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NASDAQ · Consumer Discretionary

MAPLEBEAR INC CART

Maplebear Inc., doing business as Instacart, operates as a technology and enablement partner for the grocery industry in the United States and internationally. The company offers Instacart Marketplace which helps retailers serve customers’ needs by supporting fulfillment options, shopping occasions, and categories; Instacart Enterprise platform, an end-to-end technology solution for retailers across all aspects of business; and Instacart Ads, enables brands to learn more about general consumer behavior from discovery to purchase, offering insights about how to optimize advertising spend.

Sources StockAnalysis company profile stockanalysis.com
Business Services

Company profile

Business mix

  • The company offers Instacart Marketplace which helps retailers serve customers’ needs by supporting fulfillment options, shopping occasions, and categories.
  • It also provides advertising solutions, including sponsored product ads, display ads, coupons, and brand pages; and software-as-a-service.
  • The company’s services can be provided through company’s mobile application or website. Maplebear Inc., was incorporated in 2012 and is headquartered in San Francisco, California.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in internet retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 23.12 FCF 9.1% Buyback 3.25%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Miller Value Partners Bill Miller 0.4% $1.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $35.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +338.6% +958,063 / 282,911
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$26.0M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 29.5% 13F value change +$15.2M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$41.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$1.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +45,557 (New) Total shares 45,557 Value $1.7M
Altimeter Capital Management Brad Gerstner 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$133.6M
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 25.9% 13F value change +$57.2M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -21.1% 13F value change -$68.5M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$122.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$169.8M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -77.8% 13F value change -$139.2M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +832,857 (New) Total shares 832,857 Value $30.6M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 66.0% 13F value change +$10.0M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -22.8% 13F value change -$7.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 282,911 Last 4 periods +79,649 (+28.2%) Total shares 362,560 Value $13.3M

Recent mentions

No public mentions.