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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, Q2 2023

Institutional positions in Lemonade, Inc. as of Jun 30, 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
220
+5 vs. Q1 2023
Shares held
38.0M
+2.03M (+5.6%) vs. Q1 2023
Total value
$639.3M
+$126.9M (+24.8%) vs. Q1 2023
New holders
34
62 more added
Sold out
29
46 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 220 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 heldQ2 2023: $639.3M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2023.

Institutions holding LMND in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$201.9M2.26%00.0%Unchanged
Vanguard Group Inc5,709,378$96.2M0.00%+1,099,196+23.8%Added
Baillie Gifford & Co4,769,662$80.4M0.07%−273,823−5.4%Reduced
BlackRock Inc.3,482,915$58.7M0.00%+38,977+1.1%Added
State Street Corp1,002,927$16.9M0.00%+72,276+7.8%Added
Geode Capital Management, LLC943,935$15.9M0.00%+74,831+8.6%Added
Millennium Management LLC892,396$15.0M0.02%+356,263+66.5%Added
General Catalyst Group Management, LLC806,722$13.6M1.09%00.0%Unchanged
Morgan Stanley713,506$12.0M0.00%+28,135+4.1%Added
Citadel Advisors LLC582,254$9.81M0.01%−623,991−51.7%Reduced
Goldman Sachs Group Inc559,414$9.43M0.00%+278,010+98.8%Added
Northern Trust Corp445,108$7.50M0.00%+35,209+8.6%Added
Legal & General Group Plc403,018$6.79M0.00%+148,161+58.1%Added
D. E. Shaw & Co., Inc.356,906$6.01M0.01%+356,906New
Charles Schwab Investment Management Inc352,143$5.93M0.00%+10,192+3.0%Added
Panagora Asset Management Inc283,689$4.78M0.03%+131,550+86.5%Added
Capital Fund Management S.A.254,866$4.29M0.07%−40,098−13.6%Reduced
Jane Street Group, LLC241,710$4.07M0.01%+226,158+1,454.2%Added
Renaissance Technologies LLC238,441$4.02M0.01%+228,187+2,225.3%Added
Susquehanna International Group, LLP225,952$3.81M0.01%−11,488−4.8%Reduced
Bank of New York Mellon Corp209,696$3.53M0.00%+36,675+21.2%Added
Sculptor Capital LP150,000$2.53M0.07%+150,000New
Connor, Clark & Lunn Investment Management Ltd.146,022$2.46M0.01%+126,619+652.6%Added
Nuveen Asset Management, LLC138,319$2.33M0.00%+1,563+1.1%Added
Philo Smith Capital Corp125,000$2.11M0.72%−60,000−32.4%Reduced
Teachers Retirement System of the State of Kentucky118,187$1.99M0.02%00.0%Unchanged
Swiss National Bank113,100$1.91M0.00%+16,100+16.6%Added
Mirae Asset Global Investments Co., Ltd.105,283$1.77M0.00%−7,776−6.9%Reduced
Citigroup Inc104,150$1.75M0.00%+21,806+26.5%Added
Cubist Systematic Strategies, LLC102,860$1.73M0.02%+102,775+120,911.8%Added
Schroder Investment Management Group96,168$1.62M0.00%−21,017−17.9%Reduced
B & T Capital Management DBA Alpha Capital Management117,601$1.61M0.40%00.0%Unchanged
Zacks Investment Management93,382$1.57M0.02%−113−0.1%Reduced
Rhumbline Advisers89,187$1.50M0.00%+8,971+11.2%Added
Occudo Quantitative Strategies LP81,357$1.37M0.14%+81,357New
JPMorgan Chase & Co74,562$1.26M0.00%+9,981+15.5%Added
Invesco Ltd.73,851$1.24M0.00%+18,468+33.3%Added
GTS Securities LLC69,119$1.16M0.04%+69,119New
Credit Suisse AG65,963$1.11M0.00%+9,771+17.4%Added
California State Teachers Retirement System62,609$1.05M0.00%+5,673+10.0%Added
Dimensional Fund Advisors LP62,547$1.05M0.00%+41,281+194.1%Added
Algert Global LLC61,198$1.03M0.04%+31,490+106.0%Added
Titleist Asset Management, LLC60,491$1.02M0.20%−632−1.0%Reduced
Amtrust Financial Services, Inc.56,644$954.5K0.53%00.0%Unchanged
