Lemonade, Inc. (LMND) — Institutional Holders, Q2 2026

340 institutional investment managers reported a LMND position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← LMND stock profile

LMND in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

127

Trimmed

Sold out

Biggest buyers

GOLDMAN SACHS GROUPAdded · +1,209,183 sh+$78.7M
BlackRockAdded · +1,078,881 sh+$70.2M
Halter Ferguson FinancialAdded · +459,491 sh+$29.9M
T. Rowe Price Investment ManagementNew · +449,104 sh+$29.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +353,596 sh+$23.0M

Biggest sellers

Squarepoint OpsTrimmed · -666,210 sh-$43.3M
JANE STREET GROUPTrimmed · -652,361 sh-$42.4M
BIT Capital GmbHSold out · -583,796 sh-$38.0M
Holocene AdvisorsSold out · -553,566 sh-$36.0M
CITADEL ADVISORSTrimmed · -308,979 sh-$20.1M

LMND 13F holders ranked 1–100 of 340

Institutional investors reporting a position in Lemonade, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 6,047,782 sh	6,047,782	$393.4M	<0.01%	+21.7%
2	JPMORGAN CHASE#2 · 5,392,829 sh	5,392,829	$335.5M	0.02%	+2.5%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 3,140,615 sh	3,140,615	$204.3M	<0.01%	+5.3%
4	VANGUARD CAPITAL MANAGEMENT#4 · 3,071,174 sh	3,071,174	$199.8M	<0.01%	+1.8%
5	BAILLIE GIFFORD#5 · 2,751,019 sh	2,751,019	$179.0M	0.16%	-0.6%
6	GOLDMAN SACHS GROUP#6 · 1,934,586 sh	1,934,586	$125.8M	0.01%	+166.7%
7	STATE STREET#7 · 1,769,235 sh	1,769,235	$115.1M	<0.01%	+13.8%
8	GEODE CAPITAL MANAGEMENT#8 · 1,730,609 sh	1,730,609	$112.6M	<0.01%	+0.9%
9	MORGAN STANLEY#9 · 1,212,762 sh	1,212,762	$78.9M	<0.01%	+4.1%
10	TWO SIGMA INVESTMENTS#10 · 1,173,878 sh	1,173,878	$76.4M	0.06%	+23.8%
11	Halter Ferguson Financial#11 · 1,005,815 sh	1,005,815	$65.4M	—	+84.1%
12	NORTHERN#12 · 702,460 sh	702,460	$45.7M	<0.01%	+15.3%
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP#13 · 700,512 sh	700,512	$45.6M	<0.01%	+101.9%
14	Analyst IMS Investment Management Services Ltd.#14 · 617,639 sh	617,639	$40.2M	0.93%	0.0%
15	FRONTIER CAPITAL MANAGEMENT#15 · 609,820 sh	609,820	$39.7M	0.37%	-9.3%
16	JANE STREET GROUP#16 · 565,854 sh	565,854	$36.8M	<0.01%	-53.6%
17	CHARLES SCHWAB INVESTMENT MANAGEMENT#17 · 563,826 sh	563,826	$36.7M	<0.01%	+9.0%
18	CAPITAL FUND MANAGEMENT S.A.#18 · 527,970 sh	527,970	$34.3M	0.15%	+69.6%
19	VANGUARD FIDUCIARY#19 · 476,778 sh	476,778	$31.0M	<0.01%	+7.7%
20	CITADEL ADVISORS#20 · 472,837 sh	472,837	$30.8M	<0.01%	-39.5%
21	T. Rowe Price Investment Management#21 · 449,104 sh	449,104	$29.2M	0.02%	New
22	UBS Group AG#22 · 423,979 sh	423,979	$27.6M	<0.01%	+22.2%
23	Qube Research & Technologies Ltd#23 · 423,951 sh	423,951	$27.6M	0.03%	+52.6%
