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 2023
Institutional positions in Lemonade, Inc. as of Mar 31, 2023. 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
- 216
- −4 vs. Q4 2022
- Shares held
- 36.0M
- +271.5K (+0.8%) vs. Q4 2022
- Total value
- $513.2M
- +$24.5M (+5.0%) vs. Q4 2022
- New holders
- 30
- 63 more added
- Sold out
- 34
- 52 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 11,983,384 | $170.9M | 2.20% | 00.0% | Unchanged |
| Baillie Gifford & Co | 5,043,485 | $71.9M | 0.06% | +152,281+3.1% | Added |
| Vanguard Group Inc | 4,610,182 | $65.7M | 0.00% | +86,439+1.9% | Added |
| BlackRock Inc. | 3,443,938 | $49.1M | 0.00% | +158,038+4.8% | Added |
| Citadel Advisors LLC | 1,206,245 | $17.2M | 0.02% | +473,402+64.6% | Added |
| State Street Corp | 930,651 | $13.3M | 0.00% | +19,107+2.1% | Added |
| Geode Capital Management, LLC | 869,104 | $12.4M | 0.00% | +23,107+2.7% | Added |
| General Catalyst Group Management, LLC | 806,722 | $11.5M | 1.19% | 00.0% | Unchanged |
| Morgan Stanley | 685,371 | $9.77M | 0.00% | +197,166+40.4% | Added |
| Millennium Management LLC | 536,133 | $7.64M | 0.01% | −198,699−27.0% | Reduced |
| Northern Trust Corp | 409,899 | $5.85M | 0.00% | −5,177−1.2% | Reduced |
| Point72 Asset Management, L.P. | 365,276 | $5.21M | 0.02% | +365,276 | New |
| Charles Schwab Investment Management Inc | 341,951 | $4.88M | 0.00% | +5,721+1.7% | Added |
| Capital Fund Management S.A. | 294,964 | $4.21M | 0.08% | −505−0.2% | Reduced |
| Goldman Sachs Group Inc | 281,404 | $4.01M | 0.00% | −145,988−34.2% | Reduced |
| Legal & General Group Plc | 254,857 | $3.63M | 0.00% | +69,687+37.6% | Added |
| Susquehanna International Group, LLP | 237,440 | $3.39M | 0.01% | +25,367+12.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 228,180 | $3.25M | 0.01% | 00.0% | Unchanged |
| Philo Smith Capital Corp | 185,000 | $2.64M | 0.97% | +40,000+27.6% | Added |
| Bank of New York Mellon Corp | 173,021 | $2.47M | 0.00% | +803+0.5% | Added |
| Panagora Asset Management Inc | 152,139 | $2.17M | 0.01% | +25,195+19.8% | Added |
| Nuveen Asset Management, LLC | 136,756 | $1.95M | 0.00% | −10,616−7.2% | Reduced |
| Bank of America Corp | 126,861 | $1.81M | 0.00% | +7,518+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 118,187 | $1.69M | 0.02% | +16,000+15.7% | Added |
| Schroder Investment Management Group | 117,185 | $1.67M | 0.00% | +36,246+44.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 113,059 | $1.61M | 0.00% | +10,242+10.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 117,601 | $1.61M | 0.40% | 00.0% | Unchanged |
| Swiss National Bank | 97,000 | $1.38M | 0.00% | −11,200−10.4% | Reduced |
| Zacks Investment Management | 93,495 | $1.33M | 0.02% | +41,113+78.5% | Added |
| Citigroup Inc | 82,344 | $1.17M | 0.00% | +6,632+8.8% | Added |
| Rhumbline Advisers | 80,216 | $1.14M | 0.00% | +4,893+6.5% | Added |
| Two Sigma Advisers, LP | 76,917 | $1.10M | 0.00% | −99,428−56.4% | Reduced |
| Hongkou Capital LP | 71,000 | $1.01M | 3.32% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 64,581 | $921.0K | 0.00% | +12,600+24.2% | Added |
| ETF Managers Group, LLC | 62,162 | $886.4K | 0.03% | −6,905−10.0% | Reduced |
| Titleist Asset Management, LLC | 61,123 | $871.6K | 0.18% | +61,123 | New |
| Wellington Management Group LLP | 58,365 | $832.3K | 0.00% | +46,334+385.1% | Added |
| California State Teachers Retirement System | 56,936 | $811.9K | 0.00% | −735−1.3% | Reduced |
| Amtrust Financial Services, Inc. | 56,644 | $807.7K | 0.42% | 00.0% | Unchanged |
| Credit Suisse AG | 56,192 | $801.3K | 0.00% | −10,095−15.2% | Reduced |
| Invesco Ltd. | 55,383 | $789.8K | 0.00% | +24,157+77.4% | Added |
| Two Sigma Investments, LP | 46,432 | $662.1K | 0.00% | −83,364−64.2% | Reduced |
| UBS Group AG | 46,265 | $659.7K | 0.00% | +16,596+55.9% | Added |
| UBS Asset Management Americas Inc | 45,611 | $650.4K | 0.00% | +45,611 | New |
| Alliancebernstein L.P. | 42,105 | $600.4K | 0.00% | +700+1.7% | Added |
| Advisory Services Network, LLC | 42,000 | $598.9K | 0.02% | +4,346+11.5% | Added |
| Quadrature Capital Ltd | 39,733 | $566.6K | 0.02% | +39,733 | New |
| SG Americas Securities, LLC | 38,113 | $543.0K | 0.01% | +38,113 | New |
| Qube Research & Technologies Ltd | 37,791 | $538.9K | 0.00% | +2,962+8.5% | Added |
| Landscape Capital Management, L.L.C. | 33,356 | $475.7K | 0.06% | +33,356 | New |
| Deutsche Bank AG | 30,403 | $433.5K | 0.00% | +5,336+21.3% | Added |
| Algert Global LLC | 29,708 | $423.6K | 0.02% | +1,590+5.7% | Added |
| New York State Common Retirement Fund | 27,799 | $396.4K | 0.00% | −5,998−17.7% | Reduced |
| Norges Bank | 25,656 | $365.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,275 | $359.8K | 0.00% | +201+0.8% | Added |
| Barclays PLC | 25,133 | $358.4K | 0.00% | +11,454+83.7% | Added |
| MetLife Investment Management | 24,344 | $347.1K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 24,101 | $343.7K | 0.01% | +24,101 | New |
| LPL Financial LLC | 23,855 | $340.2K | 0.00% | +856+3.7% | Added |
| American International Group, Inc. | 22,642 | $322.9K | 0.00% | +451+2.0% | Added |
| Dimensional Fund Advisors LP | 21,266 | $303.3K | 0.00% | +1,874+9.7% | Added |
| Zweig-DiMenna Associates LLC | 21,000 | $299.5K | 0.04% | +21,000 | New |
| Falcon Edge Capital, LP | 20,658 | $294.6K | 0.11% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,403 | $276.7K | 0.00% | +19,403 | New |
| Manufacturers Life Insurance Company, The | 18,676 | $266.3K | 0.00% | −810−4.2% | Reduced |
| Wells Fargo & Company | 18,459 | $263.2K | 0.00% | +8,469+84.8% | Added |
| Janus Henderson Group PLC | 18,259 | $260.3K | 0.00% | +18,259 | New |
| Voya Investment Management LLC | 18,176 | $259.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 18,114 | $258.3K | 0.01% | +4,104+29.3% | Added |
| Bank of Montreal | 15,811 | $255.2K | 0.00% | +735+4.9% | Added |
| Holocene Advisors, LP | 17,243 | $245.9K | 0.00% | +17,243 | New |
| State Board of Administration of Florida Retirement System | 17,226 | $245.6K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 16,238 | $231.6K | 0.05% | +16,238 | New |
| Van Eck Associates Corp | 16,197 | $231.0K | 0.00% | −227−1.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,079 | $229.0K | 0.02% | −31,800−66.4% | Reduced |
| Jane Street Group, LLC | 15,552 | $221.8K | 0.00% | −70,833−82.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,424 | $219.9K | 0.00% | +4,763+44.7% | Added |
| Federation des caisses Desjardins du Quebec | 15,300 | $218.2K | 0.00% | −35−0.2% | Reduced |
| American Century Companies Inc | 14,862 | $211.9K | 0.00% | +2,234+17.7% | Added |
| Synergy Financial Group, LTD | 14,064 | $200.6K | 0.33% | +29+0.2% | Added |
| Two Sigma Securities, LLC | 14,003 | $199.7K | 0.02% | +14,003 | New |
| WMG Financial Advisors, LLC | 13,970 | $199.2K | 0.16% | −9,050−39.3% | Reduced |
| Arizona State Retirement System | 13,026 | $185.8K | 0.00% | +381+3.0% | Added |
| Wolverine Trading, LLC | 13,336 | $183.0K | 0.01% | −18,948−58.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,945 | $170.0K | 0.00% | −232−1.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 11,894 | $169.6K | 0.01% | +11,894 | New |
| Mariner, LLC | 11,773 | $168.0K | 0.00% | +11,773 | New |
| Simplify Asset Management Inc. | 11,595 | $165.3K | 0.03% | +11,595 | New |
| Marshall Wace, LLP | 11,219 | $160.0K | 0.00% | −214,562−95.0% | Reduced |
| Tudor Investment Corp Et Al | 11,044 | $157.0K | 0.00% | −83,628−88.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,879 | $155.1K | 0.00% | −7,970−42.3% | Reduced |
| Allen Operations LLC | 10,693 | $152.5K | 0.04% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,500 | $149.7K | 0.10% | +10,500 | New |
| Renaissance Technologies LLC | 10,254 | $146.0K | 0.00% | +10,254 | New |
| Cutler Group LP | 10,083 | $143.0K | 0.02% | −1,037−9.3% | Reduced |
| Veritable, L.P. | 10,000 | $142.6K | 0.00% | −305−3.0% | Reduced |
| Aquatic Capital Management LLC | 7,200 | $103.0K | 0.01% | −20,700−74.2% | Reduced |
| EMC Capital Management | 6,400 | $90.0K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,890 | $83.0K | 0.00% | −3,364−36.4% | Reduced |
| Public Employees Retirement Association of Colorado | 5,200 | $74.0K | 0.00% | 00.0% | Unchanged |