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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 2,611 | $114.4K | 0.00% | −454−14.8% | Reduced |
| GAMMA Investing LLC | 3,197 | $140.1K | 0.01% | +2,567+407.5% | Added |
| US Bancorp | 3,468 | $151.9K | 0.00% | +1,062+44.1% | Added |
| Headlands Technologies LLC | 3,539 | $155.0K | 0.02% | +3,539 | New |
| Mandatum Life Insurance Co Ltd | 4,600 | $201.5K | 0.05% | +4,600 | New |
| Titleist Asset Management, LLC | 4,643 | $203.4K | 0.02% | +4,643 | New |
| Aspiring Ventures, LLC | 4,704 | $206.1K | 0.09% | +4,704 | New |
| SEI Investments Co | 4,818 | $211.1K | 0.00% | +4,818 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,200 | $227.8K | 0.03% | +5,200 | New |
| Public Employees Retirement Association of Colorado | 5,200 | $228.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 5,214 | $228.4K | 0.04% | +5,214 | New |
| State of Wisconsin Investment Board | 5,297 | $232.1K | 0.00% | −9,444−64.1% | Reduced |
| HSBC Holdings PLC | 5,405 | $233.3K | 0.00% | +5,405 | New |
| Corton Capital Inc. | 5,381 | $235.7K | 0.27% | +5,381 | New |
| Ameritas Investment Partners, Inc. | 5,683 | $249.0K | 0.01% | +220+4.0% | Added |
| SBI Securities Co., Ltd. | 6,152 | $269.5K | 0.01% | +1,485+31.8% | Added |
| Mariner, LLC | 6,199 | $271.6K | 0.00% | +6,199 | New |
| Cerity Partners LLC | 6,211 | $272.1K | 0.00% | +6,211 | New |
| Empower Advisory Group, LLC | 6,297 | $275.9K | 0.00% | −86−1.3% | Reduced |
| Johnson & White Wealth Management, LLC | 6,656 | $292.0K | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,858 | $300.4K | 0.00% | −4,730−40.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,944 | $304.0K | 0.00% | +6,944 | New |
| Victory Capital Management Inc | 6,947 | $304.3K | 0.00% | +393+6.0% | Added |
| Quantinno Capital Management LP | 6,993 | $306.4K | 0.00% | +6,993 | New |
| Prudential Financial Inc | 7,010 | $307.1K | 0.00% | +7,010 | New |
| CI Private Wealth, LLC | 7,140 | $312.8K | 0.00% | +7,140 | New |
| Magnetar Financial LLC | 7,164 | $313.9K | 0.00% | +7,164 | New |
| SummitTX Capital, L.P. | 7,232 | $316.8K | 0.01% | +7,232 | New |
| Sanctuary Advisors, LLC | 7,426 | $325.3K | 0.00% | +7,426 | New |
| XTX Topco Ltd | 7,608 | $333.3K | 0.01% | +7,608 | New |
| Pictet Asset Management Holding SA | 7,624 | $334.0K | 0.00% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 7,790 | $341.3K | 0.12% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 7,892 | $345.7K | 0.01% | +7,892 | New |
| Sciencast Management LP | 7,933 | $347.5K | 0.07% | +7,933 | New |
| Toronto Dominion Bank | 7,950 | $348.3K | 0.00% | +7,950 | New |
| Teacher Retirement System of Texas | 8,285 | $363.0K | 0.00% | +458+5.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,602 | $365.4K | 0.00% | +8,602 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,389 | $367.5K | 0.00% | −890−9.6% | Reduced |
| Oppenheimer & Co Inc | 8,424 | $369.1K | 0.00% | −1,790−17.5% | Reduced |
| Circle Wealth Management, LLC | 8,669 | $379.8K | 0.01% | −213−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 8,762 | $383.9K | 0.01% | +50+0.6% | Added |
| Stifel Financial Corp | 8,778 | $384.6K | 0.00% | +1,769+25.2% | Added |
| Gotham Asset Management, LLC | 9,048 | $396.4K | 0.00% | −271−2.9% | Reduced |
| ExodusPoint Capital Management, LP | 9,142 | $401.0K | 0.00% | +1,023+12.6% | Added |
| Pathstone Holdings, LLC | 9,375 | $410.7K | 0.00% | +2,243+31.4% | Added |
| Jones Financial Companies LLLP | 9,872 | $415.2K | 0.00% | +2,308+30.5% | Added |
| Federation des caisses Desjardins du Quebec | 9,611 | $421.0K | 0.00% | −325−3.3% | Reduced |
| Rathbone Brothers plc | 10,278 | $450.3K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 10,506 | $460.3K | 0.34% | −637−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 10,731 | $470.1K | 0.00% | −289−2.6% | Reduced |
