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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 1,229,457 | $20.2M | 0.00% | +27,934+2.3% | Added |
| BlackRock Inc. | 3,975,211 | $65.2M | 0.00% | −90,256−2.2% | Reduced |
| Baillie Gifford & Co | 4,468,984 | $73.3M | 0.06% | −80,709−1.8% | Reduced |
| Vanguard Group Inc | 5,185,403 | $85.1M | 0.00% | −12,809−0.2% | Reduced |
| Softbank Group Corp | 11,983,384 | $196.6M | 1.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −229,125−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −214,453−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −122,079−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −60,275−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −58,663−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −55,793−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −40,553−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,210−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −26,781−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,094−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,861−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,737−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −13,172−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,157−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,820−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,817−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,527−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −9,446−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,904−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | – | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northwest Bank & Trust Co | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| AtonRa Partners | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |