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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 551,438 | $9.10M | 0.00% | −627,053−53.2% | Reduced |
| Goldman Sachs Group Inc | 605,276 | $9.99M | 0.00% | +362,935+149.8% | Added |
| Susquehanna International Group, LLP | 641,377 | $10.6M | 0.02% | +104,142+19.4% | Added |
| Bank of America Corp | 657,454 | $10.8M | 0.00% | +236,084+56.0% | Added |
| Legal & General Group Plc | 657,831 | $10.9M | 0.00% | +33,350+5.3% | Added |
| Halter Ferguson Financial Inc. | 744,129 | $12.3M | 8.72% | +32,855+4.6% | Added |
| Marshall Wace, LLP | 859,464 | $14.2M | 0.02% | +859,464 | New |
| D. E. Shaw & Co., Inc. | 989,584 | $16.3M | 0.02% | +486,789+96.8% | Added |
| State Street Corp | 1,219,634 | $20.1M | 0.00% | +39,794+3.4% | Added |
| Geode Capital Management, LLC | 1,273,006 | $21.0M | 0.00% | +43,549+3.5% | Added |
| BlackRock Inc. | 4,000,841 | $66.0M | 0.00% | +25,630+0.6% | Added |
| Baillie Gifford & Co | 4,061,391 | $67.0M | 0.05% | −407,593−9.1% | Reduced |
| Vanguard Group Inc | 5,316,339 | $87.7M | 0.00% | +130,936+2.5% | Added |
| Softbank Group Corp | 11,983,384 | $197.7M | 0.99% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −362,049−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −147,050−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −45,249−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,176−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −30,970−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −30,596−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −29,887−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,090−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −24,998−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −24,315−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,529−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −18,204−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −14,050−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −13,075−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −11,464−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,817−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |