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, Q2 2025
Institutional positions in Lemonade, Inc. as of Jun 30, 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
- 277
- +29 vs. Q1 2025
- Shares held
- 45.0M
- +1.22M (+2.8%) vs. Q1 2025
- Total value
- $1.97B
- +$595.5M (+43.3%) vs. Q1 2025
- New holders
- 64
- 97 more added
- Sold out
- 35
- 52 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,221,285 | $272.6M | 0.00% | +82,841+1.3% | Added |
| Softbank Group Corp | 5,958,698 | $261.1M | 1.05% | −4,493,778−43.0% | Reduced |
| BlackRock, Inc. | 4,154,512 | $182.0M | 0.00% | +157,864+3.9% | Added |
| Baillie Gifford & Co | 3,110,282 | $136.3M | 0.10% | −57,563−1.8% | Reduced |
| JPMorgan Chase & Co | 2,674,149 | $117.2M | 0.01% | +522,783+24.3% | Added |
| D. E. Shaw & Co., Inc. | 2,218,997 | $97.2M | 0.10% | +13,113+0.6% | Added |
| Morgan Stanley | 1,814,894 | $79.5M | 0.01% | +1,012,619+126.2% | Added |
| State Street Corp | 1,616,437 | $70.8M | 0.00% | −98,280−5.7% | Reduced |
| Geode Capital Management, LLC | 1,297,943 | $56.9M | 0.00% | +60,853+4.9% | Added |
| Bank of America Corp | 993,669 | $43.5M | 0.00% | +217,913+28.1% | Added |
| UBS Group AG | 868,372 | $38.0M | 0.01% | +746,636+613.3% | Added |
| BIT Capital GmbH | 740,921 | $32.5M | 2.11% | +378,012+104.2% | Added |
| Goldman Sachs Group Inc | 656,637 | $28.8M | 0.00% | +44,345+7.2% | Added |
| Squarepoint Ops LLC | 616,247 | $27.0M | 0.06% | +57,524+10.3% | Added |
| Jane Street Group, LLC | 601,098 | $26.3M | 0.04% | +568,244+1,729.6% | Added |
| Citadel Advisors LLC | 589,368 | $25.8M | 0.02% | +105,409+21.8% | Added |
| Jump Financial, LLC | 581,378 | $25.5M | 0.31% | +456,571+365.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 571,768 | $25.0M | 0.86% | +255,368+80.7% | Added |
| Northern Trust Corp | 562,939 | $24.7M | 0.00% | +14,328+2.6% | Added |
| Two Sigma Investments, LP | 560,764 | $24.6M | 0.04% | +161,255+40.4% | Added |
| Charles Schwab Investment Management Inc | 464,332 | $20.3M | 0.00% | +22,094+5.0% | Added |
| Dimensional Fund Advisors LP | 323,563 | $14.2M | 0.00% | +262,240+427.6% | Added |
| Group One Trading, L.P. | 291,949 | $12.8M | 0.42% | −161,361−35.6% | Reduced |
| Halter Ferguson Financial Inc. | 286,103 | $12.5M | 4.62% | −190,661−40.0% | Reduced |
| Two Sigma Advisers, LP | 282,566 | $12.4M | 0.03% | −2,700−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 281,724 | $12.3M | 0.04% | +35,648+14.5% | Added |
| BNP Paribas Arbitrage, SA | 273,241 | $12.0M | 0.01% | +180,470+194.5% | Added |
| Cubist Systematic Strategies, LLC | 268,672 | $11.8M | 0.13% | +268,672 | New |
| PDT Partners, LLC | 254,971 | $11.2M | 0.63% | +63,350+33.1% | Added |
| Hidden Lake Asset Management LP | 211,070 | $9.25M | 4.54% | +211,070 | New |
| Susquehanna International Group, LLP | 206,507 | $9.05M | 0.01% | +118,226+133.9% | Added |
| Aquatic Capital Management LLC | 205,161 | $8.99M | 0.18% | +205,161 | New |
| Deutsche Bank AG | 190,982 | $8.37M | 0.00% | +11,725+6.5% | Added |
| Tudor Investment Corp Et Al | 186,076 | $8.15M | 0.06% | +32,685+21.3% | Added |
| Philo Smith Capital Corp | 173,250 | $7.59M | 2.11% | −20,000−10.3% | Reduced |
| Invesco Ltd. | 163,341 | $7.16M | 0.00% | +16,022+10.9% | Added |
| Bank of New York Mellon Corp | 160,328 | $7.02M | 0.00% | +6,646+4.3% | Added |
| First Trust Advisors LP | 155,140 | $6.80M | 0.01% | −12,478−7.4% | Reduced |
| UBS Asset Management Americas Inc | 150,841 | $6.61M | 0.00% | +67,911+81.9% | Added |
| FMR LLC | 144,412 | $6.33M | 0.00% | +5,342+3.8% | Added |
| Barclays PLC | 137,694 | $6.03M | 0.00% | +36,401+35.9% | Added |
| Verition Fund Management LLC | 137,274 | $6.01M | 0.03% | +119,735+682.7% | Added |
| Nuveen, LLC | 123,649 | $5.42M | 0.00% | −17,157−12.2% | Reduced |
| NZS Capital, LLC | 119,708 | $5.24M | 0.18% | +10,738+9.9% | Added |
| Swiss National Bank | 103,800 | $4.55M | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 100,228 | $4.39M | 0.05% | −129,126−56.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 94,887 | $4.16M | 0.03% | −7,138−7.0% | Reduced |
| Ameriprise Financial Inc | 87,239 | $3.82M | 0.00% | −9,242−9.6% | Reduced |
| Rhumbline Advisers | 85,220 | $3.73M | 0.00% | +7,514+9.7% | Added |
| PEAK6 LLC | 83,002 | $3.64M | 0.12% | +74,679+897.3% | Added |
| Walleye Trading LLC | 78,707 | $3.45M | 0.08% | +26,278+50.1% | Added |
| Nia Impact Advisors, LLC | 78,536 | $3.44M | 1.19% | +25,286+47.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 76,991 | $3.37M | 0.01% | −2,788−3.5% | Reduced |
| Millennium Management LLC | 75,656 | $3.31M | 0.00% | −254,278−77.1% | Reduced |
| X-Square Capital, LLC | 70,571 | $3.09M | 1.11% | +70,571 | New |
| Alliancebernstein L.P. | 69,855 | $3.06M | 0.00% | +14,300+25.7% | Added |
| Legal & General Group Plc | 58,928 | $2.58M | 0.00% | +3,927+7.1% | Added |
| Liontrust Investment Partners LLP | 58,609 | $2.57M | 0.04% | −30,239−34.0% | Reduced |
| Amtrust Financial Services, Inc. | 56,644 | $2.48M | 0.88% | 00.0% | Unchanged |
| Wells Fargo & Company | 56,102 | $2.46M | 0.00% | −1,338−2.3% | Reduced |
| Gsa Capital Partners LLP | 55,054 | $2.41M | 0.17% | +3,859+7.5% | Added |
| Federated Hermes, Inc. | 53,250 | $2.33M | 0.00% | +53,250 | New |
| Point72 Asset Management, L.P. | 52,113 | $2.28M | 0.01% | +52,113 | New |
| Main Management ETF Advisors, LLC | 51,310 | $2.25M | 0.09% | +840+1.7% | Added |
| Landscape Capital Management, L.L.C. | 50,790 | $2.23M | 0.17% | −61,141−54.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 49,586 | $2.17M | 0.09% | +4,442+9.8% | Added |
| California State Teachers Retirement System | 49,388 | $2.16M | 0.00% | +815+1.7% | Added |
| Price T Rowe Associates Inc | 48,905 | $2.14M | 0.00% | +6,025+14.1% | Added |
| LPL Financial LLC | 47,197 | $2.07M | 0.00% | +9,036+23.7% | Added |
| Caxton Associates LLP | 46,284 | $2.03M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 45,296 | $1.98M | 0.02% | +45,296 | New |
| Quantbot Technologies LP | 42,491 | $1.86M | 0.05% | +42,491 | New |
| Toroso Investments, LLC | 41,325 | $1.81M | 0.01% | +4,994+13.7% | Added |
| Engineers Gate Manager LP | 36,331 | $1.59M | 0.02% | +36,331 | New |
| Dark Forest Capital Management LP | 36,248 | $1.59M | 0.06% | +23,100+175.7% | Added |
| MetLife Investment Management | 33,228 | $1.46M | 0.01% | +2,629+8.6% | Added |
| Manufacturers Life Insurance Company, The | 32,901 | $1.44M | 0.00% | +946+3.0% | Added |
| Citigroup Inc | 32,223 | $1.41M | 0.00% | −11,935−27.0% | Reduced |
| Udine Wealth Management, Inc. | 32,059 | $1.40M | 0.84% | −25,472−44.3% | Reduced |
| Illumine Investment Management, LLC | 31,549 | $1.38M | 1.10% | +1,071+3.5% | Added |
| Twinbeech Capital LP | 31,064 | $1.36M | 0.03% | +31,064 | New |
| Advisor Group Holdings, Inc. | 29,416 | $1.29M | 0.00% | +6,440+28.0% | Added |
| Brevan Howard Capital Management LP | 29,011 | $1.27M | 0.01% | +29,011 | New |
| Simplex Trading, LLC | 28,824 | $1.26M | 0.03% | −7,945−21.6% | Reduced |
| Intech Investment Management LLC | 26,572 | $1.16M | 0.01% | −5,265−16.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,360 | $1.15M | 0.03% | +26,360 | New |
| BG Investment Services, Inc. | 26,000 | $1.14M | 1.42% | 00.0% | Unchanged |
| Norges Bank | 25,656 | $1.12M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 24,960 | $1.09M | 0.00% | +17,403+230.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 24,594 | $1.08M | 0.02% | +24,594 | New |
| Employees Retirement System of Texas | 24,459 | $1.07M | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 24,349 | $1.07M | 0.03% | +11,838+94.6% | Added |
| Tower Research Capital LLC (TRC) | 23,607 | $1.03M | 0.03% | +21,871+1,259.9% | Added |
| United Capital Management of KS, Inc. | 23,504 | $1.03M | 0.16% | +1,582+7.2% | Added |
| Raymond James Financial Inc | 23,271 | $1.02M | 0.00% | +8,502+57.6% | Added |
| Marshall Wace, LLP | 23,052 | $1.01M | 0.00% | −277,593−92.3% | Reduced |
| Van Eck Associates Corp | 21,698 | $951.0K | 0.00% | +3,161+17.1% | Added |
| Janus Henderson Group PLC | 21,451 | $939.0K | 0.00% | −5,400−20.1% | Reduced |
| Blueshift Asset Management, LLC | 19,165 | $839.6K | 0.26% | −54,825−74.1% | Reduced |
| AQR Capital Management LLC | 19,108 | $837.1K | 0.00% | −11,382−37.3% | Reduced |