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, Q1 2026
Institutional positions in Lemonade, Inc. as of Mar 31, 2026. 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
- 346
- −1 vs. Q4 2025
- Shares held
- 43.4M
- +5.31M (+13.9%) vs. Q4 2025
- Total value
- $2.70B
- −$10.1M (−0.4%) vs. Q4 2025
- New holders
- 60
- 116 more added
- Sold out
- 61
- 109 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,968,901 | $311.5M | 0.01% | +19,225+0.4% | Added |
| JPMorgan Chase & Co | 5,262,816 | $309.0M | 0.02% | +779,385+17.4% | Added |
| Vanguard Capital Management LLC | 3,018,092 | $189.2M | 0.00% | +3,018,092 | New |
| Vanguard Portfolio Management LLC | 2,981,857 | $186.9M | 0.01% | +2,981,857 | New |
| Baillie Gifford & Co | 2,766,426 | $173.4M | 0.18% | −100,020−3.5% | Reduced |
| Geode Capital Management, LLC | 1,715,851 | $107.6M | 0.01% | +277,493+19.3% | Added |
| State Street Corp | 1,554,499 | $97.4M | 0.00% | +58,658+3.9% | Added |
| Jane Street Group, LLC | 1,218,215 | $76.4M | 0.08% | +1,213,859+27,866.4% | Added |
| Morgan Stanley | 1,164,638 | $73.0M | 0.00% | −216,935−15.7% | Reduced |
| Two Sigma Investments, LP | 948,554 | $59.5M | 0.05% | +189,312+24.9% | Added |
| Squarepoint Ops LLC | 890,517 | $55.8M | 0.12% | +807,150+968.2% | Added |
| Citadel Advisors LLC | 781,816 | $49.0M | 0.03% | +246,156+46.0% | Added |
| Goldman Sachs Group Inc | 725,403 | $45.5M | 0.01% | −141,073−16.3% | Reduced |
| Frontier Capital Management Co LLC | 672,383 | $42.1M | 0.43% | +672,383 | New |
| Analyst IMS Investment Management Services Ltd. | 617,639 | $38.7M | 1.18% | 00.0% | Unchanged |
| Northern Trust Corp | 609,452 | $38.2M | 0.01% | +18,723+3.2% | Added |
| BIT Capital GmbH | 583,796 | $36.6M | 2.04% | −1,242,797−68.0% | Reduced |
| Holocene Advisors, LP | 553,566 | $34.7M | 0.08% | −229,187−29.3% | Reduced |
| Halter Ferguson Financial Inc. | 546,324 | $34.2M | 7.57% | −54,539−9.1% | Reduced |
| Charles Schwab Investment Management Inc | 517,347 | $32.4M | 0.00% | −4,910−0.9% | Reduced |
| Nuveen, LLC | 456,540 | $28.6M | 0.01% | +89,279+24.3% | Added |
| Vanguard Fiduciary Trust Co | 442,885 | $27.8M | 0.01% | +442,885 | New |
| Bank of America Corp | 360,411 | $22.6M | 0.00% | +123,484+52.1% | Added |
| Susquehanna International Group, LLP | 346,916 | $21.7M | 0.03% | +52,752+17.9% | Added |
| UBS Group AG | 346,833 | $21.7M | 0.00% | +29,776+9.4% | Added |
| D. E. Shaw & Co., Inc. | 338,605 | $21.2M | 0.02% | −822,894−70.8% | Reduced |
| Capital Fund Management S.A. | 311,309 | $19.5M | 0.17% | +277,987+834.2% | Added |
| Walleye Capital LLC | 283,538 | $17.8M | 0.11% | +278,367+5,383.2% | Added |
| Qube Research & Technologies Ltd | 277,810 | $17.4M | 0.02% | +66,409+31.4% | Added |
| Trexquant Investment LP | 271,024 | $17.0M | 0.12% | +271,024 | New |
| Citigroup Inc | 269,911 | $16.9M | 0.01% | +201,039+291.9% | Added |
| Privium Fund Management B.V. | 255,259 | $16.0M | 3.33% | +7,000+2.8% | Added |
| TB Alternative Assets Ltd. | 235,818 | $14.8M | 3.07% | +235,818 | New |
| Landscape Capital Management, L.L.C. | 211,736 | $13.3M | 0.84% | +132,953+168.8% | Added |
| Marshall Wace, LLP | 204,563 | $12.8M | 0.01% | +164,224+407.1% | Added |
| Barclays PLC | 191,976 | $12.0M | 0.00% | +73,466+62.0% | Added |
| Defiance ETFs, LLC | 185,563 | $11.6M | 0.17% | +185,563 | New |
| Wells Fargo & Company | 181,827 | $11.4M | 0.00% | +31,877+21.3% | Added |
| Bank of New York Mellon Corp | 181,510 | $11.4M | 0.00% | −4,133−2.2% | Reduced |
| Group One Trading, L.P. | 179,954 | $11.3M | 0.37% | +69,583+63.0% | Added |
| Woodline Partners LP | 179,608 | $11.3M | 0.04% | +179,608 | New |
| Philo Smith Capital Corp | 173,250 | $10.9M | 3.10% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 168,708 | $10.6M | 0.02% | −50,828−23.2% | Reduced |
| Neuberger Berman Group LLC | 167,595 | $10.5M | 0.01% | +163,741+4,248.6% | Added |
| Canada Pension Plan Investment Board | 162,900 | $10.2M | 0.01% | +153,800+1,690.1% | Added |
| First Trust Advisors LP | 152,466 | $9.56M | 0.01% | −3,961−2.5% | Reduced |
| Ameriprise Financial Inc | 139,250 | $8.73M | 0.00% | +3,888+2.9% | Added |
| Ci Investments Inc. | 131,261 | $8.23M | 0.04% | −1,322−1.0% | Reduced |
| Swiss National Bank | 123,800 | $7.76M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 122,529 | $7.68M | 0.00% | −21,492−14.9% | Reduced |
| Tudor Investment Corp Et Al | 112,342 | $7.04M | 0.04% | −36,645−24.6% | Reduced |
| Sparta 24 Ltd. | 105,728 | $6.63M | 7.58% | −63,610−37.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 103,734 | $6.50M | 0.08% | −4,791−4.4% | Reduced |
| Ma Investment Partnership, LP | 100,000 | $6.27M | 3.01% | 00.0% | Unchanged |
| LPL Financial LLC | 96,022 | $6.02M | 0.00% | +20,387+27.0% | Added |
| UBS Asset Management Americas Inc | 92,619 | $5.81M | 0.00% | −7,393−7.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 91,662 | $5.75M | 0.04% | +2,400+2.7% | Added |
| PDT Partners, LLC | 89,507 | $5.61M | 0.33% | −36,250−28.8% | Reduced |
| Hillsdale Investment Management Inc. | 80,800 | $5.06M | 0.14% | −2,000−2.4% | Reduced |
| Rhumbline Advisers | 75,141 | $4.71M | 0.00% | −755−1.0% | Reduced |
| California State Teachers Retirement System | 72,887 | $4.57M | 0.00% | +13,411+22.5% | Added |
| Alliancebernstein L.P. | 62,668 | $4.46M | 0.00% | +974+1.6% | Added |
| Price T Rowe Associates Inc | 69,795 | $4.38M | 0.00% | −1,414,380−95.3% | Reduced |
| EFG International AG | 69,766 | $4.37M | 0.09% | −8,133−10.4% | Reduced |
| PEAK6 LLC | 64,961 | $4.07M | 0.12% | +21,783+50.4% | Added |
| Nia Impact Advisors, LLC | 63,645 | $3.99M | 1.77% | −2,275−3.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 62,001 | $3.89M | 0.01% | −27,152−30.5% | Reduced |
| AQR Capital Management LLC | 61,454 | $3.85M | 0.00% | +39,885+184.9% | Added |
| Liontrust Investment Partners LLP | 59,165 | $3.71M | 0.06% | −34,689−37.0% | Reduced |
| Deutsche Bank AG | 58,596 | $3.67M | 0.00% | −433,182−88.1% | Reduced |
| Aquatic Capital Management LLC | 58,412 | $3.66M | 0.11% | +41,190+239.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,639 | $3.61M | 0.01% | −98,772−63.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 56,886 | $3.57M | 0.00% | −13,014−18.6% | Reduced |
| Amtrust Financial Services, Inc. | 56,644 | $3.55M | 1.18% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 56,336 | $3.53M | 0.00% | +56,336 | New |
| Natixis | 53,750 | $3.37M | 0.01% | +53,750 | New |
| Hudson Bay Capital Management LP | 50,820 | $3.19M | 0.02% | +50,820 | New |
| FMR LLC | 50,806 | $3.18M | 0.00% | −425,554−89.3% | Reduced |
| Legal & General Group Plc | 49,937 | $3.13M | 0.00% | −11,005−18.1% | Reduced |
| ExodusPoint Capital Management, LP | 49,464 | $3.10M | 0.03% | +49,464 | New |
| Marex Group plc | 48,426 | $3.04M | 0.03% | +18,851+63.7% | Added |
| Toroso Investments, LLC | 47,642 | $2.99M | 0.01% | +3,373+7.6% | Added |
| Walleye Trading LLC | 45,521 | $2.85M | 0.06% | −64,055−58.5% | Reduced |
| Bridgewater Associates, LP | 42,648 | $2.67M | 0.01% | −23,426−35.5% | Reduced |
| Cantor Fitzgerald, L. P. | 40,123 | $2.51M | 0.09% | −2,344−5.5% | Reduced |
| Raymond James Financial Inc | 39,562 | $2.48M | 0.00% | −37,469−48.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 38,430 | $2.41M | 0.05% | +30,184+366.0% | Added |
| Havemeyer Place LP | 36,841 | $2.31M | 0.27% | +26,514+256.7% | Added |
| State of New Jersey Common Pension Fund D | 36,467 | $2.29M | 0.01% | +5,190+16.6% | Added |
| Manufacturers Life Insurance Company, The | 35,439 | $2.22M | 0.00% | +3,008+9.3% | Added |
| Leo Wealth, LLC | 34,174 | $2.14M | 0.16% | −358−1.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 32,373 | $2.14M | 0.09% | −36,354−52.9% | Reduced |
| MetLife Investment Management | 33,730 | $2.11M | 0.01% | +366+1.1% | Added |
| Clear Street Group Inc. | 31,804 | $1.99M | 0.01% | −2,587−7.5% | Reduced |
| Udine Wealth Management, Inc. | 31,438 | $1.97M | 0.96% | −2,492−7.3% | Reduced |
| Royal Bank of Canada | 31,328 | $1.96M | 0.00% | +18,721+148.5% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 31,050 | $1.95M | 0.95% | 00.0% | Unchanged |
| Nomura Holdings Inc | 29,135 | $1.83M | 0.02% | −11,941−29.1% | Reduced |
| Janus Henderson Group PLC | 29,077 | $1.82M | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28,612 | $1.79M | 0.00% | +28,612 | New |