Lemonade, Inc.
LMND- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001691421
In the last 90 days, Lemonade, Inc. insiders filed 0 open-market purchases and 6 sales; 339 institutions reported holding it in 13F filings for Q2 2026, worth $2.92B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Lemonade, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 339
- −2 vs. Q1 2026
- Shares held
- 45.0M
- +1.69M (+3.9%) vs. Q1 2026
- Total value
- $2.92B
- +$218.9M (+8.1%) vs. Q1 2026
- New holders
- 56
- 129 more added
- Sold out
- 58
- 85 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMND on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 339 | $2.92B |
| Q1 2026 | 346 | $2.70B |
| Q4 2025 | 354 | $3.16B |
| Q3 2025 | 300 | $2.36B |
| Q2 2025 | 277 | $1.97B |
| Q1 2025 | 250 | $1.38B |
| Q4 2024 | 269 | $1.60B |
| Q3 2024 | 224 | $677.2M |
| Q2 2024 | 214 | $686.1M |
| Q1 2024 | 205 | $656.0M |
| Q4 2023 | 216 | $627.5M |
| Q3 2023 | 203 | $435.7M |
| Q2 2023 | 220 | $639.3M |
| Q1 2023 | 216 | $513.2M |
| Q4 2022 | 225 | $494.9M |
| Q3 2022 | 229 | $739.4M |
| Q2 2022 | 216 | $606.8M |
| Q1 2022 | 237 | $876.3M |
| Q4 2021 | 266 | $1.54B |
| Q3 2021 | 289 | $2.37B |
| Q2 2021 | 315 | $3.58B |
| Q1 2021 | 302 | $2.94B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,047,782 | $393.4M | 0.01% | +1,078,881+21.7% | Added |
| JPMorgan Chase & Co | 5,392,829 | $335.5M | 0.02% | +130,013+2.5% | Added |
| Vanguard Portfolio Management LLC | 3,140,615 | $204.3M | 0.01% | +158,758+5.3% | Added |
| Vanguard Capital Management LLC | 3,071,174 | $199.8M | 0.00% | +53,082+1.8% | Added |
| Baillie Gifford & Co | 2,751,019 | $179.0M | 0.16% | −15,407−0.6% | Reduced |
| Goldman Sachs Group Inc | 1,934,586 | $125.8M | 0.01% | +1,209,183+166.7% | Added |
| State Street Corp | 1,769,235 | $115.1M | 0.00% | +214,736+13.8% | Added |
| Geode Capital Management, LLC | 1,730,609 | $112.6M | 0.01% | +14,758+0.9% | Added |
| Morgan Stanley | 1,212,762 | $78.9M | 0.00% | +48,124+4.1% | Added |
| Two Sigma Investments, LP | 1,173,878 | $76.4M | 0.06% | +225,324+23.8% | Added |
| Halter Ferguson Financial Inc. | 1,005,815 | $65.4M | 10.65% | +459,491+84.1% | Added |
| Northern Trust Corp | 702,460 | $45.7M | 0.01% | +93,008+15.3% | Added |
| Susquehanna International Group, LLP | 700,512 | $45.6M | 0.04% | +353,596+101.9% | Added |
| Analyst IMS Investment Management Services Ltd. | 617,639 | $40.2M | 0.93% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 609,820 | $39.7M | 0.37% | −62,563−9.3% | Reduced |
| Jane Street Group, LLC | 565,854 | $36.8M | 0.02% | −652,361−53.6% | Reduced |
| Charles Schwab Investment Management Inc | 563,826 | $36.7M | 0.00% | +46,479+9.0% | Added |
| Capital Fund Management S.A. | 527,970 | $34.3M | 0.25% | +216,661+69.6% | Added |
| Vanguard Fiduciary Trust Co | 476,778 | $31.0M | 0.01% | +33,893+7.7% | Added |
| Citadel Advisors LLC | 472,837 | $30.8M | 0.02% | −308,979−39.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 449,104 | $29.2M | 0.02% | +449,104 | New |
| UBS Group AG | 423,979 | $27.6M | 0.00% | +77,146+22.2% | Added |
