Market Cap
$10.2B
CART
Maplebear Inc.
$44.09 ▼ -0.05%
Prev close $44.11Market cap$10.2B
ConsensusBuy
12-mo target$58.14 (+31.9%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional ExitsCongressional Activity (1) Software & IT
Snapshot
The big-picture read on CART right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$7.3B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $26.8M sell
Insider Net $
-$26.8M
Social Sentiment
67° Warm
SEC Reports
10
Congressional
1 trades
Price chart 30d -14.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: CART — 67.2% short (0.9M / 1.4M)
Short: 932,342 | Exempt: 38 | TRF Vol: 1,386,608 | Short Ratio: 67.2% | Off-exchange volume (dark po
Sep 22, 2026 Insider
Fong Morgan sold 17,617 shares
Chief Legal Officer @ $44.95 ($792.0K)
Sep 22, 2026 Insider
Fong Morgan acquired via exercise 18,390 shares
Chief Legal Officer @ $7.32 ($134.6K)
Sep 22, 2026 Insider
Sep 1, 2026 SEC Fong Morgan sold 773 shares
Chief Legal Officer @ $45.64 ($35.3K)
Two Maplebear Inc. insiders (a Director and the Chief Legal Officer) sold a combined $1.22M in open-market transactions
CLUSTER — Impact 2/10
Two CART insiders, including the CEO and a director, sold a combined $8.67M in shares over a 7-day window. The director'
CLUSTER — Impact 3/10
Two CART insiders, including the CEO and a director, sold a combined $8.84M in open-market sales over a 7-day window. Th
CLUSTER — Impact 3/10
Jul 13, 2026 Congress
Ro Khanna sell
$1,001 - $15,000 — House
Analyst ratings buy % +9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 40 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Sep 1, 2026 | Rosenblatt | INITIATE | Neutral | 54% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 7, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 7, 2026 | Guggenheim | MAINTAIN | Neutral | 52% |
| Aug 7, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 7, 2026 | Needham | MAINTAIN | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 14 | 16 | 0 | 0 | 60% | |
| Aug 1, 2026 | 10 | 14 | 14 | 1 | 0 | 62% | |
| Jul 1, 2026 | 9 | 14 | 14 | 1 | 1 | 59% | |
| 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% |
Price targets
Where 28 covering analysts think CART trades over the next 12 months.
$58.14 +31.9% upside Strong Buy
Current$44.09 Low$45.00 Median$58.50 High$77.00 28 analysts
$45.00$77.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 8 neutral · avg impact 3.3/10.
NEUTRALCLUSTER2/10
Two Maplebear Inc. insiders (a Director and the Chief Legal Officer) sold a combined $1.22M in open-
Sep 1, 2026
NEUTRALCLUSTER3/10
Two CART insiders, including the CEO and a director, sold a combined $8.67M in shares over a 7-day w
Aug 27, 2026
NEUTRALCLUSTER3/10
Two CART insiders, including the CEO and a director, sold a combined $8.84M in open-market sales ove
Aug 22, 2026
NEUTRALCLUSTER2/10
A CFO open-market sale of $1.25M alongside a CEO sale of $247K forms a modest insider-selling cluste
Aug 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: CART — 67.2% short (0.9M / 1.4M)
Short: 932,342 | Exempt: 38 | TRF Vol: 1,386,608 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: CART — 56.2% short (0.5M / 0.9M)
Short: 508,036 | Exempt: 2 | TRF Vol: 904,595 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: CART — 63.9% short (0.8M / 1.3M)
Short: 820,314 | Exempt: 4,632 | TRF Vol: 1,283,047 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CART — 67.5% short (0.9M / 1.4M)
Short: 940,070 | Exempt: 625 | TRF Vol: 1,391,697 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: CART — 62.2% short (0.7M / 1.1M)
Short: 678,717 | Exempt: 884 | TRF Vol: 1,090,705 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.63 | $0.50–$0.70 | 22.6% | -0.2% | 7↑ 12↓ | $1.1B | 26 |
| Next Q | $0.68 | $0.54–$0.82 | 126.2% | -0.3% | 9↑ 9↓ | $1.1B | 26 |
| Current FY | $2.31 | $1.98–$2.48 | 44.4% | -0.7% | 4↑ 18↓ | $4.3B | 29 |
| Next FY | $2.91 | $2.04–$3.72 | 25.9% | -1.3% | 11↑ 12↓ | $4.7B | 29 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.625 | — |
| 7d ago | $0.625 | — |
| 30d ago | $0.626 | -0.001 |
| 60d ago | $0.641 | -0.016 |
| 90d ago | $0.637 | -0.012 |
Institutional ownership
Which big funds own CART (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.3B total value (153,692,527 shares) as of 2026-Q2. Top holders: Erste, SC, D1. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| SC US (TTGP), LTD. | 27,928,385 | $1.3B | 18.2% | — |
| D1 Capital Partners L.P. | 22,564,435 | $1.1B | 14.7% | — |
| BlackRock, Inc. | 15,849,574 | $750.5M | 10.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,199,334 | $388.2M | 5.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,814,967 | $370.0M | 5.1% | — |
| STATE STREET CORP | 5,211,833 | $246.8M | 3.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,814,545 | $228.0M | 3.1% | — |
| MORGAN STANLEY | 4,218,846 | $199.8M | 2.7% | DOUBLED +127.6% |
| FMR LLC | 3,862,064 | $182.9M | 2.5% | TRIM -35.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 1,853,448 | 4,218,846 | +127.6% | $199.8M |
| FMR LLC | TRIM | 6,019,927 | 3,862,064 | -35.8% | $182.9M |
| GOLDMAN SACHS GROUP INC | ADD | 2,229,658 | 2,807,677 | +25.9% | $132.9M |
| Holocene Advisors, LP | TRIM | 3,911,872 | 2,528,945 | -35.4% | $119.7M |
| UBS Group AG | TRIM | 3,374,957 | 2,433,358 | -27.9% | $115.2M |
| Schonfeld Strategic Advisors LLC | DOUBLED | 67,840 | 1,610,938 | +2274.6% | $76.3M |
| D. E. Shaw & Co., Inc. | DOUBLED | 36,156 | 1,515,326 | +4091.1% | $71.8M |
| CITADEL ADVISORS LLC | DOUBLED | 282,281 | 1,307,810 | +363.3% | $61.9M |
| PANAGORA ASSET MANAGEMENT INC | DOUBLED | 186,022 | 1,303,033 | +600.5% | $61.7M |
| FIRST TRUST ADVISORS LP | ADD | 611,302 | 1,041,103 | +70.3% | $49.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$26.8M — $0.00 bought, $26.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 22, 2026 | Fong Morgan | Chief Legal Officer | SELL | 17,617 | $44.95 | $792.0K |
| Sep 22, 2026 | Fong Morgan | Chief Legal Officer | EXERCISE | 18,390 | $7.32 | $134.6K |
| Sep 22, 2026 | Fong Morgan | Chief Legal Officer | SELL | 773 | $45.64 | $35.3K |
| Sep 15, 2026 | BLACKWOOD-KAPRAL LISA | Chief Accounting Officer | SELL | 3,017 | $47.08 | $142.0K |
| Aug 27, 2026 | Laughton Mary Beth | Director | SELL | 10,236 | $50.33 | $515.2K |
| Aug 24, 2026 | Fong Morgan | Chief Legal Officer | EXERCISE | 18,390 | $7.32 | $134.6K |
| Aug 24, 2026 | Fong Morgan | Chief Legal Officer | SELL | 14,091 | $49.81 | $701.8K |
| Aug 24, 2026 | Fong Morgan | Chief Legal Officer | SELL | 4,299 | $50.47 | $217.0K |
| Aug 19, 2026 | Rogers Chris | President and CEO | SELL | 7,606 | $48.95 | $372.3K |
| Aug 19, 2026 | Gupta Ravi | Director | SELL | 150,000 | $50.61 | $7.6M |
Congressional trades
CART trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 13, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | MAPLEBEAR INC | Aug 12, 2026(31d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CART.
Shares short
15,480,525
Settlement Sep 15, 2026
Change vs prior
-3.0%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈6.7%
Estimate — not % of float
All CART filing & press-release reports (10)
- CLUSTER reportSep 1, 2026
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 22, 2026
- CLUSTER reportAug 18, 2026
- PRESS-RELEASE reportAug 6, 2026
- CLUSTER reportJul 25, 2026
- PRESS-RELEASE reportJul 15, 2026
- CLUSTER reportJun 4, 2026
- 8-K reportMay 6, 2026
- CLUSTER reportMar 18, 2026