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, Q4 2025
Institutional positions in Lemonade, Inc. as of Dec 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
- 354
- +60 vs. Q3 2025
- Shares held
- 44.4M
- +326.9K (+0.7%) vs. Q3 2025
- Total value
- $3.16B
- +$799.9M (+33.9%) vs. Q3 2025
- New holders
- 101
- 115 more added
- Sold out
- 41
- 88 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,360 | $96.8K | 0.00% | −38−2.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,469 | $104.6K | 0.00% | −1,289−46.7% | Reduced |
| Larson Financial Group LLC | 1,574 | $112.0K | 0.00% | +1,505+2,181.2% | Added |
| Quest Partners LLC | 1,580 | $112.5K | 0.01% | −179−10.2% | Reduced |
| Global Retirement Partners, LLC | 1,596 | $113.6K | 0.00% | +1,030+182.0% | Added |
| Beaird Harris Wealth Management, LLC | 1,700 | $121.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,500 | $124.0K | 0.01% | +2,500 | New |
| Union Bancaire Privee, UBP SA | 1,745 | $125.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,903 | $135.0K | 0.00% | +116+6.5% | Added |
| KBC Group NV | 2,070 | $147.0K | 0.00% | +467+29.1% | Added |
| Activest Wealth Management | 2,102 | $149.6K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,154 | $153.3K | 0.01% | +2,154 | New |
| IFP Advisors, Inc | 2,362 | $168.1K | 0.00% | +1,350+133.4% | Added |
| Acadian Asset Management LLC | 2,487 | $177.0K | 0.00% | +2,487 | New |
| US Bancorp | 2,571 | $183.0K | 0.00% | +27+1.1% | Added |
| Leonteq Securities AG | 2,814 | $200.3K | 0.01% | −12,608−81.8% | Reduced |
| CIBC World Markets Inc. | 2,819 | $200.7K | 0.00% | +2,819 | New |
| CWM, LLC | 2,882 | $205.0K | 0.00% | +364+14.5% | Added |
| Banco Santander, S.A. | 2,897 | $206.2K | 0.00% | −1,938−40.1% | Reduced |
| Mangrove Partners | 2,981 | $212.2K | 0.02% | +2,981 | New |
| Suncoast Equity Management | 3,000 | $213.5K | 0.02% | +3,000 | New |
| Swiss Life Asset Management Ltd | 3,016 | $214.7K | 0.00% | +3,016 | New |
| JustInvest LLC | 3,057 | $217.6K | 0.00% | +3,057 | New |
| Forum Financial Management, LP | 3,125 | $222.4K | 0.00% | +3,125 | New |
| Harbour Investments, Inc. | 3,162 | $225.1K | 0.00% | +3,157+63,140.0% | Added |
| TFB Advisors LLC | 3,162 | $225.1K | 0.06% | +3,162 | New |
| Meridian Wealth Management, LLC | 3,172 | $225.8K | 0.01% | +3,172 | New |
| R Squared Ltd | 3,196 | $227.5K | 0.11% | +3,196 | New |
| Tower Research Capital LLC (TRC) | 3,198 | $227.6K | 0.01% | −334−9.5% | Reduced |
| Conway Capital Management, Inc. | 3,225 | $229.6K | 0.10% | +3,225 | New |
| Resources Investment Advisors, LLC. | 3,251 | $231.4K | 0.00% | +3,251 | New |
| Optiver Holding B.V. | 3,283 | $233.7K | 0.00% | +862+35.6% | Added |
| Victory Financial Group, LLC | 3,298 | $234.8K | 0.03% | +3,298 | New |
| Kingsview Wealth Management, LLC | 3,311 | $235.7K | 0.00% | +3,311 | New |
| Evergreen Capital Management LLC | 3,350 | $238.5K | 0.01% | +3,350 | New |
| Mackenzie Financial Corp | 3,487 | $249.9K | 0.00% | +3,487 | New |
| GAMMA Investing LLC | 3,529 | $251.2K | 0.01% | +236+7.2% | Added |
| Truist Financial Corp | 3,568 | $254.0K | 0.00% | +3,568 | New |
| Principal Financial Group Inc | 3,569 | $254.0K | 0.00% | −692−16.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,640 | $259.1K | 0.02% | +3,640 | New |
| TD Waterhouse Canada Inc. | 3,671 | $261.3K | 0.00% | +121+3.4% | Added |
| Prudential Financial Inc | 3,735 | $265.9K | 0.00% | −21,800−85.4% | Reduced |
| M&T Bank Corp | 3,775 | $269.1K | 0.00% | +3,775 | New |
| Oasis Advisors, LLC | 3,798 | $270.3K | 0.14% | +3,798 | New |
| Elm Partners Management LLC | 3,800 | $270.5K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,854 | $274.3K | 0.00% | +3,854 | New |
| Ascent Wealth Partners, LLC | 3,952 | $281.3K | 0.03% | +3,952 | New |
| CIBC World Markets Corp | 4,008 | $285.3K | 0.00% | +4,008 | New |
| Nisa Investment Advisors, LLC | 4,034 | $287.1K | 0.00% | −3,165−44.0% | Reduced |
| Worth Venture Partners, LLC | 4,042 | $287.7K | 2.08% | −1,508−27.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,170 | $297.0K | 0.07% | +4,170 | New |
| Fearless Solutions, LLC dba Best Invest | 4,200 | $299.0K | 0.18% | +400+10.5% | Added |
| STRS Ohio | 4,200 | $299.0K | 0.00% | +2,600+162.5% | Added |
| Inceptionr LLC | 4,282 | $304.8K | 0.08% | −1,662−28.0% | Reduced |
| CIBC Asset Management Inc | 4,295 | $305.7K | 0.00% | +4,295 | New |
| Jane Street Group, LLC | 4,356 | $310.1K | 0.00% | −80,655−94.9% | Reduced |
| Kraematon Investment Advisors, Inc | 4,381 | $311.8K | 0.25% | +4,381 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,384 | $312.1K | 0.00% | +4,384 | New |
| Wedmont Private Capital | 4,036 | $326.9K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 4,627 | $329.4K | 0.00% | −3,967−46.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,741 | $337.5K | 0.00% | +4,741 | New |
| Tradition Wealth Management, LLC | 4,783 | $340.5K | 0.02% | +4,783 | New |
| Xponance, Inc. | 4,811 | $342.4K | 0.00% | +452+10.4% | Added |
| Ensign Peak Advisors, Inc | 4,850 | $345.2K | 0.00% | −9,600−66.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,917 | $350.0K | 0.01% | +267+5.7% | Added |
| Kestra Advisory Services, LLC | 5,001 | $356.0K | 0.00% | +116+2.4% | Added |
| XTX Topco Ltd | 5,003 | $356.1K | 0.01% | +5,003 | New |
| Aspiring Ventures, LLC | 5,059 | $360.1K | 0.13% | +355+7.5% | Added |
| Penserra Capital Management LLC | 5,103 | $363.0K | 0.00% | +5,103 | New |
| AlphaGrep UK Ltd | 5,115 | $364.1K | 0.12% | +5,115 | New |
| PharVision Advisers, LLC | 5,152 | $366.7K | 0.19% | +1,158+29.0% | Added |
| Walleye Capital LLC | 5,171 | $368.1K | 0.00% | −26,612−83.7% | Reduced |
| Brinker Capital Investments, LLC | 5,193 | $369.6K | 0.00% | −338−6.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,200 | $370.0K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,375 | $382.6K | 0.03% | +543+11.2% | Added |
| State of Wisconsin Investment Board | 5,458 | $388.5K | 0.00% | −2,365−30.2% | Reduced |
| SBI Securities Co., Ltd. | 5,617 | $399.8K | 0.01% | −1,216−17.8% | Reduced |
| Magnetar Financial LLC | 5,926 | $421.8K | 0.00% | +5,926 | New |
| HighTower Advisors, LLC | 5,968 | $424.8K | 0.00% | −244−3.9% | Reduced |
| 9823 Capital, L.P. | 6,208 | $441.9K | 0.30% | +6,208 | New |
| CI Private Wealth, LLC | 6,334 | $450.9K | 0.00% | +453+7.7% | Added |
| Fermata Advisors, LLC | 6,700 | $476.9K | 0.11% | +2,900+76.3% | Added |
| Great West Life Assurance Co | 6,768 | $482.0K | 0.00% | −11,001−61.9% | Reduced |
| Meitav Dash Investments Ltd | 6,958 | $495.3K | 0.01% | +6,958 | New |
| Odyssean, LLC | 7,144 | $508.5K | 0.37% | +7,144 | New |
| Stifel Financial Corp | 7,306 | $520.0K | 0.00% | −69−0.9% | Reduced |
| Victory Capital Management Inc | 7,393 | $526.2K | 0.00% | +490+7.1% | Added |
| Russell Investments Group, Ltd. | 7,601 | $541.0K | 0.00% | −1,520−16.7% | Reduced |
| Sava Infond d.o.o. | 7,800 | $555.2K | 0.07% | +7,800 | New |
| Johnson & White Wealth Management, LLC | 7,981 | $568.1K | 0.25% | −100−1.2% | Reduced |
| Alphadyne Asset Management LP | 8,014 | $570.4K | 0.06% | +8,014 | New |
| Cerity Partners LLC | 8,138 | $579.3K | 0.00% | +453+5.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,246 | $587.0K | 0.01% | +8,246 | New |
| Wealthfront Advisers LLC | 8,304 | $591.1K | 0.00% | +2,179+35.6% | Added |
| Watershed Private Wealth LLC | 8,310 | $591.5K | 0.18% | +140+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,612 | $613.0K | 0.00% | +1,823+26.9% | Added |
| Quantinno Capital Management LP | 8,619 | $613.5K | 0.00% | +682+8.6% | Added |
| Pictet Asset Management Holding SA | 8,911 | $634.3K | 0.00% | +1,154+14.9% | Added |
| Canada Pension Plan Investment Board | 9,100 | $647.7K | 0.00% | −77,300−89.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,181 | $653.5K | 0.00% | −420−4.4% | Reduced |