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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 339 | $2.92B |
| Q1 2026 | 346 | $2.70B |
| Q4 2025 | 354 | $3.16B |
| Q3 2025 | 300 | $2.36B |
| Q2 2025 | 277 | $1.97B |
| Q1 2025 | 250 | $1.38B |
| Q4 2024 | 269 | $1.60B |
| Q3 2024 | 224 | $677.2M |
| Q2 2024 | 214 | $686.1M |
| Q1 2024 | 205 | $656.0M |
| Q4 2023 | 216 | $627.5M |
| Q3 2023 | 203 | $435.7M |
| Q2 2023 | 220 | $639.3M |
| Q1 2023 | 216 | $513.2M |
| Q4 2022 | 225 | $494.9M |
| Q3 2022 | 229 | $739.4M |
| Q2 2022 | 216 | $606.8M |
| Q1 2022 | 237 | $876.3M |
| Q4 2021 | 266 | $1.54B |
| Q3 2021 | 289 | $2.37B |
| Q2 2021 | 315 | $3.58B |
| Q1 2021 | 302 | $2.94B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 151,320 | $2.07M | 0.03% | +78,326+107.3% | Added |
| Twinbeech Capital LP | 153,058 | $2.09M | 0.04% | +153,058 | New |
| Bank of New York Mellon Corp | 172,218 | $2.36M | 0.00% | +5,514+3.3% | Added |
| Two Sigma Advisers, LP | 176,345 | $2.41M | 0.01% | −33,536−16.0% | Reduced |
| Legal & General Group Plc | 185,170 | $2.53M | 0.00% | +30,600+19.8% | Added |
| Susquehanna International Group, LLP | 212,073 | $2.90M | 0.01% | +171,952+428.6% | Added |
| Marshall Wace, LLP | 225,781 | $3.09M | 0.01% | +184,804+451.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 228,180 | $3.12M | 0.01% | +1,070+0.5% | Added |
| Capital Fund Management S.A. | 295,469 | $4.04M | 0.09% | +229,246+346.2% | Added |
| Charles Schwab Investment Management Inc | 336,230 | $4.60M | 0.00% | +7,557+2.3% | Added |
| Hudson Structured Capital Management Ltd. | 383,399 | $5.24M | 18.75% | +622+0.2% | Added |
| Northern Trust Corp | 415,076 | $5.68M | 0.00% | −609−0.1% | Reduced |
| Goldman Sachs Group Inc | 427,392 | $5.85M | 0.00% | −443,871−50.9% | Reduced |
| Morgan Stanley | 488,205 | $6.68M | 0.00% | −380,513−43.8% | Reduced |
| Citadel Advisors LLC | 732,843 | $10.0M | 0.01% | +431,865+143.5% | Added |
| Millennium Management LLC | 734,832 | $10.1M | 0.01% | +526,388+252.5% | Added |
| General Catalyst Group Management, LLC | 806,722 | $11.0M | 1.24% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 845,997 | $11.6M | 0.00% | +36,979+4.6% | Added |
| State Street Corp | 911,544 | $12.5M | 0.00% | +23,290+2.6% | Added |
| BlackRock Inc. | 3,285,900 | $45.0M | 0.00% | +110,178+3.5% | Added |
| Vanguard Group Inc | 4,523,743 | $61.9M | 0.00% | +354,757+8.5% | Added |
| Baillie Gifford & Co | 4,891,204 | $66.9M | 0.07% | −42,078−0.9% | Reduced |
| Softbank Group Corp | 11,983,384 | $163.9M | 2.46% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | – | – | −1,710−94.3% | Reduced |
| Johnson & White Wealth Management, LLC | 4,013 | – | – | +4,013 | New |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −126,874−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −61,493−100.0% | Sold out |
| Prospect Capital Advisors, LLC | 0 | $0 | 0.00% | −58,210−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −40,906−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −37,262−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,849−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,995−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −21,924−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −21,350−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,745−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −17,104−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,218−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,793−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,993−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,811−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −12,030−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,930−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −10,666−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −9,537−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −8,836−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −4,967−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Navigation Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |