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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, Q3 2024

Institutional positions in Lemonade, Inc. as of Sep 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
224
+11 vs. Q2 2024
Shares held
41.1M
+3.58M (+9.5%) vs. Q2 2024
Total value
$677.2M
+$57.1M (+9.2%) vs. Q2 2024
New holders
36
54 more added
Sold out
25
67 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 224 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 heldQ3 2024: $677.2M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q2 2024.

Institutions holding LMND in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$197.6M0.90%00.0%Unchanged
Vanguard Group Inc5,208,716$85.9M0.00%−107,623−2.0%Reduced
BlackRock, Inc.3,903,181$64.4M0.00%+3,903,181New
Baillie Gifford & Co3,725,083$61.4M0.05%−336,308−8.3%Reduced
D. E. Shaw & Co., Inc.1,528,725$25.2M0.03%+539,141+54.5%Added
State Street Corp1,233,662$20.3M0.00%+14,028+1.2%Added
Geode Capital Management, LLC1,208,613$19.9M0.00%−64,393−5.1%Reduced
Citadel Advisors LLC1,011,748$16.7M0.02%+505,539+99.9%Added
Bank of America Corp852,579$14.1M0.00%+195,125+29.7%Added
Halter Ferguson Financial Inc.742,170$12.2M6.92%−1,959−0.3%Reduced
Morgan Stanley573,570$9.46M0.00%+22,132+4.0%Added
BIT Capital GmbH490,298$8.09M0.78%+169,634+52.9%Added
Northern Trust Corp454,910$7.50M0.00%−1,817−0.4%Reduced
Charles Schwab Investment Management Inc448,297$7.39M0.00%−32,329−6.7%Reduced
Goldman Sachs Group Inc435,929$7.19M0.00%−169,347−28.0%Reduced
Marshall Wace, LLP417,739$6.89M0.01%−441,725−51.4%Reduced
Trexquant Investment LP407,517$6.72M0.09%+217,856+114.9%Added
Landscape Capital Management, L.L.C.321,882$5.31M0.54%+48,260+17.6%Added
Squarepoint Ops LLC318,750$5.26M0.02%+273,177+599.4%Added
FMR LLC318,321$5.25M0.00%+153,362+93.0%Added
Group One Trading, L.P.267,882$4.42M0.17%+98,602+58.2%Added
Philo Smith Capital Corp245,000$4.04M1.02%00.0%Unchanged
Nuveen Asset Management, LLC238,304$3.93M0.00%−181,710−43.3%Reduced
General Equity Holdings LP230,000$3.79M2.63%−85,000−27.0%Reduced
Capital Fund Management S.A.222,060$3.66M0.04%−37,150−14.3%Reduced
Sculptor Capital LP196,500$3.24M0.06%00.0%Unchanged
Gsa Capital Partners LLP180,916$2.98M0.23%+42,822+31.0%Added
Twinbeech Capital LP159,402$2.63M0.05%+115,914+266.5%Added
ExodusPoint Capital Management, LP158,669$2.62M0.03%+147,414+1,309.8%Added
Bank of New York Mellon Corp150,744$2.49M0.00%−40,293−21.1%Reduced
PDT Partners, LLC147,778$2.44M0.22%00.0%Unchanged
Wells Fargo & Company120,828$1.99M0.00%+2,580+2.2%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
American Century Companies Inc100,275$1.65M0.00%+13,518+15.6%Added
UBS Asset Management Americas Inc98,230$1.62M0.00%−9,454−8.8%Reduced
Jane Street Group, LLC97,874$1.61M0.00%+11,743+13.6%Added
HRT Financial LP96,105$1.58M0.01%+96,105New
Verition Fund Management LLC95,253$1.57M0.01%+95,253New
Qube Research & Technologies Ltd92,318$1.52M0.00%+92,318New
Barclays PLC87,414$1.44M0.00%+65,144+292.5%Added
Mirae Asset Global ETFs Holdings Ltd.79,658$1.31M0.00%−6,206−7.2%Reduced
Rhumbline Advisers74,144$1.22M0.00%−4,690−5.9%Reduced
Alliancebernstein L.P.68,885$1.14M0.00%−42−0.1%Reduced
Algert Global LLC67,783$1.12M0.03%−15,100−18.2%Reduced
Invesco Ltd.67,299$1.11M0.00%−8,852−11.6%Reduced
Dimensional Fund Advisors LP65,196$1.08M0.00%+531+0.8%Added
AQR Capital Management LLC60,959$1.01M0.00%+30,272+98.6%Added
Axiom Advisory, LLC54,400$998.2K0.01%+850+1.6%Added
Citigroup Inc59,065$974.0K0.00%+18,219+44.6%Added
Titleist Asset Management, LLC58,942$972.0K0.14%−81−0.1%Reduced
First Trust Advisors LP57,486$947.9K0.00%−174,884−75.3%Reduced
Amtrust Financial Services, Inc.56,644$934.1K0.43%00.0%Unchanged
Legal & General Group Plc55,601$916.9K0.00%−602,230−91.5%Reduced
Millennium Management LLC55,492$915.1K0.00%−110,197−66.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.54,762$903.0K0.00%+27,265+99.2%Added
GTS Securities LLC50,429$831.6K0.02%+13,146+35.3%Added
California State Teachers Retirement System49,899$822.8K0.00%−1,395−2.7%Reduced
JPMorgan Chase & Co49,465$815.7K0.00%−7,696−13.5%Reduced
UBS Group AG48,493$799.6K0.00%−41,410−46.1%Reduced
Simplex Trading, LLC48,492$799.0K0.03%+48,492New
Caption Management, LLC48,000$791.5K0.08%+48,000New
Toroso Investments, LLC45,631$752.5K0.01%+2,017+4.6%Added
IMC-Chicago, LLC40,476$667.4K0.02%+5,401+15.4%Added
Aquatic Capital Management LLC40,300$664.5K0.02%+40,300New
Main Management ETF Advisors, LLC37,248$614.0K0.03%+37,248New
Engineers Gate Manager LP33,750$556.5K0.01%+33,750New
LPL Financial LLC33,504$552.5K0.00%+1,670+5.2%Added
Wolverine Trading, LLC31,259$529.8K0.01%+17,402+125.6%Added
Deutsche Bank AG30,724$506.6K0.00%+8,214+36.5%Added
MetLife Investment Management29,677$489.4K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC28,977$477.8K0.01%−34,343−54.2%Reduced
Blueshift Asset Management, LLC28,841$475.6K0.12%−2,806−8.9%Reduced
Manufacturers Life Insurance Company, The28,791$474.8K0.00%−403−1.4%Reduced
Corton Capital Inc.28,234$465.6K0.23%+28,234New
Corebridge Financial, Inc.27,570$454.6K0.00%−170−0.6%Reduced
Point72 Asset Management, L.P.27,452$452.7K0.00%+19,828+260.1%Added
Price T Rowe Associates Inc26,994$446.0K0.00%+483+1.8%Added
Janus Henderson Group PLC26,851$443.2K0.00%00.0%Unchanged
Norges Bank25,656$423.1K0.00%00.0%Unchanged
Employees Retirement System of Texas24,459$403.0K0.00%00.0%Unchanged
Walleye Capital LLC24,344$401.4K0.00%−9,234−27.5%Reduced
Van Eck Associates Corp18,054$336.0K0.00%+280+1.6%Added
SG Americas Securities, LLC18,688$308.0K0.00%+18,688New
Advisor Group Holdings, Inc.18,045$297.5K0.00%+1,914+11.9%Added
Voya Investment Management LLC16,620$274.1K0.00%−294−1.7%Reduced
Intech Investment Management LLC16,019$264.2K0.00%+16,019New
Arizona State Retirement System15,226$251.1K0.00%+482+3.3%Added
State Board of Administration of Florida Retirement System14,516$239.4K0.00%00.0%Unchanged
Fox Run Management, L.L.C.14,439$238.1K0.05%+14,439New
Zurcher Kantonalbank (Zurich Cantonalbank)14,295$235.7K0.00%−194−1.3%Reduced
CI Private Wealth, LLC14,051$231.7K0.00%+14,051New
Simplify Asset Management Inc.13,530$223.1K0.02%00.0%Unchanged
Susquehanna International Group, LLP13,463$222.0K0.00%−627,914−97.9%Reduced
Bristlecone Advisors, LLC13,229$218.1K0.02%+13,229New
Synergy Financial Group, LTD13,181$217.4K0.21%−71−0.5%Reduced
New York State Common Retirement Fund12,828$211.5K0.00%−6,600−34.0%Reduced
Caxton Associates LP12,743$210.1K0.01%−31,911−71.5%Reduced
Ameriprise Financial Inc12,377$204.1K0.00%−72,996−85.5%Reduced
Royal Bank of Canada12,017$198.0K0.00%+1,628+15.7%Added