CART

Maplebear Inc.

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001579091

$41.24 -1.56% $9.7B

Insider Selling Cluster (3 insiders)High Impact Filing (7/10)27 New Institutional Positions16 Institutional Exits

Vol

Market Cap$9.7B

Cap SizeMid Cap

Analyst ConsensusBuy (60%)

Inst. Holders50 funds

Inst. Value$5.1B

Inst. Activity27 buys / 16 sells

Insider Activity0B / 7S

Insider Net $-$12.0M

SEC Reports3

Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001579091·Prev Close $41.90

Recent Activity

Jun 12, 2026 short_volume

Short Volume: CART — 56.0% short (0.5M / 0.9M)

Short: 528,430 | Exempt: 3 | TRF Vol: 944,345 | Short Ratio: 56.0% | Off-exchange volume (dark pool

Jun 4, 2026 SEC

Two insiders at Maplebear Inc. (CART) sold a combined $7.83M in open-market transactions over a 2-day window. Director R

CLUSTER — Impact 3/10

Jun 2, 2026 Insider

Gupta Ravi sold 181,000 shares

Director @ $41.51 ($7.5M)

Jun 1, 2026 Insider

Rogers Chris sold 7,893 shares

President and CEO @ $40.66 ($320.9K)

May 22, 2026 Insider

Sundheim Daniel S. was granted 6,048 shares

Director

May 6, 2026 SEC

Instacart (CART) reported strong Q1 2026 results with revenue of $1.019B (+14% YoY) and GAAP EPS of $0.57, beating conse

8-K — Impact 7/10

Mar 18, 2026 SEC

Lisa Blackwood-Kapral, Chief Accounting Officer of Maplebear Inc. (CART), sold 9,390 shares in the open market for appro

CLUSTER — Impact 3/10

Inst.

FMR LLC — DOUBLED

6,019,927 shares ($225.5M)

Price Targets

$50.00 +21.2% upside Strong Buy

Current $41.25 Low $37.00 Median $50.00 High $69.00 27 analysts

$37.00 $69.00

Analyst Ratings

Buy60% buy · 40 analysts

10Strong Buy

14Buy

14Hold

1Sell

1Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 7, 2026	Barclays	MAINTAIN	Overweight → Overweight
May 7, 2026	Wells Fargo	MAINTAIN	Equal-Weight → Equal-Weight
May 7, 2026	Needham	REITERATE	Buy → Buy
Mar 30, 2026	Wells Fargo	MAINTAIN	Equal-Weight → Equal-Weight
Mar 30, 2026	Jefferies	UPGRADE	Hold → Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.53	$0.40 — $0.70	30% YoY	25
Next Q	$0.64 ▲ +2.8%	$0.58 — $0.75	25% YoY	24
Current FY	$2.43 ▲ +1.4%	$2.18 — $2.74	52% YoY	27
Next FY	$2.97 ▲ +6.8%	$2.48 — $3.48	23% YoY	27

Latest Reports

NEUTRAL CLUSTER 3/10

Two insiders at Maplebear Inc. (CART) sold a combined $7.83M in open-market transactions over a 2-day window. Director R

Jun 4, 2026

BULLISH 8-K 7/10

Instacart (CART) reported strong Q1 2026 results with revenue of $1.019B (+14% YoY) and GAAP EPS of $0.57, beating conse

May 6, 2026

Top Institutional Holders

Fund	Value	Move
SC US (TTGP), LTD.	$1.0B	—
D1 Capital Partners L.P.	$845.0M	—
BlackRock, Inc.	$632.8M	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$310.4M	—
VANGUARD CAPITAL MANAGEMENT LLC	$289.7M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 2, 2026	Gupta Ravi	SELL	$7.5M
Jun 1, 2026	Rogers Chris	SELL	$320.9K
May 22, 2026	Sundheim Daniel	A	$0.00
May 22, 2026	Laughton Mary	A	$0.00
May 22, 2026	Silverman Josh	A	$0.00

50 institutional holders with $5.1B total value (135,694,819 shares) as of 2026-Q1. Top holders: SC, D1, BlackRock,. Net buying activity: 27 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	SC US (TTGP), LTD.	27,928,385	$1.0B	20.6%	—
2	D1 Capital Partners L.P.	22,558,255	$845.0M	16.6%	—
3	BlackRock, Inc.	16,892,199	$632.8M	12.4%	—
4	VANGUARD PORTFOLIO MANAGEMENT LLC	8,285,209	$310.4M	6.1%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	7,733,941	$289.7M	5.7%	—
6	FMR LLC	6,019,927	$225.5M	4.4%	DOUBLED +368.9%
7	STATE STREET CORP	5,511,341	$206.5M	4.1%	—
8	DIMENSIONAL FUND ADVISORS LP	4,981,960	$186.6M	3.7%	ADD +31.4%
9	Holocene Advisors, LP	3,911,872	$146.5M	2.9%	TRIM -28.5%
10	FEDERATED HERMES, INC.	3,414,730	$127.9M	2.5%	—
11	GOLDMAN SACHS GROUP INC	2,229,658	$83.5M	1.6%	—
12	DEUTSCHE BANK AG\	2,069,657	$77.5M	1.5%	NEW
13	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,926,124	$72.2M	1.4%	TRIM -30.1%
14	MORGAN STANLEY	1,853,448	$69.4M	1.4%	TRIM -33.7%
15	RENAISSANCE TECHNOLOGIES LLC	1,567,054	$58.7M	1.2%	—
16	BANK OF AMERICA CORP /DE/	1,562,097	$58.5M	1.2%	—
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,484,500	$55.6M	1.1%	—
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,325,994	$49.7M	1.0%	—
19	VANGUARD FIDUCIARY TRUST CO	1,129,694	$42.3M	0.8%	—
20	Invesco Ltd.	927,223	$34.7M	0.7%	TRIM -47.8%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
FMR LLC	DOUBLED	1,283,864	6,019,927	+368.9%	$225.5M	2026-Q1
DIMENSIONAL FUND ADVISORS LP	ADD	3,792,673	4,981,960	+31.4%	$186.6M	2026-Q1
Holocene Advisors, LP	TRIM	5,472,029	3,911,872	-28.5%	$146.5M	2026-Q1
Invesco Ltd.	TRIM	1,777,389	927,223	-47.8%	$34.7M	2026-Q1
Point72 Asset Management, L.P.	NEW	—	916,492	—	$34.3M	2026-Q1
Russell Investments Group, Ltd.	ADD	441,348	677,644	+53.5%	$25.4M	2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC	DOUBLED	253,395	611,861	+141.5%	$22.9M	2026-Q1
VICTORY CAPITAL MANAGEMENT INC	ADD	383,744	494,036	+28.7%	$18.5M	2026-Q1
Nuveen, LLC	TRIM	506,226	357,918	-29.3%	$13.4M	2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.	NEW	—	306,000	—	$11.5M	2026-Q1
WELLINGTON MANAGEMENT GROUP LLP	ADD	214,954	289,101	+34.5%	$10.8M	2026-Q1
Alyeska Investment Group, L.P.	NEW	—	288,223	—	$10.8M	2026-Q1
FRANKLIN RESOURCES INC	DOUBLED	106,859	280,618	+162.6%	$10.5M	2026-Q1
CAPITAL FUND MANAGEMENT S.A.	ADD	149,535	270,610	+81.0%	$10.1M	2026-Q1
Mitsubishi UFJ Trust & Banking Corp	ADD	149,118	248,588	+66.7%	$9.3M	2026-Q1
ENVESTNET ASSET MANAGEMENT INC	ADD	113,994	225,492	+97.8%	$8.4M	2026-Q1
SEI INVESTMENTS CO	ADD	157,883	199,153	+26.1%	$7.5M	2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD	DOUBLED	2,000	152,100	+7505.0%	$5.7M	2026-Q1
VOYA INVESTMENT MANAGEMENT LLC	ADD	68,417	124,760	+82.4%	$4.7M	2026-Q1
BANK OF MONTREAL /CAN/	ADD	62,063	98,301	+58.4%	$3.7M	2026-Q1
PRUDENTIAL FINANCIAL INC	DOUBLED	33,106	95,051	+187.1%	$3.6M	2026-Q1
PRUDENTIAL PLC	ADD	67,652	88,931	+31.5%	$3.3M	2026-Q1
NISA INVESTMENT ADVISORS, LLC	DOUBLED	114	72,384	+63394.7%	$2.7M	2026-Q1
HighTower Advisors, LLC	TRIM	110,114	68,242	-38.0%	$2.6M	2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH	TRIM	128,611	60,741	-52.8%	$2.3M	2026-Q1

