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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, 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.

Institutional holdersQ1 2025: 250 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 heldQ1 2025: $1.38B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2024.

Institutions holding LMND in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Walleye Capital LLC1,849$58.1K0.00%+1,849New
Quest Partners LLC1,974$62.0K0.01%−53−2.6%Reduced
TD Waterhouse Canada Inc.2,000$63.2K0.00%+1,000+100.0%Added
Activest Wealth Management2,102$66.1K0.02%−98−4.5%Reduced
KBC Group NV2,291$72.0K0.00%+114+5.2%Added
US Bancorp2,406$75.6K0.00%+531+28.3%Added
CWM, LLC2,813$88.0K0.00%+653+30.2%Added
Asset Management One Co.,Ltd.3,065$96.3K0.00%+1,029+50.5%Added
Aster Capital Management (DIFC) Ltd3,239$117.7K0.02%+3,239New
SBI Securities Co., Ltd.4,667$146.7K0.00%−236−4.8%Reduced
Public Employees Retirement Association of Colorado5,200$163.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.5,463$171.7K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund6,000$188.6K0.00%+6,000New
Empower Advisory Group, LLC6,383$200.6K0.00%−293−4.4%Reduced
Victory Capital Management Inc6,554$206.0K0.00%+150+2.3%Added
Scientech Research LLC6,609$207.7K0.05%+6,609New
Johnson & White Wealth Management, LLC6,656$209.0K0.12%+236+3.7%Added
111 Capital6,655$209.2K0.04%+6,655New
Stifel Financial Corp7,009$220.3K0.00%+7,009New
Pathstone Holdings, LLC7,132$224.2K0.00%−37−0.5%Reduced
Meitav Dash Investments Ltd7,207$226.5K0.00%+7,207New
Royal Bank of Canada7,557$237.0K0.00%−5,979−44.2%Reduced
Pictet Asset Management Holding SA7,624$239.6K0.00%−555−6.8%Reduced
Watershed Private Wealth LLC7,790$244.8K0.10%00.0%Unchanged
Jones Financial Companies LLLP7,564$245.6K0.00%+1,694+28.9%Added
Teacher Retirement System of Texas7,827$246.0K0.00%+7,827New
ExodusPoint Capital Management, LP8,119$255.0K0.00%+8,119New
PEAK6 LLC8,323$261.6K0.01%+8,323New
SG Americas Securities, LLC8,419$265.0K0.00%+4,173+98.3%Added
Concurrent Investment Advisors, LLC8,712$273.8K0.01%−1,300−13.0%Reduced
Circle Wealth Management, LLC8,882$279.2K0.01%+2,920+49.0%Added
Creative Planning9,268$291.3K0.00%+1,297+16.3%Added
Universal- Beteiligungs- und Servicegesellschaft mbH9,279$291.6K0.00%+9,279New
Gotham Asset Management, LLC9,319$292.9K0.00%+2,044+28.1%Added
Federation des caisses Desjardins du Quebec9,936$312.3K0.00%+700+7.6%Added
Gallagher Fiduciary Advisors, LLC10,100$317.4K0.01%+490+5.1%Added
Atria Investments LLC10,120$318.1K0.00%+499+5.2%Added
Mercer Global Advisors Inc10,150$319.0K0.00%−16−0.2%Reduced
Oppenheimer & Co Inc10,214$321.0K0.00%−7,245−41.5%Reduced
Rathbone Brothers plc10,278$323.0K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS11,000$345.7K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC11,020$346.4K0.00%+380+3.6%Added
Synergy Financial Group, LTD11,143$350.2K0.31%−74−0.7%Reduced
StoneX Group Inc.11,172$351.1K0.02%+11,172New
ProShare Advisors LLC11,305$355.3K0.00%−3,392−23.1%Reduced
Police & Firemen's Retirement System of New Jersey11,560$363.3K0.00%00.0%Unchanged
CIBC World Markets Corp11,588$364.2K0.00%+11,588New
Zurcher Kantonalbank (Zurich Cantonalbank)12,004$377.3K0.00%−322−2.6%Reduced