24	Trexquant Investment#24 · 420,074 sh	420,074	$27.3M	0.16%	+55.0%
25	CITIGROUP#25 · 372,757 sh	372,757	$24.2M	<0.01%	+38.1%
26	Woodline Partners#26 · 371,755 sh	371,755	$24.2M	0.07%	+107.0%
27	Nuveen#27 · 369,464 sh	369,464	$24.0M	<0.01%	-19.1%
28	BNP PARIBAS FINANCIAL MARKETS#28 · 327,561 sh	327,561	$21.3M	<0.01%	+1079.7%
29	WELLS FARGO & COMPANY#29 · 272,991 sh	272,991	$17.8M	<0.01%	+50.1%
30	Privium Fund Management B.V.#30 · 270,259 sh	270,259	$17.6M	3.23%	+5.9%
31	GROUP ONE TRADING, L.P.#31 · 231,456 sh	231,456	$15.1M	0.02%	+28.6%
32	Squarepoint Ops#32 · 224,307 sh	224,307	$14.6M	0.02%	-74.8%
33	Bank of New York Mellon#33 · 213,083 sh	213,083	$13.9M	<0.01%	+17.4%
34	D. E. Shaw#34 · 209,386 sh	209,386	$13.6M	<0.01%	-38.2%
35	CANADA PENSION PLAN INVESTMENT BOARD#35 · 208,300 sh	208,300	$13.5M	<0.01%	+27.9%
36	BANK OF AMERICA#36 · 177,853 sh	177,853	$11.6M	<0.01%	-50.7%
37	FEDERATED HERMES#37 · 176,236 sh	176,236	$11.5M	0.02%	+4.5%
38	PhiloSmith Capital#38 · 172,550 sh	172,550	$11.2M	—	-0.4%
39	TUDOR INVESTMENT ET AL#39 · 163,831 sh	163,831	$10.7M	0.01%	+45.8%
40	Man Group plc#40 · 136,257 sh	136,257	$8.9M	0.01%	New
41	CI INVESTMENTS#41 · 131,364 sh	131,364	$8.5M	0.03%	+0.1%
42	Swiss National Bank#42 · 130,200 sh	130,200	$8.5M	<0.01%	+5.2%
43	HRT FINANCIAL#43 · 189,325 sh	189,325	$8.3M	0.02%	+206.8%
44	BARCLAYS PLC#44 · 117,550 sh	117,550	$7.6M	<0.01%	-38.8%
45	FIRST ADVISORS#45 · 104,796 sh	104,796	$6.8M	<0.01%	-31.3%
46	AMERIPRISE FINANCIAL#46 · 104,109 sh	104,109	$6.8M	<0.01%	-25.2%
47	GILDER GAGNON HOWE#47 · 102,501 sh	102,501	$6.7M	0.07%	-1.2%
48	LPL Financial#48 · 101,900 sh	101,900	$6.6M	<0.01%	+6.1%
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#49 · 100,026 sh	100,026	$6.5M	<0.01%	+8.0%
50	Ma Investment Partnership#50 · 100,000 sh	100,000	$6.5M	1.16%	0.0%
51	PRICE T ROWE ASSOCIATES#51 · 92,887 sh	92,887	$6.0M	<0.01%	+33.1%
52	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#52 · 91,662 sh	91,662	$6.0M	0.04%	0.0%
53	RHUMBLINE ADVISERS#53 · 89,112 sh	89,112	$5.8M	<0.01%	+18.6%
54	Hillsdale Investment Management#54 · 85,700 sh	85,700	$5.6M	0.13%	+6.1%
55	DEUTSCHE BANK AG\#55 · 78,065 sh	78,065	$5.1M	<0.01%	+33.2%
56	BALYASNY ASSET MANAGEMENT L.P.#56 · 75,870 sh	75,870	$4.9M	<0.01%	+712.5%
57	ALLIANCEBERNSTEIN L.P.#57 · 78,376 sh	78,376	$4.9M	<0.01%	+25.1%
58	MARSHALL WACE, LLP#58 · 75,427 sh	75,427	$4.9M	<0.01%	-63.1%
59	Invesco Ltd.#59 · 74,460 sh	74,460	$4.8M	<0.01%	-39.2%
60	PDT Partners#60 · 71,637 sh	71,637	$4.7M	0.24%	-20.0%
61	EFG International AG#61 · 69,766 sh	69,766	$4.5M	0.08%	0.0%
62	Liontrust Investment Partners LLP#62 · 69,323 sh	69,323	$4.5M	0.07%	-26.1%
63	Sparta 24 Ltd.#63 · 68,336 sh	68,336	$4.4M	4.08%	-35.4%
64	Niles Investment Management#64 · 68,275 sh	68,275	$4.4M	3.60%	New
65	VANGUARD ASSET MANAGEMENT, Ltd#65 · 59,661 sh	59,661	$3.9M	<0.01%	+5.9%
66	MIRAE ASSET GLOBAL ETFS Ltd.#66 · 58,504 sh	58,504	$3.8M	<0.01%	+2.8%
67	NIA IMPACT ADVISORS#67 · 57,721 sh	57,721	$3.8M	1.56%	-9.3%
68	Amtrust Financial Services#68 · 56,644 sh	56,644	$3.7M	—	0.0%
69	Baird Financial Group#69 · 54,257 sh	54,257	$3.5M	<0.01%	New
70	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#70 · 52,977 sh	52,977	$3.4M	0.22%	-75.0%
71	Legal & General Group Plc#71 · 52,301 sh	52,301	$3.4M	<0.01%	+4.7%
72	Walleye Trading#72 · 48,349 sh	48,349	$3.1M	<0.01%	+6.2%
73	ZACKS INVESTMENT MANAGEMENT#73 · 47,477 sh	47,477	$3.1M	0.02%	New
74	AQR CAPITAL MANAGEMENT#74 · 46,085 sh	46,085	$3.0M	<0.01%	-25.0%
75	Havemeyer Place#75 · 44,751 sh	44,751	$2.9M	0.29%	+21.5%
76	DnB Asset Management AS#76 · 44,520 sh	44,520	$2.9M	<0.01%	+349.9%
77	Universal- Beteiligungs- und Servicegesellschaft mbH#77 · 43,943 sh	43,943	$2.9M	<0.01%	-23.8%
78	Hudson Bay Capital Management#78 · 43,327 sh	43,327	$2.8M	<0.01%	-14.7%
79	MANUFACTURERS LIFE INSURANCE COMPANY, THE#79 · 42,071 sh	42,071	$2.7M	<0.01%	+18.7%
80	MetLife Investment Management#80 · 41,863 sh	41,863	$2.7M	0.01%	+24.1%
81	Axxion S.A.#81 · 38,773 sh	38,773	$2.5M	—	—
82	MILLENNIUM MANAGEMENT#82 · 38,350 sh	38,350	$2.5M	<0.01%	+442.0%
83	CANTOR FITZGERALD, L. P.#83 · 36,664 sh	36,664	$2.4M	0.03%	-8.6%
84	FMR#84 · 36,088 sh	36,088	$2.3M	<0.01%	-29.0%
85	Marex Group plc#85 · 35,848 sh	35,848	$2.3M	<0.01%	-26.0%
86	Toroso Investments#86 · 35,502 sh	35,502	$2.3M	<0.01%	-25.5%
87	Clear Street Group#87 · 34,536 sh	34,536	$2.2M	<0.01%	+8.6%
88	UDINE WEALTH MANAGEMENT#88 · 33,461 sh	33,461	$2.2M	—	+6.4%
89	ROYAL BANK OF CANADA#89 · 32,012 sh	32,012	$2.1M	<0.01%	+2.2%
90	LMR Partners LLP#90 · 30,408 sh	30,408	$2.0M	<0.01%	New
91	Jupiter Topco#91 · 29,077 sh	29,077	$1.9M	<0.01%	—
92	NOMURA#92 · 28,640 sh	28,640	$1.9M	<0.01%	-1.7%
93	XTX Topco Ltd#93 · 28,343 sh	28,343	$1.8M	0.02%	+20.2%
94	Quantinno Capital Management#94 · 28,159 sh	28,159	$1.8M	<0.01%	+86.8%
95	FIFTH THIRD BANCORP#95 · 26,822 sh	26,822	$1.7M	<0.01%	-6.3%
96	Employees Retirement System of Texas#96 · 26,273 sh	26,273	$1.7M	0.01%	0.0%
97	SIMPLEX TRADING#97 · 25,960 sh	25,960	$1.7M	<0.01%	+2398.6%
98	NEW YORK STATE COMMON RETIREMENT FUND#98 · 25,328 sh	25,328	$1.6M	<0.01%	+30.4%
99	Parallax Volatility Advisers, L.P.#99 · 25,171 sh	25,171	$1.6M	<0.01%	-22.2%
100	VAN ECK ASSOCIATES#100 · 25,045 sh	25,045	$1.6M	<0.01%	-2.2%

