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 |
|---|---|---|---|---|---|
| Halter Ferguson Financial Inc. | 398,557 | $6.43M | 4.14% | +398,557 | New |
| D. E. Shaw & Co., Inc. | 404,565 | $6.53M | 0.01% | +196,804+94.7% | Added |
| Goldman Sachs Group Inc | 422,636 | $6.82M | 0.00% | +241,097+132.8% | Added |
| Charles Schwab Investment Management Inc | 459,824 | $7.42M | 0.00% | +6,809+1.5% | Added |
| Jane Street Group, LLC | 474,673 | $7.66M | 0.01% | +413,750+679.1% | Added |
| Northern Trust Corp | 496,629 | $8.01M | 0.00% | +19,954+4.2% | Added |
| Legal & General Group Plc | 535,683 | $8.64M | 0.00% | +5,590+1.1% | Added |
| Morgan Stanley | 563,636 | $9.09M | 0.00% | −89,077−13.6% | Reduced |
| Susquehanna International Group, LLP | 669,804 | $10.8M | 0.02% | −139,662−17.3% | Reduced |
| Millennium Management LLC | 729,844 | $11.8M | 0.01% | +14,283+2.0% | Added |
| State Street Corp | 1,172,188 | $18.9M | 0.00% | +44,712+4.0% | Added |
| Geode Capital Management, LLC | 1,201,523 | $19.4M | 0.00% | +57,224+5.0% | Added |
| BlackRock Inc. | 4,065,467 | $65.6M | 0.00% | +389,592+10.6% | Added |
| Baillie Gifford & Co | 4,549,693 | $73.4M | 0.06% | −158,096−3.4% | Reduced |
| Vanguard Group Inc | 5,198,212 | $83.8M | 0.00% | +190,226+3.8% | Added |
| Softbank Group Corp | 11,983,384 | $193.3M | 1.04% | 00.0% | Unchanged |
| General Catalyst Group Management, LLC | 0 | $0 | 0.00% | −806,722−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −74,766−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −64,925−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −60,574−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −42,246−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −21,142−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −18,610−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,464−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,398−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,538−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,235−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −11,144−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,004−100.0% | Sold out |
| Allen Operations LLC | 0 | $0 | 0.00% | −10,693−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Your Advocates Ltd., LLP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |