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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 Sep 2025
the date the book describes
Filed
17 Nov 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 7 listed it in both
Shares listed
6,498,820
combined, among listed positions
Reported value
$348m
combined, at the quarter end

Among the 95 comparable managers: 5 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +362.

Managers listing LMND in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Baillie Gifford & Co2,942,056$157m0.12%Trimmed-168,22631 Oct 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,817,868$97m0.05%Trimmed-401,12914 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP813,062$44m0.06%Added+252,29814 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP387,066$21munder 0.1%Added+104,50014 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP212,385$11munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
PDT Partners LLC195,546$10m0.66%Trimmed-59,42517 Nov 2025 (the filing on sec.gov)
Maverick Capital Ltd61,849$3.3munder 0.1%Added+37,25514 Nov 2025 (the filing on sec.gov)
Caxton Associates LLP45,347$2.4m0.06%Trimmed-93717 Nov 2025 (the filing on sec.gov)
Winton Group Ltd23,641$1.3munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →