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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, 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.

Institutional holdersQ4 2023: 216 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 heldQ4 2023: $627.5M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q3 2023.

Institutions holding LMND in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Close Asset Management Ltd4$00.00%00.0%Unchanged
Centerpoint Advisors, LLC21$00.00%00.0%Unchanged
Covestor Ltd6$00.00%−1−14.3%Reduced
Optimum Investment Advisors1$160.00%−100−99.0%Reduced
Brown Brothers Harriman & Co2$320.00%00.0%Unchanged
Harbour Investments, Inc.2$320.00%00.0%Unchanged
Albion Financial Group2$330.00%00.0%Unchanged
BFSG, LLC3$490.00%+3New
Nalls Sherbakoff Group, LLC4$650.00%−3−42.9%Reduced
Rockbridge Investment Management, LCC5$810.00%+5New
Wolff Wiese Magana LLC9$1460.00%00.0%Unchanged
Washington Trust Co10$1610.00%00.0%Unchanged
West Branch Capital LLC10$1620.00%00.0%Unchanged
AdvisorNet Financial, Inc15$2420.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.18$2470.00%00.0%Unchanged
IFP Advisors, Inc19$3060.00%00.0%Unchanged
Massmutual Trust Co FSB19$3060.00%+19New
North Star Investment Management Corp.20$3230.00%00.0%Unchanged
Fifth Third Bancorp20$3230.00%+20New
Mendota Financial Group, LLC20$3230.00%+20New
GAMMA Investing LLC24$3800.00%+24New
Whittier Trust Co29$4670.00%00.0%Unchanged
Glassman Wealth Services30$4840.00%00.0%Unchanged
Able Wealth Management LLC33$5320.00%+33New
Duncker Streett & Co Inc37$5970.00%00.0%Unchanged
Signature Resources Capital Management, LLC37$5970.00%+37New
PayPay Securities Corp41$6690.03%+12+41.4%Added
REAP Financial Group, LLC43$6880.00%+43New
Quadrant Capital Group LLC43$6940.00%+20+87.0%Added
SJS Investment Consulting Inc.44$7100.00%00.0%Unchanged
CVA Family Office, LLC45$7260.00%+45New
Missouri Trust & Investment Co46$7420.00%00.0%Unchanged
First Manhattan Co50$8060.00%+50New
Prestige Wealth Management Group LLC50$8070.00%00.0%Unchanged
Cedar Mountain Advisors, LLC50$8070.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.51$8230.00%+51New
TD Waterhouse Canada Inc.50$8310.00%−55−52.4%Reduced
Parallel Advisors, LLC57$9190.00%−119−67.6%Reduced
Spire Wealth Management58$9540.00%−93−61.6%Reduced
MB, Levis & Associates, LLC60$9680.00%00.0%Unchanged
Ronald Blue Trust, Inc.91$1.00K0.00%+33+56.9%Added
Northwest Bank & Trust Co75$1.21K0.00%+75New
Allworth Financial LP77$1.24K0.00%+77New
Operose Advisors LLC80$1.29K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC84$1.35K0.00%+20+31.3%Added
Activest Wealth Management98$1.58K0.00%00.0%Unchanged
Field & Main Bank100$1.61K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$1.61K0.00%00.0%Unchanged
Truvestments Capital LLC100$1.61K0.00%−4−3.8%Reduced
Sound Income Strategies, LLC100$1.61K0.00%00.0%Unchanged
CNB Bank100$1.61K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC100$1.61K0.00%00.0%Unchanged
Comerica Bank100$1.61K0.00%+100New
Baystate Wealth Management LLC100$1.61K0.00%+100New
Vima LLC100$1.61K0.00%+100New
Private Wealth Management Group, LLC117$1.89K0.00%+117New
Focused Wealth Management, Inc124$2.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.124$2.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.128$2.06K0.00%00.0%Unchanged
Archer Investment Corp143$2.31K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC143$2.31K0.00%+143New
Main Street Group, LTD150$2.42K0.00%+150New
Toth Financial Advisory Corp176$2.84K0.00%00.0%Unchanged
Lindbrook Capital, LLC182$2.94K0.00%+38+26.4%Added
Keener Financial Planning LLC207$3.00K0.00%+207New
McIlrath & Eck, LLC191$3.08K0.00%00.0%Unchanged
Colonial Trust Advisors200$3.23K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co210$3.39K0.00%+209+20,900.0%Added
Rise Advisors, LLC221$3.56K0.00%−276−55.5%Reduced
Clearstead Advisors, LLC245$3.95K0.00%00.0%Unchanged
Larson Financial Group LLC250$4.03K0.00%−30−10.7%Reduced
Planning Capital Management Corp250$4.03K0.00%+250New
ICA Group Wealth Management, LLC250$4.03K0.00%+250New
Global Retirement Partners, LLC264$4.18K0.00%−23−8.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC265$4.27K0.00%−66−19.9%Reduced
GPS Wealth Strategies Group, LLC273$4.40K0.00%00.0%Unchanged
Heritage Wealth Advisors274$4.42K0.00%00.0%Unchanged
Banque Cantonale Vaudoise317$5.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC400$6.00K0.00%−433−52.0%Reduced
Capital Advisors, Ltd. LLC342$6.00K0.00%00.0%Unchanged
Huntington National Bank384$6.19K0.00%−15−3.8%Reduced
Farther Finance Advisors, LLC480$7.74K0.00%+179+59.5%Added
US Bancorp531$8.56K0.00%+492+1,261.5%Added
Harel Insurance Investments & Financial Services Ltd.542$9.00K0.00%−504−48.2%Reduced
Steward Partners Investment Advisory, LLC560$9.03K0.00%−312−35.8%Reduced
Parkside Financial Bank & Trust562$9.07K0.00%00.0%Unchanged
Hantz Financial Services, Inc.689$11.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.685$11.0K0.00%−100−12.7%Reduced
Raleigh Capital Management Inc.703$11.3K0.01%+194+38.1%Added
The PNC Financial Services Group, Inc.716$11.5K0.00%−20−2.7%Reduced
GWM Advisors LLC750$12.1K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.930$15.0K0.00%+30+3.3%Added
Russell Investments Group, Ltd.965$15.6K0.00%−1,205−55.5%Reduced
Migdal Insurance & Financial Holdings Ltd.919$16.0K0.00%−679−42.5%Reduced
National Bank of Canada986$16.8K0.00%−88−8.2%Reduced
CWM, LLC1,058$17.0K0.00%−392−27.0%Reduced
nVerses Capital, LLC–$17.7K0.05%–New
Signaturefd, LLC1,116$18.0K0.00%+100+9.8%Added
Nemes Rush Group LLC1,240$20.0K0.00%00.0%Unchanged
FMR LLC1,783$28.8K0.00%+314+21.4%Added