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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, Q3 2023

Institutional positions in Lemonade, Inc. as of Sep 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
203
−14 vs. Q2 2023
Shares held
37.5M
−460.8K (−1.2%) vs. Q2 2023
Total value
$435.7M
−$203.5M (−31.8%) vs. Q2 2023
New holders
28
51 more added
Sold out
42
55 more reduced

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 203 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 heldQ3 2023: $435.7M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q2 2023.

Institutions holding LMND in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$139.2M1.53%00.0%Unchanged
Vanguard Group Inc5,007,986$58.2M0.00%−701,392−12.3%Reduced
Baillie Gifford & Co4,707,789$54.7M0.05%−61,873−1.3%Reduced
BlackRock Inc.3,675,875$42.7M0.00%+192,960+5.5%Added
Geode Capital Management, LLC1,144,299$13.3M0.00%+200,364+21.2%Added
State Street Corp1,127,476$13.1M0.00%+124,549+12.4%Added
Susquehanna International Group, LLP809,466$9.41M0.01%+583,514+258.2%Added
General Catalyst Group Management, LLC806,722$9.37M0.89%00.0%Unchanged
Millennium Management LLC715,561$8.31M0.01%−176,835−19.8%Reduced
Morgan Stanley652,713$7.58M0.00%−60,793−8.5%Reduced
Legal & General Group Plc530,093$6.16M0.00%+127,075+31.5%Added
Northern Trust Corp476,675$5.54M0.00%+31,567+7.1%Added
Charles Schwab Investment Management Inc453,015$5.26M0.00%+100,872+28.6%Added
Bank of America Corp422,995$4.92M0.00%+410,143+3,191.3%Added
Citadel Advisors LLC361,296$4.20M0.00%−220,958−37.9%Reduced
Capital Fund Management S.A.305,440$3.55M0.05%+50,574+19.8%Added
Panagora Asset Management Inc280,124$3.26M0.02%−3,565−1.3%Reduced
Bank of New York Mellon Corp228,948$2.66M0.00%+19,252+9.2%Added
D. E. Shaw & Co., Inc.207,761$2.41M0.00%−149,145−41.8%Reduced
Goldman Sachs Group Inc181,539$2.11M0.00%−377,875−67.5%Reduced
Philo Smith Capital Corp165,000$1.92M0.66%+40,000+32.0%Added
Sculptor Capital LP150,000$1.74M0.04%00.0%Unchanged
Marshall Wace, LLP139,759$1.62M0.00%+139,759New
Nuveen Asset Management, LLC136,796$1.59M0.00%−1,523−1.1%Reduced
Teachers Retirement System of the State of Kentucky117,424$1.36M0.01%−763−0.6%Reduced
Swiss National Bank114,500$1.33M0.00%+1,400+1.2%Added
Mirae Asset Global Investments Co., Ltd.102,708$1.19M0.00%−2,575−2.4%Reduced
Exchange Traded Concepts, LLC99,268$1.15M0.03%+57,148+135.7%Added
Algert Global LLC96,058$1.12M0.05%+34,860+57.0%Added
Zacks Investment Management89,998$1.05M0.01%−3,384−3.6%Reduced
Rhumbline Advisers87,437$1.02M0.00%−1,750−2.0%Reduced
JPMorgan Chase & Co82,070$953.7K0.00%+7,508+10.1%Added
Citigroup Inc80,303$933.1K0.00%−23,847−22.9%Reduced
Schroder Investment Management Group74,766$868.8K0.00%−21,402−22.3%Reduced
Connor, Clark & Lunn Investment Management Ltd.64,925$754.4K0.00%−81,097−55.5%Reduced
Credit Suisse AG64,867$753.8K0.00%−1,096−1.7%Reduced
GTS Securities LLC64,411$748.5K0.02%−4,708−6.8%Reduced
Invesco Ltd.64,146$745.4K0.00%−9,705−13.1%Reduced
Advisory Services Network, LLC62,297$723.9K0.02%+7,444+13.6%Added
UBS Asset Management Americas Inc62,103$721.6K0.00%+16,492+36.2%Added
Jane Street Group, LLC60,923$707.9K0.00%−180,787−74.8%Reduced
Seven Eight Capital, LP60,574$703.9K0.08%+60,574New
Titleist Asset Management, LLC59,741$694.2K0.14%−750−1.2%Reduced
California State Teachers Retirement System57,234$665.1K0.00%−5,375−8.6%Reduced
Amtrust Financial Services, Inc.56,644$658.2K0.39%00.0%Unchanged
Group One Trading, L.P.54,052$628.1K0.02%+54,052New
American Century Companies Inc45,547$529.3K0.00%+17,765+63.9%Added
State of Wisconsin Investment Board42,246$490.9K0.00%+30,837+270.3%Added
Alliancebernstein L.P.42,005$488.1K0.00%−1,319−3.0%Reduced
Centiva Capital, LP36,777$427.3K0.02%+36,777New
Wells Fargo & Company34,618$402.3K0.00%−2,764−7.4%Reduced
SG Americas Securities, LLC32,258$375.0K0.01%+32,258New
LPL Financial LLC28,032$325.7K0.00%+4,656+19.9%Added
Advisor Group Holdings, Inc.27,731$322.2K0.00%+3,088+12.5%Added
Manufacturers Life Insurance Company, The27,577$320.4K0.00%+7,222+35.5%Added
Twinbeech Capital LP27,563$320.3K0.01%+27,563New
Janus Henderson Group PLC27,142$315.5K0.00%−67−0.2%Reduced
Landscape Capital Management, L.L.C.26,870$312.2K0.04%−4,203−13.5%Reduced
MetLife Investment Management26,860$312.1K0.00%00.0%Unchanged
Royal Bank of Canada25,726$299.0K0.00%+16,756+186.8%Added
Norges Bank25,656$298.1K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC25,360$294.7K0.00%−77,500−75.3%Reduced
American International Group, Inc.25,314$294.1K0.00%+900+3.7%Added
Deutsche Bank AG24,350$282.9K0.00%+2,236+10.1%Added
Price T Rowe Associates Inc21,517$251.0K0.00%−623−2.8%Reduced
Barclays PLC21,441$249.1K0.00%+1,987+10.2%Added
Van Eck Associates Corp21,203$246.0K0.00%+1,349+6.8%Added
IMC-Chicago, LLC21,142$245.7K0.02%+21,142New
Zweig-DiMenna Associates LLC21,000$244.0K0.03%00.0%Unchanged
Wolverine Trading, LLC20,923$243.1K0.00%+6,272+42.8%Added
Voya Investment Management LLC20,097$233.5K0.00%+386+2.0%Added
New York State Common Retirement Fund19,414$225.6K0.00%+39+0.2%Added
Gotham Asset Management, LLC18,954$220.2K0.00%−1,881−9.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)18,675$217.0K0.00%+3,315+21.6%Added
Triumph Capital Management18,610$216.2K0.10%+18,610New
Falcon Edge Capital, LP18,204$211.5K0.13%00.0%Unchanged
Walleye Capital LLC17,464$202.9K0.00%+17,464New
Leonteq Securities AG16,790$195.1K0.02%+14,615+672.0%Added
Simplify Asset Management Inc.16,478$191.5K0.03%+5,372+48.4%Added
WMG Financial Advisors, LLC15,800$183.6K0.16%−1,000−6.0%Reduced
Blueshift Asset Management, LLC15,398$178.9K0.11%+15,398New
Arizona State Retirement System14,839$172.4K0.00%+240+1.6%Added
State Board of Administration of Florida Retirement System14,516$168.7K0.00%+120+0.8%Added
Nisa Investment Advisors, LLC14,024$163.0K0.00%−17−0.1%Reduced
UBS Group AG13,973$162.4K0.00%+1,217+9.5%Added
Synergy Financial Group, LTD13,780$160.1K0.22%−284−2.0%Reduced
Kessler Investment Group, LLC13,110$152.3K0.13%+3,964+43.3%Added
Tudor Investment Corp Et Al12,538$145.7K0.00%+15+0.1%Added
Bridgefront Capital, LLC12,235$142.2K0.10%+12,235New
Commonwealth Equity Services, LLC12,103$141.0K0.00%+819+7.3%Added
Counterpoint Mutual Funds LLC11,144$129.5K0.11%+11,144New
EMC Capital Management11,000$128.0K0.09%+7,007+175.5%Added
Creative Planning11,004$127.9K0.00%+11,004New
Allen Operations LLC10,693$124.3K0.03%00.0%Unchanged
AtonRa Partners10,297$119.7K0.25%+10,297New
Raymond James Financial Services Advisors, Inc.10,091$117.3K0.00%+10,091New
Federation des caisses Desjardins du Quebec9,530$110.7K0.00%−6,565−40.8%Reduced
Natixis9,391$109.1K0.00%+9,391New
Quantbot Technologies LP9,274$107.8K0.01%+9,274New
Amalgamated Bank5,325$62.0K0.00%00.0%Unchanged