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, Q2 2026
Institutional positions in Lemonade, Inc. as of Jun 30, 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
- 339
- −2 vs. Q1 2026
- Shares held
- 45.0M
- +1.69M (+3.9%) vs. Q1 2026
- Total value
- $2.92B
- +$218.9M (+8.1%) vs. Q1 2026
- New holders
- 56
- 129 more added
- Sold out
- 58
- 85 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 13,314 | $866.1K | 0.00% | +1,667+14.3% | Added |
| Foyston, Gordon, & Payne Inc | 13,333 | $867.3K | 0.19% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,699 | $891.1K | 0.00% | +3,233+30.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,867 | $907.3K | 0.00% | −695−5.1% | Reduced |
| Rare Wolf Capital LLC | 14,033 | $912.8K | 0.59% | −5,057−26.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,052 | $914.0K | 0.00% | +304+2.2% | Added |
| Sava Infond d.o.o. | 14,500 | $943.2K | 0.07% | +3,500+31.8% | Added |
| State of Wisconsin Investment Board | 14,812 | $963.5K | 0.00% | +5,264+55.1% | Added |
| KLP Kapitalforvaltning AS | 15,100 | $982.3K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 15,346 | $998.3K | 0.00% | +15,346 | New |
| Vanguard Investments Australia, Ltd. | 15,579 | $1.01M | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17,928 | $1.06M | 0.00% | +2,402+15.5% | Added |
| SEI Investments Co | 16,391 | $1.07M | 0.00% | −2,610−13.7% | Reduced |
| CI Private Wealth, LLC | 17,210 | $1.12M | 0.00% | +12,335+253.0% | Added |
| X-Square Capital, LLC | 17,333 | $1.13M | 0.29% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,370 | $1.13M | 0.00% | −653−3.6% | Reduced |
| Arizona State Retirement System | 17,915 | $1.17M | 0.01% | +646+3.7% | Added |
| Engineers Gate Manager LP | 18,894 | $1.23M | 0.02% | +18,894 | New |
| Russell Investments Group, Ltd. | 19,128 | $1.24M | 0.00% | +12,921+208.2% | Added |
| Intech Investment Management LLC | 19,215 | $1.25M | 0.01% | −842−4.2% | Reduced |
| Dimensional Fund Advisors LP | 19,268 | $1.25M | 0.00% | −388−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 19,593 | $1.27M | 0.00% | +4,480+29.6% | Added |
| Raymond James Financial Inc | 19,863 | $1.29M | 0.00% | −19,699−49.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,396 | $1.33M | 0.00% | +4,862+31.3% | Added |
| Handelsbanken Fonder AB | 20,800 | $1.35M | 0.00% | +2,300+12.4% | Added |
| Lido Advisors, LLC | 20,857 | $1.36M | 0.00% | −163−0.8% | Reduced |
| Odyssean, LLC | 20,873 | $1.36M | 0.22% | +20,873 | New |
| Police & Firemen's Retirement System of New Jersey | 21,227 | $1.38M | 0.01% | +4,343+25.7% | Added |
| Circle Wealth Management, LLC | 21,317 | $1.39M | 0.02% | +2,890+15.7% | Added |
| Jump Financial, LLC | 21,706 | $1.41M | 0.01% | +16,471+314.6% | Added |
| State of New Jersey Common Pension Fund D | 22,252 | $1.45M | 0.00% | −14,215−39.0% | Reduced |
| Entropy Technologies, LP | 22,821 | $1.48M | 0.06% | +22,821 | New |
| Fox Run Management, L.L.C. | 23,217 | $1.51M | 0.25% | +16,997+273.3% | Added |
| United Capital Management of KS, Inc. | 23,301 | $1.52M | 0.20% | +133+0.6% | Added |
| Illumine Investment Management, LLC | 0 | $1.52M | 0.99% | −22,415−100.0% | Reduced |
| Creative Planning | 23,403 | $1.52M | 0.00% | −3,050−11.5% | Reduced |
| National Bank of Canada | 23,855 | $1.55M | 0.00% | +22,630+1,847.3% | Added |
| Vanguard Global Advisers, LLC | 24,758 | $1.61M | 0.00% | −2,134−7.9% | Reduced |
| Van Eck Associates Corp | 25,045 | $1.63M | 0.00% | −562−2.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 25,171 | $1.64M | 0.06% | −7,202−22.2% | Reduced |
| New York State Common Retirement Fund | 25,328 | $1.65M | 0.00% | +5,900+30.4% | Added |
| Simplex Trading, LLC | 25,960 | $1.69M | 0.04% | +24,921+2,398.6% | Added |
| Employees Retirement System of Texas | 26,273 | $1.71M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 26,822 | $1.74M | 0.00% | −1,790−6.3% | Reduced |
| Quantinno Capital Management LP | 28,159 | $1.83M | 0.00% | +13,083+86.8% | Added |
| XTX Topco Ltd | 28,343 | $1.84M | 0.02% | +4,756+20.2% | Added |
| Nomura Holdings Inc | 28,640 | $1.86M | 0.01% | −495−1.7% | Reduced |
