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LMND in the 13F filings

Lemonade Inc · CUSIP 52567D107

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 6 listed it in both
Shares listed
7,449,189
combined, among listed positions
Reported value
$484m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 10 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,018,020.

Managers listing LMND in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Baillie Gifford & Co2,751,019$179m0.16%Trimmed-15,4076 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP1,173,878$76m0.06%Added+225,32414 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP700,512$46munder 0.1%Added+353,59614 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC565,854$37munder 0.1%Trimmed-652,36114 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC472,837$31munder 0.1%Trimmed-308,9792 Sep 2026 (the filing on sec.gov)
Woodline Partners LP371,755$24m0.07%Added+192,14714 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC224,307$15munder 0.1%Trimmed-666,21014 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.209,386$14munder 0.1%Trimmed-129,21914 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp163,831$11munder 0.1%Added+51,48914 Aug 2026 (the filing on sec.gov)
Man Group PLC136,257$8.9munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc92,887$6.0munder 0.1%Added+23,09214 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC75,870$4.9munder 0.1%Added+66,53214 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP78,376$4.9munder 0.1%Added+15,70814 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP75,427$4.9munder 0.1%Trimmed-129,13613 Aug 2026 (the filing on sec.gov)
Invesco Ltd74,460$4.8munder 0.1%Trimmed-48,06914 Aug 2026 (the filing on sec.gov)
PDT Partners LLC71,637$4.7m0.24%Trimmed-17,87014 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC46,085$3.0munder 0.1%Trimmed-15,36914 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP43,327$2.8munder 0.1%Trimmed-7,49314 Aug 2026 (the filing on sec.gov)
Millennium Management LLC38,350$2.5munder 0.1%Added+31,27514 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)36,088$2.3munder 0.1%Trimmed-14,71813 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd29,077$1.9munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP7,099$462kunder 0.1%Added+4,22712 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC6,447$419kunder 0.1%Trimmed-277,0913 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC4,423$288kunder 0.1%Trimmed-163,17227 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (7)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

035810202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LMND by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20205$196mn.a.n.a.
Q4 20205$447mn.a.n.a.
Q1 20215$437mn.a.n.a.
Q2 20214$637mn.a.n.a.
Q3 20216$480mn.a.n.a.
Q4 20218$283mn.a.n.a.
Q1 20224$165mn.a.n.a.
Q2 20222$95mn.a.n.a.
Q3 20221$104mn.a.n.a.
Q4 20221$67mn.a.n.a.
Q1 20231$72mn.a.n.a.
Q2 20231$80mn.a.n.a.
Q3 20231$55mn.a.n.a.
Q4 20231$73m01
Q1 20242$75m11
Q2 20243$70m21
Q3 20243$64m02
Q4 20249$301m62
Q1 20254$176m22
Q2 20257$285m42
Q3 20259$348m54
Q4 20258$461m1516
Q1 20269$359m1615
Q2 20264$284m1020

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LMND and V →LMND and AXP →LMND and BAC →Choose a stock to compare with LMND →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LMND, latest filings →Back to the 13F Explorer →