IMC-Chicago, LLC12,511$393.2K0.02%−41,710−76.9%Reduced
Dark Forest Capital Management LP13,148$413.2K0.02%+5,397+69.6%Added
Nomura Holdings Inc13,230$415.8K0.00%+13,230New
Voya Investment Management LLC14,083$442.6K0.00%−1,417−9.1%Reduced
Susquehanna Fundamental Investments, LLC14,300$449.4K0.01%00.0%Unchanged
Wolverine Trading, LLC13,861$450.1K0.01%−43,129−75.7%Reduced
Algert Global LLC14,372$451.7K0.01%−39,335−73.2%Reduced
State Board of Administration of Florida Retirement System14,516$456.2K0.00%00.0%Unchanged
Bristlecone Advisors, LLC14,577$458.2K0.04%00.0%Unchanged
State of Wisconsin Investment Board14,741$463.3K0.00%+730+5.2%Added
Raymond James Financial Inc14,769$464.2K0.00%−29,205−66.4%Reduced
Arizona State Retirement System15,362$482.8K0.00%−98−0.6%Reduced
Great West Life Assurance Co15,925$502.0K0.00%+2,861+21.9%Added
Fluent Financial, LLC17,342$545.1K0.24%+17,342New
Verition Fund Management LLC17,539$551.3K0.00%−32,262−64.8%Reduced
New York State Common Retirement Fund18,128$569.8K0.00%00.0%Unchanged
Van Eck Associates Corp18,537$583.0K0.00%+1,098+6.3%Added
MYDA Advisors LLC20,000$628.6K0.22%+20,000New
Dynamic Technology Lab Private Ltd20,310$638.0K0.09%+20,310New
United Capital Management of KS, Inc.21,922$689.0K0.14%+21,922New
Edgestream Partners, L.P.22,622$711.0K0.02%+22,622New
Advisor Group Holdings, Inc.22,976$722.1K0.00%+5,289+29.9%Added
Employees Retirement System of Texas24,459$769.0K0.01%00.0%Unchanged
Corebridge Financial, Inc.25,584$804.1K0.00%−378−1.5%Reduced
Norges Bank25,656$806.4K0.00%00.0%Unchanged
BG Investment Services, Inc.26,000$817.2K0.88%+26,000New
Janus Henderson Group PLC26,851$872.5K0.00%00.0%Unchanged
Illumine Investment Management, LLC30,478$957.9K0.78%+201+0.7%Added
AQR Capital Management LLC30,490$958.3K0.00%+15,779+107.3%Added
MetLife Investment Management30,599$961.7K0.01%−469−1.5%Reduced
Intech Investment Management LLC31,837$1.00M0.01%+8,319+35.4%Added
Manufacturers Life Insurance Company, The31,955$1.00M0.00%+955+3.1%Added
Jane Street Group, LLC32,854$1.03M0.00%−40,179−55.0%Reduced
Toroso Investments, LLC36,331$1.14M0.01%−880−2.4%Reduced
Simplex Trading, LLC36,769$1.16M0.04%+28,952+370.4%Added
LPL Financial LLC38,161$1.20M0.00%+1,966+5.4%Added
Price T Rowe Associates Inc42,880$1.35M0.00%+12,307+40.3%Added
Citigroup Inc44,158$1.39M0.00%−20,646−31.9%Reduced
Parallax Volatility Advisers, L.P.45,144$1.42M0.05%+9,114+25.3%Added
Caxton Associates LLP46,284$1.45M0.05%+46,284New
California State Teachers Retirement System48,573$1.53M0.00%−1,168−2.3%Reduced
Main Management ETF Advisors, LLC50,470$1.59M0.10%+16,294+47.7%Added
Gsa Capital Partners LLP51,195$1.61M0.15%+15,458+43.3%Added
Walleye Trading LLC52,429$1.65M0.05%+51,955+10,961.0%Added
Nia Impact Advisors, LLC53,250$1.67M0.62%+8,320+18.5%Added
Legal & General Group Plc55,001$1.73M0.00%−137−0.2%Reduced
Alliancebernstein L.P.55,555$1.75M0.00%00.0%Unchanged
Amtrust Financial Services, Inc.56,644$1.78M0.86%00.0%Unchanged
Wells Fargo & Company57,440$1.81M0.00%+2,219+4.0%Added
Udine Wealth Management, Inc.57,531$1.81M1.21%+57,531New
Dimensional Fund Advisors LP61,323$1.93M0.00%−721−1.2%Reduced
Renaissance Technologies LLC73,907$2.32M0.00%−124,280−62.7%Reduced