | 347,922 | $11.02 |
| Q3 2022 | -134,338 | Reduce 68.77% | 61,010 | $13.18 |
| Q2 2022 | +133,837 | Add 217.58% | 195,348 | $13.22 |
| Q1 2022 | +61,511 | New Buy | 61,511 | $38.24 |
| Q4 2021 | -14,550 | Sold Out | 0 | $0.00 |
| Q3 2021 | +8,683 | Add 148.00% | 14,550 | $52.58 |
| Q2 2021 | +838 | Add 16.66% | 5,867 | $60.51 |
| Q1 2021 | -5,967 | Reduce 54.27% | 5,029 | $61.64 |
| Q4 2020 | +10,996 | New Buy | 10,996 | $49.11 |
Cliff Asness's Lyft Investment FAQs
Cliff Asness first purchased Lyft, Inc. (LYFT) in Q4 2020, acquiring 10,996 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Lyft, Inc. (LYFT) for 22 quarters since Q4 2020.
Cliff Asness's largest addition to Lyft, Inc. (LYFT) was in Q2 2025, adding 24,009,925 shares worth $378.4 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 9,607,456 shares of Lyft, Inc. (LYFT), valued at approximately $123.41 M.
As of the Q1 2026 filing, Lyft, Inc. (LYFT) represents approximately 0.06% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Lyft, Inc. (LYFT) was 25,783,363 shares, as reported at the end of Q3 2025.