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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 27,767 | $1.74M | 0.00% | −196,733−87.6% | Reduced |
| Algert Global LLC | 27,190 | $1.70M | 0.03% | −19,413−41.7% | Reduced |
| Vanguard Global Advisers, LLC | 26,892 | $1.69M | 0.00% | +26,892 | New |
| Creative Planning | 26,453 | $1.66M | 0.00% | −342−1.3% | Reduced |
| Employees Retirement System of Texas | 26,273 | $1.65M | 0.01% | +1,814+7.4% | Added |
| Dynamic Technology Lab Private Ltd | 25,710 | $1.61M | 0.26% | +21,540+516.5% | Added |
| Van Eck Associates Corp | 25,607 | $1.60M | 0.00% | +3,692+16.8% | Added |
| Twinbeech Capital LP | 24,492 | $1.54M | 0.16% | −31,470−56.2% | Reduced |
| XTX Topco Ltd | 23,587 | $1.48M | 0.03% | +18,584+371.5% | Added |
| Blueshift Asset Management, LLC | 23,345 | $1.46M | 0.44% | +7,304+45.5% | Added |
| United Capital Management of KS, Inc. | 23,168 | $1.45M | 0.22% | −989−4.1% | Reduced |
| Elo Mutual Pension Insurance Co | 22,488 | $1.41M | 0.02% | +22,488 | New |
| Illumine Investment Management, LLC | 22,415 | $1.40M | 1.08% | −8,369−27.2% | Reduced |
| Baader Bank INC | 21,500 | $1.35M | 0.13% | −142−0.7% | Reduced |
| Lido Advisors, LLC | 21,020 | $1.32M | 0.01% | +21,020 | New |
| Intech Investment Management LLC | 20,057 | $1.26M | 0.01% | −9,738−32.7% | Reduced |
| Dimensional Fund Advisors LP | 19,656 | $1.23M | 0.00% | −58,755−74.9% | Reduced |
| New York State Common Retirement Fund | 19,428 | $1.22M | 0.00% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 19,090 | $1.20M | 0.78% | +5,282+38.3% | Added |
| SEI Investments Co | 19,001 | $1.19M | 0.00% | −3,076−13.9% | Reduced |
| Handelsbanken Fonder AB | 18,500 | $1.16M | 0.00% | +4,200+29.4% | Added |
| Circle Wealth Management, LLC | 18,427 | $1.16M | 0.02% | +2,602+16.4% | Added |
| Advisor Group Holdings, Inc. | 18,023 | $1.13M | 0.00% | +3,332+22.7% | Added |
| X-Square Capital, LLC | 17,333 | $1.09M | 0.37% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,269 | $1.08M | 0.01% | −145−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,884 | $1.06M | 0.01% | +585+3.6% | Added |
| Oasis Advisors, LLC | 15,790 | $989.7K | 0.19% | +11,992+315.7% | Added |
| Mutual Advisors, LLC | 15,656 | $981.3K | 0.02% | +15,656 | New |
| Vanguard Investments Australia, Ltd. | 15,579 | $976.5K | 0.00% | +15,579 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,534 | $973.7K | 0.00% | −165−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 15,113 | $947.3K | 0.00% | +597+4.1% | Added |
| KLP Kapitalforvaltning AS | 15,100 | $946.5K | 0.00% | +1,700+12.7% | Added |
| Quantinno Capital Management LP | 15,076 | $945.0K | 0.00% | +6,457+74.9% | Added |
| Jones Financial Companies LLLP | 15,526 | $942.4K | 0.00% | +2,252+17.0% | Added |
| Eddie Patel Inc | 13,803 | $865.2K | 0.66% | −4,094−22.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,748 | $862.0K | 0.00% | +5,136+59.6% | Added |
| Foyston, Gordon, & Payne Inc | 13,333 | $835.7K | 0.19% | +13,333 | New |
| Wealth Enhancement Advisory Services, LLC | 13,562 | $833.7K | 0.00% | +5,131+60.9% | Added |
| SG Americas Securities, LLC | 13,135 | $823.0K | 0.00% | −18,517−58.5% | Reduced |
| Edgestream Partners, L.P. | 12,991 | $814.3K | 0.03% | +12,991 | New |
| Pathstone Holdings, LLC | 12,909 | $809.1K | 0.00% | +2,959+29.7% | Added |
| Genesis Financial Group, LLC | 12,500 | $783.5K | 0.53% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,970 | $750.3K | 0.01% | −57,894−82.9% | Reduced |
| Commonwealth Equity Services, LLC | 11,647 | $730.0K | 0.00% | −7,942−40.5% | Reduced |
| REX Advisers, LLC | 11,600 | $727.1K | 4.24% | +11,600 | New |
| Sava Infond d.o.o. | 11,000 | $689.5K | 0.10% | +3,200+41.0% | Added |
| Meitav Dash Investments Ltd | 10,970 | $687.6K | 0.01% | +4,012+57.7% | Added |
| Oppenheimer & Co Inc | 10,864 | $681.0K | 0.01% | −5,260−32.6% | Reduced |
| Mariner, LLC | 10,663 | $668.3K | 0.00% | +10,663 | New |
| Voya Investment Management LLC | 10,466 | $656.0K | 0.00% | −200−1.9% | Reduced |
| Pictet Asset Management Holding SA | 10,156 | $636.6K | 0.00% | +1,245+14.0% | Added |
| DnB Asset Management AS | 9,895 | $620.2K | 0.00% | −86,823−89.8% | Reduced |
| Synergy Financial Group, LTD | 9,728 | $609.8K | 0.46% | −427−4.2% | Reduced |
| Williamson Legacy Group, LLC | 9,719 | $609.2K | 0.46% | −4,461−31.5% | Reduced |
| Prudential Financial Inc | 9,710 | $608.6K | 0.00% | +5,975+160.0% | Added |
| State of Wisconsin Investment Board | 9,548 | $598.5K | 0.00% | +4,090+74.9% | Added |
| Cetera Investment Advisers | 9,423 | $590.6K | 0.00% | −1,429−13.2% | Reduced |
| Balyasny Asset Management LLC | 9,338 | $585.3K | 0.00% | −95,356−91.1% | Reduced |
| Watershed Private Wealth LLC | 9,210 | $577.3K | 0.18% | +900+10.8% | Added |
| ProShare Advisors LLC | 8,954 | $561.2K | 0.00% | −2,121−19.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,945 | $560.7K | 0.00% | −236−2.6% | Reduced |
| Victory Financial Group, LLC | 8,919 | $559.0K | 0.07% | +5,621+170.4% | Added |
| Polen Capital Management LLC | 8,219 | $515.2K | 0.00% | +8,219 | New |
| Johnson & White Wealth Management, LLC | 7,981 | $500.2K | 0.21% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,862 | $492.8K | 0.00% | +469+6.3% | Added |
| HighTower Advisors, LLC | 7,836 | $491.1K | 0.00% | +1,868+31.3% | Added |
| Cerity Partners LLC | 7,494 | $469.7K | 0.00% | −644−7.9% | Reduced |
| IMC-Chicago, LLC | 7,299 | $457.5K | 0.01% | −55,538−88.4% | Reduced |
| Navellier & Associates Inc | 7,112 | $445.8K | 0.05% | +7,112 | New |
| Millennium Management LLC | 7,075 | $443.5K | 0.00% | −48,433−87.3% | Reduced |
| Wealthfront Advisers LLC | 6,992 | $438.3K | 0.00% | −1,312−15.8% | Reduced |
| Kestra Advisory Services, LLC | 6,882 | $431.4K | 0.00% | +1,881+37.6% | Added |
| Great West Life Assurance Co | 6,768 | $427.0K | 0.00% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 6,703 | $420.1K | 0.09% | +30.0% | Added |
| Qsemble Capital Management, LP | 6,687 | $419.1K | 0.03% | +6,687 | New |
| Empower Advisory Group, LLC | 6,454 | $404.5K | 0.00% | −6,107−48.6% | Reduced |
| GWM Advisors LLC | 6,420 | $402.4K | 0.00% | −9,696−60.2% | Reduced |
| Harbour Investments, Inc. | 6,437 | $401.6K | 0.01% | +3,275+103.6% | Added |
| Titleist Asset Management, LLC | 6,251 | $391.8K | 0.03% | +876+16.3% | Added |
| Stifel Financial Corp | 6,237 | $390.9K | 0.00% | −1,069−14.6% | Reduced |
| Russell Investments Group, Ltd. | 6,207 | $389.1K | 0.00% | −1,394−18.3% | Reduced |
| Gsa Capital Partners LLP | 6,153 | $386.0K | 0.02% | +6,153 | New |
| Mercer Global Advisors Inc | 6,137 | $384.6K | 0.00% | −4,158−40.4% | Reduced |
| Private Advisor Group, LLC | 6,130 | $384.2K | 0.00% | −16,664−73.1% | Reduced |
| Marathon Trading Investment Management LLC | 5,950 | $372.9K | 0.11% | +5,950 | New |
| Fox Run Management, L.L.C. | 6,220 | $365.2K | 0.06% | +6,220 | New |
| Xponance, Inc. | 5,734 | $359.4K | 0.00% | +923+19.2% | Added |
| Fearless Solutions, LLC dba Best Invest | 5,702 | $357.4K | 0.22% | +1,502+35.8% | Added |
| Twin Tree Management, LP | 5,625 | $352.6K | 0.07% | +5,625 | New |
| Fortis Group Advisors, LLC | 5,935 | $336.2K | 0.06% | −6,181−51.0% | Reduced |
| SBI Securities Co., Ltd. | 5,326 | $333.8K | 0.01% | −291−5.2% | Reduced |
| Aspiring Ventures, LLC | 5,236 | $328.2K | 0.11% | +177+3.5% | Added |
| Jump Financial, LLC | 5,235 | $328.1K | 0.00% | +5,235 | New |
| Captrust Financial Advisors | 5,235 | $328.1K | 0.00% | +5,235 | New |
| Gotham Asset Management, LLC | 5,222 | $327.3K | 0.00% | −6,388−55.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,200 | $326.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,126 | $321.3K | 0.02% | +343+7.2% | Added |
| Ameritas Investment Partners, Inc. | 5,111 | $320.4K | 0.01% | +194+3.9% | Added |
| Los Angeles Capital Management LLC | 5,097 | $319.5K | 0.00% | −20,072−79.7% | Reduced |
| Brevan Howard Capital Management LP | 5,080 | $318.4K | 0.00% | +5,080 | New |