Funds that sold out of LMND in Q2 2026 (60)

Held LMND at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LMND in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
BIT Capital GmbH583,796 sh	583,796	$36.6M
Holocene Advisors553,566 sh	553,566	$34.7M
TB Alternative Assets Ltd.235,818 sh	235,818	$14.8M
Defiance ETFs185,563 sh	185,563	$11.6M
Connor, Clark & Lunn Investment Management Ltd.62,001 sh	62,001	$3.9M
Aquatic Capital Management58,412 sh	58,412	$3.7M
NATIXIS53,750 sh	53,750	$3.4M
ExodusPoint Capital Management49,464 sh	49,464	$3.1M
Bridgewater Associates42,648 sh	42,648	$2.7M
Y-Intercept (Hong Kong) Ltd38,430 sh	38,430	$2.4M
Timothy G. Youngquist 2020 Irrevocable31,050 sh	31,050	$1.9M
TWINBEECH CAPITAL24,492 sh	24,492	$1.5M
Blueshift Asset Management23,345 sh	23,345	$1.5M
Elo Mutual Pension Insurance22,488 sh	22,488	$1.4M
Baader Bank Aktiengesellschaft21,500 sh	21,500	$1.3M
Oasis Advisors15,790 sh	15,790	$989.7K
Mutual Advisors15,656 sh	15,656	$981.3K
Eddie Patel13,803 sh	13,803	$865.2K
Edgestream Partners, L.P.12,991 sh	12,991	$814.3K
MAVERICK CAPITAL LTD11,970 sh	11,970	$750.3K
REX Advisers11,600 sh	11,600	$727.1K
MEITAV INVESTMENT HOUSE LTD10,970 sh	10,970	$687.6K
Mariner10,663 sh	10,663	$668.3K
Williamson Legacy Group9,719 sh	9,719	$609.2K
Baer Investment Advisory8,919 sh	8,919	$559.0K
POLEN CAPITAL MANAGEMENT8,219 sh	8,219	$515.2K
Qsemble Capital Management6,687 sh	6,687	$419.1K
Private Advisor Group6,130 sh	6,130	$384.2K
Marathon Trading Investment Management5,950 sh	5,950	$372.9K
Fortis Group Advisors5,935 sh	5,935	$336.2K
Brevan Howard Capital Management5,080 sh	5,080	$318.4K
Virtu Financial5,079 sh	5,079	$318.0K
TWO SIGMA SECURITIES4,314 sh	4,314	$270.4K
CIBC Asset Management4,295 sh	4,295	$269.2K
MANGROVE PARTNERS IM4,064 sh	4,064	$254.7K
PURSUE WEALTH PARTNERS4,042 sh	4,042	$253.0K
LEUCADIA NATIONAL3,774 sh	3,774	$236.6K
Kingsview Wealth Management3,393 sh	3,393	$212.7K
ACADIAN ASSET MANAGEMENT1,626 sh	1,626	$101.0K
Caitong International Asset Management , Ltd1,396 sh	1,396	$87.5K
NBC SECURITIES830 sh	830	$52.0K
State of Wyoming676 sh	676	$42.4K
Align Financial416 sh	416	$26.1K
Advisory Services Network325 sh	325	$20.4K
MAI Capital Management317 sh	317	$19.9K
Root Financial Partners213 sh	213	$13.4K
Aster Capital Management (DIFC) Ltd315 sh	315	$9.9K
Truvestments Capital107 sh	107	$6.7K
Sound Income Strategies100 sh	100	$6.1K
Western Wealth Management86 sh	86	$5.4K
VISION FINANCIAL MARKETS50 sh	50	$3.1K
Missouri & Investment46 sh	46	$2.9K
Lloyd Advisory Services40 sh	40	$2.5K
N.E.W. Advisory Services32 sh	32	$2.0K
Wealth Preservation Advisors12 sh	12	$752.00
West Branch Capital10 sh	10	$627.00
Rachor Investment Advisory Services10 sh	10	$627.00
Basecamp Wealth Advisors9 sh	9	$564.00
Global Wealth Strategies & Associates8 sh	8	$501.00
Close Asset Management Ltd4 sh	4	$0.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.