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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 2022

Institutional positions in Lemonade, Inc. as of Dec 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
225
−1 vs. Q3 2022
Shares held
36.2M
+1.28M (+3.7%) vs. Q3 2022
Total value
$494.9M
−$244.3M (−33.1%) vs. Q3 2022
New holders
39
62 more added
Sold out
40
52 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 225 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 2022: $494.9M
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 2022

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q3 2022.

Institutions holding LMND in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$163.9M2.46%00.0%Unchanged
Baillie Gifford & Co4,891,204$66.9M0.07%−42,078−0.9%Reduced
Vanguard Group Inc4,523,743$61.9M0.00%+354,757+8.5%Added
BlackRock Inc.3,285,900$45.0M0.00%+110,178+3.5%Added
State Street Corp911,544$12.5M0.00%+23,290+2.6%Added
Geode Capital Management, LLC845,997$11.6M0.00%+36,979+4.6%Added
General Catalyst Group Management, LLC806,722$11.0M1.24%00.0%Unchanged
Millennium Management LLC734,832$10.1M0.01%+526,388+252.5%Added
Citadel Advisors LLC732,843$10.0M0.01%+431,865+143.5%Added
Morgan Stanley488,205$6.68M0.00%−380,513−43.8%Reduced
Goldman Sachs Group Inc427,392$5.85M0.00%−443,871−50.9%Reduced
Northern Trust Corp415,076$5.68M0.00%−609−0.1%Reduced
Hudson Structured Capital Management Ltd.383,399$5.24M18.75%+622+0.2%Added
Charles Schwab Investment Management Inc336,230$4.60M0.00%+7,557+2.3%Added
Capital Fund Management S.A.295,469$4.04M0.09%+229,246+346.2%Added
Mitsubishi UFJ Trust & Banking Corp228,180$3.12M0.01%+1,070+0.5%Added
Marshall Wace, LLP225,781$3.09M0.01%+184,804+451.0%Added
Susquehanna International Group, LLP212,073$2.90M0.01%+171,952+428.6%Added
Legal & General Group Plc185,170$2.53M0.00%+30,600+19.8%Added
Two Sigma Advisers, LP176,345$2.41M0.01%−33,536−16.0%Reduced
Bank of New York Mellon Corp172,218$2.36M0.00%+5,514+3.3%Added
Twinbeech Capital LP153,058$2.09M0.04%+153,058New
ExodusPoint Capital Management, LP151,320$2.07M0.03%+78,326+107.3%Added
Nuveen Asset Management, LLC147,372$2.02M0.00%−20,401−12.2%Reduced
Philo Smith Capital Corp145,000$1.98M0.72%+55,000+61.1%Added
Two Sigma Investments, LP129,796$1.78M0.01%−58,900−31.2%Reduced
Panagora Asset Management Inc126,944$1.74M0.01%+126,944New
Bank of America Corp119,343$1.63M0.00%+52,142+77.6%Added
B & T Capital Management DBA Alpha Capital Management117,601$1.61M0.40%−3,292−2.7%Reduced
Swiss National Bank108,200$1.48M0.00%+2,600+2.5%Added
Mirae Asset Global Investments Co., Ltd.102,817$1.41M0.00%−13,464−11.6%Reduced
Teachers Retirement System of the State of Kentucky102,187$1.40M0.01%00.0%Unchanged
Sculptor Capital LP101,300$1.39M0.03%00.0%Unchanged
Tudor Investment Corp Et Al94,672$1.29M0.03%+68,999+268.8%Added
Jane Street Group, LLC86,385$1.18M0.00%+60,247+230.5%Added
Group One Trading, L.P.83,105$1.14M0.04%+83,105New
Schroder Investment Management Group80,939$1.11M0.00%+80,939New
First Trust Advisors LP76,342$1.04M0.00%+76,342New
Citigroup Inc75,712$1.04M0.00%−54,393−41.8%Reduced
Rhumbline Advisers75,323$1.03M0.00%+3,460+4.8%Added
Hongkou Capital LP71,000$971.3K3.35%+50,000+238.1%Added
ETF Managers Group, LLC69,067$944.8K0.04%+14,068+25.6%Added
Credit Suisse AG66,287$906.8K0.00%−11,819−15.1%Reduced
Titleist Asset Management, Ltd.62,238$851.4K0.20%−797−1.3%Reduced
California State Teachers Retirement System57,671$788.9K0.00%+1,001+1.8%Added
Amtrust Financial Services, Inc.56,644$774.9K0.37%00.0%Unchanged
Zacks Investment Management52,382$716.6K0.01%−5,475−9.5%Reduced
JPMorgan Chase & Co51,981$711.0K0.00%+4,260+8.9%Added
Dynamic Technology Lab Private Ltd47,879$655.0K0.07%+35,739+294.4%Added
Trexquant Investment LP46,152$631.4K0.02%+46,152New
Cubist Systematic Strategies, LLC43,380$593.4K0.01%−93,178−68.2%Reduced
Alliancebernstein L.P.41,405$566.4K0.00%00.0%Unchanged
Squarepoint Ops LLC38,141$521.8K0.00%−112,709−74.7%Reduced
Advisory Services Network, LLC37,654$515.1K0.02%+693+1.9%Added
Qube Research & Technologies Ltd34,829$476.5K0.00%+34,829New
New York State Common Retirement Fund33,797$462.3K0.00%+25+0.1%Added
Wolverine Trading, LLC32,284$442.0K0.01%+32,284New
Ameriprise Financial Inc31,931$437.0K0.00%+6,154+23.9%Added
Invesco Ltd.31,226$427.2K0.00%+64+0.2%Added
UBS Group AG29,669$405.9K0.00%−4,614−13.5%Reduced
Algert Global LLC28,118$384.7K0.02%00.0%Unchanged
Gsa Capital Partners LLP27,932$382.0K0.05%+27,932New
Aquatic Capital Management LLC27,900$378.0K0.03%+27,900New
Schonfeld Strategic Advisors LLC26,800$366.6K0.00%−27,600−50.7%Reduced
Nisa Investment Advisors, LLC26,024$356.0K0.00%−243−0.9%Reduced
Russell Investments Group, Ltd.25,886$354.1K0.00%+25,886New
Norges Bank25,656$351.0K0.00%00.0%Unchanged
Prelude Capital Management, LLC25,338$346.6K0.02%+25,338New
Engineers Gate Manager LP25,210$344.9K0.02%+25,210New
Advisor Group Holdings, Inc.25,074$343.1K0.00%+1,065+4.4%Added
Deutsche Bank AG25,067$342.9K0.00%−7,837−23.8%Reduced
Blueshift Asset Management, LLC24,737$338.4K0.16%+5,598+29.2%Added
MetLife Investment Management24,344$333.0K0.00%00.0%Unchanged
WMG Financial Advisors, LLC23,020$314.9K0.27%00.0%Unchanged
LPL Financial LLC22,999$314.6K0.00%−3,608−13.6%Reduced
Bank of Montreal15,076$314.5K0.00%−76,156−83.5%Reduced
American International Group, Inc.22,191$303.6K0.00%+142+0.6%Added
Falcon Edge Capital, LP20,658$282.6K0.05%00.0%Unchanged
Manufacturers Life Insurance Company, The19,486$266.6K0.00%+1,630+9.1%Added
Dimensional Fund Advisors LP19,392$266.0K0.00%+1,905+10.9%Added
XTX Topco Ltd19,046$260.5K0.06%+19,046New
Raymond James Financial Services Advisors, Inc.18,849$257.9K0.00%−1,890−9.1%Reduced
Voya Investment Management LLC18,176$248.6K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System17,226$235.7K0.00%−13,120−43.2%Reduced
Graham Capital Management, L.P.17,060$233.4K0.01%+17,060New
Van Eck Associates Corp16,424$225.0K0.00%−1,105−6.3%Reduced
Federation des caisses Desjardins du Quebec15,335$209.8K0.00%−649−4.1%Reduced
Synergy Financial Group, LTD14,035$192.0K0.38%−15,158−51.9%Reduced
Exchange Traded Concepts, LLC14,010$191.7K0.01%+2,596+22.7%Added
Barclays PLC13,679$187.1K0.00%+3,525+34.7%Added
Meeder Asset Management Inc12,856$175.9K0.02%+12,719+9,283.9%Added
Arizona State Retirement System12,645$173.0K0.00%+540+4.5%Added
American Century Companies Inc12,628$172.8K0.00%+12,628New
Commonwealth Equity Services, LLC12,177$166.0K0.00%−5,507−31.1%Reduced
Wellington Management Group LLP12,031$164.6K0.00%−17,088−58.7%Reduced
Cutler Group LP11,120$152.0K0.02%+4,367+64.7%Added
Virtu Financial LLC10,815$148.0K0.02%−5,144−32.2%Reduced
Allen Operations LLC10,693$146.3K0.04%00.0%Unchanged
HSBC Holdings PLC10,827$145.9K0.00%−5,926−35.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,661$145.8K0.00%+2,366+28.5%Added