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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 32,901 | $1.44M | 0.00% | +946+3.0% | Added |
| MetLife Investment Management | 33,228 | $1.46M | 0.01% | +2,629+8.6% | Added |
| Dark Forest Capital Management LP | 36,248 | $1.59M | 0.06% | +23,100+175.7% | Added |
| Engineers Gate Manager LP | 36,331 | $1.59M | 0.02% | +36,331 | New |
| Toroso Investments, LLC | 41,325 | $1.81M | 0.01% | +4,994+13.7% | Added |
| Quantbot Technologies LP | 42,491 | $1.86M | 0.05% | +42,491 | New |
| Capital Fund Management S.A. | 45,296 | $1.98M | 0.02% | +45,296 | New |
| Caxton Associates LLP | 46,284 | $2.03M | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 47,197 | $2.07M | 0.00% | +9,036+23.7% | Added |
| Price T Rowe Associates Inc | 48,905 | $2.14M | 0.00% | +6,025+14.1% | Added |
| California State Teachers Retirement System | 49,388 | $2.16M | 0.00% | +815+1.7% | Added |
| Parallax Volatility Advisers, L.P. | 49,586 | $2.17M | 0.09% | +4,442+9.8% | Added |
| Landscape Capital Management, L.L.C. | 50,790 | $2.23M | 0.17% | −61,141−54.6% | Reduced |
| Main Management ETF Advisors, LLC | 51,310 | $2.25M | 0.09% | +840+1.7% | Added |
| Point72 Asset Management, L.P. | 52,113 | $2.28M | 0.01% | +52,113 | New |
| Federated Hermes, Inc. | 53,250 | $2.33M | 0.00% | +53,250 | New |
| Gsa Capital Partners LLP | 55,054 | $2.41M | 0.17% | +3,859+7.5% | Added |
| Wells Fargo & Company | 56,102 | $2.46M | 0.00% | −1,338−2.3% | Reduced |
| Amtrust Financial Services, Inc. | 56,644 | $2.48M | 0.88% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 58,609 | $2.57M | 0.04% | −30,239−34.0% | Reduced |
| Legal & General Group Plc | 58,928 | $2.58M | 0.00% | +3,927+7.1% | Added |
| Alliancebernstein L.P. | 69,855 | $3.06M | 0.00% | +14,300+25.7% | Added |
| X-Square Capital, LLC | 70,571 | $3.09M | 1.11% | +70,571 | New |
| Millennium Management LLC | 75,656 | $3.31M | 0.00% | −254,278−77.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 76,991 | $3.37M | 0.01% | −2,788−3.5% | Reduced |
| Nia Impact Advisors, LLC | 78,536 | $3.44M | 1.19% | +25,286+47.5% | Added |
| Walleye Trading LLC | 78,707 | $3.45M | 0.08% | +26,278+50.1% | Added |
| PEAK6 LLC | 83,002 | $3.64M | 0.12% | +74,679+897.3% | Added |
| Rhumbline Advisers | 85,220 | $3.73M | 0.00% | +7,514+9.7% | Added |
| Ameriprise Financial Inc | 87,239 | $3.82M | 0.00% | −9,242−9.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 94,887 | $4.16M | 0.03% | −7,138−7.0% | Reduced |
| Trexquant Investment LP | 100,228 | $4.39M | 0.05% | −129,126−56.3% | Reduced |
| Swiss National Bank | 103,800 | $4.55M | 0.00% | 00.0% | Unchanged |
| NZS Capital, LLC | 119,708 | $5.24M | 0.18% | +10,738+9.9% | Added |
| Nuveen, LLC | 123,649 | $5.42M | 0.00% | −17,157−12.2% | Reduced |
| Verition Fund Management LLC | 137,274 | $6.01M | 0.03% | +119,735+682.7% | Added |
| Barclays PLC | 137,694 | $6.03M | 0.00% | +36,401+35.9% | Added |
| FMR LLC | 144,412 | $6.33M | 0.00% | +5,342+3.8% | Added |
| UBS Asset Management Americas Inc | 150,841 | $6.61M | 0.00% | +67,911+81.9% | Added |
| First Trust Advisors LP | 155,140 | $6.80M | 0.01% | −12,478−7.4% | Reduced |
| Bank of New York Mellon Corp | 160,328 | $7.02M | 0.00% | +6,646+4.3% | Added |
| Invesco Ltd. | 163,341 | $7.16M | 0.00% | +16,022+10.9% | Added |
| Philo Smith Capital Corp | 173,250 | $7.59M | 2.11% | −20,000−10.3% | Reduced |
| Tudor Investment Corp Et Al | 186,076 | $8.15M | 0.06% | +32,685+21.3% | Added |
| Deutsche Bank AG | 190,982 | $8.37M | 0.00% | +11,725+6.5% | Added |
| Aquatic Capital Management LLC | 205,161 | $8.99M | 0.18% | +205,161 | New |
| Susquehanna International Group, LLP | 206,507 | $9.05M | 0.01% | +118,226+133.9% | Added |
| Hidden Lake Asset Management LP | 211,070 | $9.25M | 4.54% | +211,070 | New |
| PDT Partners, LLC | 254,971 | $11.2M | 0.63% | +63,350+33.1% | Added |
| Cubist Systematic Strategies, LLC | 268,672 | $11.8M | 0.13% | +268,672 | New |
| BNP Paribas Arbitrage, SA | 273,241 | $12.0M | 0.01% | +180,470+194.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 281,724 | $12.3M | 0.04% | +35,648+14.5% | Added |
| Two Sigma Advisers, LP | 282,566 | $12.4M | 0.03% | −2,700−0.9% | Reduced |
| Halter Ferguson Financial Inc. | 286,103 | $12.5M | 4.62% | −190,661−40.0% | Reduced |
| Group One Trading, L.P. | 291,949 | $12.8M | 0.42% | −161,361−35.6% | Reduced |
| Dimensional Fund Advisors LP | 323,563 | $14.2M | 0.00% | +262,240+427.6% | Added |
| Charles Schwab Investment Management Inc | 464,332 | $20.3M | 0.00% | +22,094+5.0% | Added |
| Two Sigma Investments, LP | 560,764 | $24.6M | 0.04% | +161,255+40.4% | Added |
| Northern Trust Corp | 562,939 | $24.7M | 0.00% | +14,328+2.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 571,768 | $25.0M | 0.86% | +255,368+80.7% | Added |
| Jump Financial, LLC | 581,378 | $25.5M | 0.31% | +456,571+365.8% | Added |
| Citadel Advisors LLC | 589,368 | $25.8M | 0.02% | +105,409+21.8% | Added |
| Jane Street Group, LLC | 601,098 | $26.3M | 0.04% | +568,244+1,729.6% | Added |
| Squarepoint Ops LLC | 616,247 | $27.0M | 0.06% | +57,524+10.3% | Added |
| Goldman Sachs Group Inc | 656,637 | $28.8M | 0.00% | +44,345+7.2% | Added |
| BIT Capital GmbH | 740,921 | $32.5M | 2.11% | +378,012+104.2% | Added |
| UBS Group AG | 868,372 | $38.0M | 0.01% | +746,636+613.3% | Added |
| Bank of America Corp | 993,669 | $43.5M | 0.00% | +217,913+28.1% | Added |
| Geode Capital Management, LLC | 1,297,943 | $56.9M | 0.00% | +60,853+4.9% | Added |
| State Street Corp | 1,616,437 | $70.8M | 0.00% | −98,280−5.7% | Reduced |
| Morgan Stanley | 1,814,894 | $79.5M | 0.01% | +1,012,619+126.2% | Added |
| D. E. Shaw & Co., Inc. | 2,218,997 | $97.2M | 0.10% | +13,113+0.6% | Added |
| JPMorgan Chase & Co | 2,674,149 | $117.2M | 0.01% | +522,783+24.3% | Added |
| Baillie Gifford & Co | 3,110,282 | $136.3M | 0.10% | −57,563−1.8% | Reduced |
| BlackRock, Inc. | 4,154,512 | $182.0M | 0.00% | +157,864+3.9% | Added |
| Softbank Group Corp | 5,958,698 | $261.1M | 1.05% | −4,493,778−43.0% | Reduced |
| Vanguard Group Inc | 6,221,285 | $272.6M | 0.00% | +82,841+1.3% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −140,432−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −73,907−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,584−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,310−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −14,577−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,861−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,230−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,172−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −7,207−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −6,655−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,609−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −143−100.0% | Sold out |