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, Q4 2024
Institutional positions in Lemonade, Inc. as of Dec 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
- 269
- +47 vs. Q3 2024
- Shares held
- 43.7M
- +2.66M (+6.5%) vs. Q3 2024
- Total value
- $1.60B
- +$926.1M (+137.0%) vs. Q3 2024
- New holders
- 81
- 61 more added
- Sold out
- 34
- 67 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 10,699,211 | $392.4M | 1.68% | −1,284,173−10.7% | Reduced |
| Vanguard Group Inc | 5,343,492 | $196.0M | 0.00% | +134,776+2.6% | Added |
| BlackRock, Inc. | 4,036,298 | $148.1M | 0.00% | +133,117+3.4% | Added |
| Baillie Gifford & Co | 3,383,887 | $124.1M | 0.10% | −341,196−9.2% | Reduced |
| D. E. Shaw & Co., Inc. | 2,771,691 | $101.7M | 0.11% | +1,242,966+81.3% | Added |
| State Street Corp | 1,664,010 | $61.0M | 0.00% | +430,348+34.9% | Added |
| JPMorgan Chase & Co | 1,349,356 | $49.5M | 0.00% | +1,299,891+2,627.9% | Added |
| Geode Capital Management, LLC | 1,203,950 | $44.2M | 0.00% | −4,663−0.4% | Reduced |
| Morgan Stanley | 805,205 | $29.5M | 0.00% | +231,635+40.4% | Added |
| Citadel Advisors LLC | 603,132 | $22.1M | 0.02% | −408,616−40.4% | Reduced |
| Two Sigma Investments, LP | 601,575 | $22.1M | 0.05% | +601,575 | New |
| Voloridge Investment Management, LLC | 580,964 | $21.3M | 0.08% | +580,964 | New |
| Goldman Sachs Group Inc | 570,533 | $20.9M | 0.00% | +134,604+30.9% | Added |
| Northern Trust Corp | 562,502 | $20.6M | 0.00% | +107,592+23.7% | Added |
| Squarepoint Ops LLC | 520,910 | $19.1M | 0.05% | +202,160+63.4% | Added |
| Cable Car Capital LLC | 500,000 | $18.3M | 1.40% | +500,000 | New |
| Charles Schwab Investment Management Inc | 452,164 | $16.6M | 0.00% | +3,867+0.9% | Added |
| Two Sigma Advisers, LP | 420,166 | $15.4M | 0.04% | +420,166 | New |
| BIT Capital GmbH | 399,720 | $14.7M | 1.28% | −90,578−18.5% | Reduced |
| UBS Group AG | 391,728 | $14.4M | 0.00% | +343,235+707.8% | Added |
| Trexquant Investment LP | 325,514 | $11.9M | 0.14% | −82,003−20.1% | Reduced |
| Bank of America Corp | 306,662 | $11.2M | 0.00% | −545,917−64.0% | Reduced |
| Halter Ferguson Financial Inc. | 292,790 | $10.7M | 4.56% | −449,380−60.5% | Reduced |
| Group One Trading, L.P. | 281,465 | $10.3M | 0.35% | +13,583+5.1% | Added |
| Tudor Investment Corp Et Al | 279,871 | $10.3M | 0.11% | +279,871 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 275,161 | $10.1M | 0.05% | +220,399+402.5% | Added |
| Renaissance Technologies LLC | 198,187 | $7.27M | 0.01% | +198,187 | New |
| Sculptor Capital LP | 196,500 | $7.21M | 0.11% | 00.0% | Unchanged |
| Philo Smith Capital Corp | 193,250 | $7.09M | 2.01% | −51,750−21.1% | Reduced |
| First Trust Advisors LP | 184,348 | $6.76M | 0.01% | +126,862+220.7% | Added |
| Deutsche Bank AG | 182,081 | $6.68M | 0.00% | +151,357+492.6% | Added |
| Bank of New York Mellon Corp | 151,186 | $5.55M | 0.00% | +442+0.3% | Added |
| Nuveen Asset Management, LLC | 146,644 | $5.38M | 0.00% | −91,660−38.5% | Reduced |
| Jefferies Financial Group Inc. | 121,514 | $4.46M | 0.05% | +121,514 | New |
| Barclays PLC | 119,080 | $4.37M | 0.00% | +31,666+36.2% | Added |
| PDT Partners, LLC | 118,591 | $4.35M | 0.39% | −29,187−19.8% | Reduced |
| American Century Companies Inc | 106,595 | $3.91M | 0.00% | +6,320+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 106,525 | $3.91M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 104,800 | $3.84M | 0.00% | +1,800+1.7% | Added |
| Ameriprise Financial Inc | 98,697 | $3.62M | 0.00% | +86,320+697.4% | Added |
| FMR LLC | 97,160 | $3.56M | 0.00% | −221,161−69.5% | Reduced |
| Millennium Management LLC | 92,890 | $3.41M | 0.00% | +37,398+67.4% | Added |
| UBS Asset Management Americas Inc | 91,049 | $3.34M | 0.00% | −7,181−7.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 83,767 | $3.07M | 0.01% | +4,109+5.2% | Added |
| EAM Investors, LLC | 79,812 | $2.93M | 0.41% | +79,812 | New |
| Invesco Ltd. | 76,718 | $2.81M | 0.00% | +9,419+14.0% | Added |
| Rhumbline Advisers | 75,705 | $2.78M | 0.00% | +1,561+2.1% | Added |
| Jane Street Group, LLC | 73,033 | $2.68M | 0.00% | −24,841−25.4% | Reduced |
| BNP Paribas Arbitrage, SA | 70,296 | $2.58M | 0.00% | +70,296 | New |
| Citigroup Inc | 64,804 | $2.38M | 0.00% | +5,739+9.7% | Added |
| Dimensional Fund Advisors LP | 62,044 | $2.28M | 0.00% | −3,152−4.8% | Reduced |
| Wolverine Trading, LLC | 56,990 | $2.18M | 0.05% | +25,731+82.3% | Added |
| Amtrust Financial Services, Inc. | 56,644 | $2.08M | 0.94% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 55,555 | $2.04M | 0.00% | −13,330−19.4% | Reduced |
| Wells Fargo & Company | 55,221 | $2.03M | 0.00% | −65,607−54.3% | Reduced |
| Legal & General Group Plc | 55,138 | $2.02M | 0.00% | −463−0.8% | Reduced |
| Penserra Capital Management LLC | 54,800 | $2.01M | 0.04% | +54,800 | New |
| General Equity Holdings LP | 54,767 | $2.01M | 1.58% | −175,233−76.2% | Reduced |
| IMC-Chicago, LLC | 54,221 | $1.99M | 0.05% | +13,745+34.0% | Added |
| Capital Fund Management S.A. | 54,204 | $1.99M | 0.02% | −167,856−75.6% | Reduced |
| Algert Global LLC | 53,707 | $1.97M | 0.05% | −14,076−20.8% | Reduced |
| Verition Fund Management LLC | 49,801 | $1.83M | 0.01% | −45,452−47.7% | Reduced |
| California State Teachers Retirement System | 49,741 | $1.82M | 0.00% | −158−0.3% | Reduced |
| Nia Impact Advisors, LLC | 44,930 | $1.65M | 0.54% | +44,930 | New |
| Twinbeech Capital LP | 44,506 | $1.63M | 0.03% | −114,896−72.1% | Reduced |
| Brevan Howard Capital Management LP | 44,264 | $1.62M | 0.04% | +44,264 | New |
| Raymond James Financial Inc | 43,974 | $1.61M | 0.00% | +43,974 | New |
| Toroso Investments, LLC | 37,211 | $1.36M | 0.01% | −8,420−18.5% | Reduced |
| Susquehanna International Group, LLP | 36,659 | $1.34M | 0.00% | +23,196+172.3% | Added |
| LPL Financial LLC | 36,195 | $1.33M | 0.00% | +2,691+8.0% | Added |
| Parallax Volatility Advisers, L.P. | 36,030 | $1.32M | 0.03% | +26,616+282.7% | Added |
| Gsa Capital Partners LLP | 35,737 | $1.31M | 0.10% | −145,179−80.2% | Reduced |
| Titleist Asset Management, LLC | 34,378 | $1.26M | 0.15% | −24,564−41.7% | Reduced |
| Main Management ETF Advisors, LLC | 34,176 | $1.25M | 0.06% | −3,072−8.2% | Reduced |
| MetLife Investment Management | 31,068 | $1.14M | 0.01% | +1,391+4.7% | Added |
| Manufacturers Life Insurance Company, The | 31,000 | $1.14M | 0.00% | +2,209+7.7% | Added |
| Price T Rowe Associates Inc | 30,573 | $1.12M | 0.00% | +3,579+13.3% | Added |
| Illumine Investment Management, LLC | 30,277 | $1.11M | 0.91% | +30,277 | New |
| Qube Research & Technologies Ltd | 28,532 | $1.05M | 0.00% | −63,786−69.1% | Reduced |
| Janus Henderson Group PLC | 26,851 | $986.1K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 25,962 | $952.3K | 0.01% | −1,608−5.8% | Reduced |
| Norges Bank | 25,656 | $941.1K | 0.00% | 00.0% | Unchanged |
| Westerly Capital Management, LLC | 25,000 | $917.0K | 0.42% | +25,000 | New |
| Employees Retirement System of Texas | 24,459 | $897.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 23,518 | $862.6K | 0.01% | +7,499+46.8% | Added |
| Campbell & CO Investment Adviser LLC | 18,415 | $675.5K | 0.05% | +18,415 | New |
| New York State Common Retirement Fund | 18,128 | $664.9K | 0.00% | +5,300+41.3% | Added |
| FORA Capital, LLC | 17,934 | $657.8K | 0.08% | +17,934 | New |
| Advisor Group Holdings, Inc. | 17,687 | $648.9K | 0.00% | −358−2.0% | Reduced |
| Quadrature Capital Ltd | 17,569 | $644.8K | 0.01% | +17,569 | New |
| Oppenheimer & Co Inc | 17,459 | $640.4K | 0.01% | +17,459 | New |
| Van Eck Associates Corp | 17,439 | $640.0K | 0.00% | −615−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 17,060 | $625.8K | 0.01% | +5,670+49.8% | Added |
| Voya Investment Management LLC | 15,500 | $568.5K | 0.00% | −1,120−6.7% | Reduced |
| Arizona State Retirement System | 15,460 | $567.1K | 0.00% | +234+1.5% | Added |
| SEI Investments Co | 15,071 | $552.8K | 0.00% | +15,071 | New |
| Virtu Financial LLC | 15,053 | $552.0K | 0.03% | +15,053 | New |
| AQR Capital Management LLC | 14,711 | $539.6K | 0.00% | −46,248−75.9% | Reduced |
| ProShare Advisors LLC | 14,697 | $539.1K | 0.00% | +14,697 | New |
| Bristlecone Advisors, LLC | 14,577 | $534.7K | 0.04% | +1,348+10.2% | Added |