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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, Q3 2022

Institutional positions in Lemonade, Inc. as of Sep 30, 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
229
+16 vs. Q2 2022
Shares held
34.9M
+1.68M (+5.1%) vs. Q2 2022
Total value
$739.4M
+$132.6M (+21.9%) vs. Q2 2022
New holders
44
72 more added
Sold out
28
47 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 229 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 heldQ3 2022: $739.4M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q2 2022.

Institutions holding LMND in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$253.8M3.76%00.0%Unchanged
Baillie Gifford & Co4,933,282$104.5M0.11%−150,375−3.0%Reduced
Vanguard Group Inc4,168,986$88.3M0.00%+467,059+12.6%Added
BlackRock Inc.3,175,722$67.3M0.00%+98,327+3.2%Added
State Street Corp888,254$18.8M0.00%+79,571+9.8%Added
Goldman Sachs Group Inc871,263$18.5M0.01%+498,709+133.9%Added
Morgan Stanley868,718$18.4M0.00%−377,380−30.3%Reduced
Geode Capital Management, LLC809,018$17.1M0.00%+124,219+18.1%Added
General Catalyst Group Management, LLC806,722$17.1M1.57%−700,000−46.5%Reduced
Northern Trust Corp415,685$8.80M0.00%+50,381+13.8%Added
Hudson Structured Capital Management Ltd.382,777$8.11M25.10%+382,777New
Charles Schwab Investment Management Inc328,673$6.96M0.00%+55,636+20.4%Added
Citadel Advisors LLC300,978$6.38M0.01%+300,978New
Mitsubishi UFJ Trust & Banking Corp227,110$4.81M0.01%−5,050−2.2%Reduced
Two Sigma Advisers, LP209,881$4.45M0.01%−74,319−26.2%Reduced
Millennium Management LLC208,444$4.42M0.01%+124,493+148.3%Added
Two Sigma Investments, LP188,696$4.00M0.01%+136,136+259.0%Added
Nuveen Asset Management, LLC167,773$3.55M0.00%+8,243+5.2%Added
Bank of New York Mellon Corp166,704$3.53M0.00%+28,251+20.4%Added
Legal & General Group Plc154,570$3.27M0.00%+1,854+1.2%Added
Squarepoint Ops LLC150,850$3.19M0.03%+95,424+172.2%Added
Cubist Systematic Strategies, LLC136,558$2.89M0.02%+121,644+815.6%Added
Citigroup Inc130,105$2.76M0.00%+53,671+70.2%Added
BNP Paribas Arbitrage, SA126,874$2.69M0.01%+126,874New
B & T Capital Management DBA Alpha Capital Management120,893$2.56M0.68%+2,935+2.5%Added
Mirae Asset Global Investments Co., Ltd.116,281$2.46M0.01%+104,507+887.6%Added
Swiss National Bank105,600$2.24M0.00%+11,200+11.9%Added
Teachers Retirement System of the State of Kentucky102,187$2.17M0.03%+102,187New
Sculptor Capital LP101,300$2.15M0.03%+100,000+7,692.3%Added
Liontrust Investment Partners LLP100,000$2.12M0.03%+9,000+9.9%Added
Bank of Montreal91,232$2.04M0.00%+603+0.7%Added
Philo Smith Capital Corp90,000$1.91M0.78%+90,000New
Credit Suisse AG78,106$1.65M0.00%−52,715−40.3%Reduced
ExodusPoint Capital Management, LP72,994$1.55M0.02%+72,994New
Rhumbline Advisers71,863$1.52M0.00%+12,407+20.9%Added
Bank of America Corp67,201$1.42M0.00%−126,760−65.4%Reduced
Capital Fund Management S.A.66,223$1.40M0.03%+66,223New
Titleist Asset Management, Ltd.63,035$1.33M0.32%−485−0.8%Reduced
Point72 Asset Management, L.P.61,493$1.30M0.01%+61,493New
Prospect Capital Advisors, LLC58,210$1.23M0.65%+58,210New
Zacks Investment Management57,857$1.23M0.02%+57,857New
California State Teachers Retirement System56,670$1.20M0.00%+3,285+6.2%Added
Amtrust Financial Services, Inc.56,644$1.20M0.58%+56,644New
ETF Managers Group, LLC54,999$1.17M0.04%+3,091+6.0%Added
Schonfeld Strategic Advisors LLC54,400$1.15M0.01%+32,400+147.3%Added
JPMorgan Chase & Co47,721$1.01M0.00%+1,794+3.9%Added
Alliancebernstein L.P.41,405$877.0K0.00%−5,995−12.6%Reduced
Marshall Wace, LLP40,977$867.0K0.00%+40,977New
UBS Asset Management Americas Inc40,906$866.4K0.00%+11,164+37.5%Added
Susquehanna International Group, LLP40,121$850.0K0.00%+13,168+48.9%Added
Gotham Asset Management, LLC37,262$789.0K0.02%+2,905+8.5%Added
Advisory Services Network, LLC36,961$783.0K0.03%−10,191−21.6%Reduced
UBS Group AG34,283$726.0K0.00%−20,227−37.1%Reduced
New York State Common Retirement Fund33,772$715.0K0.00%+5,762+20.6%Added
Deutsche Bank AG32,904$697.0K0.00%+11,726+55.4%Added
Invesco Ltd.31,162$660.0K0.00%+1,023+3.4%Added
State Board of Administration of Florida Retirement System30,346$643.0K0.00%−1,970−6.1%Reduced
Synergy Financial Group, LTD29,193$618.0K0.93%00.0%Unchanged
Wellington Management Group LLP29,119$617.0K0.00%+29,119New
Algert Global LLC28,118$596.0K0.04%+28,118New
LPL Financial LLC26,607$564.0K0.00%+924+3.6%Added
Nisa Investment Advisors, LLC26,267$562.0K0.00%+467+1.8%Added
Jane Street Group, LLC26,138$554.0K0.00%+118+0.5%Added
D. E. Shaw & Co., Inc.25,849$547.0K0.00%+25,849New
Ameriprise Financial Inc25,777$546.0K0.00%−2,938−10.2%Reduced
Tudor Investment Corp Et Al25,673$544.0K0.01%−86,517−77.1%Reduced
Norges Bank25,656$543.4K0.00%+25,656New
MetLife Investment Management24,344$515.6K0.00%+3,281+15.6%Added
Advisor Group Holdings, Inc.24,009$508.0K0.00%+4,077+20.5%Added
WMG Financial Advisors, LLC23,020$488.0K0.44%00.0%Unchanged
American International Group, Inc.22,049$467.0K0.00%+3,203+17.0%Added
Verition Fund Management LLC21,995$466.0K0.01%+21,995New
Creative Planning21,924$464.0K0.00%+4,811+28.1%Added
Two Sigma Securities, LLC21,350$452.0K0.06%+21,350New
Hongkou Capital LP21,000$445.0K1.09%−50,000−70.4%Reduced
SG Americas Securities, LLC20,745$439.0K0.01%−15,187−42.3%Reduced
Raymond James Financial Services Advisors, Inc.20,739$439.0K0.00%−1,035−4.8%Reduced
Falcon Edge Capital, LP20,658$438.0K0.05%+20,658New
Blueshift Asset Management, LLC19,139$405.0K0.09%+19,139New
Voya Investment Management LLC18,176$385.0K0.00%+3,003+19.8%Added
Wells Fargo & Company17,916$379.0K0.00%+10,210+132.5%Added
Manufacturers Life Insurance Company, The17,856$378.2K0.00%+804+4.7%Added
Commonwealth Equity Services, LLC17,684$374.0K0.00%+878+5.2%Added
Van Eck Associates Corp17,529$371.0K0.00%+4,531+34.9%Added
Dimensional Fund Advisors LP17,487$370.0K0.00%+17,487New
HSBC Holdings PLC16,753$363.0K0.00%−13,596−44.8%Reduced
P Schoenfeld Asset Management LP17,104$362.0K0.03%+17,104New
Quadrature Capital Ltd16,218$343.0K0.01%+16,218New
Federation des caisses Desjardins du Quebec15,984$338.5K0.00%+1,483+10.2%Added
Virtu Financial LLC15,959$338.0K0.03%+15,959New
Fox Run Management, L.L.C.13,793$292.0K0.11%+13,793New
Cambridge Investment Research Advisors, Inc.12,993$275.0K0.00%+2,308+21.6%Added
Bayesian Capital Management, LP12,811$271.0K0.05%+12,811New
Dynamic Technology Lab Private Ltd12,140$257.0K0.03%+12,140New
Arizona State Retirement System12,105$256.0K0.00%+1,243+11.4%Added
Ensign Peak Advisors, Inc12,030$255.0K0.00%+3,200+36.2%Added
Exchange Traded Concepts, LLC11,414$242.0K0.01%−1,145−9.1%Reduced
Veritable, L.P.11,139$236.0K0.00%−15−0.1%Reduced
Susquehanna Fundamental Investments, LLC10,930$231.0K0.00%+10,930New
Phoenix Holdings Ltd.10,666$226.0K0.01%−41,689−79.6%Reduced