Waypoint Wealth Partners Inc. LYFT LYFT INC

Ownership history in Waypoint Wealth Partners Inc.  ·  11 quarters on record

AI Ownership Summary

Waypoint Wealth Partners Inc. reported LYFT INC (LYFT) in 11 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 0.16% in 2025 Q2. The latest visible filing shows LYFT at 0.16% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LYFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Waypoint Wealth Partners Inc.'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 Q2

LYFT was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 Q2

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.

How Waypoint Wealth Partners Inc. held LYFT — position size vs. price
% of Fund (quarterly)    LYFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 42,962 +20,226 +89.0% 0.16% $677K 2025-08-14 (Est.) $14.62
2025 Q1 REDUCED 21.9% +32.8% 22,736 -6,385 -21.9% 0.07% $270K 2025-05-13 $17.03
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Waypoint Wealth Partners Inc. and LYFT

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

How long has Waypoint Wealth Partners Inc. reported owning LYFT?

Waypoint Wealth Partners Inc. reported LYFT across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported LYFT position in Waypoint Wealth Partners Inc.'s portfolio?

The largest reported portfolio weight for LYFT was 0.16% in 2025 Q2.

What is the latest reported LYFT position on this page?

The most recent filing on this page is 2025 Q2, when Waypoint Wealth Partners Inc. reported 42,962 shares, equal to 0.16% of portfolio, with an estimated market value of $677K.

What does the chart on this LYFT ownership page compare?

The chart compares Waypoint Wealth Partners Inc.'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 Waypoint Wealth Partners Inc. time their LYFT position?

Based on 13F filing dates vs. subsequent LYFT price moves, Waypoint Wealth Partners Inc. correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on LYFT relative to SPY over the holding period was -53.5%.

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