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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 73,990 | $2.33M | 0.92% | +73,990 | New |
| Rhumbline Advisers | 77,706 | $2.44M | 0.00% | +2,001+2.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 79,779 | $2.51M | 0.01% | −3,988−4.8% | Reduced |
| UBS Asset Management Americas Inc | 82,930 | $2.61M | 0.00% | −8,119−8.9% | Reduced |
| Susquehanna International Group, LLP | 88,281 | $2.77M | 0.00% | +51,622+140.8% | Added |
| Liontrust Investment Partners LLP | 88,848 | $2.79M | 0.04% | +88,848 | New |
| BNP Paribas Arbitrage, SA | 92,771 | $2.92M | 0.00% | +22,475+32.0% | Added |
| Ameriprise Financial Inc | 96,481 | $3.03M | 0.00% | −2,216−2.2% | Reduced |
| Barclays PLC | 101,293 | $3.18M | 0.00% | −17,787−14.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 102,025 | $3.21M | 0.03% | −4,500−4.2% | Reduced |
| Swiss National Bank | 103,800 | $3.26M | 0.00% | −1,000−1.0% | Reduced |
| NZS Capital, LLC | 108,970 | $3.42M | 0.15% | +108,970 | New |
| Landscape Capital Management, L.L.C. | 111,931 | $3.52M | 0.31% | +99,548+803.9% | Added |
| UBS Group AG | 121,736 | $3.83M | 0.00% | −269,992−68.9% | Reduced |
| Jump Financial, LLC | 124,807 | $3.92M | 0.06% | +117,523+1,613.4% | Added |
| FMR LLC | 139,070 | $4.37M | 0.00% | +41,910+43.1% | Added |
| Balyasny Asset Management LLC | 140,432 | $4.41M | 0.01% | +140,432 | New |
| Nuveen, LLC | 140,806 | $4.43M | 0.00% | +140,806 | New |
| Invesco Ltd. | 147,319 | $4.63M | 0.00% | +70,601+92.0% | Added |
| Tudor Investment Corp Et Al | 153,391 | $4.82M | 0.04% | −126,480−45.2% | Reduced |
| Bank of New York Mellon Corp | 153,682 | $4.83M | 0.00% | +2,496+1.7% | Added |
| First Trust Advisors LP | 167,618 | $5.27M | 0.00% | −16,730−9.1% | Reduced |
| Deutsche Bank AG | 179,257 | $5.63M | 0.00% | −2,824−1.6% | Reduced |
| PDT Partners, LLC | 191,621 | $6.02M | 0.43% | +73,030+61.6% | Added |
| Philo Smith Capital Corp | 193,250 | $6.07M | 1.67% | 00.0% | Unchanged |
| Trexquant Investment LP | 229,354 | $7.21M | 0.08% | −96,160−29.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 246,076 | $7.73M | 0.03% | −29,085−10.6% | Reduced |
| Two Sigma Advisers, LP | 285,266 | $8.97M | 0.02% | −134,900−32.1% | Reduced |
| Marshall Wace, LLP | 300,645 | $9.45M | 0.01% | +300,645 | New |
| Analyst IMS Investment Management Services Ltd. | 316,400 | $9.94M | 0.39% | +316,400 | New |
| Millennium Management LLC | 329,934 | $10.4M | 0.01% | +237,044+255.2% | Added |
| BIT Capital GmbH | 362,909 | $11.4M | 1.37% | −36,811−9.2% | Reduced |
| Two Sigma Investments, LP | 399,509 | $12.6M | 0.03% | −202,066−33.6% | Reduced |
| Charles Schwab Investment Management Inc | 442,238 | $13.9M | 0.00% | −9,926−2.2% | Reduced |
| Group One Trading, L.P. | 453,310 | $14.2M | 0.59% | +171,845+61.1% | Added |
| Halter Ferguson Financial Inc. | 476,764 | $15.0M | 8.18% | +183,974+62.8% | Added |
| Citadel Advisors LLC | 483,959 | $15.2M | 0.01% | −119,173−19.8% | Reduced |
| Northern Trust Corp | 548,611 | $17.2M | 0.00% | −13,891−2.5% | Reduced |
| Squarepoint Ops LLC | 558,723 | $17.6M | 0.04% | +37,813+7.3% | Added |
| Goldman Sachs Group Inc | 612,292 | $19.2M | 0.00% | +41,759+7.3% | Added |
| Bank of America Corp | 775,756 | $24.4M | 0.00% | +469,094+153.0% | Added |
| Morgan Stanley | 802,275 | $25.2M | 0.00% | −2,930−0.4% | Reduced |
| Geode Capital Management, LLC | 1,237,090 | $38.9M | 0.00% | +33,140+2.8% | Added |
| State Street Corp | 1,714,717 | $53.9M | 0.00% | +50,707+3.0% | Added |
| JPMorgan Chase & Co | 2,151,366 | $67.6M | 0.01% | +802,010+59.4% | Added |
| D. E. Shaw & Co., Inc. | 2,205,884 | $69.3M | 0.08% | −565,807−20.4% | Reduced |
| Baillie Gifford & Co | 3,167,845 | $99.6M | 0.09% | −216,042−6.4% | Reduced |
| BlackRock, Inc. | 3,996,648 | $125.6M | 0.00% | −39,650−1.0% | Reduced |
| Vanguard Group Inc | 6,138,444 | $192.9M | 0.00% | +794,952+14.9% | Added |
| Softbank Group Corp | 10,452,476 | $328.5M | 1.12% | −246,735−2.3% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −580,964−100.0% | Sold out |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −196,500−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −121,514−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −106,595−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −79,812−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −54,800−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −54,767−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −54,204−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −44,506−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −44,264−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −34,378−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,532−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −18,415−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,934−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,569−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −15,071−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,053−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,928−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,329−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,092−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,591−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −10,386−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,989−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −7,978−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,615−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −6,426−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,407−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −6,322−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,075−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| FreeGulliver LLC | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |