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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 163,831 | $10.7M | 0.04% | +51,489+45.8% | Added |
| Philo Smith Capital Corp | 172,550 | $11.2M | 3.05% | −700−0.4% | Reduced |
| Federated Hermes, Inc. | 176,236 | $11.5M | 0.02% | +7,528+4.5% | Added |
| Bank of America Corp | 177,853 | $11.6M | 0.00% | −182,558−50.7% | Reduced |
| Canada Pension Plan Investment Board | 208,300 | $13.5M | 0.01% | +45,400+27.9% | Added |
| D. E. Shaw & Co., Inc. | 209,386 | $13.6M | 0.01% | −129,219−38.2% | Reduced |
| Bank of New York Mellon Corp | 213,083 | $13.9M | 0.00% | +31,573+17.4% | Added |
| Squarepoint Ops LLC | 224,307 | $14.6M | 0.03% | −666,210−74.8% | Reduced |
| Group One Trading, L.P. | 231,456 | $15.1M | 0.43% | +51,502+28.6% | Added |
| Privium Fund Management B.V. | 270,259 | $17.6M | 3.23% | +15,000+5.9% | Added |
| Wells Fargo & Company | 272,991 | $17.8M | 0.00% | +91,164+50.1% | Added |
| BNP Paribas Arbitrage, SA | 327,561 | $21.3M | 0.01% | +299,794+1,079.7% | Added |
| Nuveen, LLC | 369,464 | $24.0M | 0.01% | −87,076−19.1% | Reduced |
| Woodline Partners LP | 371,755 | $24.2M | 0.07% | +192,147+107.0% | Added |
| Citigroup Inc | 372,757 | $24.2M | 0.01% | +102,846+38.1% | Added |
| Trexquant Investment LP | 420,074 | $27.3M | 0.17% | +149,050+55.0% | Added |
| Qube Research & Technologies Ltd | 423,951 | $27.6M | 0.03% | +146,141+52.6% | Added |
| UBS Group AG | 423,979 | $27.6M | 0.00% | +77,146+22.2% | Added |
| T. Rowe Price Investment Management, Inc. | 449,104 | $29.2M | 0.02% | +449,104 | New |
| Citadel Advisors LLC | 472,837 | $30.8M | 0.02% | −308,979−39.5% | Reduced |
| Vanguard Fiduciary Trust Co | 476,778 | $31.0M | 0.01% | +33,893+7.7% | Added |
| Capital Fund Management S.A. | 527,970 | $34.3M | 0.25% | +216,661+69.6% | Added |
| Charles Schwab Investment Management Inc | 563,826 | $36.7M | 0.00% | +46,479+9.0% | Added |
| Jane Street Group, LLC | 565,854 | $36.8M | 0.02% | −652,361−53.6% | Reduced |
| Frontier Capital Management Co LLC | 609,820 | $39.7M | 0.37% | −62,563−9.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 617,639 | $40.2M | 0.93% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 700,512 | $45.6M | 0.04% | +353,596+101.9% | Added |
| Northern Trust Corp | 702,460 | $45.7M | 0.01% | +93,008+15.3% | Added |
| Halter Ferguson Financial Inc. | 1,005,815 | $65.4M | 10.65% | +459,491+84.1% | Added |
| Two Sigma Investments, LP | 1,173,878 | $76.4M | 0.06% | +225,324+23.8% | Added |
| Morgan Stanley | 1,212,762 | $78.9M | 0.00% | +48,124+4.1% | Added |
| Geode Capital Management, LLC | 1,730,609 | $112.6M | 0.01% | +14,758+0.9% | Added |
| State Street Corp | 1,769,235 | $115.1M | 0.00% | +214,736+13.8% | Added |
| Goldman Sachs Group Inc | 1,934,586 | $125.8M | 0.01% | +1,209,183+166.7% | Added |
| Baillie Gifford & Co | 2,751,019 | $179.0M | 0.16% | −15,407−0.6% | Reduced |
| Vanguard Capital Management LLC | 3,071,174 | $199.8M | 0.00% | +53,082+1.8% | Added |
| Vanguard Portfolio Management LLC | 3,140,615 | $204.3M | 0.01% | +158,758+5.3% | Added |
| JPMorgan Chase & Co | 5,392,829 | $335.5M | 0.02% | +130,013+2.5% | Added |
| BlackRock, Inc. | 6,047,782 | $393.4M | 0.01% | +1,078,881+21.7% | Added |
| BIT Capital GmbH | 0 | $0 | 0.00% | −583,796−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −553,566−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −235,818−100.0% | Sold out |
| Defiance ETFs, LLC | 0 | $0 | 0.00% | −185,563−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −62,001−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −58,412−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −53,750−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,464−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −42,648−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −38,430−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −31,050−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,492−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −23,345−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −22,488−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −15,790−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −15,656−100.0% | Sold out |
| Eddie Patel Inc | 0 | $0 | 0.00% | −13,803−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,991−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,970−100.0% | Sold out |
| REX Advisers, LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −10,970−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,663−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −9,719−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −8,219−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,687−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,130−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −5,935−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,080−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,079−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −4,064−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Align Financial, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Vision Financial Markets LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Close Asset Management Ltd | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |