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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 254,866 | $4.29M | 0.07% | −40,098−13.6% | Reduced |
| Panagora Asset Management Inc | 283,689 | $4.78M | 0.03% | +131,550+86.5% | Added |
| Charles Schwab Investment Management Inc | 352,143 | $5.93M | 0.00% | +10,192+3.0% | Added |
| D. E. Shaw & Co., Inc. | 356,906 | $6.01M | 0.01% | +356,906 | New |
| Legal & General Group Plc | 403,018 | $6.79M | 0.00% | +148,161+58.1% | Added |
| Northern Trust Corp | 445,108 | $7.50M | 0.00% | +35,209+8.6% | Added |
| Goldman Sachs Group Inc | 559,414 | $9.43M | 0.00% | +278,010+98.8% | Added |
| Citadel Advisors LLC | 582,254 | $9.81M | 0.01% | −623,991−51.7% | Reduced |
| Morgan Stanley | 713,506 | $12.0M | 0.00% | +28,135+4.1% | Added |
| General Catalyst Group Management, LLC | 806,722 | $13.6M | 1.09% | 00.0% | Unchanged |
| Millennium Management LLC | 892,396 | $15.0M | 0.02% | +356,263+66.5% | Added |
| Geode Capital Management, LLC | 943,935 | $15.9M | 0.00% | +74,831+8.6% | Added |
| State Street Corp | 1,002,927 | $16.9M | 0.00% | +72,276+7.8% | Added |
| BlackRock Inc. | 3,482,915 | $58.7M | 0.00% | +38,977+1.1% | Added |
| Baillie Gifford & Co | 4,769,662 | $80.4M | 0.07% | −273,823−5.4% | Reduced |
| Vanguard Group Inc | 5,709,378 | $96.2M | 0.00% | +1,099,196+23.8% | Added |
| Softbank Group Corp | 11,983,384 | $201.9M | 2.26% | 00.0% | Unchanged |
| Activest Wealth Management | 98 | – | – | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | – | – | 00.0% | Unchanged |
| Safeguard Financial, LLC | 10 | – | – | +10 | New |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −365,276−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −228,180−100.0% | Sold out |
| Hongkou Capital LP | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −58,365−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −46,432−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −38,113−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −37,791−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −24,101−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −17,243−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −16,238−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,079−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,003−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,219−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |