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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.

Institutional holdersQ1 2026: 346 institutions
Q1 2021: 302 institutionsQ2 2021: 315 institutionsQ3 2021: 289 institutionsQ4 2021: 266 institutionsQ1 2022: 237 institutionsQ2 2022: 216 institutionsQ3 2022: 229 institutionsQ4 2022: 225 institutionsQ1 2023: 216 institutionsQ2 2023: 220 institutionsQ3 2023: 203 institutionsQ4 2023: 216 institutionsQ1 2024: 205 institutionsQ2 2024: 214 institutionsQ3 2024: 224 institutionsQ4 2024: 269 institutionsQ1 2025: 250 institutionsQ2 2025: 277 institutionsQ3 2025: 300 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 339 institutions
Value heldQ1 2026: $2.70B
Q1 2021: $2.94BQ2 2021: $3.58BQ3 2021: $2.37BQ4 2021: $1.54BQ1 2022: $876.3MQ2 2022: $606.8MQ3 2022: $739.4MQ4 2022: $494.9MQ1 2023: $513.2MQ2 2023: $639.3MQ3 2023: $435.7MQ4 2023: $627.5MQ1 2024: $656.0MQ2 2024: $686.1MQ3 2024: $677.2MQ4 2024: $1.60BQ1 2025: $1.38BQ2 2025: $1.97BQ3 2025: $2.36BQ4 2025: $3.16BQ1 2026: $2.70BQ2 2026: $2.92B
Institutions holding LMND and their total value by quarter
QuarterHoldersValue
Q2 2026339$2.92B
Q1 2026346$2.70B
Q4 2025354$3.16B
Q3 2025300$2.36B
Q2 2025277$1.97B
Q1 2025250$1.38B
Q4 2024269$1.60B
Q3 2024224$677.2M
Q2 2024214$686.1M
Q1 2024205$656.0M
Q4 2023216$627.5M
Q3 2023203$435.7M
Q2 2023220$639.3M
Q1 2023216$513.2M
Q4 2022225$494.9M
Q3 2022229$739.4M
Q2 2022216$606.8M
Q1 2022237$876.3M
Q4 2021266$1.54B
Q3 2021289$2.37B
Q2 2021315$3.58B
Q1 2021302$2.94B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q4 2025.

Institutions holding LMND in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
International Assets Investment Management, LLC1,354$82.7K0.01%−800−37.1%Reduced
Kemnay Advisory Services Inc.1,332$83.5K0.01%+1,107+492.0%Added
Steward Partners Investment Advisory, LLC1,360$85.2K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd1,396$87.5K0.02%+1,390+23,166.7%Added
Acadian Asset Management LLC1,626$101.0K0.00%−861−34.6%Reduced
Union Bancaire Privee, UBP SA1,745$102.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,698$103.7K0.00%+674+65.8%Added
JTC Employer Solutions Trusteee Ltd2,500$124.0K0.01%00.0%Unchanged
Triumph Capital Management2,031$127.3K0.03%+840+70.5%Added
KBC Group NV2,070$130.0K0.00%00.0%Unchanged
Activest Wealth Management2,102$131.8K0.02%00.0%Unchanged
Leonteq Securities AG2,186$137.0K0.01%−628−22.3%Reduced
Quantbot Technologies LP2,872$180.0K0.01%+2,872New
Rockefeller Capital Management L.P.2,941$184.3K0.00%+1,472+100.2%Added
STRS Ohio3,100$194.3K0.00%−1,100−26.2%Reduced
Newbridge Financial Services Group, Inc.3,257$204.1K0.03%+2,672+456.8%Added
CIBC Bancorp USA Inc.3,271$204.4K0.00%+3,271New
Wiley Bros.-Aintree Capital, LLC3,355$210.3K0.00%−1,029−23.5%Reduced
US Bancorp3,355$210.3K0.00%+784+30.5%Added
Kingsview Wealth Management, LLC3,393$212.7K0.00%+82+2.5%Added
GAMMA Investing LLC3,419$214.3K0.01%−110−3.1%Reduced
Resources Investment Advisors, LLC.3,597$225.5K0.00%+346+10.6%Added
ARS Wealth Advisors Group, LLC3,640$228.2K0.02%00.0%Unchanged
Nisa Investment Advisors, LLC3,692$231.4K0.00%−342−8.5%Reduced
M&T Bank Corp3,714$233.3K0.00%−61−1.6%Reduced
Jefferies Financial Group Inc.3,774$236.6K0.00%+3,774New
Swiss Life Asset Management Ltd3,878$243.1K0.00%+862+28.6%Added
JustInvest LLC3,880$243.2K0.00%+823+26.9%Added
Envestnet Asset Management Inc3,905$244.8K0.00%+3,905New
TD Waterhouse Canada Inc.4,022$245.4K0.00%+351+9.6%Added
Icapital Wealth LLC4,042$253.0K0.15%−35,485−89.8%Reduced
Mangrove Partners4,064$254.7K0.02%+1,083+36.3%Added
IHT Wealth Management, LLC4,170$261.4K0.01%+4,170New
Tower Research Capital LLC (TRC)4,190$262.6K0.01%+992+31.0%Added
CIBC Asset Management Inc4,295$269.2K0.00%00.0%Unchanged
Two Sigma Securities, LLC4,314$270.4K0.03%+4,314New
Jain Global LLC4,450$278.9K0.00%+4,450New
Principal Financial Group Inc4,453$279.1K0.00%+884+24.8%Added
CWM, LLC4,723$296.0K0.00%+1,841+63.9%Added
Ascent Wealth Partners, LLC4,775$299.3K0.03%+823+20.8%Added
Ensign Peak Advisors, Inc4,850$304.0K0.00%00.0%Unchanged
CI Private Wealth, LLC4,875$305.6K0.00%−1,459−23.0%Reduced
Fiduciary Planning LLC4,947$310.1K0.09%+4,947New
Worth Venture Partners, LLC5,043$316.1K1.00%+1,001+24.8%Added
Virtu Financial LLC5,079$318.0K0.01%−40,066−88.7%Reduced
Brevan Howard Capital Management LP5,080$318.4K0.00%+5,080New
Los Angeles Capital Management LLC5,097$319.5K0.00%−20,072−79.7%Reduced
Ameritas Investment Partners, Inc.5,111$320.4K0.01%+194+3.9%Added
Tradition Wealth Management, LLC5,126$321.3K0.02%+343+7.2%Added
Public Employees Retirement Association of Colorado5,200$326.0K0.00%00.0%Unchanged
Gotham Asset Management, LLC5,222$327.3K0.00%−6,388−55.0%Reduced
Captrust Financial Advisors5,235$328.1K0.00%+5,235New
Jump Financial, LLC5,235$328.1K0.00%+5,235New
Aspiring Ventures, LLC5,236$328.2K0.11%+177+3.5%Added
SBI Securities Co., Ltd.5,326$333.8K0.01%−291−5.2%Reduced
Fortis Group Advisors, LLC5,935$336.2K0.06%−6,181−51.0%Reduced
Twin Tree Management, LP5,625$352.6K0.07%+5,625New
Fearless Solutions, LLC dba Best Invest5,702$357.4K0.22%+1,502+35.8%Added
Xponance, Inc.5,734$359.4K0.00%+923+19.2%Added
Fox Run Management, L.L.C.6,220$365.2K0.06%+6,220New
Marathon Trading Investment Management LLC5,950$372.9K0.11%+5,950New
Private Advisor Group, LLC6,130$384.2K0.00%−16,664−73.1%Reduced
Mercer Global Advisors Inc6,137$384.6K0.00%−4,158−40.4%Reduced
Gsa Capital Partners LLP6,153$386.0K0.02%+6,153New
Russell Investments Group, Ltd.6,207$389.1K0.00%−1,394−18.3%Reduced
Stifel Financial Corp6,237$390.9K0.00%−1,069−14.6%Reduced
Titleist Asset Management, LLC6,251$391.8K0.03%+876+16.3%Added
Harbour Investments, Inc.6,437$401.6K0.01%+3,275+103.6%Added
GWM Advisors LLC6,420$402.4K0.00%−9,696−60.2%Reduced
Empower Advisory Group, LLC6,454$404.5K0.00%−6,107−48.6%Reduced
Qsemble Capital Management, LP6,687$419.1K0.03%+6,687New
Fermata Advisors, LLC6,703$420.1K0.09%+30.0%Added
Great West Life Assurance Co6,768$427.0K0.00%00.0%Unchanged
Kestra Advisory Services, LLC6,882$431.4K0.00%+1,881+37.6%Added
Wealthfront Advisers LLC6,992$438.3K0.00%−1,312−15.8%Reduced
Millennium Management LLC7,075$443.5K0.00%−48,433−87.3%Reduced
Navellier & Associates Inc7,112$445.8K0.05%+7,112New
IMC-Chicago, LLC7,299$457.5K0.01%−55,538−88.4%Reduced
Cerity Partners LLC7,494$469.7K0.00%−644−7.9%Reduced
HighTower Advisors, LLC7,836$491.1K0.00%+1,868+31.3%Added
Victory Capital Management Inc7,862$492.8K0.00%+469+6.3%Added
Johnson & White Wealth Management, LLC7,981$500.2K0.21%00.0%Unchanged
Polen Capital Management LLC8,219$515.2K0.00%+8,219New
Victory Financial Group, LLC8,919$559.0K0.07%+5,621+170.4%Added
Federation des caisses Desjardins du Quebec8,945$560.7K0.00%−236−2.6%Reduced
ProShare Advisors LLC8,954$561.2K0.00%−2,121−19.2%Reduced
Watershed Private Wealth LLC9,210$577.3K0.18%+900+10.8%Added
Balyasny Asset Management LLC9,338$585.3K0.00%−95,356−91.1%Reduced
Cetera Investment Advisers9,423$590.6K0.00%−1,429−13.2%Reduced
State of Wisconsin Investment Board9,548$598.5K0.00%+4,090+74.9%Added
Prudential Financial Inc9,710$608.6K0.00%+5,975+160.0%Added
Williamson Legacy Group, LLC9,719$609.2K0.46%−4,461−31.5%Reduced
Synergy Financial Group, LTD9,728$609.8K0.46%−427−4.2%Reduced
DnB Asset Management AS9,895$620.2K0.00%−86,823−89.8%Reduced
Pictet Asset Management Holding SA10,156$636.6K0.00%+1,245+14.0%Added
Voya Investment Management LLC10,466$656.0K0.00%−200−1.9%Reduced
Mariner, LLC10,663$668.3K0.00%+10,663New
Oppenheimer & Co Inc10,864$681.0K0.01%−5,260−32.6%Reduced
Meitav Dash Investments Ltd10,970$687.6K0.01%+4,012+57.7%Added
Sava Infond d.o.o.11,000$689.5K0.10%+3,200+41.0%Added