Cliff Asness's LYFT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 25.78 M shares of Lyft, Inc. (LYFT) worth $567.49 M, representing 0.36% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 20 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 Q4 2023, reducing 599,766 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 |
|---|---|---|---|---|
| Q4 2020 | +10,996 | New Buy | 10,996 | $49.11 |
| Q1 2021 | -5,967 | Reduce 54.27% | 5,029 | $61.64 |
| Q2 2021 | +838 | Add 16.66% | 5,867 | $60.51 |
| Q3 2021 | +8,683 | Add 148.00% | 14,550 | $52.58 |
| Q4 2021 | -14,550 | Sold Out | 14,550 | $52.58 |
| Q1 2022 | +61,511 | New Buy | 61,511 | $38.24 |
| Q2 2022 | +133,837 | Add 217.58% | 195,348 | $13.22 |
| Q3 2022 | -134,338 | Reduce 68.77% | 61,010 | $13.18 |
| Q4 2022 | +286,912 | Add 470.27% | 347,922 | $11.02 |
| Q1 2023 | -83,644 | Reduce 24.04% | 264,278 | $9.08 |
| Q2 2023 | +611,953 | Add 231.56% | 876,231 | $9.59 |
| Q3 2023 | +422,364 | Add 48.20% | 1.3 M | $10.54 |
| Q4 2023 | -599,766 | Reduce 46.19% | 698,829 | $14.99 |
| Q1 2024 | -350,953 | Reduce 50.22% | 347,876 | $19.35 |
| Q2 2024 | +19,384 | Add 5.57% | 367,260 | $14.02 |
| Q3 2024 | +2.63 M | Add 716.35% | 3 M | $12.73 |
| Q4 2024 | +1.83 M | Add 60.90% | 4.82 M | $12.90 |
| Q1 2025 | +4.98 M | Add 103.25% | 9.8 M | $11.28 |
| Q2 2025 | +14.21 M | Add 144.88% | 24.01 M | $15.76 |
| Q3 2025 | +1.77 M | Add 7.39% | 25.78 M | $22.01 |
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 20 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 Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 25,783,363 shares of Lyft, Inc. (LYFT), valued at approximately $567.49 M.
As of the Q3 2025 filing, Lyft, Inc. (LYFT) represents approximately 0.36% 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.