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, Q3 2025
Institutional positions in Lemonade, Inc. as of Sep 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
- 300
- +25 vs. Q2 2025
- Shares held
- 44.1M
- −840.6K (−1.9%) vs. Q2 2025
- Total value
- $2.36B
- +$392.4M (+19.9%) vs. Q2 2025
- New holders
- 69
- 94 more added
- Sold out
- 44
- 77 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 21,410 | $1.15M | 0.00% | +2,302+12.0% | Added |
| Fortis Group Advisors, LLC | 19,455 | $1.17M | 0.20% | −1,375−6.6% | Reduced |
| Fluent Financial, LLC | 22,360 | $1.20M | 0.47% | +5,915+36.0% | Added |
| Virginia Retirement Systems Et Al | 22,800 | $1.22M | 0.01% | +10,500+85.4% | Added |
| Winton Group Ltd | 23,641 | $1.27M | 0.05% | +23,641 | New |
| United Capital Management of KS, Inc. | 24,117 | $1.29M | 0.18% | +613+2.6% | Added |
| Employees Retirement System of Texas | 24,459 | $1.31M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 25,535 | $1.37M | 0.00% | +18,525+264.3% | Added |
| Janus Henderson Group PLC | 25,577 | $1.37M | 0.00% | +4,126+19.2% | Added |
| Virtu Financial LLC | 26,216 | $1.40M | 0.08% | +26,216 | New |
| Capital Fund Management S.A. | 28,237 | $1.51M | 0.02% | −17,059−37.7% | Reduced |
| Intech Investment Management LLC | 29,795 | $1.59M | 0.01% | +3,223+12.1% | Added |
| Advisor Group Holdings, Inc. | 30,719 | $1.66M | 0.00% | +1,303+4.4% | Added |
| Illumine Investment Management, LLC | 31,511 | $1.69M | 1.20% | −38−0.1% | Reduced |
| Brevan Howard Capital Management LP | 31,565 | $1.69M | 0.02% | +2,554+8.8% | Added |
| Walleye Capital LLC | 31,783 | $1.70M | 0.01% | +17,855+128.2% | Added |
| SG Americas Securities, LLC | 32,129 | $1.72M | 0.01% | +15,510+93.3% | Added |
| Manufacturers Life Insurance Company, The | 32,172 | $1.72M | 0.00% | −729−2.2% | Reduced |
| MetLife Investment Management | 32,356 | $1.73M | 0.01% | −872−2.6% | Reduced |
| Hidden Lake Asset Management LP | 33,109 | $1.77M | 0.71% | −177,961−84.3% | Reduced |
| Udine Wealth Management, Inc. | 33,213 | $1.78M | 0.85% | +1,154+3.6% | Added |
| IMC-Chicago, LLC | 34,573 | $1.85M | 0.03% | +10,224+42.0% | Added |
| PEAK6 LLC | 37,835 | $2.03M | 0.05% | −45,167−54.4% | Reduced |
| State of New Jersey Common Pension Fund D | 37,916 | $2.03M | 0.01% | +37,916 | New |
| Toroso Investments, LLC | 40,886 | $2.19M | 0.01% | −439−1.1% | Reduced |
| Caxton Associates LLP | 45,347 | $2.43M | 0.07% | −937−2.0% | Reduced |
| Aquatic Capital Management LLC | 47,249 | $2.53M | 0.05% | −157,912−77.0% | Reduced |
| Simplex Trading, LLC | 48,755 | $2.61M | 0.06% | +19,931+69.1% | Added |
| DnB Asset Management AS | 51,288 | $2.75M | 0.01% | +51,288 | New |
| Algert Global LLC | 51,664 | $2.77M | 0.05% | +35,762+224.9% | Added |
| Raymond James Financial Inc | 54,309 | $2.91M | 0.00% | +31,038+133.4% | Added |
| California State Teachers Retirement System | 54,963 | $2.94M | 0.00% | +5,575+11.3% | Added |
| Alliancebernstein L.P. | 55,821 | $2.99M | 0.00% | −14,034−20.1% | Reduced |
| Amtrust Financial Services, Inc. | 56,644 | $3.03M | 1.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 59,001 | $3.16M | 0.09% | +9,415+19.0% | Added |
| Legal & General Group Plc | 60,311 | $3.23M | 0.00% | +1,383+2.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 61,849 | $3.31M | 0.04% | +37,255+151.5% | Added |
| Royal Bank of Canada | 63,793 | $3.42M | 0.00% | +38,833+155.6% | Added |
| LPL Financial LLC | 65,112 | $3.49M | 0.00% | +17,915+38.0% | Added |
| Nia Impact Advisors, LLC | 66,723 | $3.57M | 1.16% | −11,813−15.0% | Reduced |
| Invesco Ltd. | 67,756 | $3.63M | 0.00% | −95,585−58.5% | Reduced |
| Atika Capital Management LLC | 69,000 | $3.69M | 0.31% | +69,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 69,243 | $3.71M | 0.01% | −7,748−10.1% | Reduced |
| Liontrust Investment Partners LLP | 72,514 | $3.88M | 0.06% | +13,905+23.7% | Added |
| EAM Investors, LLC | 79,626 | $4.19M | 0.48% | +79,626 | New |
| Rhumbline Advisers | 82,581 | $4.42M | 0.00% | −2,639−3.1% | Reduced |
| Verition Fund Management LLC | 83,150 | $4.45M | 0.03% | −54,124−39.4% | Reduced |
| Jane Street Group, LLC | 85,011 | $4.55M | 0.01% | −516,087−85.9% | Reduced |
| Barclays PLC | 86,165 | $4.61M | 0.00% | −51,529−37.4% | Reduced |
| Canada Pension Plan Investment Board | 86,400 | $4.62M | 0.00% | +86,400 | New |
| UBS Asset Management Americas Inc | 93,097 | $4.98M | 0.00% | −57,744−38.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 93,387 | $5.00M | 0.04% | −1,500−1.6% | Reduced |
| Wells Fargo & Company | 104,538 | $5.60M | 0.00% | +48,436+86.3% | Added |
| Trexquant Investment LP | 104,967 | $5.62M | 0.06% | +4,739+4.7% | Added |
| Walleye Trading LLC | 106,081 | $5.68M | 0.09% | +27,374+34.8% | Added |
| Swiss National Bank | 113,600 | $6.08M | 0.00% | +9,800+9.4% | Added |
| NZS Capital, LLC | 129,084 | $6.91M | 0.21% | +9,376+7.8% | Added |
| First Trust Advisors LP | 141,308 | $7.56M | 0.01% | −13,832−8.9% | Reduced |
| Privium Fund Management B.V. | 145,000 | $7.76M | 1.40% | +145,000 | New |
| Nuveen, LLC | 152,078 | $8.14M | 0.00% | +28,429+23.0% | Added |
| Ameriprise Financial Inc | 157,331 | $8.40M | 0.00% | +70,092+80.3% | Added |
| Federated Hermes, Inc. | 157,592 | $8.44M | 0.01% | +104,342+195.9% | Added |
| Bank of New York Mellon Corp | 157,602 | $8.44M | 0.00% | −2,726−1.7% | Reduced |
| Jupiter Asset Management Ltd | 169,260 | $9.06M | 0.08% | +169,260 | New |
| Philo Smith Capital Corp | 173,250 | $9.27M | 2.58% | 00.0% | Unchanged |
| Millennium Management LLC | 174,306 | $9.33M | 0.01% | +98,650+130.4% | Added |
| PDT Partners, LLC | 195,546 | $10.5M | 0.66% | −59,425−23.3% | Reduced |
| Qube Research & Technologies Ltd | 207,940 | $11.1M | 0.02% | +207,940 | New |
| Holocene Advisors, LP | 212,385 | $11.4M | 0.03% | +212,385 | New |
| X-Square Capital, LLC | 213,199 | $11.4M | 3.56% | +142,628+202.1% | Added |
| Tudor Investment Corp Et Al | 216,074 | $11.6M | 0.07% | +29,998+16.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 222,604 | $11.9M | 0.04% | −59,120−21.0% | Reduced |
| Group One Trading, L.P. | 229,360 | $12.3M | 0.37% | −62,589−21.4% | Reduced |
| BNP Paribas Arbitrage, SA | 250,537 | $13.4M | 0.01% | −22,704−8.3% | Reduced |
| FMR LLC | 272,861 | $14.6M | 0.00% | +128,449+88.9% | Added |
| Dimensional Fund Advisors LP | 335,110 | $17.9M | 0.00% | +11,547+3.6% | Added |
| Jump Financial, LLC | 344,404 | $18.4M | 0.23% | −236,974−40.8% | Reduced |
| Two Sigma Advisers, LP | 387,066 | $20.7M | 0.04% | +104,500+37.0% | Added |
| Susquehanna International Group, LLP | 392,002 | $21.0M | 0.03% | +185,495+89.8% | Added |
| Charles Schwab Investment Management Inc | 509,143 | $27.3M | 0.00% | +44,811+9.7% | Added |
| Price T Rowe Associates Inc | 518,854 | $27.8M | 0.00% | +469,949+960.9% | Added |
| Goldman Sachs Group Inc | 575,354 | $30.8M | 0.00% | −81,283−12.4% | Reduced |
| Halter Ferguson Financial Inc. | 575,906 | $30.8M | 7.48% | +289,803+101.3% | Added |
| Northern Trust Corp | 587,728 | $31.5M | 0.00% | +24,789+4.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 617,878 | $33.1M | 1.03% | +46,110+8.1% | Added |
| Citadel Advisors LLC | 642,367 | $34.4M | 0.03% | +52,999+9.0% | Added |
| UBS Group AG | 704,092 | $37.7M | 0.01% | −164,280−18.9% | Reduced |
| Deutsche Bank AG | 801,865 | $42.9M | 0.01% | +610,883+319.9% | Added |
| Two Sigma Investments, LP | 813,062 | $43.5M | 0.07% | +252,298+45.0% | Added |
| Bank of America Corp | 831,072 | $44.5M | 0.00% | −162,597−16.4% | Reduced |
| BIT Capital GmbH | 1,254,345 | $67.1M | 3.06% | +513,424+69.3% | Added |
| Morgan Stanley | 1,311,253 | $70.2M | 0.00% | −503,641−27.8% | Reduced |
| Geode Capital Management, LLC | 1,370,796 | $73.4M | 0.00% | +72,853+5.6% | Added |
| State Street Corp | 1,543,645 | $82.6M | 0.00% | −72,792−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,817,868 | $97.3M | 0.08% | −401,129−18.1% | Reduced |
| Baillie Gifford & Co | 2,942,056 | $157.5M | 0.12% | −168,226−5.4% | Reduced |
| JPMorgan Chase & Co | 3,506,171 | $187.7M | 0.01% | +832,022+31.1% | Added |
| Softbank Group Corp | 3,563,924 | $190.8M | 0.73% | −2,394,774−40.2% | Reduced |
| BlackRock, Inc. | 4,463,441 | $238.9M | 0.00% | +308,929+7.4% | Added |
| Vanguard Group Inc | 6,279,141 | $336.1M | 0.01% | +57,856+0.9% | Added |