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The company

Maplebear Inc.

CART · Nasdaq

Consumer DiscretionaryMarketplacesJust started movingAI

CART stood above a rising 150-day average in 24 of the last 52 weekly readings, including each of the last 3 weeks. It is 12.7% above that average now. On-Demand & Marketplace Platforms: 50% of its 6 stocks in an uptrend (+17 points in four weeks); Consumer Discretionary: 26% (+2 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
3 in a row
Industry in uptrend
50% +17 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$54.7M
Officials’ trades on record
3
Institutions holding
467 (+28)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 24 of 52 weeks.

17 Apr – 16 Oct
2%25%48%Apr 26Jun 26Jul 26Sep 26Oct 26

Marketplaces: About half its stocks are in an uptrend and the share has climbed sharply over four weeks. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$452.7M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 2, Senate 0, executive 1; 2 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k12 Feb 2026filed 14 May 2026
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k25 Sep 2025filed 22 Oct 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k13 Aug 2025filed 12 Sep 2025

Insiders

Buy orders, 12 months0
Sale orders, 12 months23
Buyers · sellers0 · 8
WhoDidSharesTraded
Morgan FongChief Legal Officersold17,617at $44.9522 Sep 2026filed 24 Sep 2026
Morgan FongChief Legal Officersold773at $45.6422 Sep 2026filed 24 Sep 2026
Lisa Blackwood-KapralChief Accounting Officersold3,017at $47.0815 Sep 2026filed 17 Sep 2026
Mary Beth LaughtonDirectorsold10,236at $50.3327 Aug 2026filed 31 Aug 2026
Morgan FongChief Legal Officersold14,091at $49.8124 Aug 2026filed 26 Aug 2026
Morgan FongChief Legal Officersold4,299at $50.4724 Aug 2026filed 26 Aug 2026
Ravi GuptaDirectorsold150,000at $50.6119 Aug 2026filed 21 Aug 2026
Chris RogersPresident and CEOsold7,606at $48.9519 Aug 2026filed 21 Aug 2026
Emily ReuterCHIEF FINANCIAL OFFICERsold25,000at $50.0113 Aug 2026filed 17 Aug 2026
Chris RogersPresident and CEOsold4,933at $50.007 Aug 2026filed 11 Aug 2026
Morgan FongChief Legal Officersold18,390at $44.3422 Jul 2026filed 24 Jul 2026
Lisa Blackwood-KapralChief Accounting Officersold3,016at $47.6415 Jul 2026filed 17 Jul 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders467+28 on the quarter
New · exited92 · 64
Reported value$8.9B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
SC US (TTGP), LTD.unchanged · filed 14 Aug 202627,928,385$1.3B00.0%
D1 Capital Partners L.P.added · filed 14 Aug 202622,564,435$1.1B+6,1800.0%
BlackRock, Inc.reduced · filed 7 Aug 202615,849,574$750.5M-1,042,625−6.2%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20268,199,334$388.2M-85,875−1.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20267,814,967$370.0M+81,026+1.0%
STATE STREET CORPreduced · filed 7 Aug 20265,211,833$246.8M-299,508−5.4%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 20264,814,545$228.0M-167,415−3.4%
MORGAN STANLEYadded · filed 13 Aug 20264,218,846$199.8M+2,365,398+127.6%
GCM Grosvenor Holdings, LLCunchanged · filed 14 Aug 20264,140,924$196.1M00.0%
FMR LLCreduced · filed 13 Aug 20263,862,064$182.9M-2,157,863−35.8%
30 Sep 2023 – 30 Jun 2026
130292454Sep 23Jun 24Mar 25Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Morgan Fong Company insiderChief Legal Officer · last 22 Sep 20260 · 28
Lisa Blackwood-Kapral Company insiderChief Accounting Officer · last 15 Sep 20260 · 5
Mary Beth Laughton Company insiderDirector · last 27 Aug 20260 · 2
Chris Rogers Company insiderPresident and CEO · last 19 Aug 20260 · 5
Ravi Gupta Company insiderDirector · last 19 Aug 20265 · 2
Emily Reuter Company insiderCHIEF FINANCIAL OFFICER · last 15 Aug 20260 · 1
SC US (TTGP), LTD. Company insider10% owner · last 10 Aug 20262 · 0
Sequoia Capital Fund Management, L.p. Company insider10% owner · last 10 Aug 20260 · 0
Daniel S. Sundheim Company insiderDirector, 10% owner · last 22 May 20260 · 0
Josh Silverman Company insiderDirector · last 22 May 20260 · 0
Levien Meredith A. Kopit Company insiderDirector · last 22 May 20260 · 1
Lily Sarafan Company insiderDirector · last 22 May 20260 · 1

Same industry

LYFT LyftIn trend+12%
DASH DoorDashJust started moving+4%
UBER Uber TechnologiesNot moving yet-4%
GRAB Grab HoldingsNot moving yet-17%
WRD WeRideNot moving yet-36%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202573.7%
Operating profit marginFY 2025 · to 31 Dec 202513.3%
Free cash flow marginFY 2025 · to 31 Dec 202524.3%
Return on capital employedFY 2025 · to 31 Dec 202518.0%
Cash conversionFY 2025 · to 31 Dec 2025217%
Research spendFY 2025 · to 31 Dec 202517.4%
Share count trendFY 2025 · to 20 Feb 2026-0.9%
Cash and equivalentsFY 2025 · to 31 Dec 2025$637.0M
Free cash flowFY 2025 · to 31 Dec 2025$910.0M

Analyst forecasts

No analyst forecasts yet.