Optimist Retirement Group LLC LYFT β€” LYFT INC

Ownership history in Optimist Retirement Group LLC  Β·  5 quarters on record

AI Ownership Summary

Optimist Retirement Group LLC reported LYFT INC (LYFT) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows LYFT at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LYFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Optimist Retirement Group LLC's position in LYFT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LYFT was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LYFT stock page Optimist Retirement Group LLC fund profile Optimist Retirement Group LLC full holdings
How Optimist Retirement Group LLC held LYFT β€” position size vs. price
% of Fund (quarterly)    LYFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 22,279 +2,529 +12.8% 0.22% $490 2025-11-17 $21.58
2025 Q2 REDUCED 10.6% +45.5% ❌ 19,750 -2,334 -10.6% 0.15% $311K 2025-08-15 $15.82
2025 Q1 ADDED β€” β€” β€” 22,084 +10,298 +87.4% 0.13% $262 2025-05-05 $13.20
2024 Q4 REDUCED β€” β€” β€” 11,786 -470 -3.8% 0.07% $152K 2025-01-27 $13.86
2024 Q1 INITIATED β€” β€” β€” 12,256 β€” β€” 0.12% $237K 2024-05-13 $17.08

🏒 Other funds also holding LYFT

As of 2026 Q1 β€” sorted by position size

RJA Asset Management LLC 3Y 1.18% PARAGON CAPITAL MANAGEMENT INC 0.9% Paragon Capital Management Ltd 3Y 7Y 0.79% HENNESSY ADVISORS INC 3Y 7Y 0.77% Ahara Advisors LLC 0.51% Byrne Asset Management LLC 3Y 0.4% CATALYST PRIVATE WEALTH, LLC 3Y 0.17% waypoint wealth counsel 0.08% Lewis Asset Management, LLC 0.07% CWA Asset Management Group, LLC 3Y 7Y 0.06%

FAQ About Optimist Retirement Group LLC and LYFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Optimist Retirement Group LLC reported owning LYFT?

Optimist Retirement Group LLC reported LYFT across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported LYFT position in Optimist Retirement Group LLC's portfolio?

The largest reported portfolio weight for LYFT was 0.22% in 2025 Q3.

What is the latest reported LYFT position on this page?

The most recent filing on this page is 2025 Q3, when Optimist Retirement Group LLC reported 22,279 shares, equal to 0.22% of portfolio, with an estimated market value of $490.

What does the chart on this LYFT ownership page compare?

The chart compares Optimist Retirement Group LLC's quarterly LYFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Optimist Retirement Group LLC time their LYFT position?

Based on 13F filing dates vs. subsequent LYFT price moves, Optimist Retirement Group LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on LYFT relative to SPY over the holding period was +3.9%.

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