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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, Q1 2022

Institutional positions in Lemonade, Inc. as of Mar 31, 2022. 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
237
−23 vs. Q4 2021
Shares held
33.2M
−3.27M (−9.0%) vs. Q4 2021
Total value
$876.3M
−$660.3M (−43.0%) vs. Q4 2021
New holders
47
70 more added
Sold out
70
58 more reduced

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 237 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 heldQ1 2022: $876.3M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2021.

Institutions holding LMND in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$316.0M3.16%00.0%Unchanged
Baillie Gifford & Co5,136,088$135.4M0.09%+139,833+2.8%Added
Vanguard Group Inc3,269,940$86.2M0.00%−55,026−1.7%Reduced
BlackRock Inc.1,517,589$40.0M0.00%+50,278+3.4%Added
General Catalyst Group Management, LLC1,506,722$39.7M2.26%00.0%Unchanged
Morgan Stanley1,400,558$36.9M0.00%+515,213+58.2%Added
State Street Corp624,553$16.5M0.00%−171,244−21.5%Reduced
Two Sigma Investments, LP607,082$16.0M0.05%−33,541−5.2%Reduced
Geode Capital Management, LLC489,992$12.9M0.00%+15,470+3.3%Added
Renaissance Technologies LLC452,200$11.9M0.01%+452,200New
Two Sigma Advisers, LP413,300$10.9M0.03%−77,600−15.8%Reduced
Bank of America Corp399,107$10.5M0.00%−398,086−49.9%Reduced
Goldman Sachs Group Inc284,512$7.50M0.00%+47,119+19.8%Added
Mitsubishi UFJ Trust & Banking Corp231,100$6.09M0.01%00.0%Unchanged
Jane Street Group, LLC212,156$5.59M0.01%+115,334+119.1%Added
Clear Street LLC200,000$5.27M1.38%+200,000New
Charles Schwab Investment Management Inc196,482$5.18M0.00%+5,176+2.7%Added
Legal & General Group Plc191,440$5.05M0.00%+73,206+61.9%Added
Millennium Management LLC181,937$4.80M0.01%−93,658−34.0%Reduced
Credit Suisse AG180,042$4.75M0.00%−2,038−1.1%Reduced
Allianz Asset Management GmbH170,095$4.49M0.00%+170,095New
Northern Trust Corp159,784$4.21M0.00%−870−0.5%Reduced
HRT Financial LP133,451$3.52M0.03%+96,528+261.4%Added
Parametric Portfolio Associates LLC131,091$3.46M0.00%+85,173+185.5%Added
Bank of New York Mellon Corp123,006$3.24M0.00%+411+0.3%Added
Tudor Investment Corp Et Al118,840$3.13M0.08%+2,717+2.3%Added
B & T Capital Management DBA Alpha Capital Management113,122$2.98M0.65%+72,205+176.5%Added
Nuveen Asset Management, LLC114,333$2.98M0.00%+8,682+8.2%Added
National Bank of Canada112,779$2.97M0.01%+111,401+8,084.3%Added
Teachers Retirement System of the State of Kentucky102,187$2.69M0.03%00.0%Unchanged
Cubist Systematic Strategies, LLC100,597$2.65M0.02%−104,124−50.9%Reduced
Bank of Montreal90,808$2.55M0.00%+15,617+20.8%Added
Barclays PLC92,097$2.43M0.00%+92,097New
Swiss National Bank87,400$2.31M0.00%+6,000+7.4%Added
Citigroup Inc84,255$2.22M0.00%−11,074−11.6%Reduced
Liontrust Investment Partners LLP81,000$2.14M0.03%00.0%Unchanged
JPMorgan Chase & Co78,211$2.06M0.00%−2,402,221−96.8%Reduced
Cowen and Company, LLC72,800$1.92M0.19%+72,800New
Sculptor Capital LP69,600$1.83M0.01%−173,400−71.4%Reduced
UBS Group AG65,241$1.72M0.00%−33,113−33.7%Reduced
Titleist Asset Management, Ltd.64,620$1.70M0.35%+181+0.3%Added
Citadel Advisors LLC60,363$1.59M0.00%−35,857−37.3%Reduced
Hongkou Capital LP60,000$1.58M2.22%+60,000New
State Board of Administration of Florida Retirement System57,562$1.52M0.00%+1,486+2.6%Added
Invesco Ltd.56,729$1.50M0.00%+27,594+94.7%Added
Susquehanna Fundamental Investments, LLC56,575$1.49M0.03%00.0%Unchanged
UBS Asset Management Americas Inc56,084$1.48M0.00%+2,994+5.6%Added
ETF Managers Group, LLC50,522$1.42M0.03%−3,826−7.0%Reduced
Holocene Advisors, LP50,419$1.33M0.01%−18,149−26.5%Reduced
California State Teachers Retirement System49,810$1.31M0.00%−4,248−7.9%Reduced
Advisory Services Network, LLC49,023$1.29M0.04%+33,219+210.2%Added
New York State Common Retirement Fund41,900$1.10M0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.39,762$1.05M0.02%+39,762New
PEAK6 Investments LLC37,901$999.0K0.03%+29,710+362.7%Added
HSBC Holdings PLC36,291$984.0K0.00%−3,351−8.5%Reduced
Rhumbline Advisers37,301$984.0K0.00%−2,124−5.4%Reduced
Schonfeld Strategic Advisors LLC30,990$817.0K0.01%+1,885+6.5%Added
Synergy Financial Group, LTD29,437$776.0K0.81%+8,991+44.0%Added
Weiss Asset Management LP28,595$754.0K0.02%+28,595New
Phoenix Holdings Ltd.28,493$753.0K0.01%−3,179−10.0%Reduced
LPL Financial LLC26,376$696.0K0.00%−1,893−6.7%Reduced
Raymond James Financial Services Advisors, Inc.25,960$685.0K0.00%+9,369+56.5%Added
Wolverine Trading, LLC23,088$647.0K0.02%+11,360+96.9%Added
ExodusPoint Capital Management, LP23,189$611.0K0.01%+23,189New
WMG Financial Advisors, LLC23,020$607.0K0.45%+3,350+17.0%Added
Blueshift Asset Management, LLC21,510$567.0K0.05%+21,510New
Nisa Investment Advisors, LLC20,954$553.0K0.00%+9,700+86.2%Added
Gotham Asset Management, LLC20,559$542.0K0.02%+20,559New
Public Employees Retirement System of Ohio19,856$524.0K0.00%−660−3.2%Reduced
Exchange Traded Concepts, LLC19,417$512.0K0.01%+8,723+81.6%Added
Rafferty Asset Management, LLC19,226$507.0K0.00%−935−4.6%Reduced
Atria Wealth Solutions, Inc.18,200$480.0K0.01%+18,200New
Advisor Group Holdings, Inc.19,533$455.0K0.00%+2,779+16.6%Added
Commonwealth Equity Services, LLC17,179$453.0K0.00%+1,536+9.8%Added
Nomura Holdings Inc16,087$450.0K0.00%+15,896+8,322.5%Added
Freemont Management S.A.16,200$427.0K0.06%00.0%Unchanged
Veritable, L.P.15,639$412.0K0.01%+5,380+52.4%Added
Alliancebernstein L.P.15,533$410.0K0.00%−704−4.3%Reduced
Weiss Multi-Strategy Advisers LLC15,000$396.0K0.01%+15,000New
Van Eck Associates Corp14,467$381.0K0.00%+30+0.2%Added
Creative Planning14,213$375.0K0.00%−1,622−10.2%Reduced
Treasurer of the State of North Carolina14,077$371.0K0.00%+228+1.6%Added
Souders Financial Advisors13,124$346.0K0.10%+5,772+78.5%Added
Valeo Financial Advisors, LLC13,057$344.0K0.02%+7,140+120.7%Added
Federation des caisses Desjardins du Quebec12,276$323.7K0.00%+1,974+19.2%Added
Raymond James & Associates11,454$302.0K0.00%−3,298−22.4%Reduced
Virtu Financial LLC11,084$292.0K0.02%+11,084New
Psagot Value Holdings Ltd. / (Israel)10,420$275.0K0.06%+3,359+47.6%Added
Cambridge Investment Research Advisors, Inc.10,065$265.0K0.00%−3,293−24.7%Reduced
Arizona State Retirement System9,995$264.0K0.00%+54+0.5%Added
Paloma Partners Management Co9,917$261.0K0.02%+517+5.5%Added
EMC Capital Management9,900$261.0K0.19%+7,400+296.0%Added
First Republic Investment Management, Inc.9,821$259.0K0.00%−475−4.6%Reduced
Sciencast Management LP9,983$258.0K0.06%−3,010−23.2%Reduced
Squarepoint Ops LLC9,098$240.0K0.00%−55,003−85.8%Reduced
Ensign Peak Advisors, Inc8,830$233.0K0.00%00.0%Unchanged
Jump Financial, LLC8,695$229.0K0.01%−52,505−85.8%Reduced
Man Group plc8,615$228.0K0.00%+8,615New
Wells Fargo & Company8,048$212.0K0.00%−1,124−12.3%Reduced
Flagship Harbor Advisors, LLC7,970$210.0K0.02%+1,021+14.7%Added