11 unique insiders with 23 transactions. Net insider value: -$12.0M ($0.00 bought, $12.0M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 2, 2026	Gupta Ravi	Director	SELL	181,000	$41.51	$7.5M
Jun 1, 2026	Rogers Chris	President and CEO	SELL	7,893	$40.66	$320.9K
May 22, 2026	Sundheim Daniel S.	Director	AWARD	6,048	—	—
May 22, 2026	Laughton Mary Beth	Director	AWARD	6,048	—	—
May 22, 2026	Silverman Josh	Director	AWARD	6,048	—	—
May 22, 2026	KOPIT LEVIEN MEREDITH A.	Director	AWARD	6,048	—	—
May 22, 2026	Sarafan Lily	Director	AWARD	6,048	—	—
May 22, 2026	Dolan Victoria L	Director	AWARD	6,048	—	—
May 22, 2026	Gupta Ravi	Director	AWARD	6,048	—	—
May 18, 2026	Fong Morgan	Chief Legal Officer	SELL	12,575	$39.88	$501.5K
May 15, 2026	BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	TAX W/H	6,103	$38.47	$234.8K
May 15, 2026	Rogers Chris	President and CEO	TAX W/H	45,464	$38.47	$1.7M
May 15, 2026	Fong Morgan	Chief Legal Officer	TAX W/H	15,898	$38.47	$611.6K
May 15, 2026	Reuter Emily	CHIEF FINANCIAL OFFICER	TAX W/H	26,929	$38.47	$1.0M
Apr 15, 2026	Rogers Chris	President and CEO	AWARD	376,405	—	—
Apr 15, 2026	Reuter Emily	CHIEF FINANCIAL OFFICER	AWARD	254,283	—	—
Apr 15, 2026	Fong Morgan	Chief Legal Officer	AWARD	187,366	—	—
Apr 15, 2026	BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	SELL	9,390	$40.25	$377.9K
Apr 15, 2026	BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	AWARD	20,851	—	—
Mar 16, 2026	BLACKWOOD-KAPRAL LISA	Chief Accounting Officer	SELL	9,390	$38.74	$363.8K
Mar 11, 2026	Fong Morgan	GENERAL COUNSEL & SECRETARY	SELL	75,219	$36.87	$2.8M
Mar 11, 2026	Fong Morgan	GENERAL COUNSEL & SECRETARY	EXERCISE	110,340	$7.32	$807.7K
Feb 25, 2026	Sarafan Lily	Director	SELL	3,500	$36.53	$127.8K

3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.3/10.

NEUTRAL CLUSTER 3/10

Two insiders at Maplebear Inc. (CART) sold a combined $7.83M in open-market transactions over a 2-da

Jun 4, 2026

BULLISH 8-K 7/10

Instacart (CART) reported strong Q1 2026 results with revenue of $1.019B (+14% YoY) and GAAP EPS of

May 6, 2026

NEUTRAL CLUSTER 3/10

Lisa Blackwood-Kapral, Chief Accounting Officer of Maplebear Inc. (CART), sold 9,390 shares in the o

Mar 18, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (60% buy). Based on 40 analysts: 10 strong buy, 14 buy, 14 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$50.00 mean target +21.2% upside Strong Buy (2.03)

$37.00 Low $69.00 High

Metric	Value
Current Price	$41.25
Target Low	$37.00
Target Mean	$50.00
Target Median	$50.00
Target High	$69.00
# Analysts	27
Recommendation	Strong Buy (2.03)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.53	$0.40	$0.70	30.4%	+0.1%	10↑ 12↓	$1.0B	12.1%	25
Next Q 2026-09-30	$0.64	$0.58	$0.75	24.8%	+2.8%	15↑ 7↓	$1.0B	11.4%	24
Current FY 2026-12-31	$2.43	$2.18	$2.74	51.8%	+1.4%	16↑ 11↓	$4.2B	12.0%	27
Next FY 2027-12-31	$2.97	$2.48	$3.48	22.5%	+6.8%	20↑ 6↓	$4.6B	9.4%	27

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.535
7d ago	$0.532	+0.002
30d ago	$0.534	+0.001
60d ago	$0.538	-0.003
90d ago	$0.535	-0.000

7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 7, 2026	Barclays	MAINTAIN	Overweight	Overweight
May 7, 2026	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
May 7, 2026	Needham	REITERATE	Buy	Buy
Mar 30, 2026	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Mar 30, 2026	Jefferies	UPGRADE	Hold	Buy
Feb 13, 2026	Wells Fargo	MAINTAIN	Equal-Weight	Equal-Weight
Feb 13, 2026	Benchmark	MAINTAIN	Buy	Buy
Feb 13, 2026	Needham	MAINTAIN	Buy	Buy
Feb 10, 2026	Benchmark	MAINTAIN	Buy	Buy
Jan 27, 2026	Stifel	MAINTAIN	Buy	Buy
Jan 8, 2026	Cantor Fitzgerald	MAINTAIN	Overweight	Overweight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	10	14	14	1	1	60%
May 1, 2026	10	14	15	1	1	59%
Apr 1, 2026	10	13	16	1	1	56%
Mar 1, 2026	9	13	18	1	1	52%
Feb 1, 2026	9	14	17	1	1	55%
Jan 1, 2026	8	14	17	0	1	55%

Strong BuyBuyHoldSellStrong Sell

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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026

short_volume

Short Volume: CART — 56.0% short (0.5M / 0.9M)

Short: 528,430 | Exempt: 3 | TRF Vol: 944,345 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)

Jun 8, 2026

short_volume

Short Volume: CART — 55.4% short (0.9M / 1.6M)

Short: 903,398 | Exempt: 34 | TRF Vol: 1,629,289 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)

May 28, 2026

short_volume

Short Volume: CART — 59.4% short (0.5M / 0.9M)

Short: 535,993 | Exempt: 536 | TRF Vol: 901,605 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)

May 26, 2026

short_volume

Short Volume: CART — 62.4% short (0.8M / 1.2M)

Short: 751,203 | Exempt: 502 | TRF Vol: 1,203,752 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)

May 18, 2026

dark_pool

Dark Pool: CART — 5.2M shares, 92,209 trades

Week starting 2026-05-18. Total ATS volume: 5,201,743 shares across 92,209 trades.

May 14, 2026

short_volume

Short Volume: CART — 75.6% short (1.4M / 1.9M)

Short: 1,410,286 | Exempt: 100 | TRF Vol: 1,864,838 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)

May 11, 2026

short_volume

Short Volume: CART — 66.4% short (1.0M / 1.5M)

Short: 966,691 | Exempt: 163 | TRF Vol: 1,456,323 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)

May 11, 2026

dark_pool

Dark Pool: CART — 7.6M shares, 109,294 trades

Week starting 2026-05-11. Total ATS volume: 7,627,179 shares across 109,294 trades.

May 8, 2026

short_volume

Short Volume: CART — 60.7% short (1.3M / 2.1M)

Short: 1,269,448 | Exempt: 289 | TRF Vol: 2,090,850 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)

May 6, 2026

earnings_calendar

CART Q1 2026 Earnings After Market Close — 2026-05-06

May 6, 2026

short_volume

Short Volume: CART — 57.0% short (2.3M / 4.1M)

Short: 2,324,721 | Exempt: 33,021 | TRF Vol: 4,075,890 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)

May 4, 2026

dark_pool

Dark Pool: CART — 11.7M shares, 151,641 trades

Week starting 2026-05-04. Total ATS volume: 11,716,326 shares across 151,641 trades.

Apr 30, 2026

short_volume

Short Volume: CART — 69.1% short (0.6M / 0.8M)

Short: 582,879 | Exempt: 0 | TRF Vol: 843,537 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)

Apr 29, 2026

short_volume

Short Volume: CART — 55.3% short (0.6M / 1.1M)

Short: 631,402 | Exempt: 0 | TRF Vol: 1,141,538 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)

Apr 27, 2026

dark_pool

Dark Pool: CART — 4.9M shares, 79,507 trades

Week starting 2026-04-27. Total ATS volume: 4,853,566 shares across 79,507 trades.