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 2025
Institutional positions in Lemonade, Inc. as of Mar 31, 2025. 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
- 250
- −11 vs. Q4 2024
- Shares held
- 43.8M
- +275.2K (+0.6%) vs. Q4 2024
- Total value
- $1.38B
- −$220.1M (−13.8%) vs. Q4 2024
- New holders
- 47
- 72 more added
- Sold out
- 58
- 70 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 10,452,476 | $328.5M | 1.12% | −246,735−2.3% | Reduced |
| Vanguard Group Inc | 6,138,444 | $192.9M | 0.00% | +794,952+14.9% | Added |
| BlackRock, Inc. | 3,996,648 | $125.6M | 0.00% | −39,650−1.0% | Reduced |
| Baillie Gifford & Co | 3,167,845 | $99.6M | 0.09% | −216,042−6.4% | Reduced |
| D. E. Shaw & Co., Inc. | 2,205,884 | $69.3M | 0.08% | −565,807−20.4% | Reduced |
| JPMorgan Chase & Co | 2,151,366 | $67.6M | 0.01% | +802,010+59.4% | Added |
| State Street Corp | 1,714,717 | $53.9M | 0.00% | +50,707+3.0% | Added |
| Geode Capital Management, LLC | 1,237,090 | $38.9M | 0.00% | +33,140+2.8% | Added |
| Morgan Stanley | 802,275 | $25.2M | 0.00% | −2,930−0.4% | Reduced |
| Bank of America Corp | 775,756 | $24.4M | 0.00% | +469,094+153.0% | Added |
| Goldman Sachs Group Inc | 612,292 | $19.2M | 0.00% | +41,759+7.3% | Added |
| Squarepoint Ops LLC | 558,723 | $17.6M | 0.04% | +37,813+7.3% | Added |
| Northern Trust Corp | 548,611 | $17.2M | 0.00% | −13,891−2.5% | Reduced |
| Citadel Advisors LLC | 483,959 | $15.2M | 0.01% | −119,173−19.8% | Reduced |
| Halter Ferguson Financial Inc. | 476,764 | $15.0M | 8.18% | +183,974+62.8% | Added |
| Group One Trading, L.P. | 453,310 | $14.2M | 0.59% | +171,845+61.1% | Added |
| Charles Schwab Investment Management Inc | 442,238 | $13.9M | 0.00% | −9,926−2.2% | Reduced |
| Two Sigma Investments, LP | 399,509 | $12.6M | 0.03% | −202,066−33.6% | Reduced |
| BIT Capital GmbH | 362,909 | $11.4M | 1.37% | −36,811−9.2% | Reduced |
| Millennium Management LLC | 329,934 | $10.4M | 0.01% | +237,044+255.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 316,400 | $9.94M | 0.39% | +316,400 | New |
| Marshall Wace, LLP | 300,645 | $9.45M | 0.01% | +300,645 | New |
| Two Sigma Advisers, LP | 285,266 | $8.97M | 0.02% | −134,900−32.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 246,076 | $7.73M | 0.03% | −29,085−10.6% | Reduced |
| Trexquant Investment LP | 229,354 | $7.21M | 0.08% | −96,160−29.5% | Reduced |
| Philo Smith Capital Corp | 193,250 | $6.07M | 1.67% | 00.0% | Unchanged |
| PDT Partners, LLC | 191,621 | $6.02M | 0.43% | +73,030+61.6% | Added |
| Deutsche Bank AG | 179,257 | $5.63M | 0.00% | −2,824−1.6% | Reduced |
| First Trust Advisors LP | 167,618 | $5.27M | 0.00% | −16,730−9.1% | Reduced |
| Bank of New York Mellon Corp | 153,682 | $4.83M | 0.00% | +2,496+1.7% | Added |
| Tudor Investment Corp Et Al | 153,391 | $4.82M | 0.04% | −126,480−45.2% | Reduced |
| Invesco Ltd. | 147,319 | $4.63M | 0.00% | +70,601+92.0% | Added |
| Nuveen, LLC | 140,806 | $4.43M | 0.00% | +140,806 | New |
| Balyasny Asset Management LLC | 140,432 | $4.41M | 0.01% | +140,432 | New |
| FMR LLC | 139,070 | $4.37M | 0.00% | +41,910+43.1% | Added |
| Jump Financial, LLC | 124,807 | $3.92M | 0.06% | +117,523+1,613.4% | Added |
| UBS Group AG | 121,736 | $3.83M | 0.00% | −269,992−68.9% | Reduced |
| Landscape Capital Management, L.L.C. | 111,931 | $3.52M | 0.31% | +99,548+803.9% | Added |
| NZS Capital, LLC | 108,970 | $3.42M | 0.15% | +108,970 | New |
| Swiss National Bank | 103,800 | $3.26M | 0.00% | −1,000−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 102,025 | $3.21M | 0.03% | −4,500−4.2% | Reduced |
| Barclays PLC | 101,293 | $3.18M | 0.00% | −17,787−14.9% | Reduced |
| Ameriprise Financial Inc | 96,481 | $3.03M | 0.00% | −2,216−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 92,771 | $2.92M | 0.00% | +22,475+32.0% | Added |
| Liontrust Investment Partners LLP | 88,848 | $2.79M | 0.04% | +88,848 | New |
| Susquehanna International Group, LLP | 88,281 | $2.77M | 0.00% | +51,622+140.8% | Added |
| UBS Asset Management Americas Inc | 82,930 | $2.61M | 0.00% | −8,119−8.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 79,779 | $2.51M | 0.01% | −3,988−4.8% | Reduced |
| Rhumbline Advisers | 77,706 | $2.44M | 0.00% | +2,001+2.6% | Added |
| Blueshift Asset Management, LLC | 73,990 | $2.33M | 0.92% | +73,990 | New |
| Renaissance Technologies LLC | 73,907 | $2.32M | 0.00% | −124,280−62.7% | Reduced |
| Dimensional Fund Advisors LP | 61,323 | $1.93M | 0.00% | −721−1.2% | Reduced |
| Udine Wealth Management, Inc. | 57,531 | $1.81M | 1.21% | +57,531 | New |
| Wells Fargo & Company | 57,440 | $1.81M | 0.00% | +2,219+4.0% | Added |
| Amtrust Financial Services, Inc. | 56,644 | $1.78M | 0.86% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 55,555 | $1.75M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 55,001 | $1.73M | 0.00% | −137−0.2% | Reduced |
| Nia Impact Advisors, LLC | 53,250 | $1.67M | 0.62% | +8,320+18.5% | Added |
| Walleye Trading LLC | 52,429 | $1.65M | 0.05% | +51,955+10,961.0% | Added |
| Gsa Capital Partners LLP | 51,195 | $1.61M | 0.15% | +15,458+43.3% | Added |
| Main Management ETF Advisors, LLC | 50,470 | $1.59M | 0.10% | +16,294+47.7% | Added |
| California State Teachers Retirement System | 48,573 | $1.53M | 0.00% | −1,168−2.3% | Reduced |
| Caxton Associates LLP | 46,284 | $1.45M | 0.05% | +46,284 | New |
| Parallax Volatility Advisers, L.P. | 45,144 | $1.42M | 0.05% | +9,114+25.3% | Added |
| Citigroup Inc | 44,158 | $1.39M | 0.00% | −20,646−31.9% | Reduced |
| Price T Rowe Associates Inc | 42,880 | $1.35M | 0.00% | +12,307+40.3% | Added |
| LPL Financial LLC | 38,161 | $1.20M | 0.00% | +1,966+5.4% | Added |
| Simplex Trading, LLC | 36,769 | $1.16M | 0.04% | +28,952+370.4% | Added |
| Toroso Investments, LLC | 36,331 | $1.14M | 0.01% | −880−2.4% | Reduced |
| Jane Street Group, LLC | 32,854 | $1.03M | 0.00% | −40,179−55.0% | Reduced |
| Manufacturers Life Insurance Company, The | 31,955 | $1.00M | 0.00% | +955+3.1% | Added |
| Intech Investment Management LLC | 31,837 | $1.00M | 0.01% | +8,319+35.4% | Added |
| MetLife Investment Management | 30,599 | $961.7K | 0.01% | −469−1.5% | Reduced |
| AQR Capital Management LLC | 30,490 | $958.3K | 0.00% | +15,779+107.3% | Added |
| Illumine Investment Management, LLC | 30,478 | $957.9K | 0.78% | +201+0.7% | Added |
| Janus Henderson Group PLC | 26,851 | $872.5K | 0.00% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 26,000 | $817.2K | 0.88% | +26,000 | New |
| Norges Bank | 25,656 | $806.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 25,584 | $804.1K | 0.00% | −378−1.5% | Reduced |
| Employees Retirement System of Texas | 24,459 | $769.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,976 | $722.1K | 0.00% | +5,289+29.9% | Added |
| Edgestream Partners, L.P. | 22,622 | $711.0K | 0.02% | +22,622 | New |
| United Capital Management of KS, Inc. | 21,922 | $689.0K | 0.14% | +21,922 | New |
| Dynamic Technology Lab Private Ltd | 20,310 | $638.0K | 0.09% | +20,310 | New |
| MYDA Advisors LLC | 20,000 | $628.6K | 0.22% | +20,000 | New |
| Van Eck Associates Corp | 18,537 | $583.0K | 0.00% | +1,098+6.3% | Added |
| New York State Common Retirement Fund | 18,128 | $569.8K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,539 | $551.3K | 0.00% | −32,262−64.8% | Reduced |
| Fluent Financial, LLC | 17,342 | $545.1K | 0.24% | +17,342 | New |
| Great West Life Assurance Co | 15,925 | $502.0K | 0.00% | +2,861+21.9% | Added |
| Arizona State Retirement System | 15,362 | $482.8K | 0.00% | −98−0.6% | Reduced |
| Raymond James Financial Inc | 14,769 | $464.2K | 0.00% | −29,205−66.4% | Reduced |
| State of Wisconsin Investment Board | 14,741 | $463.3K | 0.00% | +730+5.2% | Added |
| Bristlecone Advisors, LLC | 14,577 | $458.2K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,516 | $456.2K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 14,372 | $451.7K | 0.01% | −39,335−73.2% | Reduced |
| Wolverine Trading, LLC | 13,861 | $450.1K | 0.01% | −43,129−75.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,300 | $449.4K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,083 | $442.6K | 0.00% | −1,417−9.1% | Reduced |
| Nomura Holdings Inc | 13,230 | $415.8K | 0.00% | +13,230 | New |