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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, Q4 2021

Institutional positions in Lemonade, Inc. as of Dec 31, 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
266
−19 vs. Q3 2021
Shares held
36.5M
+1.13M (+3.2%) vs. Q3 2021
Total value
$1.54B
−$835.9M (−35.2%) vs. Q3 2021
New holders
58
79 more added
Sold out
77
75 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 266 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 heldQ4 2021: $1.54B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q3 2021.

Institutions holding LMND in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$504.6M4.69%00.0%Unchanged
Baillie Gifford & Co4,996,255$210.4M0.12%−33,421−0.7%Reduced
Vanguard Group Inc3,324,966$140.0M0.00%−13,817−0.4%Reduced
JPMorgan Chase & Co2,480,432$104.5M0.01%+596,850+31.7%Added
General Catalyst Group Management, LLC1,506,722$63.4M2.42%00.0%Unchanged
BlackRock Inc.1,467,311$61.8M0.00%+10,011+0.7%Added
Morgan Stanley885,345$37.3M0.00%+20,489+2.4%Added
Bank of America Corp797,193$33.6M0.00%+713,856+856.6%Added
State Street Corp795,797$33.5M0.00%+128,352+19.2%Added
Two Sigma Investments, LP640,623$27.0M0.07%−202,751−24.0%Reduced
Two Sigma Advisers, LP490,900$20.7M0.05%−83,800−14.6%Reduced
Geode Capital Management, LLC474,522$20.0M0.00%+27,744+6.2%Added
La Financiere de L'Echiquier472,500$19.9M0.67%+63,600+15.6%Added
Voloridge Investment Management, LLC365,915$15.4M0.08%−219,562−37.5%Reduced
Millennium Management LLC275,595$11.6M0.01%+238,390+640.7%Added
Susquehanna International Group, LLP262,692$11.1M0.02%−457,547−63.5%Reduced
Sculptor Capital LP243,000$10.2M0.09%00.0%Unchanged
Goldman Sachs Group Inc237,393$10.0M0.00%+132,042+125.3%Added
Mitsubishi UFJ Trust & Banking Corp231,100$9.73M0.02%−21,880−8.6%Reduced
Cubist Systematic Strategies, LLC204,721$8.62M0.08%+157,624+334.7%Added
Charles Schwab Investment Management Inc191,306$8.06M0.00%+3,899+2.1%Added
Credit Suisse AG182,080$7.67M0.01%−16,986−8.5%Reduced
Norges Bank179,607$7.56M0.00%+124,528+226.1%Added
Northern Trust Corp160,654$6.76M0.00%−2,356−1.4%Reduced
Twin Tree Management, LP125,521$5.29M0.13%+60,373+92.7%Added
Bank of New York Mellon Corp122,595$5.16M0.00%+16,183+15.2%Added
Legal & General Group Plc118,234$4.98M0.00%+35,722+43.3%Added
Tudor Investment Corp Et Al116,123$4.89M0.09%+16,123+16.1%Added
Nuveen Asset Management, LLC105,651$4.36M0.00%−7,490−6.6%Reduced
Teachers Retirement System of the State of Kentucky102,187$4.30M0.04%00.0%Unchanged
UBS Group AG98,354$4.14M0.00%+2,143+2.2%Added
Gilder Gagnon Howe & Co LLC97,441$4.10M0.02%−2,088−2.1%Reduced
Jane Street Group, LLC96,822$4.08M0.01%+33,431+52.7%Added
Citadel Advisors LLC96,220$4.05M0.00%−58,774−37.9%Reduced
Citigroup Inc95,329$4.01M0.00%+35,902+60.4%Added
Swiss National Bank81,400$3.43M0.00%00.0%Unchanged
Liontrust Investment Partners LLP81,000$3.41M0.04%+1,400+1.8%Added
Bank of Montreal75,191$3.23M0.00%+75,191New
California Public Employees Retirement System74,570$3.14M0.00%−11,624−13.5%Reduced
Holocene Advisors, LP68,568$2.89M0.02%+45,898+202.5%Added
AXA S.A.67,167$2.83M0.01%+67,167New
Titleist Asset Management, Ltd.64,439$2.71M0.54%+64,439New
Squarepoint Ops LLC64,101$2.70M0.01%+64,101New
Jump Financial, LLC61,200$2.58M0.16%+14,600+31.3%Added
Susquehanna Fundamental Investments, LLC56,575$2.38M0.06%+16,230+40.2%Added
State Board of Administration of Florida Retirement System56,076$2.36M0.00%+157+0.3%Added
ETF Managers Group, LLC54,348$2.33M0.05%+7,016+14.8%Added
Zevenbergen Capital Investments LLC55,283$2.33M0.05%−489,674−89.9%Reduced
California State Teachers Retirement System54,058$2.28M0.00%−11,010−16.9%Reduced
State of New Jersey Common Pension Fund D53,174$2.24M0.01%+14,198+36.4%Added
UBS Asset Management Americas Inc53,090$2.24M0.00%−170−0.3%Reduced
Walleye Trading LLC49,053$2.07M0.03%+41,149+520.6%Added
Parametric Portfolio Associates LLC45,918$1.93M0.00%+4,142+9.9%Added
New York State Common Retirement Fund41,900$1.76M0.00%−1,600−3.7%Reduced
B & T Capital Management DBA Alpha Capital Management40,917$1.72M0.38%−1,522−3.6%Reduced
HSBC Holdings PLC39,642$1.72M0.00%+18,237+85.2%Added
Rhumbline Advisers39,425$1.66M0.00%−717−1.8%Reduced
Quantbot Technologies LP38,596$1.63M0.13%+5,034+15.0%Added
HRT Financial LP36,923$1.55M0.01%+36,923New
Marshall Wace, LLP33,588$1.41M0.00%+33,588New
Group One Trading, L.P.31,943$1.34M0.03%−15,335−32.4%Reduced
Phoenix Holdings Ltd.31,672$1.34M0.02%+4,550+16.8%Added
Invesco Ltd.29,135$1.23M0.00%+3,401+13.2%Added
Schonfeld Strategic Advisors LLC29,105$1.23M0.01%+29,105New
Cutler Group LP28,956$1.22M0.08%+18,924+188.6%Added
LPL Financial LLC28,269$1.19M0.00%−14,538−34.0%Reduced
Seven Eight Capital, LP27,029$1.14M0.20%+27,029New
Dynamic Technology Lab Private Ltd22,712$956.0K0.11%+22,712New
Bollard Group LLC22,000$926.0K0.03%−12,500−36.2%Reduced
SG Americas Securities, LLC21,471$904.0K0.01%+10,020+87.5%Added
Public Employees Retirement System of Ohio20,516$864.0K0.00%−818−3.8%Reduced
Synergy Financial Group, LTD20,446$861.0K0.77%+20,446New
Alpine Global Management, LLC20,207$851.0K0.13%+20,207New
Rafferty Asset Management, LLC20,161$849.0K0.00%+1,816+9.9%Added
Ghisallo Capital Management LLC20,000$842.0K0.04%00.0%Unchanged
Royal Bank of Canada19,783$835.0K0.00%+7,879+66.2%Added
WMG Financial Advisors, LLC19,670$828.0K0.65%+19,670New
Mirador Capital Partners LP18,434$776.0K0.16%−12,461−40.3%Reduced
D. E. Shaw & Co., Inc.17,693$745.0K0.00%+132+0.8%Added
Advisor Group Holdings, Inc.16,754$705.0K0.00%−3,007−15.2%Reduced
IMC-Chicago, LLC16,617$700.0K0.03%+16,617New
Raymond James Financial Services Advisors, Inc.16,591$699.0K0.00%−7,318−30.6%Reduced
Ameriprise Financial Inc16,586$699.0K0.00%+5,946+55.9%Added
Alliancebernstein L.P.16,237$684.0K0.00%−837−4.9%Reduced
Freemont Management S.A.16,200$682.0K0.18%+16,200New
Creative Planning15,835$667.0K0.00%+2,631+19.9%Added
Advisory Services Network, LLC15,804$666.0K0.02%+3,541+28.9%Added
Commonwealth Equity Services, LLC15,643$658.0K0.00%−6,244−28.5%Reduced
Ergoteles LLC15,032$633.0K0.02%−19,579−56.6%Reduced
Raymond James & Associates14,752$621.0K0.00%+3,994+37.1%Added
Van Eck Associates Corp14,437$608.0K0.00%+2,966+25.9%Added
Treasurer of the State of North Carolina13,849$583.0K0.00%+90+0.7%Added
Cambridge Investment Research Advisors, Inc.13,358$563.0K0.00%−1,736−11.5%Reduced
Simplex Trading, LLC13,314$560.0K0.02%−14,725−52.5%Reduced
NEXT Financial Group, Inc12,985$547.0K0.04%+5,386+70.9%Added
Oak Thistle LLC12,189$514.0K0.40%+12,189New
Sciencast Management LP12,993$509.0K0.09%+12,993New
Wolverine Trading, LLC11,728$503.0K0.01%−13,816−54.1%Reduced
Exchange Traded Concepts, LLC10,694$450.0K0.01%+4,278+66.7%Added
First Republic Investment Management, Inc.10,296$434.0K0.00%+26+0.3%Added