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 2023
Institutional positions in Lemonade, Inc. as of Dec 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
- +15 vs. Q3 2023
- Shares held
- 38.9M
- +1.41M (+3.7%) vs. Q3 2023
- Total value
- $627.5M
- +$191.8M (+44.0%) vs. Q3 2023
- New holders
- 48
- 56 more added
- Sold out
- 33
- 55 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 11,983,384 | $193.3M | 1.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,198,212 | $83.8M | 0.00% | +190,226+3.8% | Added |
| Baillie Gifford & Co | 4,549,693 | $73.4M | 0.06% | −158,096−3.4% | Reduced |
| BlackRock Inc. | 4,065,467 | $65.6M | 0.00% | +389,592+10.6% | Added |
| Geode Capital Management, LLC | 1,201,523 | $19.4M | 0.00% | +57,224+5.0% | Added |
| State Street Corp | 1,172,188 | $18.9M | 0.00% | +44,712+4.0% | Added |
| Millennium Management LLC | 729,844 | $11.8M | 0.01% | +14,283+2.0% | Added |
| Susquehanna International Group, LLP | 669,804 | $10.8M | 0.02% | −139,662−17.3% | Reduced |
| Morgan Stanley | 563,636 | $9.09M | 0.00% | −89,077−13.6% | Reduced |
| Legal & General Group Plc | 535,683 | $8.64M | 0.00% | +5,590+1.1% | Added |
| Northern Trust Corp | 496,629 | $8.01M | 0.00% | +19,954+4.2% | Added |
| Jane Street Group, LLC | 474,673 | $7.66M | 0.01% | +413,750+679.1% | Added |
| Charles Schwab Investment Management Inc | 459,824 | $7.42M | 0.00% | +6,809+1.5% | Added |
| Goldman Sachs Group Inc | 422,636 | $6.82M | 0.00% | +241,097+132.8% | Added |
| D. E. Shaw & Co., Inc. | 404,565 | $6.53M | 0.01% | +196,804+94.7% | Added |
| Halter Ferguson Financial Inc. | 398,557 | $6.43M | 4.14% | +398,557 | New |
| Citadel Advisors LLC | 367,540 | $5.93M | 0.01% | +6,244+1.7% | Added |
| Bank of New York Mellon Corp | 315,425 | $5.09M | 0.00% | +86,477+37.8% | Added |
| Group One Trading, L.P. | 274,995 | $4.44M | 0.14% | +220,943+408.8% | Added |
| Philo Smith Capital Corp | 245,000 | $3.95M | 1.27% | +80,000+48.5% | Added |
| Capital Fund Management S.A. | 244,666 | $3.95M | 0.05% | −60,774−19.9% | Reduced |
| Panagora Asset Management Inc | 229,125 | $3.70M | 0.02% | −50,999−18.2% | Reduced |
| Marshall Wace, LLP | 214,453 | $3.46M | 0.01% | +74,694+53.4% | Added |
| Bank of America Corp | 176,838 | $2.85M | 0.00% | −246,157−58.2% | Reduced |
| Sculptor Capital LP | 150,000 | $2.42M | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 143,048 | $2.31M | 0.00% | +6,252+4.6% | Added |
| Twinbeech Capital LP | 122,079 | $1.97M | 0.03% | +94,516+342.9% | Added |
| Exchange Traded Concepts, LLC | 114,013 | $1.84M | 0.05% | +14,745+14.9% | Added |
| Teachers Retirement System of the State of Kentucky | 106,525 | $1.72M | 0.02% | −10,899−9.3% | Reduced |
| Landscape Capital Management, L.L.C. | 105,165 | $1.70M | 0.15% | +78,295+291.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 103,831 | $1.67M | 0.00% | +1,123+1.1% | Added |
| Swiss National Bank | 103,000 | $1.66M | 0.00% | −11,500−10.0% | Reduced |
| GTS Securities LLC | 87,135 | $1.41M | 0.03% | +22,724+35.3% | Added |
| UBS Asset Management Americas Inc | 87,032 | $1.40M | 0.00% | +24,929+40.1% | Added |
| Algert Global LLC | 86,380 | $1.39M | 0.06% | −9,678−10.1% | Reduced |
| Zacks Investment Management | 84,509 | $1.36M | 0.02% | −5,489−6.1% | Reduced |
| Rhumbline Advisers | 83,426 | $1.35M | 0.00% | −4,011−4.6% | Reduced |
| JPMorgan Chase & Co | 82,570 | $1.33M | 0.00% | +500+0.6% | Added |
| Barclays PLC | 82,015 | $1.32M | 0.00% | +60,574+282.5% | Added |
| Citigroup Inc | 80,828 | $1.30M | 0.00% | +525+0.7% | Added |
| Ameriprise Financial Inc | 71,427 | $1.15M | 0.00% | +71,427 | New |
| Simplex Trading, LLC | 70,332 | $1.13M | 0.04% | +68,151+3,124.8% | Added |
| Invesco Ltd. | 67,741 | $1.09M | 0.00% | +3,595+5.6% | Added |
| Credit Suisse AG | 67,212 | $1.08M | 0.00% | +2,345+3.6% | Added |
| Cubist Systematic Strategies, LLC | 60,275 | $972.2K | 0.01% | +34,915+137.7% | Added |
| Titleist Asset Management, LLC | 59,373 | $957.7K | 0.18% | −368−0.6% | Reduced |
| Cypress Capital Management LLC (WY) | 58,663 | $946.2K | 1.04% | +58,663 | New |
| Amtrust Financial Services, Inc. | 56,644 | $913.7K | 0.49% | 00.0% | Unchanged |
| American Century Companies Inc | 56,437 | $910.3K | 0.00% | +10,890+23.9% | Added |
| Centiva Capital, LP | 55,793 | $899.9K | 0.06% | +19,016+51.7% | Added |
| California State Teachers Retirement System | 54,888 | $885.3K | 0.00% | −2,346−4.1% | Reduced |
| UBS Group AG | 47,909 | $772.8K | 0.00% | +33,936+242.9% | Added |
| Wolverine Trading, LLC | 45,425 | $732.7K | 0.01% | +24,502+117.1% | Added |
| SG Americas Securities, LLC | 42,634 | $688.0K | 0.01% | +10,376+32.2% | Added |
| Wells Fargo & Company | 42,200 | $680.7K | 0.00% | +7,582+21.9% | Added |
| Alliancebernstein L.P. | 42,005 | $677.5K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 40,553 | $654.1K | 0.05% | +40,553 | New |
| Engineers Gate Manager LP | 28,666 | $462.4K | 0.01% | +28,666 | New |
| Deutsche Bank AG | 27,695 | $446.7K | 0.00% | +3,345+13.7% | Added |
| First Trust Advisors LP | 27,389 | $441.8K | 0.00% | +27,389 | New |
| Dynamic Technology Lab Private Ltd | 27,210 | $439.0K | 0.05% | +27,210 | New |
| Janus Henderson Group PLC | 27,106 | $436.8K | 0.00% | −36−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 27,004 | $435.6K | 0.00% | −573−2.1% | Reduced |
| MetLife Investment Management | 26,860 | $433.3K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 26,781 | $432.0K | 0.00% | +26,781 | New |
| Dimensional Fund Advisors LP | 26,512 | $427.6K | 0.00% | +26,512 | New |
| LPL Financial LLC | 26,459 | $426.8K | 0.00% | −1,573−5.6% | Reduced |
| Norges Bank | 25,656 | $413.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 25,213 | $406.7K | 0.00% | −101−0.4% | Reduced |
| Brevan Howard Capital Management LP | 23,430 | $377.9K | 0.04% | +23,430 | New |
| Price T Rowe Associates Inc | 22,413 | $362.0K | 0.00% | +896+4.2% | Added |
| Advisor Group Holdings, Inc. | 21,536 | $347.4K | 0.00% | −6,195−22.3% | Reduced |
| Zweig-DiMenna Associates LLC | 21,000 | $338.7K | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 20,097 | $324.2K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 19,838 | $320.0K | 0.01% | +19,838 | New |
| New York State Common Retirement Fund | 19,446 | $313.7K | 0.00% | +32+0.2% | Added |
| WMG Financial Advisors, LLC | 18,450 | $297.6K | 0.19% | +2,650+16.8% | Added |
| Falcon Edge Capital, LP | 18,204 | $293.6K | 0.14% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,995 | $292.0K | 0.00% | −7,731−30.1% | Reduced |
| Jump Financial, LLC | 18,094 | $291.9K | 0.01% | +18,094 | New |
| Leonteq Securities AG | 17,905 | $288.8K | 0.04% | +1,115+6.6% | Added |
| Trexquant Investment LP | 16,861 | $272.0K | 0.01% | +16,861 | New |
| Bayesian Capital Management, LP | 16,737 | $270.0K | 0.03% | +16,737 | New |
| Susquehanna Portfolio Strategies, LLC | 16,300 | $262.9K | 0.00% | +16,300 | New |
| Van Eck Associates Corp | 15,150 | $244.0K | 0.00% | −6,053−28.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,656 | $236.4K | 0.00% | −4,019−21.5% | Reduced |
| Arizona State Retirement System | 14,611 | $235.7K | 0.00% | −228−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 14,516 | $234.1K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,455 | $233.2K | 0.00% | −4,499−23.7% | Reduced |
| Synergy Financial Group, LTD | 13,555 | $218.6K | 0.27% | −225−1.6% | Reduced |
| Simplify Asset Management Inc. | 13,530 | $218.2K | 0.03% | −2,948−17.9% | Reduced |
| Advisory Services Network, LLC | 13,252 | $213.8K | 0.01% | −49,045−78.7% | Reduced |
| Kessler Investment Group, LLC | 13,172 | $212.5K | 0.13% | +62+0.5% | Added |
| Point72 Asset Management, L.P. | 13,100 | $211.3K | 0.00% | +13,100 | New |
| Employees Retirement System of Texas | 12,459 | $201.0K | 0.00% | +12,459 | New |
| Virtu Financial LLC | 12,080 | $195.0K | 0.02% | +12,080 | New |
| Commonwealth Equity Services, LLC | 11,667 | $188.0K | 0.00% | −436−3.6% | Reduced |
| XTX Topco Ltd | 11,157 | $180.0K | 0.04% | +11,157 | New |
| Quantbot Technologies LP | 10,820 | $174.5K | 0.01% | +1,546+16.7% | Added |
| Verition Fund Management LLC | 10,817 | $174.5K | 0.00% | +10,817 | New |