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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, 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.

Institutional holdersQ1 2024: 205 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 heldQ1 2024: $656.0M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2023.

Institutions holding LMND in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)7,772$127.5K0.00%+2,526+48.2%Added
Quest Partners LLC7,962$130.7K0.02%−1,420−15.1%Reduced
Federation des caisses Desjardins du Quebec9,743$159.9K0.00%+738+8.2%Added
Nisa Investment Advisors, LLC10,140$166.4K0.00%00.0%Unchanged
Gotham Asset Management, LLC10,295$168.9K0.00%−4,160−28.8%Reduced
Commonwealth Equity Services, LLC11,452$188.0K0.00%−215−1.8%Reduced
Raymond James Financial Services Advisors, Inc.11,464$188.1K0.00%+11,464New
Capstone Investment Advisors, LLC13,055$214.2K0.00%+13,055New
Advisory Services Network, LLC13,075$214.6K0.00%−177−1.3%Reduced
Wolverine Trading, LLC13,121$215.3K0.00%−32,304−71.1%Reduced
Synergy Financial Group, LTD13,349$219.1K0.25%−206−1.5%Reduced
Simplify Asset Management Inc.13,530$222.0K0.02%00.0%Unchanged
Headlands Technologies LLC14,050$230.6K0.06%+14,050New
Arizona State Retirement System14,412$236.5K0.00%−199−1.4%Reduced
Brevan Howard Capital Management LP14,500$237.9K0.02%−8,930−38.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)14,505$238.0K0.00%−151−1.0%Reduced
State Board of Administration of Florida Retirement System17,226$245.6K0.00%+2,710+18.7%Added
Van Eck Associates Corp15,859$260.0K0.00%+709+4.7%Added
Voya Investment Management LLC16,552$271.6K0.00%−3,545−17.6%Reduced
Leonteq Securities AG17,078$280.3K0.04%−827−4.6%Reduced
WMG Financial Advisors, LLC17,950$294.6K0.17%−500−2.7%Reduced
Falcon Edge Capital, LP18,204$298.7K0.09%00.0%Unchanged
New York State Common Retirement Fund19,371$317.9K0.00%−75−0.4%Reduced
Virtu Financial LLC19,529$320.0K0.02%+7,449+61.7%Added
Blueshift Asset Management, LLC19,960$327.5K0.17%+19,960New
MYDA Advisors LLC20,000$328.2K0.11%+20,000New
Zweig-DiMenna Associates LLC21,000$344.6K0.03%00.0%Unchanged
HAP Trading, LLC24,315$399.0K0.12%+24,315New
Employees Retirement System of Texas24,459$401.0K0.00%+12,000+96.3%Added
Price T Rowe Associates Inc24,609$404.0K0.00%+2,196+9.8%Added
American International Group, Inc.24,998$410.2K0.00%−215−0.9%Reduced
Norges Bank25,656$421.0K0.00%00.0%Unchanged
Deutsche Bank AG25,907$425.1K0.00%−1,788−6.5%Reduced
Parallax Volatility Advisers, L.P.26,041$427.3K0.01%+26,041New
Manufacturers Life Insurance Company, The26,612$436.7K0.00%−392−1.5%Reduced
MetLife Investment Management26,860$440.8K0.00%00.0%Unchanged
Janus Henderson Group PLC27,107$444.7K0.00%+10.0%Added
LPL Financial LLC27,957$458.8K0.00%+1,498+5.7%Added
Susquehanna Fundamental Investments, LLC29,090$477.4K0.02%+29,090New
Graham Capital Management, L.P.29,887$490.4K0.01%+10,049+50.7%Added
SG Americas Securities, LLC30,596$502.0K0.00%−12,038−28.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.30,628$502.6K0.00%+30,628New
Simplex Trading, LLC30,970$508.0K0.01%−39,362−56.0%Reduced
Engineers Gate Manager LP32,176$528.0K0.01%+3,510+12.2%Added
Millennium Management LLC33,905$556.4K0.00%−695,939−95.4%Reduced
Advisor Group Holdings, Inc.34,336$563.4K0.00%+12,800+59.4%Added
Capula Management Ltd39,134$642.2K0.02%+39,134New
Alliancebernstein L.P.42,005$689.3K0.00%00.0%Unchanged
Toroso Investments, LLC43,779$718.4K0.01%+43,779New
State of Wisconsin Investment Board45,249$742.5K0.00%+45,249New
Barclays PLC45,946$754.0K0.00%−36,069−44.0%Reduced
Citigroup Inc47,814$784.6K0.00%−33,014−40.8%Reduced
JPMorgan Chase & Co48,788$800.6K0.00%−33,782−40.9%Reduced
AQR Capital Management LLC50,251$824.6K0.00%+50,251New
GTS Securities LLC51,083$838.3K0.02%−36,052−41.4%Reduced
California State Teachers Retirement System52,262$857.6K0.00%−2,626−4.8%Reduced
ExodusPoint Capital Management, LP53,272$874.0K0.01%+53,272New
Amtrust Financial Services, Inc.56,644$929.5K0.47%00.0%Unchanged
Titleist Asset Management, LLC57,553$944.4K0.17%−1,820−3.1%Reduced
Dimensional Fund Advisors LP58,887$966.3K0.00%+32,375+122.1%Added
Invesco Ltd.75,315$1.24M0.00%+7,574+11.2%Added
Credit Suisse AG75,811$1.24M0.00%+8,599+12.8%Added
American Century Companies Inc76,964$1.26M0.00%+20,527+36.4%Added
Algert Global LLC77,588$1.27M0.05%−8,792−10.2%Reduced
Ameriprise Financial Inc79,872$1.31M0.00%+8,445+11.8%Added
Rhumbline Advisers81,400$1.34M0.00%−2,026−2.4%Reduced
UBS Asset Management Americas Inc81,554$1.34M0.00%−5,478−6.3%Reduced
Mirae Asset Global Investments Co., Ltd.112,938$1.40M0.00%+9,107+8.8%Added
Wells Fargo & Company85,404$1.40M0.00%+43,204+102.4%Added
UBS Group AG90,703$1.49M0.00%+42,794+89.3%Added
PDT Partners, LLC92,805$1.52M0.14%+92,805New
Jane Street Group, LLC99,220$1.63M0.00%−375,453−79.1%Reduced
Swiss National Bank103,000$1.69M0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky106,525$1.75M0.02%00.0%Unchanged
Zacks Investment Management108,869$1.79M0.02%+24,360+28.8%Added
FMR LLC114,531$1.88M0.00%+112,748+6,323.5%Added
Nuveen Asset Management, LLC143,048$2.35M0.00%00.0%Unchanged
Two Sigma Investments, LP147,050$2.41M0.01%+147,050New
Exchange Traded Concepts, LLC148,345$2.43M0.06%+34,332+30.1%Added
Group One Trading, L.P.162,006$2.66M0.09%−112,989−41.1%Reduced
Landscape Capital Management, L.L.C.169,214$2.78M0.24%+64,049+60.9%Added
Gsa Capital Partners LLP188,895$3.10M0.25%+188,895New
Sculptor Capital LP196,500$3.22M0.07%+46,500+31.0%Added
Point72 Asset Management, L.P.220,900$3.62M0.01%+207,800+1,586.3%Added
First Trust Advisors LP230,897$3.79M0.00%+203,508+743.0%Added
Goldman Sachs Group Inc242,341$3.98M0.00%−180,295−42.7%Reduced
Philo Smith Capital Corp245,000$4.02M1.13%00.0%Unchanged
Bank of New York Mellon Corp326,049$5.35M0.00%+10,624+3.4%Added
Philadelphia Financial Management of San Francisco, LLC362,049$5.94M1.24%+362,049New
Capital Fund Management S.A.402,082$6.60M0.08%+157,416+64.3%Added
Bank of America Corp421,370$6.91M0.00%+244,532+138.3%Added
Charles Schwab Investment Management Inc468,904$7.69M0.00%+9,080+2.0%Added
Northern Trust Corp486,077$7.98M0.00%−10,552−2.1%Reduced
D. E. Shaw & Co., Inc.502,795$8.25M0.01%+98,230+24.3%Added
Susquehanna International Group, LLP537,235$8.82M0.01%−132,569−19.8%Reduced
Legal & General Group Plc624,481$10.2M0.00%+88,798+16.6%Added
Halter Ferguson Financial Inc.711,274$11.7M9.08%+312,717+78.5%Added
Citadel Advisors LLC729,925$12.0M0.01%+362,385+98.6%Added
Morgan Stanley1,178,491$19.3M0.00%+614,855+109.1%Added
State Street Corp1,179,840$19.4M0.00%+7,652+0.7%Added