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 |
|---|---|---|---|---|---|
| REX Advisers, LLC | 11,600 | $727.1K | 4.24% | +11,600 | New |
| Commonwealth Equity Services, LLC | 11,647 | $730.0K | 0.00% | −7,942−40.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,970 | $750.3K | 0.01% | −57,894−82.9% | Reduced |
| Genesis Financial Group, LLC | 12,500 | $783.5K | 0.53% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 12,909 | $809.1K | 0.00% | +2,959+29.7% | Added |
| Edgestream Partners, L.P. | 12,991 | $814.3K | 0.03% | +12,991 | New |
| SG Americas Securities, LLC | 13,135 | $823.0K | 0.00% | −18,517−58.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,562 | $833.7K | 0.00% | +5,131+60.9% | Added |
| Foyston, Gordon, & Payne Inc | 13,333 | $835.7K | 0.19% | +13,333 | New |
| Cambridge Investment Research Advisors, Inc. | 13,748 | $862.0K | 0.00% | +5,136+59.6% | Added |
| Eddie Patel Inc | 13,803 | $865.2K | 0.66% | −4,094−22.9% | Reduced |
| Jones Financial Companies LLLP | 15,526 | $942.4K | 0.00% | +2,252+17.0% | Added |
| Quantinno Capital Management LP | 15,076 | $945.0K | 0.00% | +6,457+74.9% | Added |
| KLP Kapitalforvaltning AS | 15,100 | $946.5K | 0.00% | +1,700+12.7% | Added |
| State Board of Administration of Florida Retirement System | 15,113 | $947.3K | 0.00% | +597+4.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,534 | $973.7K | 0.00% | −165−1.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 15,579 | $976.5K | 0.00% | +15,579 | New |
| Mutual Advisors, LLC | 15,656 | $981.3K | 0.02% | +15,656 | New |
| Oasis Advisors, LLC | 15,790 | $989.7K | 0.19% | +11,992+315.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,884 | $1.06M | 0.01% | +585+3.6% | Added |
| Arizona State Retirement System | 17,269 | $1.08M | 0.01% | −145−0.8% | Reduced |
| X-Square Capital, LLC | 17,333 | $1.09M | 0.37% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,023 | $1.13M | 0.00% | +3,332+22.7% | Added |
| Circle Wealth Management, LLC | 18,427 | $1.16M | 0.02% | +2,602+16.4% | Added |
| Handelsbanken Fonder AB | 18,500 | $1.16M | 0.00% | +4,200+29.4% | Added |
| SEI Investments Co | 19,001 | $1.19M | 0.00% | −3,076−13.9% | Reduced |
| Rare Wolf Capital LLC | 19,090 | $1.20M | 0.78% | +5,282+38.3% | Added |
| New York State Common Retirement Fund | 19,428 | $1.22M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 19,656 | $1.23M | 0.00% | −58,755−74.9% | Reduced |
| Intech Investment Management LLC | 20,057 | $1.26M | 0.01% | −9,738−32.7% | Reduced |
| Lido Advisors, LLC | 21,020 | $1.32M | 0.01% | +21,020 | New |
| Baader Bank INC | 21,500 | $1.35M | 0.13% | −142−0.7% | Reduced |
| Illumine Investment Management, LLC | 22,415 | $1.40M | 1.08% | −8,369−27.2% | Reduced |
| Elo Mutual Pension Insurance Co | 22,488 | $1.41M | 0.02% | +22,488 | New |
| United Capital Management of KS, Inc. | 23,168 | $1.45M | 0.22% | −989−4.1% | Reduced |
| Blueshift Asset Management, LLC | 23,345 | $1.46M | 0.44% | +7,304+45.5% | Added |
| XTX Topco Ltd | 23,587 | $1.48M | 0.03% | +18,584+371.5% | Added |
| Twinbeech Capital LP | 24,492 | $1.54M | 0.16% | −31,470−56.2% | Reduced |
| Van Eck Associates Corp | 25,607 | $1.60M | 0.00% | +3,692+16.8% | Added |
| Dynamic Technology Lab Private Ltd | 25,710 | $1.61M | 0.26% | +21,540+516.5% | Added |
| Employees Retirement System of Texas | 26,273 | $1.65M | 0.01% | +1,814+7.4% | Added |
| Creative Planning | 26,453 | $1.66M | 0.00% | −342−1.3% | Reduced |
| Vanguard Global Advisers, LLC | 26,892 | $1.69M | 0.00% | +26,892 | New |
| Algert Global LLC | 27,190 | $1.70M | 0.03% | −19,413−41.7% | Reduced |
| BNP Paribas Arbitrage, SA | 27,767 | $1.74M | 0.00% | −196,733−87.6% | Reduced |
| Fifth Third Bancorp | 28,612 | $1.79M | 0.00% | +28,612 | New |
| Janus Henderson Group PLC | 29,077 | $1.82M | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 29,135 | $1.83M | 0.02% | −11,941−29.1% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 31,050 | $1.95M | 0.95% | 00.0% | Unchanged |
| Royal Bank of Canada | 31,328 | $1.96M | 0.00% | +18,721+148.5% | Added |
| Udine Wealth Management, Inc. | 31,438 | $1.97M | 0.96% | −2,492−7.3% | Reduced |
| Clear Street Group Inc. | 31,804 | $1.99M | 0.01% | −2,587−7.5% | Reduced |
| MetLife Investment Management | 33,730 | $2.11M | 0.01% | +366+1.1% | Added |
| Parallax Volatility Advisers, L.P. | 32,373 | $2.14M | 0.09% | −36,354−52.9% | Reduced |
| Leo Wealth, LLC | 34,174 | $2.14M | 0.16% | −358−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 35,439 | $2.22M | 0.00% | +3,008+9.3% | Added |
| State of New Jersey Common Pension Fund D | 36,467 | $2.29M | 0.01% | +5,190+16.6% | Added |
| Havemeyer Place LP | 36,841 | $2.31M | 0.27% | +26,514+256.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,430 | $2.41M | 0.05% | +30,184+366.0% | Added |
| Raymond James Financial Inc | 39,562 | $2.48M | 0.00% | −37,469−48.6% | Reduced |
| Cantor Fitzgerald, L. P. | 40,123 | $2.51M | 0.09% | −2,344−5.5% | Reduced |
| Bridgewater Associates, LP | 42,648 | $2.67M | 0.01% | −23,426−35.5% | Reduced |
| Walleye Trading LLC | 45,521 | $2.85M | 0.06% | −64,055−58.5% | Reduced |
| Toroso Investments, LLC | 47,642 | $2.99M | 0.01% | +3,373+7.6% | Added |
| Marex Group plc | 48,426 | $3.04M | 0.03% | +18,851+63.7% | Added |
| ExodusPoint Capital Management, LP | 49,464 | $3.10M | 0.03% | +49,464 | New |
| Legal & General Group Plc | 49,937 | $3.13M | 0.00% | −11,005−18.1% | Reduced |
| FMR LLC | 50,806 | $3.18M | 0.00% | −425,554−89.3% | Reduced |
| Hudson Bay Capital Management LP | 50,820 | $3.19M | 0.02% | +50,820 | New |
| Natixis | 53,750 | $3.37M | 0.01% | +53,750 | New |
| Vanguard Asset Management, Ltd | 56,336 | $3.53M | 0.00% | +56,336 | New |
| Amtrust Financial Services, Inc. | 56,644 | $3.55M | 1.18% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 56,886 | $3.57M | 0.00% | −13,014−18.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,639 | $3.61M | 0.01% | −98,772−63.1% | Reduced |
| Aquatic Capital Management LLC | 58,412 | $3.66M | 0.11% | +41,190+239.2% | Added |
| Deutsche Bank AG | 58,596 | $3.67M | 0.00% | −433,182−88.1% | Reduced |
| Liontrust Investment Partners LLP | 59,165 | $3.71M | 0.06% | −34,689−37.0% | Reduced |
| AQR Capital Management LLC | 61,454 | $3.85M | 0.00% | +39,885+184.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 62,001 | $3.89M | 0.01% | −27,152−30.5% | Reduced |
| Nia Impact Advisors, LLC | 63,645 | $3.99M | 1.77% | −2,275−3.5% | Reduced |
| PEAK6 LLC | 64,961 | $4.07M | 0.12% | +21,783+50.4% | Added |
| EFG International AG | 69,766 | $4.37M | 0.09% | −8,133−10.4% | Reduced |
| Price T Rowe Associates Inc | 69,795 | $4.38M | 0.00% | −1,414,380−95.3% | Reduced |
| Alliancebernstein L.P. | 62,668 | $4.46M | 0.00% | +974+1.6% | Added |
| California State Teachers Retirement System | 72,887 | $4.57M | 0.00% | +13,411+22.5% | Added |
| Rhumbline Advisers | 75,141 | $4.71M | 0.00% | −755−1.0% | Reduced |
| Hillsdale Investment Management Inc. | 80,800 | $5.06M | 0.14% | −2,000−2.4% | Reduced |
| PDT Partners, LLC | 89,507 | $5.61M | 0.33% | −36,250−28.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 91,662 | $5.75M | 0.04% | +2,400+2.7% | Added |
| UBS Asset Management Americas Inc | 92,619 | $5.81M | 0.00% | −7,393−7.4% | Reduced |
| LPL Financial LLC | 96,022 | $6.02M | 0.00% | +20,387+27.0% | Added |
| Ma Investment Partnership, LP | 100,000 | $6.27M | 3.01% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 103,734 | $6.50M | 0.08% | −4,791−4.4% | Reduced |
| Sparta 24 Ltd. | 105,728 | $6.63M | 7.58% | −63,610−37.6% | Reduced |
| Tudor Investment Corp Et Al | 112,342 | $7.04M | 0.04% | −36,645−24.6% | Reduced |
| Invesco Ltd. | 122,529 | $7.68M | 0.00% | −21,492−14.9% | Reduced |
| Swiss National Bank | 123,800 | $7.76M | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 131,261 | $8.23M | 0.04% | −1,322−1.0% | Reduced |
| Ameriprise Financial Inc | 139,250 | $8.73M | 0.00% | +3,888+2.9% | Added |
| First Trust Advisors LP | 152,466 | $9.56M | 0.01% | −3,961−2.5% | Reduced |