| Qube Research & Technologies Ltd | 423,951 | $27.6M | 0.03% | +146,141+52.6% | Added |
| Trexquant Investment LP | 420,074 | $27.3M | 0.17% | +149,050+55.0% | Added |
| Citigroup Inc | 372,757 | $24.2M | 0.01% | +102,846+38.1% | Added |
| Woodline Partners LP | 371,755 | $24.2M | 0.07% | +192,147+107.0% | Added |
| Nuveen, LLC | 369,464 | $24.0M | 0.01% | −87,076−19.1% | Reduced |
| BNP Paribas Arbitrage, SA | 327,561 | $21.3M | 0.01% | +299,794+1,079.7% | Added |
| Wells Fargo & Company | 272,991 | $17.8M | 0.00% | +91,164+50.1% | Added |
| Privium Fund Management B.V. | 270,259 | $17.6M | 3.23% | +15,000+5.9% | Added |
| Group One Trading, L.P. | 231,456 | $15.1M | 0.43% | +51,502+28.6% | Added |
| Squarepoint Ops LLC | 224,307 | $14.6M | 0.03% | −666,210−74.8% | Reduced |
| Bank of New York Mellon Corp | 213,083 | $13.9M | 0.00% | +31,573+17.4% | Added |
| D. E. Shaw & Co., Inc. | 209,386 | $13.6M | 0.01% | −129,219−38.2% | Reduced |
| Canada Pension Plan Investment Board | 208,300 | $13.5M | 0.01% | +45,400+27.9% | Added |
| Bank of America Corp | 177,853 | $11.6M | 0.00% | −182,558−50.7% | Reduced |
| Federated Hermes, Inc. | 176,236 | $11.5M | 0.02% | +7,528+4.5% | Added |
| Philo Smith Capital Corp | 172,550 | $11.2M | 3.05% | −700−0.4% | Reduced |
| Tudor Investment Corp Et Al | 163,831 | $10.7M | 0.04% | +51,489+45.8% | Added |
| Man Group plc | 136,257 | $8.86M | 0.02% | +136,257 | New |
| Ci Investments Inc. | 131,364 | $8.55M | 0.03% | +103+0.1% | Added |
| Swiss National Bank | 130,200 | $8.47M | 0.00% | +6,400+5.2% | Added |
| HRT Financial LP | 127,525 | $8.29M | 0.02% | +127,525 | New |
| Barclays PLC | 117,550 | $7.65M | 0.00% | −74,426−38.8% | Reduced |
| First Trust Advisors LP | 104,796 | $6.82M | 0.00% | −47,670−31.3% | Reduced |
| Ameriprise Financial Inc | 104,109 | $6.77M | 0.00% | −35,141−25.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 102,501 | $6.67M | 0.07% | −1,233−1.2% | Reduced |
| LPL Financial LLC | 101,900 | $6.63M | 0.00% | +5,878+6.1% | Added |
| UBS Asset Management Americas Inc | 100,026 | $6.51M | 0.00% | +7,407+8.0% | Added |
| Ma Investment Partnership, LP | 100,000 | $6.50M | 1.16% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 92,887 | $6.04M | 0.00% | +23,092+33.1% | Added |
| Teachers Retirement System of the State of Kentucky | 91,662 | $5.96M | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 89,112 | $5.80M | 0.00% | +13,971+18.6% | Added |
| Hillsdale Investment Management Inc. | 85,700 | $5.57M | 0.13% | +4,900+6.1% | Added |
| Deutsche Bank AG | 78,065 | $5.08M | 0.00% | +19,469+33.2% | Added |
| Balyasny Asset Management LLC | 75,870 | $4.94M | 0.01% | +66,532+712.5% | Added |
| Alliancebernstein L.P. | 78,376 | $4.91M | 0.00% | +15,708+25.1% | Added |
| Marshall Wace, LLP | 75,427 | $4.91M | 0.00% | −129,136−63.1% | Reduced |
| California State Teachers Retirement System | 74,984 | $4.88M | 0.00% | +2,097+2.9% | Added |
| Invesco Ltd. | 74,460 | $4.84M | 0.00% | −48,069−39.2% | Reduced |
| PDT Partners, LLC | 71,637 | $4.66M | 0.24% | −17,870−20.0% | Reduced |
| EFG International AG | 69,766 | $4.54M | 0.08% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 69,323 | $4.51M | 0.07% | +10,158+17.2% | Added |
| Sparta 24 Ltd. | 68,336 | $4.45M | 4.08% | −37,392−35.4% | Reduced |
| Niles Investment Management, LLC | 68,275 | $4.44M | 3.60% | +68,275 | New |
| Vanguard Asset Management, Ltd | 59,661 | $3.88M | 0.00% | +3,325+5.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 58,504 | $3.81M | 0.00% | +1,618+2.8% | Added |
| Nia Impact Advisors, LLC | 57,721 | $3.75M | 1.56% | −5,924−9.3% | Reduced |
| Amtrust Financial Services, Inc. | 56,644 | $3.68M | 1.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 54,257 | $3.53M | 0.00% | +54,257 | New |
| Landscape Capital Management, L.L.C. | 52,977 | $3.45M | 0.22% | −158,759−75.0% | Reduced |
| Legal & General Group Plc | 52,301 | $3.40M | 0.00% | +2,364+4.7% | Added |
| Walleye Trading LLC | 48,349 | $3.15M | 0.04% | +2,828+6.2% | Added |
| Zacks Investment Management | 47,477 | $3.09M | 0.02% | +47,477 | New |
| AQR Capital Management LLC | 46,085 | $3.00M | 0.00% | −15,369−25.0% | Reduced |
| Havemeyer Place LP | 44,751 | $2.91M | 0.29% | +7,910+21.5% | Added |
| DnB Asset Management AS | 44,520 | $2.90M | 0.01% | +34,625+349.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,943 | $2.86M | 0.00% | −13,696−23.8% | Reduced |
| Hudson Bay Capital Management LP | 43,327 | $2.82M | 0.01% | −7,493−14.7% | Reduced |
| Manufacturers Life Insurance Company, The | 42,071 | $2.74M | 0.00% | +6,632+18.7% | Added |
| MetLife Investment Management | 41,863 | $2.72M | 0.01% | +8,133+24.1% | Added |
| Axxion S.A. | 38,773 | $2.52M | 0.18% | +38,773 | New |
| Millennium Management LLC | 38,350 | $2.49M | 0.00% | +31,275+442.0% | Added |
| Cantor Fitzgerald, L. P. | 36,664 | $2.38M | 0.05% | −3,459−8.6% | Reduced |
| FMR LLC | 36,088 | $2.35M | 0.00% | −14,718−29.0% | Reduced |
| Marex Group plc | 35,848 | $2.33M | 0.02% | −12,578−26.0% | Reduced |
| Toroso Investments, LLC | 35,502 | $2.31M | 0.01% | −12,140−25.5% | Reduced |
| Clear Street Group Inc. | 34,536 | $2.25M | 0.01% | +2,732+8.6% | Added |
| Udine Wealth Management, Inc. | 33,461 | $2.18M | 0.91% | +2,023+6.4% | Added |
| Royal Bank of Canada | 32,012 | $2.08M | 0.00% | +684+2.2% | Added |
| LMR Partners LLP | 30,408 | $1.98M | 0.01% | +30,408 | New |
| Jupiter Topco LLC | 29,077 | $1.89M | 0.00% | +29,077 | New |
| Nomura Holdings Inc | 28,640 | $1.86M | 0.01% | −495−1.7% | Reduced |
| XTX Topco Ltd | 28,343 | $1.84M | 0.02% | +4,756+20.2% | Added |
| Quantinno Capital Management LP | 28,159 | $1.83M | 0.00% | +13,083+86.8% | Added |
| Fifth Third Bancorp | 26,822 | $1.74M | 0.00% | −1,790−6.3% | Reduced |
| Employees Retirement System of Texas | 26,273 | $1.71M | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 25,960 | $1.69M | 0.04% | +24,921+2,398.6% | Added |
| New York State Common Retirement Fund | 25,328 | $1.65M | 0.00% | +5,900+30.4% | Added |
| Parallax Volatility Advisers, L.P. | 25,171 | $1.64M | 0.06% | −7,202−22.2% | Reduced |