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, Q1 2024
Institutional positions in Lemonade, Inc. as of Mar 31, 2024. 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
- 205
- −7 vs. Q4 2023
- Shares held
- 40.0M
- +1.11M (+2.9%) vs. Q4 2023
- Total value
- $656.0M
- +$28.6M (+4.6%) vs. Q4 2023
- New holders
- 33
- 53 more added
- Sold out
- 40
- 53 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 11,983,384 | $196.6M | 1.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,185,403 | $85.1M | 0.00% | −12,809−0.2% | Reduced |
| Baillie Gifford & Co | 4,468,984 | $73.3M | 0.06% | −80,709−1.8% | Reduced |
| BlackRock Inc. | 3,975,211 | $65.2M | 0.00% | −90,256−2.2% | Reduced |
| Geode Capital Management, LLC | 1,229,457 | $20.2M | 0.00% | +27,934+2.3% | Added |
| State Street Corp | 1,179,840 | $19.4M | 0.00% | +7,652+0.7% | Added |
| Morgan Stanley | 1,178,491 | $19.3M | 0.00% | +614,855+109.1% | Added |
| Citadel Advisors LLC | 729,925 | $12.0M | 0.01% | +362,385+98.6% | Added |
| Halter Ferguson Financial Inc. | 711,274 | $11.7M | 9.08% | +312,717+78.5% | Added |
| Legal & General Group Plc | 624,481 | $10.2M | 0.00% | +88,798+16.6% | Added |
| Susquehanna International Group, LLP | 537,235 | $8.82M | 0.01% | −132,569−19.8% | Reduced |
| D. E. Shaw & Co., Inc. | 502,795 | $8.25M | 0.01% | +98,230+24.3% | Added |
| Northern Trust Corp | 486,077 | $7.98M | 0.00% | −10,552−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 468,904 | $7.69M | 0.00% | +9,080+2.0% | Added |
| Bank of America Corp | 421,370 | $6.91M | 0.00% | +244,532+138.3% | Added |
| Capital Fund Management S.A. | 402,082 | $6.60M | 0.08% | +157,416+64.3% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 362,049 | $5.94M | 1.24% | +362,049 | New |
| Bank of New York Mellon Corp | 326,049 | $5.35M | 0.00% | +10,624+3.4% | Added |
| Philo Smith Capital Corp | 245,000 | $4.02M | 1.13% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 242,341 | $3.98M | 0.00% | −180,295−42.7% | Reduced |
| First Trust Advisors LP | 230,897 | $3.79M | 0.00% | +203,508+743.0% | Added |
| Point72 Asset Management, L.P. | 220,900 | $3.62M | 0.01% | +207,800+1,586.3% | Added |
| Sculptor Capital LP | 196,500 | $3.22M | 0.07% | +46,500+31.0% | Added |
| Gsa Capital Partners LLP | 188,895 | $3.10M | 0.25% | +188,895 | New |
| Landscape Capital Management, L.L.C. | 169,214 | $2.78M | 0.24% | +64,049+60.9% | Added |
| Group One Trading, L.P. | 162,006 | $2.66M | 0.09% | −112,989−41.1% | Reduced |
| Exchange Traded Concepts, LLC | 148,345 | $2.43M | 0.06% | +34,332+30.1% | Added |
| Two Sigma Investments, LP | 147,050 | $2.41M | 0.01% | +147,050 | New |
| Nuveen Asset Management, LLC | 143,048 | $2.35M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 114,531 | $1.88M | 0.00% | +112,748+6,323.5% | Added |
| Zacks Investment Management | 108,869 | $1.79M | 0.02% | +24,360+28.8% | Added |
| Teachers Retirement System of the State of Kentucky | 106,525 | $1.75M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 103,000 | $1.69M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 99,220 | $1.63M | 0.00% | −375,453−79.1% | Reduced |
| PDT Partners, LLC | 92,805 | $1.52M | 0.14% | +92,805 | New |
| UBS Group AG | 90,703 | $1.49M | 0.00% | +42,794+89.3% | Added |
| Wells Fargo & Company | 85,404 | $1.40M | 0.00% | +43,204+102.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 112,938 | $1.40M | 0.00% | +9,107+8.8% | Added |
| UBS Asset Management Americas Inc | 81,554 | $1.34M | 0.00% | −5,478−6.3% | Reduced |
| Rhumbline Advisers | 81,400 | $1.34M | 0.00% | −2,026−2.4% | Reduced |
| Ameriprise Financial Inc | 79,872 | $1.31M | 0.00% | +8,445+11.8% | Added |
| Algert Global LLC | 77,588 | $1.27M | 0.05% | −8,792−10.2% | Reduced |
| American Century Companies Inc | 76,964 | $1.26M | 0.00% | +20,527+36.4% | Added |
| Credit Suisse AG | 75,811 | $1.24M | 0.00% | +8,599+12.8% | Added |
| Invesco Ltd. | 75,315 | $1.24M | 0.00% | +7,574+11.2% | Added |
| Dimensional Fund Advisors LP | 58,887 | $966.3K | 0.00% | +32,375+122.1% | Added |
| Titleist Asset Management, LLC | 57,553 | $944.4K | 0.17% | −1,820−3.1% | Reduced |
| Amtrust Financial Services, Inc. | 56,644 | $929.5K | 0.47% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 53,272 | $874.0K | 0.01% | +53,272 | New |
| California State Teachers Retirement System | 52,262 | $857.6K | 0.00% | −2,626−4.8% | Reduced |
| GTS Securities LLC | 51,083 | $838.3K | 0.02% | −36,052−41.4% | Reduced |
| AQR Capital Management LLC | 50,251 | $824.6K | 0.00% | +50,251 | New |
| JPMorgan Chase & Co | 48,788 | $800.6K | 0.00% | −33,782−40.9% | Reduced |
| Citigroup Inc | 47,814 | $784.6K | 0.00% | −33,014−40.8% | Reduced |
| Barclays PLC | 45,946 | $754.0K | 0.00% | −36,069−44.0% | Reduced |
| State of Wisconsin Investment Board | 45,249 | $742.5K | 0.00% | +45,249 | New |
| Toroso Investments, LLC | 43,779 | $718.4K | 0.01% | +43,779 | New |
| Alliancebernstein L.P. | 42,005 | $689.3K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 39,134 | $642.2K | 0.02% | +39,134 | New |
| Advisor Group Holdings, Inc. | 34,336 | $563.4K | 0.00% | +12,800+59.4% | Added |
| Millennium Management LLC | 33,905 | $556.4K | 0.00% | −695,939−95.4% | Reduced |
| Engineers Gate Manager LP | 32,176 | $528.0K | 0.01% | +3,510+12.2% | Added |
| Simplex Trading, LLC | 30,970 | $508.0K | 0.01% | −39,362−56.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 30,628 | $502.6K | 0.00% | +30,628 | New |
| SG Americas Securities, LLC | 30,596 | $502.0K | 0.00% | −12,038−28.2% | Reduced |
| Graham Capital Management, L.P. | 29,887 | $490.4K | 0.01% | +10,049+50.7% | Added |
| Susquehanna Fundamental Investments, LLC | 29,090 | $477.4K | 0.02% | +29,090 | New |
| LPL Financial LLC | 27,957 | $458.8K | 0.00% | +1,498+5.7% | Added |
| Janus Henderson Group PLC | 27,107 | $444.7K | 0.00% | +10.0% | Added |
| MetLife Investment Management | 26,860 | $440.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,612 | $436.7K | 0.00% | −392−1.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 26,041 | $427.3K | 0.01% | +26,041 | New |
| Deutsche Bank AG | 25,907 | $425.1K | 0.00% | −1,788−6.5% | Reduced |
| Norges Bank | 25,656 | $421.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 24,998 | $410.2K | 0.00% | −215−0.9% | Reduced |
| Price T Rowe Associates Inc | 24,609 | $404.0K | 0.00% | +2,196+9.8% | Added |
| Employees Retirement System of Texas | 24,459 | $401.0K | 0.00% | +12,000+96.3% | Added |
| HAP Trading, LLC | 24,315 | $399.0K | 0.12% | +24,315 | New |
| Zweig-DiMenna Associates LLC | 21,000 | $344.6K | 0.03% | 00.0% | Unchanged |
| MYDA Advisors LLC | 20,000 | $328.2K | 0.11% | +20,000 | New |
| Blueshift Asset Management, LLC | 19,960 | $327.5K | 0.17% | +19,960 | New |
| Virtu Financial LLC | 19,529 | $320.0K | 0.02% | +7,449+61.7% | Added |
| New York State Common Retirement Fund | 19,371 | $317.9K | 0.00% | −75−0.4% | Reduced |
| Falcon Edge Capital, LP | 18,204 | $298.7K | 0.09% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 17,950 | $294.6K | 0.17% | −500−2.7% | Reduced |
| Leonteq Securities AG | 17,078 | $280.3K | 0.04% | −827−4.6% | Reduced |
| Voya Investment Management LLC | 16,552 | $271.6K | 0.00% | −3,545−17.6% | Reduced |
| Van Eck Associates Corp | 15,859 | $260.0K | 0.00% | +709+4.7% | Added |
| State Board of Administration of Florida Retirement System | 17,226 | $245.6K | 0.00% | +2,710+18.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,505 | $238.0K | 0.00% | −151−1.0% | Reduced |
| Brevan Howard Capital Management LP | 14,500 | $237.9K | 0.02% | −8,930−38.1% | Reduced |
| Arizona State Retirement System | 14,412 | $236.5K | 0.00% | −199−1.4% | Reduced |
| Headlands Technologies LLC | 14,050 | $230.6K | 0.06% | +14,050 | New |
| Simplify Asset Management Inc. | 13,530 | $222.0K | 0.02% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 13,349 | $219.1K | 0.25% | −206−1.5% | Reduced |
| Wolverine Trading, LLC | 13,121 | $215.3K | 0.00% | −32,304−71.1% | Reduced |
| Advisory Services Network, LLC | 13,075 | $214.6K | 0.00% | −177−1.3% | Reduced |
| Capstone Investment Advisors, LLC | 13,055 | $214.2K | 0.00% | +13,055 | New |
| Raymond James Financial Services Advisors, Inc. | 11,464 | $188.1K | 0.00% | +11,464 | New |
| Commonwealth Equity Services, LLC | 11,452 | $188.0K | 0.00% | −215−1.8% | Reduced |