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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, Q2 2024

Institutional positions in Lemonade, Inc. as of Jun 30, 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
214
+10 vs. Q1 2024
Shares held
41.5M
+1.57M (+3.9%) vs. Q1 2024
Total value
$686.1M
+$31.3M (+4.8%) vs. Q1 2024
New holders
41
65 more added
Sold out
31
47 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 214 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 heldQ2 2024: $686.1M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2024.

Institutions holding LMND in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$197.7M0.99%00.0%Unchanged
Vanguard Group Inc5,316,339$87.7M0.00%+130,936+2.5%Added
Baillie Gifford & Co4,061,391$67.0M0.05%−407,593−9.1%Reduced
BlackRock Inc.4,000,841$66.0M0.00%+25,630+0.6%Added
Geode Capital Management, LLC1,273,006$21.0M0.00%+43,549+3.5%Added
State Street Corp1,219,634$20.1M0.00%+39,794+3.4%Added
D. E. Shaw & Co., Inc.989,584$16.3M0.02%+486,789+96.8%Added
Marshall Wace, LLP859,464$14.2M0.02%+859,464New
Halter Ferguson Financial Inc.744,129$12.3M8.72%+32,855+4.6%Added
Legal & General Group Plc657,831$10.9M0.00%+33,350+5.3%Added
Bank of America Corp657,454$10.8M0.00%+236,084+56.0%Added
Susquehanna International Group, LLP641,377$10.6M0.02%+104,142+19.4%Added
Goldman Sachs Group Inc605,276$9.99M0.00%+362,935+149.8%Added
Morgan Stanley551,438$9.10M0.00%−627,053−53.2%Reduced
Citadel Advisors LLC506,209$8.35M0.01%−223,716−30.6%Reduced
Charles Schwab Investment Management Inc480,626$7.93M0.00%+11,722+2.5%Added
Northern Trust Corp456,727$7.54M0.00%−29,350−6.0%Reduced
Nuveen Asset Management, LLC420,014$6.93M0.00%+276,966+193.6%Added
BIT Capital GmbH320,664$5.29M0.48%+320,664New
General Equity Holdings LP315,000$5.20M3.17%+315,000New
Landscape Capital Management, L.L.C.273,622$4.51M0.38%+104,408+61.7%Added
Capital Fund Management S.A.259,210$4.28M0.05%−142,872−35.5%Reduced
Philo Smith Capital Corp245,000$4.04M1.14%00.0%Unchanged
First Trust Advisors LP232,370$3.83M0.00%+1,473+0.6%Added
Sculptor Capital LP196,500$3.24M0.07%00.0%Unchanged
Bank of New York Mellon Corp191,037$3.15M0.00%−135,012−41.4%Reduced
Trexquant Investment LP189,661$3.13M0.05%+189,661New
Group One Trading, L.P.169,280$2.79M0.09%+7,274+4.5%Added
Millennium Management LLC165,689$2.73M0.00%+131,784+388.7%Added
FMR LLC164,959$2.72M0.00%+50,428+44.0%Added
PDT Partners, LLC147,778$2.44M0.23%+54,973+59.2%Added
Gsa Capital Partners LLP138,094$2.28M0.16%−50,801−26.9%Reduced
Strategic Financial Concepts, LLC48,473$2.14M0.01%+48,473New
Zacks Investment Management121,951$2.01M0.02%+13,082+12.0%Added
Wells Fargo & Company118,248$1.95M0.00%+32,844+38.5%Added
Exchange Traded Concepts, LLC117,395$1.94M0.05%−30,950−20.9%Reduced
UBS Asset Management Americas Inc107,684$1.78M0.00%+26,130+32.0%Added
Teachers Retirement System of the State of Kentucky106,525$1.76M0.02%00.0%Unchanged
Swiss National Bank103,000$1.70M0.00%00.0%Unchanged
UBS Group AG89,903$1.48M0.00%−800−0.9%Reduced
American Century Companies Inc86,757$1.43M0.00%+9,793+12.7%Added
Jane Street Group, LLC86,131$1.42M0.00%−13,089−13.2%Reduced
Mirae Asset Global ETFs Holdings Ltd.85,864$1.42M0.00%+85,864New
Ameriprise Financial Inc85,373$1.41M0.00%+5,501+6.9%Added
Algert Global LLC82,883$1.37M0.05%+5,295+6.8%Added
Rhumbline Advisers78,834$1.30M0.00%−2,566−3.2%Reduced
Invesco Ltd.76,151$1.26M0.00%+836+1.1%Added
Alliancebernstein L.P.68,927$1.14M0.00%+26,922+64.1%Added
Dimensional Fund Advisors LP64,665$1.07M0.00%+5,778+9.8%Added
Cubist Systematic Strategies, LLC63,320$1.04M0.02%+63,320New
Titleist Asset Management, LLC59,023$973.9K0.15%+1,470+2.6%Added
JPMorgan Chase & Co57,161$943.2K0.00%+8,373+17.2%Added
Amtrust Financial Services, Inc.56,644$934.6K0.45%00.0%Unchanged
Axiom Advisory, LLC53,550$893.2K0.01%+53,550New
California State Teachers Retirement System51,294$846.4K0.00%−968−1.9%Reduced
Capula Management Ltd49,334$814.0K0.01%+10,200+26.1%Added
Bayesian Capital Management, LP46,829$772.7K0.09%+46,829New
Squarepoint Ops LLC45,573$752.0K0.00%+45,573New
Caxton Associates LP44,654$736.8K0.03%+44,654New
Toroso Investments, LLC43,614$719.6K0.01%−165−0.4%Reduced
Twinbeech Capital LP43,488$717.6K0.01%+43,488New
Citigroup Inc40,846$674.0K0.00%−6,968−14.6%Reduced
Brevan Howard Capital Management LP39,070$644.7K0.04%+24,570+169.4%Added
GTS Securities LLC37,283$615.2K0.01%−13,800−27.0%Reduced
IMC-Chicago, LLC35,075$578.7K0.02%+35,075New
Walleye Capital LLC33,578$554.0K0.01%+33,578New
LPL Financial LLC31,834$525.3K0.00%+3,877+13.9%Added
Blueshift Asset Management, LLC31,647$522.2K0.18%+11,687+58.6%Added
AQR Capital Management LLC30,687$506.3K0.00%−19,564−38.9%Reduced
MetLife Investment Management29,677$489.7K0.00%+2,817+10.5%Added
Manufacturers Life Insurance Company, The29,194$481.7K0.00%+2,582+9.7%Added
Corebridge Financial, Inc.27,740$457.7K0.00%+27,740New
Connor, Clark & Lunn Investment Management Ltd.27,497$453.7K0.00%−3,131−10.2%Reduced
Janus Henderson Group PLC26,851$442.9K0.00%−256−0.9%Reduced
Price T Rowe Associates Inc26,511$438.0K0.00%+1,902+7.7%Added
Norges Bank25,656$423.3K0.00%00.0%Unchanged
Employees Retirement System of Texas24,459$404.0K0.00%00.0%Unchanged
Deutsche Bank AG22,510$371.4K0.00%−3,397−13.1%Reduced
Barclays PLC22,270$367.5K0.00%−23,676−51.5%Reduced
New York State Common Retirement Fund19,428$320.6K0.00%+57+0.3%Added
Van Eck Associates Corp17,774$293.0K0.00%+1,915+12.1%Added
Capstone Investment Advisors, LLC17,393$287.0K0.01%+4,338+33.2%Added
Voya Investment Management LLC16,914$279.1K0.00%+362+2.2%Added
Seven Eight Capital, LP16,283$268.7K0.03%+16,283New
Advisor Group Holdings, Inc.16,131$266.2K0.00%−18,205−53.0%Reduced
Arizona State Retirement System14,744$243.3K0.00%+332+2.3%Added
State Board of Administration of Florida Retirement System14,516$239.5K0.00%−2,710−15.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)14,489$239.1K0.00%−16−0.1%Reduced
WMG Financial Advisors, LLC14,100$232.7K0.12%−3,850−21.4%Reduced
Wolverine Trading, LLC13,857$228.6K0.00%+736+5.6%Added
Simplify Asset Management Inc.13,530$223.2K0.02%00.0%Unchanged
Synergy Financial Group, LTD13,252$218.7K0.23%−97−0.7%Reduced
Empower Advisory Group, LLC11,598$191.4K0.00%+11,598New
ExodusPoint Capital Management, LP11,255$186.0K0.00%−42,017−78.9%Reduced
Two Sigma Securities, LLC10,934$180.4K0.01%+10,934New
Concurrent Investment Advisors, LLC10,934$180.4K0.01%+10,934New
Gotham Asset Management, LLC10,558$174.2K0.00%+263+2.6%Added
Commonwealth Equity Services, LLC10,551$174.0K0.00%−901−7.9%Reduced
Royal Bank of Canada10,389$172.0K0.00%+4,126+65.9%Added
Nisa Investment Advisors, LLC10,140$167.3K0.00%00.0%Unchanged