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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 2021

Institutional positions in Lemonade, Inc. as of Jun 30, 2021. 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
315
+14 vs. Q1 2021
Shares held
32.7M
+13.5M (+70.0%) vs. Q1 2021
Total value
$3.58B
+$675.1M (+23.2%) vs. Q1 2021
New holders
70
124 more added
Sold out
56
63 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 315 institutions
Q1 2021: 302 institutionsQ2 2021: 315 institutionsQ3 2021: 289 institutionsQ4 2021: 266 institutionsQ1 2022: 237 institutionsQ2 2022: 216 institutionsQ3 2022: 229 institutionsQ4 2022: 225 institutionsQ1 2023: 216 institutionsQ2 2023: 220 institutionsQ3 2023: 203 institutionsQ4 2023: 216 institutionsQ1 2024: 205 institutionsQ2 2024: 214 institutionsQ3 2024: 224 institutionsQ4 2024: 269 institutionsQ1 2025: 250 institutionsQ2 2025: 277 institutionsQ3 2025: 300 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 339 institutions
Value heldQ2 2021: $3.58B
Q1 2021: $2.94BQ2 2021: $3.58BQ3 2021: $2.37BQ4 2021: $1.54BQ1 2022: $876.3MQ2 2022: $606.8MQ3 2022: $739.4MQ4 2022: $494.9MQ1 2023: $513.2MQ2 2023: $639.3MQ3 2023: $435.7MQ4 2023: $627.5MQ1 2024: $656.0MQ2 2024: $686.1MQ3 2024: $677.2MQ4 2024: $1.60BQ1 2025: $1.38BQ2 2025: $1.97BQ3 2025: $2.36BQ4 2025: $3.16BQ1 2026: $2.70BQ2 2026: $2.92B
Institutions holding LMND and their total value by quarter
QuarterHoldersValue
Q2 2026339$2.92B
Q1 2026346$2.70B
Q4 2025354$3.16B
Q3 2025300$2.36B
Q2 2025277$1.97B
Q1 2025250$1.38B
Q4 2024269$1.60B
Q3 2024224$677.2M
Q2 2024214$686.1M
Q1 2024205$656.0M
Q4 2023216$627.5M
Q3 2023203$435.7M
Q2 2023220$639.3M
Q1 2023216$513.2M
Q4 2022225$494.9M
Q3 2022229$739.4M
Q2 2022216$606.8M
Q1 2022237$876.3M
Q4 2021266$1.54B
Q3 2021289$2.37B
Q2 2021315$3.58B
Q1 2021302$2.94B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2021.

Institutions holding LMND in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$1.31B6.78%+11,983,384Added
Baillie Gifford & Co5,092,731$557.2M0.27%+1,452,085+39.9%Added
Vanguard Group Inc2,854,389$312.3M0.01%+371,170+14.9%Added
JPMorgan Chase & Co1,730,544$189.3M0.02%+435,500+33.6%Added
General Catalyst Group Management, LLC1,506,722$164.8M7.13%−555,557−26.9%Reduced
BlackRock Inc.1,166,369$127.6M0.00%+48,480+4.3%Added
State Street Corp592,906$64.9M0.00%+145,588+32.5%Added
Zevenbergen Capital Investments LLC569,637$62.3M1.11%+17,909+3.2%Added
Amundi520,925$57.0M0.04%+520,925New
Coatue Management LLCSuperinvestorCoatue Management431,835$47.2M0.18%−150,271−25.8%Reduced
La Financiere de L'Echiquier364,006$39.8M1.52%+39,506+12.2%Added
Susquehanna International Group, LLP358,558$39.2M0.04%−267,023−42.7%Reduced
Morgan Stanley344,109$37.6M0.00%+29,542+9.4%Added
Bank of America Corp342,693$37.5M0.00%+252,863+281.5%Added
Credit Suisse AG319,156$35.7M0.03%+72,896+29.6%Added
Geode Capital Management, LLC278,206$30.4M0.00%−6,761−2.4%Reduced
Mitsubishi UFJ Trust & Banking Corp259,550$28.4M0.06%+259,550New
Voloridge Investment Management, LLC219,448$24.0M0.17%−176,418−44.6%Reduced
Sculptor Capital LP194,600$21.3M0.18%+1,700+0.9%Added
Norges Bank176,678$19.3M0.00%−32,529−15.5%Reduced
Hitchwood Capital Management LP145,000$15.9M0.54%+95,000+190.0%Added
Northern Trust Corp136,716$15.0M0.00%+6,058+4.6%Added
Nuveen Asset Management, LLC115,747$12.7M0.00%+8,945+8.4%Added
Bank of New York Mellon Corp103,214$11.3M0.00%+18,067+21.2%Added
Teachers Retirement System of the State of Kentucky102,187$11.2M0.10%+25,637+33.5%Added
Gilder Gagnon Howe & Co LLC98,358$10.8M0.05%+401+0.4%Added
Charles Schwab Investment Management Inc95,080$10.4M0.00%+2,810+3.0%Added
Ghisallo Capital Management LLC94,895$10.4M0.40%−552−0.6%Reduced
California Public Employees Retirement System84,811$9.28M0.01%+3,599+4.4%Added
Tudor Investment Corp Et Al82,210$8.99M0.18%+16,222+24.6%Added
Swiss National Bank81,000$8.86M0.01%−1,400−1.7%Reduced
Citadel Advisors LLC80,893$8.85M0.01%−67,686−45.6%Reduced
First Trust Advisors LP79,129$8.66M0.01%+16,569+26.5%Added
California State Teachers Retirement System65,175$7.13M0.01%+7,352+12.7%Added
Goldman Sachs Group Inc59,976$6.56M0.00%−72,083−54.6%Reduced
Capital Advisors Inc57,994$6.34M0.19%+5,371+10.2%Added
Citigroup Inc56,943$6.23M0.01%−10,446−15.5%Reduced
State Board of Administration of Florida Retirement System56,714$6.21M0.01%+29,169+105.9%Added
Legal & General Group Plc53,579$5.86M0.00%+32,995+160.3%Added
Parametric Portfolio Associates LLC51,999$5.69M0.00%+35,199+209.5%Added
ETF Managers Group, LLC50,596$5.66M0.09%+3,594+7.6%Added
Man Group plc50,762$5.55M0.02%−3,563−6.6%Reduced
UBS Group AG49,245$5.39M0.00%−2,540−4.9%Reduced
UBS Asset Management Americas Inc48,613$5.32M0.00%+4,077+9.2%Added
B & T Capital Management DBA Alpha Capital Management45,450$4.97M1.17%+25,298+125.5%Added
PEAK6 Investments LLC43,872$4.80M0.13%+38,819+768.2%Added
New York State Common Retirement Fund43,500$4.76M0.00%+5,000+13.0%Added
LPL Financial LLC43,192$4.73M0.00%+8,969+26.2%Added
Renaissance Capital LLC42,120$4.61M0.73%+42,120New
Kayne Anderson Rudnick Investment Management LLC40,273$4.41M0.01%+33,660+509.0%Added
Rhumbline Advisers35,493$3.88M0.01%+3,328+10.3%Added
Bollard Group LLC34,100$3.73M0.12%00.0%Unchanged
State of New Jersey Common Pension Fund D33,658$3.68M0.01%+11,565+52.3%Added
Wolverine Trading, LLC32,232$3.60M0.10%−10,555−24.7%Reduced
Simplex Trading, LLC28,610$3.13M0.11%−3,974−12.2%Reduced
Phoenix Holdings Ltd.26,187$2.90M0.06%+3,176+13.8%Added
STRS Ohio24,425$2.67M0.01%00.0%Unchanged
Royal Bank of Canada24,394$2.67M0.00%+9,778+66.9%Added
HAP Trading, LLC23,715$2.60M0.16%+10,815+83.8%Added
Commonwealth Equity Services, LLC22,957$2.51M0.01%+2,723+13.5%Added
Raymond James & Associates22,415$2.45M0.00%−31,376−58.3%Reduced
Invesco Ltd.22,337$2.44M0.00%+6,729+43.1%Added
Public Employees Retirement System of Ohio21,809$2.39M0.01%+4,134+23.4%Added
Rafferty Asset Management, LLC21,637$2.37M0.01%+4,864+29.0%Added
Raymond James Financial Services Advisors, Inc.21,224$2.32M0.00%−4,066−16.1%Reduced
Cowen and Company, LLC20,000$2.19M0.12%+20,000New
Antipodean Advisors LLC20,000$2.19M0.60%+20,000New
Mirador Capital Partners LP19,871$2.17M0.49%+3,791+23.6%Added
Psagot Investment House Ltd.19,095$2.09M0.07%−8,429−30.6%Reduced
Wells Fargo & Company18,738$2.05M0.00%−20,214−51.9%Reduced
Advisor Group Holdings, Inc.17,846$1.96M0.00%−2,103−10.5%Reduced
Alliancebernstein L.P.16,629$1.82M0.00%+7,473+81.6%Added
Holocene Advisors, LP15,447$1.69M0.01%+15,447New
Envestnet Asset Management Inc15,419$1.69M0.00%+2,000+14.9%Added
Cambridge Investment Research Advisors, Inc.15,370$1.68M0.01%+15,370New
Treasurer of the State of North Carolina13,300$1.46M0.01%+1,090+8.9%Added
National Asset Management, Inc.13,260$1.45M0.05%−1,622−10.9%Reduced
Advisory Services Network, LLC13,080$1.43M0.05%+494+3.9%Added
Jane Street Group, LLC13,038$1.43M0.00%−155,321−92.3%Reduced
HSBC Holdings PLC12,619$1.40M0.00%−4,698−27.1%Reduced
Mezzasalma Advisors, LLC12,632$1.38M0.76%+62+0.5%Added
Van Eck Associates Corp12,391$1.36M0.00%+2,375+23.7%Added
Manatuck Hill Partners, LLC12,000$1.31M0.40%+12,000New
US Bancorp11,779$1.29M0.00%+5,884+99.8%Added
First Republic Investment Management, Inc.11,494$1.26M0.00%−16,287−58.6%Reduced
Cutler Group LP11,499$1.26M0.09%−1,086−8.6%Reduced
Steel Peak Wealth Management LLC10,756$1.18M0.09%−956−8.2%Reduced
Creative Planning10,457$1.14M0.00%−2,694−20.5%Reduced
Centiva Capital, LP10,296$1.13M0.09%−2,046−16.6%Reduced
Veritable, L.P.10,105$1.11M0.02%+936+10.2%Added
Arizona State Retirement System9,995$1.09M0.01%−497−4.7%Reduced
D.A. Davidson & Co.9,901$1.08M0.01%+807+8.9%Added
Spire Wealth Management9,630$1.05M0.03%+259+2.8%Added
SG3 Management, LLC9,500$1.04M0.44%+9,500New
Ameriprise Financial Inc9,112$997.0K0.00%−586−6.0%Reduced
Blair William & Co8,934$977.0K0.00%+873+10.8%Added
Ieq Capital, LLC8,738$956.0K0.03%+3,062+53.9%Added
Griffin Asset Management, Inc.8,342$913.0K0.11%−3,188−27.6%Reduced
Advisory Research Inc8,304$909.0K0.06%+200+2.5%Added
Handelsbanken Fonder AB8,100$886.0K0.00%+8,100New