Advisory Services Network, LLC54,853$924.3K0.02%+12,853+30.6%Added
AE Wealth Management LLC46,578$784.8K0.00%+46,578New
Alliancebernstein L.P.43,324$730.0K0.00%+1,219+2.9%Added
Alpha DNA Investment Management LLC43,108$726.4K0.41%+43,108New
Exchange Traded Concepts, LLC42,120$709.7K0.02%+24,006+132.5%Added
UBS Asset Management Americas Inc45,611$650.4K0.00%00.0%Unchanged
Wells Fargo & Company37,382$629.9K0.00%+18,923+102.5%Added
Virtu Financial LLC35,675$601.0K0.05%+35,675New
Trexquant Investment LP32,217$542.9K0.01%+32,217New
Landscape Capital Management, L.L.C.31,073$523.6K0.07%−2,283−6.8%Reduced
Mach-1 Financial Group, Inc.29,462$496.4K0.20%+29,382+36,727.5%Added
American Century Companies Inc27,782$468.1K0.00%+12,920+86.9%Added
Janus Henderson Group PLC27,209$458.2K0.00%+8,950+49.0%Added
MetLife Investment Management26,860$452.6K0.00%+2,516+10.3%Added
Norges Bank25,656$432.3K0.00%00.0%Unchanged
Bayesian Capital Management, LP25,500$429.7K0.05%+25,500New
Advisor Group Holdings, Inc.24,643$416.0K0.00%−632−2.5%Reduced
American International Group, Inc.24,414$411.4K0.00%+1,772+7.8%Added
Gsa Capital Partners LLP24,348$410.0K0.04%+24,348New
LPL Financial LLC23,376$393.9K0.00%−479−2.0%Reduced
Price T Rowe Associates Inc22,140$374.0K0.00%+22,140New
Deutsche Bank AG22,114$372.6K0.00%−8,289−27.3%Reduced
Zweig-DiMenna Associates LLC21,000$353.9K0.05%00.0%Unchanged
Gotham Asset Management, LLC20,835$351.1K0.01%+20,835New
Manufacturers Life Insurance Company, The20,355$343.0K0.00%+1,679+9.0%Added
Van Eck Associates Corp19,854$335.0K0.00%+3,657+22.6%Added
Voya Investment Management LLC19,711$332.1K0.00%+1,535+8.4%Added
Barclays PLC19,454$327.8K0.00%−5,679−22.6%Reduced
New York State Common Retirement Fund19,375$326.5K0.00%−8,424−30.3%Reduced
Two Sigma Advisers, LP19,068$321.3K0.00%−57,849−75.2%Reduced
Falcon Edge Capital, LP18,204$306.7K0.20%−2,454−11.9%Reduced
Quadrature Capital Ltd18,058$304.1K0.01%−21,675−54.6%Reduced
Mariner, LLC17,215$290.1K0.00%+5,442+46.2%Added
WMG Financial Advisors, LLC16,800$283.1K0.21%+2,830+20.3%Added
Federation des caisses Desjardins du Quebec16,095$271.2K0.00%+795+5.2%Added
Schonfeld Strategic Advisors LLC15,800$266.2K0.00%+15,800New
Raymond James & Associates15,636$263.5K0.00%+15,636New
Zurcher Kantonalbank (Zurich Cantonalbank)15,360$258.8K0.00%−64−0.4%Reduced
XTX Topco Ltd14,748$248.5K0.04%+14,748New
Wolverine Trading, LLC14,651$247.3K0.00%+1,315+9.9%Added
Arizona State Retirement System14,599$246.0K0.00%+1,573+12.1%Added
State Board of Administration of Florida Retirement System14,396$242.6K0.00%−2,830−16.4%Reduced
Synergy Financial Group, LTD14,064$237.0K0.32%00.0%Unchanged
Nisa Investment Advisors, LLC14,041$236.6K0.00%+14,017+58,404.2%Added
Y-Intercept (Hong Kong) Ltd13,719$231.2K0.02%+13,719New
Bank of Montreal10,959$218.5K0.00%−4,852−30.7%Reduced
Bank of America Corp12,852$216.6K0.00%−114,009−89.9%Reduced
UBS Group AG12,756$214.9K0.00%−33,509−72.4%Reduced
Tudor Investment Corp Et Al12,523$211.0K0.00%+1,479+13.4%Added
Oppenheimer & Co Inc11,734$197.7K0.00%+11,734New
State of Wisconsin Investment Board11,409$192.2K0.00%+11,409New
Commonwealth Equity Services, LLC11,284$190.0K0.00%−661−5.5%Reduced
Simplify Asset Management Inc.11,106$187.1K0.03%−489−4.2%Reduced
EMC Capital Management3,993$187.0K0.38%−2,407−37.6%Reduced
Allen Operations LLC10,693$180.2K0.04%00.0%Unchanged
Verition Fund Management LLC10,514$177.2K0.00%+10,514New