Post-IPO Lockup Expirations Create Hidden Trading Opportunities

When early employees and venture backers get their first chance to sell shares after a tech IPO, the stock often takes a hit. But Lucas and Luna dig into the data behind lockup expirations in May 2026 — including Airbnb, Rivian, and Coinbase — and find that for patient investors, the post-lockup dip can be a buying opportunity. They look at the mechanics of how lockups work, why the selling pressure is often predictable, and what signals investors should watch for. Lucas shares a specific example from this month: Instacart's lockup expiration in early May, where the stock dropped 12% in two weeks before recovering 18% by late May. Luna asks about the difference between lockup expirations for insiders versus venture funds, and Lucas explains why VCs tend to sell faster. They also touch on how companies like Palantir and Shopify have navigated lockup cliffs by staggering releases. A practical, numbers-driven episode for anyone holding post-IPO shares. #LockupExpiration #PostIPO #TechIPOs #Instacart #Airbnb #Rivian #Coinbase #Palantir #Shopify #InsiderSelling #VCExit #TradingStrategy #PublicMarket #CapitalMarkets #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo