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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 162,900 | $10.2M | 0.01% | +153,800+1,690.1% | Added |
| Neuberger Berman Group LLC | 167,595 | $10.5M | 0.01% | +163,741+4,248.6% | Added |
| Federated Hermes, Inc. | 168,708 | $10.6M | 0.02% | −50,828−23.2% | Reduced |
| Philo Smith Capital Corp | 173,250 | $10.9M | 3.10% | 00.0% | Unchanged |
| Woodline Partners LP | 179,608 | $11.3M | 0.04% | +179,608 | New |
| Group One Trading, L.P. | 179,954 | $11.3M | 0.37% | +69,583+63.0% | Added |
| Bank of New York Mellon Corp | 181,510 | $11.4M | 0.00% | −4,133−2.2% | Reduced |
| Wells Fargo & Company | 181,827 | $11.4M | 0.00% | +31,877+21.3% | Added |
| Defiance ETFs, LLC | 185,563 | $11.6M | 0.17% | +185,563 | New |
| Barclays PLC | 191,976 | $12.0M | 0.00% | +73,466+62.0% | Added |
| Marshall Wace, LLP | 204,563 | $12.8M | 0.01% | +164,224+407.1% | Added |
| Landscape Capital Management, L.L.C. | 211,736 | $13.3M | 0.84% | +132,953+168.8% | Added |
| TB Alternative Assets Ltd. | 235,818 | $14.8M | 3.07% | +235,818 | New |
| Privium Fund Management B.V. | 255,259 | $16.0M | 3.33% | +7,000+2.8% | Added |
| Citigroup Inc | 269,911 | $16.9M | 0.01% | +201,039+291.9% | Added |
| Trexquant Investment LP | 271,024 | $17.0M | 0.12% | +271,024 | New |
| Qube Research & Technologies Ltd | 277,810 | $17.4M | 0.02% | +66,409+31.4% | Added |
| Walleye Capital LLC | 283,538 | $17.8M | 0.11% | +278,367+5,383.2% | Added |
| Capital Fund Management S.A. | 311,309 | $19.5M | 0.17% | +277,987+834.2% | Added |
| D. E. Shaw & Co., Inc. | 338,605 | $21.2M | 0.02% | −822,894−70.8% | Reduced |
| UBS Group AG | 346,833 | $21.7M | 0.00% | +29,776+9.4% | Added |
| Susquehanna International Group, LLP | 346,916 | $21.7M | 0.03% | +52,752+17.9% | Added |
| Bank of America Corp | 360,411 | $22.6M | 0.00% | +123,484+52.1% | Added |
| Vanguard Fiduciary Trust Co | 442,885 | $27.8M | 0.01% | +442,885 | New |
| Nuveen, LLC | 456,540 | $28.6M | 0.01% | +89,279+24.3% | Added |
| Charles Schwab Investment Management Inc | 517,347 | $32.4M | 0.00% | −4,910−0.9% | Reduced |
| Halter Ferguson Financial Inc. | 546,324 | $34.2M | 7.57% | −54,539−9.1% | Reduced |
| Holocene Advisors, LP | 553,566 | $34.7M | 0.08% | −229,187−29.3% | Reduced |
| BIT Capital GmbH | 583,796 | $36.6M | 2.04% | −1,242,797−68.0% | Reduced |
| Northern Trust Corp | 609,452 | $38.2M | 0.01% | +18,723+3.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 617,639 | $38.7M | 1.18% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 672,383 | $42.1M | 0.43% | +672,383 | New |
| Goldman Sachs Group Inc | 725,403 | $45.5M | 0.01% | −141,073−16.3% | Reduced |
| Citadel Advisors LLC | 781,816 | $49.0M | 0.03% | +246,156+46.0% | Added |
| Squarepoint Ops LLC | 890,517 | $55.8M | 0.12% | +807,150+968.2% | Added |
| Two Sigma Investments, LP | 948,554 | $59.5M | 0.05% | +189,312+24.9% | Added |
| Morgan Stanley | 1,164,638 | $73.0M | 0.00% | −216,935−15.7% | Reduced |
| Jane Street Group, LLC | 1,218,215 | $76.4M | 0.08% | +1,213,859+27,866.4% | Added |
| State Street Corp | 1,554,499 | $97.4M | 0.00% | +58,658+3.9% | Added |
| Geode Capital Management, LLC | 1,715,851 | $107.6M | 0.01% | +277,493+19.3% | Added |
| Baillie Gifford & Co | 2,766,426 | $173.4M | 0.18% | −100,020−3.5% | Reduced |
| Vanguard Portfolio Management LLC | 2,981,857 | $186.9M | 0.01% | +2,981,857 | New |
| Vanguard Capital Management LLC | 3,018,092 | $189.2M | 0.00% | +3,018,092 | New |
| JPMorgan Chase & Co | 5,262,816 | $309.0M | 0.02% | +779,385+17.4% | Added |
| BlackRock, Inc. | 4,968,901 | $311.5M | 0.01% | +19,225+0.4% | Added |
| American Assets Investment Management, LLC | 1,800 | – | – | +1,800 | New |
| Softbank Group Corp | 0 | $0 | 0.00% | −925,496−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −364,963−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −348,898−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −130,379−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −113,917−100.0% | Sold out |
| Deeter Investments LLP | 0 | $0 | 0.00% | −111,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −64,080−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −63,032−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −54,959−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −39,549−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,099−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,761−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −18,280−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −13,556−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −10,429−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −9,430−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −8,014−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −7,144−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −6,208−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,926−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,193−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −5,103−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,741−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −4,627−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −4,036−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Elm Partners Management LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Conway Capital Management, Inc. | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −3,172−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| Suncoast Equity Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Arbor Wealth Management LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |