Lemonade, Inc.
LMND- 交易所
- NYSE
- 產業
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001691421
近 90 天，Lemonade, Inc. 內部人申報 0 筆公開市場買進、6 筆賣出；2026 年第 2 季末有 339 家機構在 13F 申報持有，市值合計 $29.2 億；沒有大師持有。
2025 年第 2 季 13F 持有人
Lemonade, Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 277
- 較 2025 年第 1 季 +29 家
- 持有股數
- 4,501 萬
- 較 2025 年第 1 季 +121.7 萬 (+2.8%)
- 總市值
- $19.7 億
- 較 2025 年第 1 季 +$5.95 億 (+43.3%)
- 新進機構
- 64
- 另有 97 家加碼
- 清倉機構
- 35
- 另有 52 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LMND 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 339 | $29.2 億 |
| 2026 年第 1 季 | 346 | $27.0 億 |
| 2025 年第 4 季 | 354 | $31.6 億 |
| 2025 年第 3 季 | 300 | $23.6 億 |
| 2025 年第 2 季 | 277 | $19.7 億 |
| 2025 年第 1 季 | 250 | $13.8 億 |
| 2024 年第 4 季 | 269 | $16.0 億 |
| 2024 年第 3 季 | 224 | $6.77 億 |
| 2024 年第 2 季 | 214 | $6.86 億 |
| 2024 年第 1 季 | 205 | $6.56 億 |
| 2023 年第 4 季 | 216 | $6.28 億 |
| 2023 年第 3 季 | 203 | $4.36 億 |
| 2023 年第 2 季 | 220 | $6.39 億 |
| 2023 年第 1 季 | 216 | $5.13 億 |
| 2022 年第 4 季 | 225 | $4.95 億 |
| 2022 年第 3 季 | 229 | $7.39 億 |
| 2022 年第 2 季 | 216 | $6.07 億 |
| 2022 年第 1 季 | 237 | $8.76 億 |
| 2021 年第 4 季 | 266 | $15.4 億 |
| 2021 年第 3 季 | 289 | $23.7 億 |
| 2021 年第 2 季 | 315 | $35.8 億 |
| 2021 年第 1 季 | 302 | $29.4 億 |
2025 年第 2 季持有機構
每家機構持有 Lemonade, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,221,285 | $2.73 億 | 0.00% | +82,841+1.3% | 加碼 |
| Softbank Group Corp | 5,958,698 | $2.61 億 | 1.05% | −4,493,778−43.0% | 減碼 |
| BlackRock, Inc. | 4,154,512 | $1.82 億 | 0.00% | +157,864+3.9% | 加碼 |
| Baillie Gifford & Co | 3,110,282 | $1.36 億 | 0.10% | −57,563−1.8% | 減碼 |
| JPMorgan Chase & Co | 2,674,149 | $1.17 億 | 0.01% | +522,783+24.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,218,997 | $9,721 萬 | 0.10% | +13,113+0.6% | 加碼 |
| Morgan Stanley | 1,814,894 | $7,951 萬 | 0.01% | +1,012,619+126.2% | 加碼 |
| State Street Corp | 1,616,437 | $7,082 萬 | 0.00% | −98,280−5.7% | 減碼 |
| Geode Capital Management, LLC | 1,297,943 | $5,687 萬 | 0.00% | +60,853+4.9% | 加碼 |
| Bank of America Corp | 993,669 | $4,353 萬 | 0.00% | +217,913+28.1% | 加碼 |
| UBS Group AG | 868,372 | $3,804 萬 | 0.01% | +746,636+613.3% | 加碼 |
| BIT Capital GmbH | 740,921 | $3,246 萬 | 2.11% | +378,012+104.2% | 加碼 |
| Goldman Sachs Group Inc | 656,637 | $2,877 萬 | 0.00% | +44,345+7.2% | 加碼 |
| Squarepoint Ops LLC | 616,247 | $2,700 萬 | 0.06% | +57,524+10.3% | 加碼 |
| Jane Street Group, LLC | 601,098 | $2,633 萬 | 0.04% | +568,244+1,729.6% | 加碼 |
| Citadel Advisors LLC | 589,368 | $2,582 萬 | 0.02% | +105,409+21.8% | 加碼 |
| Jump Financial, LLC | 581,378 | $2,547 萬 | 0.31% | +456,571+365.8% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 571,768 | $2,505 萬 | 0.86% | +255,368+80.7% | 加碼 |
| Northern Trust Corp | 562,939 | $2,466 萬 | 0.00% | +14,328+2.6% | 加碼 |
| Two Sigma Investments, LP | 560,764 | $2,457 萬 | 0.04% | +161,255+40.4% | 加碼 |
| Charles Schwab Investment Management Inc | 464,332 | $2,034 萬 | 0.00% | +22,094+5.0% | 加碼 |
| Dimensional Fund Advisors LP | 323,563 | $1,417 萬 | 0.00% | +262,240+427.6% | 加碼 |
| Group One Trading, L.P. | 291,949 | $1,279 萬 | 0.42% | −161,361−35.6% | 減碼 |
| Halter Ferguson Financial Inc. | 286,103 | $1,253 萬 | 4.62% | −190,661−40.0% | 減碼 |
| Two Sigma Advisers, LP | 282,566 | $1,238 萬 | 0.03% | −2,700−0.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 281,724 | $1,234 萬 | 0.04% | +35,648+14.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 273,241 | $1,197 萬 | 0.01% | +180,470+194.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 268,672 | $1,177 萬 | 0.13% | +268,672 | 新進 |
| PDT Partners, LLC | 254,971 | $1,117 萬 | 0.63% | +63,350+33.1% | 加碼 |
| Hidden Lake Asset Management LP | 211,070 | $924.7 萬 | 4.54% | +211,070 | 新進 |
| Susquehanna International Group, LLP | 206,507 | $904.7 萬 | 0.01% | +118,226+133.9% | 加碼 |
| Aquatic Capital Management LLC | 205,161 | $898.8 萬 | 0.18% | +205,161 | 新進 |
| Deutsche Bank AG | 190,982 | $836.7 萬 | 0.00% | +11,725+6.5% | 加碼 |
| Tudor Investment Corp Et Al | 186,076 | $815.2 萬 | 0.06% | +32,685+21.3% | 加碼 |
| Philo Smith Capital Corp | 173,250 | $759.0 萬 | 2.11% | −20,000−10.3% | 減碼 |
| Invesco Ltd. | 163,341 | $715.6 萬 | 0.00% | +16,022+10.9% | 加碼 |
| Bank of New York Mellon Corp | 160,328 | $702.4 萬 | 0.00% | +6,646+4.3% | 加碼 |
| First Trust Advisors LP | 155,140 | $679.7 萬 | 0.01% | −12,478−7.4% | 減碼 |
| UBS Asset Management Americas Inc | 150,841 | $660.8 萬 | 0.00% | +67,911+81.9% | 加碼 |
| FMR LLC | 144,412 | $632.7 萬 | 0.00% | +5,342+3.8% | 加碼 |
| Barclays PLC | 137,694 | $603.2 萬 | 0.00% | +36,401+35.9% | 加碼 |
| Verition Fund Management LLC | 137,274 | $601.4 萬 | 0.03% | +119,735+682.7% | 加碼 |
| Nuveen, LLC | 123,649 | $541.7 萬 | 0.00% | −17,157−12.2% | 減碼 |
| NZS Capital, LLC | 119,708 | $524.4 萬 | 0.18% | +10,738+9.9% | 加碼 |
| Swiss National Bank | 103,800 | $454.7 萬 | 0.00% | 00.0% | 不變 |
| Trexquant Investment LP | 100,228 | $439.1 萬 | 0.05% | −129,126−56.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 94,887 | $415.7 萬 | 0.03% | −7,138−7.0% | 減碼 |
| Ameriprise Financial Inc | 87,239 | $382.2 萬 | 0.00% | −9,242−9.6% | 減碼 |
| Rhumbline Advisers | 85,220 | $373.3 萬 | 0.00% | +7,514+9.7% | 加碼 |
| PEAK6 LLC | 83,002 | $363.6 萬 | 0.12% | +74,679+897.3% | 加碼 |
| Walleye Trading LLC | 78,707 | $344.8 萬 | 0.08% | +26,278+50.1% | 加碼 |
| Nia Impact Advisors, LLC | 78,536 | $344.1 萬 | 1.19% | +25,286+47.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 76,991 | $337.3 萬 | 0.01% | −2,788−3.5% | 減碼 |
| Millennium Management LLC | 75,656 | $331.4 萬 | 0.00% | −254,278−77.1% | 減碼 |
| X-Square Capital, LLC | 70,571 | $309.2 萬 | 1.11% | +70,571 | 新進 |
| Alliancebernstein L.P. | 69,855 | $306.0 萬 | 0.00% | +14,300+25.7% | 加碼 |
| Legal & General Group Plc | 58,928 | $258.2 萬 | 0.00% | +3,927+7.1% | 加碼 |
| Liontrust Investment Partners LLP | 58,609 | $256.8 萬 | 0.04% | −30,239−34.0% | 減碼 |
| Amtrust Financial Services, Inc. | 56,644 | $248.2 萬 | 0.88% | 00.0% | 不變 |
| Wells Fargo & Company | 56,102 | $245.8 萬 | 0.00% | −1,338−2.3% | 減碼 |
| Gsa Capital Partners LLP | 55,054 | $241.2 萬 | 0.17% | +3,859+7.5% | 加碼 |
| Federated Hermes, Inc. | 53,250 | $233.3 萬 | 0.00% | +53,250 | 新進 |
| Point72 Asset Management, L.P. | 52,113 | $228.3 萬 | 0.01% | +52,113 | 新進 |
| Main Management ETF Advisors, LLC | 51,310 | $224.8 萬 | 0.09% | +840+1.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 50,790 | $222.5 萬 | 0.17% | −61,141−54.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 49,586 | $217.2 萬 | 0.09% | +4,442+9.8% | 加碼 |
| California State Teachers Retirement System | 49,388 | $216.4 萬 | 0.00% | +815+1.7% | 加碼 |
| Price T Rowe Associates Inc | 48,905 | $214.3 萬 | 0.00% | +6,025+14.1% | 加碼 |
| LPL Financial LLC | 47,197 | $206.8 萬 | 0.00% | +9,036+23.7% | 加碼 |
| Caxton Associates LLP | 46,284 | $202.8 萬 | 0.05% | 00.0% | 不變 |
| Capital Fund Management S.A. | 45,296 | $198.4 萬 | 0.02% | +45,296 | 新進 |
| Quantbot Technologies LP | 42,491 | $186.2 萬 | 0.05% | +42,491 | 新進 |
| Toroso Investments, LLC | 41,325 | $181.0 萬 | 0.01% | +4,994+13.7% | 加碼 |
| Engineers Gate Manager LP | 36,331 | $159.2 萬 | 0.02% | +36,331 | 新進 |
| Dark Forest Capital Management LP | 36,248 | $158.8 萬 | 0.06% | +23,100+175.7% | 加碼 |
| MetLife Investment Management | 33,228 | $145.6 萬 | 0.01% | +2,629+8.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 32,901 | $144.1 萬 | 0.00% | +946+3.0% | 加碼 |
| Citigroup Inc | 32,223 | $141.2 萬 | 0.00% | −11,935−27.0% | 減碼 |
| Udine Wealth Management, Inc. | 32,059 | $140.5 萬 | 0.84% | −25,472−44.3% | 減碼 |
| Illumine Investment Management, LLC | 31,549 | $138.2 萬 | 1.10% | +1,071+3.5% | 加碼 |
| Twinbeech Capital LP | 31,064 | $136.1 萬 | 0.03% | +31,064 | 新進 |
| Advisor Group Holdings, Inc. | 29,416 | $128.9 萬 | 0.00% | +6,440+28.0% | 加碼 |
| Brevan Howard Capital Management LP | 29,011 | $127.1 萬 | 0.01% | +29,011 | 新進 |
| Simplex Trading, LLC | 28,824 | $126.2 萬 | 0.03% | −7,945−21.6% | 減碼 |
| Intech Investment Management LLC | 26,572 | $116.4 萬 | 0.01% | −5,265−16.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 26,360 | $115.5 萬 | 0.03% | +26,360 | 新進 |
| BG Investment Services, Inc. | 26,000 | $113.9 萬 | 1.42% | 00.0% | 不變 |
| Norges Bank | 25,656 | $112.4 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 24,960 | $109.4 萬 | 0.00% | +17,403+230.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 24,594 | $107.7 萬 | 0.02% | +24,594 | 新進 |
| Employees Retirement System of Texas | 24,459 | $107.2 萬 | 0.01% | 00.0% | 不變 |
| IMC-Chicago, LLC | 24,349 | $106.7 萬 | 0.03% | +11,838+94.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 23,607 | $103.4 萬 | 0.03% | +21,871+1,259.9% | 加碼 |
| United Capital Management of KS, Inc. | 23,504 | $103.0 萬 | 0.16% | +1,582+7.2% | 加碼 |
| Raymond James Financial Inc | 23,271 | $102.0 萬 | 0.00% | +8,502+57.6% | 加碼 |
| Marshall Wace, LLP | 23,052 | $101.0 萬 | 0.00% | −277,593−92.3% | 減碼 |
| Van Eck Associates Corp | 21,698 | $95.1 萬 | 0.00% | +3,161+17.1% | 加碼 |
| Janus Henderson Group PLC | 21,451 | $93.9 萬 | 0.00% | −5,400−20.1% | 減碼 |
| Blueshift Asset Management, LLC | 19,165 | $84.0 萬 | 0.26% | −54,825−74.1% | 減碼 |
| AQR Capital Management LLC | 19,108 | $83.7 萬 | 0.00% | −11,382−37.3% | 減碼 |