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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
McGlone Suttner Wealth Management, Inc.1,851$29.9K0.01%+1,851New
Metropolitan Life Insurance Co2,817$45.4K0.00%00.0%Unchanged
Asset Management One Co.,Ltd.3,384$57.4K0.00%−959−22.1%Reduced
EMC Capital Management4,800$77.0K0.05%−6,200−56.4%Reduced
Amalgamated Bank4,832$78.0K0.00%−493−9.3%Reduced
Ameritas Investment Partners, Inc.5,040$81.3K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado5,200$84.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)5,246$84.6K0.00%+3,687+236.5%Added
Great West Life Assurance Co5,360$86.0K0.00%00.0%Unchanged
AtonRa Partners7,685$124.0K0.25%−2,612−25.4%Reduced
Natixis8,904$143.6K0.00%−487−5.2%Reduced
Federation des caisses Desjardins du Quebec9,005$145.3K0.00%−525−5.5%Reduced
Quest Partners LLC9,382$151.3K0.03%+9,382New
Cutler Group LP9,446$152.0K0.02%+9,446New
Nisa Investment Advisors, LLC10,140$163.6K0.00%−3,884−27.7%Reduced
Cambridge Investment Research Advisors, Inc.10,527$170.0K0.00%+10,527New
Verition Fund Management LLC10,817$174.5K0.00%+10,817New
Quantbot Technologies LP10,820$174.5K0.01%+1,546+16.7%Added
XTX Topco Ltd11,157$180.0K0.04%+11,157New
Commonwealth Equity Services, LLC11,667$188.0K0.00%−436−3.6%Reduced
Virtu Financial LLC12,080$195.0K0.02%+12,080New
Employees Retirement System of Texas12,459$201.0K0.00%+12,459New
Point72 Asset Management, L.P.13,100$211.3K0.00%+13,100New
Kessler Investment Group, LLC13,172$212.5K0.13%+62+0.5%Added
Advisory Services Network, LLC13,252$213.8K0.01%−49,045−78.7%Reduced
Simplify Asset Management Inc.13,530$218.2K0.03%−2,948−17.9%Reduced
Synergy Financial Group, LTD13,555$218.6K0.27%−225−1.6%Reduced
Gotham Asset Management, LLC14,455$233.2K0.00%−4,499−23.7%Reduced
State Board of Administration of Florida Retirement System14,516$234.1K0.00%00.0%Unchanged
Arizona State Retirement System14,611$235.7K0.00%−228−1.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)14,656$236.4K0.00%−4,019−21.5%Reduced
Van Eck Associates Corp15,150$244.0K0.00%−6,053−28.5%Reduced
Susquehanna Portfolio Strategies, LLC16,300$262.9K0.00%+16,300New
Bayesian Capital Management, LP16,737$270.0K0.03%+16,737New
Trexquant Investment LP16,861$272.0K0.01%+16,861New
Leonteq Securities AG17,905$288.8K0.04%+1,115+6.6%Added
Jump Financial, LLC18,094$291.9K0.01%+18,094New
Royal Bank of Canada17,995$292.0K0.00%−7,731−30.1%Reduced
Falcon Edge Capital, LP18,204$293.6K0.14%00.0%Unchanged
WMG Financial Advisors, LLC18,450$297.6K0.19%+2,650+16.8%Added
New York State Common Retirement Fund19,446$313.7K0.00%+32+0.2%Added
Graham Capital Management, L.P.19,838$320.0K0.01%+19,838New
Voya Investment Management LLC20,097$324.2K0.00%00.0%Unchanged
Zweig-DiMenna Associates LLC21,000$338.7K0.04%00.0%Unchanged
Advisor Group Holdings, Inc.21,536$347.4K0.00%−6,195−22.3%Reduced
Price T Rowe Associates Inc22,413$362.0K0.00%+896+4.2%Added
Brevan Howard Capital Management LP23,430$377.9K0.04%+23,430New
American International Group, Inc.25,213$406.7K0.00%−101−0.4%Reduced
Norges Bank25,656$413.8K0.00%00.0%Unchanged
LPL Financial LLC26,459$426.8K0.00%−1,573−5.6%Reduced
Dimensional Fund Advisors LP26,512$427.6K0.00%+26,512New
Baird Financial Group, Inc.26,781$432.0K0.00%+26,781New
MetLife Investment Management26,860$433.3K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The27,004$435.6K0.00%−573−2.1%Reduced
Janus Henderson Group PLC27,106$436.8K0.00%−36−0.1%Reduced
Dynamic Technology Lab Private Ltd27,210$439.0K0.05%+27,210New
First Trust Advisors LP27,389$441.8K0.00%+27,389New
Deutsche Bank AG27,695$446.7K0.00%+3,345+13.7%Added
Engineers Gate Manager LP28,666$462.4K0.01%+28,666New
Point72 Middle East FZE40,553$654.1K0.05%+40,553New
Alliancebernstein L.P.42,005$677.5K0.00%00.0%Unchanged
Wells Fargo & Company42,200$680.7K0.00%+7,582+21.9%Added
SG Americas Securities, LLC42,634$688.0K0.01%+10,376+32.2%Added
Wolverine Trading, LLC45,425$732.7K0.01%+24,502+117.1%Added
UBS Group AG47,909$772.8K0.00%+33,936+242.9%Added
California State Teachers Retirement System54,888$885.3K0.00%−2,346−4.1%Reduced
Centiva Capital, LP55,793$899.9K0.06%+19,016+51.7%Added
American Century Companies Inc56,437$910.3K0.00%+10,890+23.9%Added
Amtrust Financial Services, Inc.56,644$913.7K0.49%00.0%Unchanged
Cypress Capital Management LLC (WY)58,663$946.2K1.04%+58,663New
Titleist Asset Management, LLC59,373$957.7K0.18%−368−0.6%Reduced
Cubist Systematic Strategies, LLC60,275$972.2K0.01%+34,915+137.7%Added
Credit Suisse AG67,212$1.08M0.00%+2,345+3.6%Added
Invesco Ltd.67,741$1.09M0.00%+3,595+5.6%Added
Simplex Trading, LLC70,332$1.13M0.04%+68,151+3,124.8%Added
Ameriprise Financial Inc71,427$1.15M0.00%+71,427New
Citigroup Inc80,828$1.30M0.00%+525+0.7%Added
Barclays PLC82,015$1.32M0.00%+60,574+282.5%Added
JPMorgan Chase & Co82,570$1.33M0.00%+500+0.6%Added
Rhumbline Advisers83,426$1.35M0.00%−4,011−4.6%Reduced
Zacks Investment Management84,509$1.36M0.02%−5,489−6.1%Reduced
Algert Global LLC86,380$1.39M0.06%−9,678−10.1%Reduced
UBS Asset Management Americas Inc87,032$1.40M0.00%+24,929+40.1%Added
GTS Securities LLC87,135$1.41M0.03%+22,724+35.3%Added
Swiss National Bank103,000$1.66M0.00%−11,500−10.0%Reduced
Mirae Asset Global Investments Co., Ltd.103,831$1.67M0.00%+1,123+1.1%Added
Landscape Capital Management, L.L.C.105,165$1.70M0.15%+78,295+291.4%Added
Teachers Retirement System of the State of Kentucky106,525$1.72M0.02%−10,899−9.3%Reduced
Exchange Traded Concepts, LLC114,013$1.84M0.05%+14,745+14.9%Added
Twinbeech Capital LP122,079$1.97M0.03%+94,516+342.9%Added
Nuveen Asset Management, LLC143,048$2.31M0.00%+6,252+4.6%Added
Sculptor Capital LP150,000$2.42M0.06%00.0%Unchanged
Bank of America Corp176,838$2.85M0.00%−246,157−58.2%Reduced
Marshall Wace, LLP214,453$3.46M0.01%+74,694+53.4%Added
Panagora Asset Management Inc229,125$3.70M0.02%−50,999−18.2%Reduced
Capital Fund Management S.A.244,666$3.95M0.05%−60,774−19.9%Reduced
Philo Smith Capital Corp245,000$3.95M1.27%+80,000+48.5%Added
Group One Trading, L.P.274,995$4.44M0.14%+220,943+408.8%Added
Bank of New York Mellon Corp315,425$5.09M0.00%+86,477+37.8%Added
Citadel Advisors LLC367,540$5.93M0.01%+6,244+1.7%Added