| Jupiter Topco LLC | 29,077 | $1.89M | 0.00% | +29,077 | New |
| LMR Partners LLP | 30,408 | $1.98M | 0.01% | +30,408 | New |
| Royal Bank of Canada | 32,012 | $2.08M | 0.00% | +684+2.2% | Added |
| Udine Wealth Management, Inc. | 33,461 | $2.18M | 0.91% | +2,023+6.4% | Added |
| Clear Street Group Inc. | 34,536 | $2.25M | 0.01% | +2,732+8.6% | Added |
| Toroso Investments, LLC | 35,502 | $2.31M | 0.01% | −12,140−25.5% | Reduced |
| Marex Group plc | 35,848 | $2.33M | 0.02% | −12,578−26.0% | Reduced |
| FMR LLC | 36,088 | $2.35M | 0.00% | −14,718−29.0% | Reduced |
| Cantor Fitzgerald, L. P. | 36,664 | $2.38M | 0.05% | −3,459−8.6% | Reduced |
| Millennium Management LLC | 38,350 | $2.49M | 0.00% | +31,275+442.0% | Added |
| Axxion S.A. | 38,773 | $2.52M | 0.18% | +38,773 | New |
| MetLife Investment Management | 41,863 | $2.72M | 0.01% | +8,133+24.1% | Added |
| Manufacturers Life Insurance Company, The | 42,071 | $2.74M | 0.00% | +6,632+18.7% | Added |
| Hudson Bay Capital Management LP | 43,327 | $2.82M | 0.01% | −7,493−14.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 43,943 | $2.86M | 0.00% | −13,696−23.8% | Reduced |
| DnB Asset Management AS | 44,520 | $2.90M | 0.01% | +34,625+349.9% | Added |
| Havemeyer Place LP | 44,751 | $2.91M | 0.29% | +7,910+21.5% | Added |
| AQR Capital Management LLC | 46,085 | $3.00M | 0.00% | −15,369−25.0% | Reduced |
| Zacks Investment Management | 47,477 | $3.09M | 0.02% | +47,477 | New |
| Walleye Trading LLC | 48,349 | $3.15M | 0.04% | +2,828+6.2% | Added |
| Legal & General Group Plc | 52,301 | $3.40M | 0.00% | +2,364+4.7% | Added |
| Landscape Capital Management, L.L.C. | 52,977 | $3.45M | 0.22% | −158,759−75.0% | Reduced |
| Baird Financial Group, Inc. | 54,257 | $3.53M | 0.00% | +54,257 | New |
| Amtrust Financial Services, Inc. | 56,644 | $3.68M | 1.10% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 57,721 | $3.75M | 1.56% | −5,924−9.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 58,504 | $3.81M | 0.00% | +1,618+2.8% | Added |
| Vanguard Asset Management, Ltd | 59,661 | $3.88M | 0.00% | +3,325+5.9% | Added |
| Niles Investment Management, LLC | 68,275 | $4.44M | 3.60% | +68,275 | New |
| Sparta 24 Ltd. | 68,336 | $4.45M | 4.08% | −37,392−35.4% | Reduced |
| Liontrust Investment Partners LLP | 69,323 | $4.51M | 0.07% | +10,158+17.2% | Added |
| EFG International AG | 69,766 | $4.54M | 0.08% | 00.0% | Unchanged |
| PDT Partners, LLC | 71,637 | $4.66M | 0.24% | −17,870−20.0% | Reduced |
| Invesco Ltd. | 74,460 | $4.84M | 0.00% | −48,069−39.2% | Reduced |
| California State Teachers Retirement System | 74,984 | $4.88M | 0.00% | +2,097+2.9% | Added |
| Marshall Wace, LLP | 75,427 | $4.91M | 0.00% | −129,136−63.1% | Reduced |
| Alliancebernstein L.P. | 78,376 | $4.91M | 0.00% | +15,708+25.1% | Added |
| Balyasny Asset Management LLC | 75,870 | $4.94M | 0.01% | +66,532+712.5% | Added |
| Deutsche Bank AG | 78,065 | $5.08M | 0.00% | +19,469+33.2% | Added |
| Hillsdale Investment Management Inc. | 85,700 | $5.57M | 0.13% | +4,900+6.1% | Added |
| Rhumbline Advisers | 89,112 | $5.80M | 0.00% | +13,971+18.6% | Added |
| Teachers Retirement System of the State of Kentucky | 91,662 | $5.96M | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 92,887 | $6.04M | 0.00% | +23,092+33.1% | Added |
| Ma Investment Partnership, LP | 100,000 | $6.50M | 1.16% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 100,026 | $6.51M | 0.00% | +7,407+8.0% | Added |
| LPL Financial LLC | 101,900 | $6.63M | 0.00% | +5,878+6.1% | Added |
| Gilder Gagnon Howe & Co LLC | 102,501 | $6.67M | 0.07% | −1,233−1.2% | Reduced |
| Ameriprise Financial Inc | 104,109 | $6.77M | 0.00% | −35,141−25.2% | Reduced |
| First Trust Advisors LP | 104,796 | $6.82M | 0.00% | −47,670−31.3% | Reduced |
| Barclays PLC | 117,550 | $7.65M | 0.00% | −74,426−38.8% | Reduced |
| HRT Financial LP | 127,525 | $8.29M | 0.02% | +127,525 | New |
| Swiss National Bank | 130,200 | $8.47M | 0.00% | +6,400+5.2% | Added |
| Ci Investments Inc. | 131,364 | $8.55M | 0.03% | +103+0.1% | Added |
| Man Group plc | 136,257 | $8.86M | 0.02% | +136,257 | New |