| KLP Kapitalforvaltning AS | 11,000 | $481.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,112 | $486.8K | 0.00% | +962+9.5% | Added |
| ProShare Advisors LLC | 11,413 | $500.0K | 0.00% | +108+1.0% | Added |
| Handelsbanken Fonder AB | 11,500 | $504.0K | 0.00% | +11,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,871 | $520.1K | 0.00% | −133−1.1% | Reduced |
| MYDA Advisors LLC | 12,000 | $525.7K | 0.15% | −8,000−40.0% | Reduced |
| Virginia Retirement Systems Et Al | 12,300 | $538.9K | 0.00% | +12,300 | New |
| Police & Firemen's Retirement System of New Jersey | 12,610 | $552.4K | 0.01% | +1,050+9.1% | Added |
| Walleye Capital LLC | 13,928 | $610.2K | 0.01% | +12,079+653.3% | Added |
| Susquehanna Fundamental Investments, LLC | 14,300 | $626.5K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,516 | $635.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,228 | $667.1K | 0.00% | +1,145+8.1% | Added |
| GWM Advisors LLC | 15,875 | $695.5K | 0.00% | +14,761+1,325.0% | Added |
| Algert Global LLC | 15,902 | $696.7K | 0.01% | +1,530+10.6% | Added |
| Great West Life Assurance Co | 15,925 | $698.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,939 | $698.3K | 0.00% | +577+3.8% | Added |
| Creative Planning | 16,135 | $706.9K | 0.00% | +6,867+74.1% | Added |
| Fluent Financial, LLC | 16,445 | $720.5K | 0.30% | −897−5.2% | Reduced |
| SG Americas Securities, LLC | 16,619 | $728.0K | 0.00% | +8,200+97.4% | Added |
| Bayesian Capital Management, LP | 16,729 | $732.9K | 0.12% | +16,729 | New |
| HRT Financial LP | 17,007 | $745.0K | 0.00% | +17,007 | New |
| Los Angeles Capital Management LLC | 17,546 | $768.7K | 0.00% | +17,546 | New |
| Fortis Group Advisors, LLC | 20,830 | $784.9K | 0.14% | +20,830 | New |
| New York State Common Retirement Fund | 18,128 | $794.2K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 18,189 | $796.9K | 0.02% | −4,433−19.6% | Reduced |
| FORA Capital, LLC | 18,619 | $815.7K | 0.09% | +18,619 | New |
| Penserra Capital Management LLC | 18,865 | $826.0K | 0.01% | +18,865 | New |
| AQR Capital Management LLC | 19,108 | $837.1K | 0.00% | −11,382−37.3% | Reduced |
| Blueshift Asset Management, LLC | 19,165 | $839.6K | 0.26% | −54,825−74.1% | Reduced |
| Janus Henderson Group PLC | 21,451 | $939.0K | 0.00% | −5,400−20.1% | Reduced |
| Van Eck Associates Corp | 21,698 | $951.0K | 0.00% | +3,161+17.1% | Added |
| Marshall Wace, LLP | 23,052 | $1.01M | 0.00% | −277,593−92.3% | Reduced |
| Raymond James Financial Inc | 23,271 | $1.02M | 0.00% | +8,502+57.6% | Added |
| United Capital Management of KS, Inc. | 23,504 | $1.03M | 0.16% | +1,582+7.2% | Added |
| Tower Research Capital LLC (TRC) | 23,607 | $1.03M | 0.03% | +21,871+1,259.9% | Added |
| IMC-Chicago, LLC | 24,349 | $1.07M | 0.03% | +11,838+94.6% | Added |
| Employees Retirement System of Texas | 24,459 | $1.07M | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 24,594 | $1.08M | 0.02% | +24,594 | New |
| Royal Bank of Canada | 24,960 | $1.09M | 0.00% | +17,403+230.3% | Added |
| Norges Bank | 25,656 | $1.12M | 0.00% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 26,000 | $1.14M | 1.42% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 26,360 | $1.15M | 0.03% | +26,360 | New |
| Intech Investment Management LLC | 26,572 | $1.16M | 0.01% | −5,265−16.5% | Reduced |
| Simplex Trading, LLC | 28,824 | $1.26M | 0.03% | −7,945−21.6% | Reduced |
| Brevan Howard Capital Management LP | 29,011 | $1.27M | 0.01% | +29,011 | New |
| Advisor Group Holdings, Inc. | 29,416 | $1.29M | 0.00% | +6,440+28.0% | Added |
| Twinbeech Capital LP | 31,064 | $1.36M | 0.03% | +31,064 | New |
| Illumine Investment Management, LLC | 31,549 | $1.38M | 1.10% | +1,071+3.5% | Added |
| Udine Wealth Management, Inc. | 32,059 | $1.40M | 0.84% | −25,472−44.3% | Reduced |
| Citigroup Inc | 32,223 | $1.41M | 0.00% | −11,935−27.0% | Reduced |