LemonadeLMND
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 300 institutions reported holding Lemonade Inc. (LMND) in their 13F filings, up 23 from Q2 2025. 68 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($336.1M), BlackRock, Inc. ($238.9M) and Softbank Group Corp. ($190.8M). 8 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Lemonade Inc.
- CUSIP
- 52567D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $72.1M |
| Exits | 44 | $33.7M |
All 13F filers, Q2 2025 → Q3 2025: 6,321,498 shares bought and 7,167,999 shares sold, net −846,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Vanguard Group Inc. | 0.01% | Add +0.9% | 6,279,141 | $336.1M |
| BlackRock, Inc. | 0.00% | Add +7.4% | 4,463,441 | $238.9M |
| Softbank Group Corp. | 0.73% | Reduce -40.2% | 3,563,924 | $190.8M |
| JPMorgan Chase & Co. | 0.01% | Add +31.1% | 3,506,171 | $187.7M |
| Baillie Gifford & Co. | 0.12% | Reduce -5.4% | 2,942,056 | $157.5M |
| D. E. Shaw & Co. | 0.08% | Reduce -18.1% | 1,817,868 | $97.3M |
| State Street Corp. | 0.00% | Reduce -4.5% | 1,543,645 | $82.6M |
| Geode Capital Management, LLC | 0.00% | Add +5.6% | 1,370,796 | $73.4M |
| Morgan Stanley | 0.00% | Reduce -27.8% | 1,311,253 | $70.2M |
| BIT Capital GmbH | 3.06% | Add +69.3% | 1,254,345 | $67.1M |
| Bank of America Corp. | 0.00% | Reduce -16.4% | 831,072 | $44.5M |
| Two Sigma Investments, LP | 0.07% | Add +45.0% | 813,062 | $43.5M |
| Deutsche Bank AG | 0.01% | Add +319.9% | 801,865 | $42.9M |
| UBS Group AG | 0.01% | Reduce -18.9% | 704,092 | $37.7M |
| Citadel Advisors | 0.03% | Add +9.0% | 642,367 | $34.4M |
| Analyst IMS Investment Management Services Ltd. | 1.03% | Add +8.1% | 617,878 | $33.1M |
| Northern Trust Corp. | 0.00% | Add +4.4% | 587,728 | $31.5M |
| Halter Ferguson Financial Inc. | 7.48% | Add +101.3% | 575,906 | $30.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.4% | 575,354 | $30.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +960.9% | 518,854 | $27.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.7% | 509,143 | $27.3M |
| Susquehanna International Group, LLP | 0.03% | Add +89.8% | 392,002 | $21.0M |
| Two Sigma Advisers, LP | 0.04% | Add +37.0% | 387,066 | $20.7M |
| Jump Financial, LLC | 0.25% | Reduce -40.8% | 344,404 | $18.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.6% | 335,110 | $17.9M |
| FMR LLC | 0.00% | Add +89.0% | 272,861 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -8.3% | 250,537 | $13.4M |
| Group One Trading LLC | 0.37% | Reduce -21.4% | 229,360 | $12.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -21.0% | 222,604 | $11.9M |
| Tudor Investment Corporation | 0.08% | Add +16.1% | 216,074 | $11.6M |
| X-Square Capital, LLC | 3.56% | Add +202.1% | 213,199 | $11.4M |
| Holocene Advisors, LP | 0.03% | New | 212,385 | $11.4M |
| Qube Research & Technologies Ltd | 0.02% | New | 207,940 | $11.1M |
| PDT Partners, LLC | 0.66% | Reduce -23.3% | 195,546 | $10.5M |
| Millennium Management | 0.01% | Add +130.4% | 174,306 | $9.3M |
| PhiloSmith Capital Corp | 2.58% | No change | 173,250 | $9.3M |
| Jupiter Asset Management Ltd. | 0.08% | New | 169,260 | $9.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 157,602 | $8.4M |
| Federated Hermes, Inc. | 0.01% | Add +195.9% | 157,592 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Add +80.3% | 157,331 | $8.4M |
| Nuveen, LLC | 0.00% | Add +23.0% | 152,078 | $8.1M |
| Privium Fund Management B.V. | 1.40% | New | 145,000 | $7.8M |
| First Trust Advisors LP | 0.01% | Reduce -8.9% | 141,308 | $7.6M |
| NZS Capital, LLC | 0.21% | Add +7.8% | 129,084 | $6.9M |
| Swiss National Bank | 0.00% | Add +9.4% | 113,600 | $6.1M |
| Walleye Trading LLC | 0.09% | Add +34.8% | 106,081 | $5.7M |
| Trexquant Investment LP | 0.06% | Add +4.7% | 104,967 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +86.3% | 104,538 | $5.6M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -1.6% | 93,387 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.3% | 93,097 | $5.0M |
| Canada Pension Plan Investment Board | 0.00% | New | 86,400 | $4.6M |
| Barclays PLC | 0.00% | Reduce -37.4% | 86,165 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -85.9% | 85,011 | $4.6M |
| Verition Fund Management LLC | 0.03% | Reduce -39.4% | 83,150 | $4.5M |
| Rhumbline Advisers | 0.00% | Reduce -3.1% | 82,581 | $4.4M |
| Informed Momentum Co LLC | 0.48% | New | 79,626 | $4.2M |
| Liontrust Investment Partners LLP | 0.06% | Add +23.7% | 72,514 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -10.1% | 69,243 | $3.7M |
| Atika Capital Management LLC | 0.31% | New | 69,000 | $3.7M |
| Invesco Ltd. | 0.00% | Reduce -58.5% | 67,756 | $3.6M |
| Nia Impact Advisors, LLC | 1.16% | Reduce -15.0% | 66,723 | $3.6M |
| LPL Financial LLC | 0.00% | Add +38.0% | 65,112 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +155.6% | 63,793 | $3.4M |
| Maverick Capital | 0.04% | Add +151.5% | 61,849 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +2.4% | 60,311 | $3.2M |
| Parallax Volatility Advisers, L.P. | 0.11% | Add +19.0% | 59,001 | $3.2M |
| Amtrust Financial Services, Inc. | 1.02% | No change | 56,644 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.1% | 55,821 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +11.3% | 54,963 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Add +133.4% | 54,309 | $2.9M |
| Algert Global LLC | 0.05% | Add +224.9% | 51,664 | $2.8M |
| DNB Asset Management AS | 0.01% | New | 51,288 | $2.7M |
| Simplex Trading, LLC | 0.06% | Add +69.2% | 48,755 | $2.6M |
| Aquatic Capital Management LLC | 0.05% | Reduce -77.0% | 47,249 | $2.5M |
| Caxton Associates LLP | 0.07% | Reduce -2.0% | 45,347 | $2.4M |
| Tidal Investments LLC | 0.01% | Reduce -1.1% | 40,886 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 37,916 | $2.0M |
| PEAK6 LLC | 0.05% | Reduce -54.4% | 37,835 | $2.0M |
| IMC-Chicago, LLC | 0.03% | Add +42.0% | 34,573 | $1.9M |
| Udine Wealth Management, Inc. | 0.85% | Add +3.6% | 33,213 | $1.8M |
| Hidden Lake Asset Management LP | 0.71% | Reduce -84.3% | 33,109 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.6% | 32,356 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 32,172 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +93.3% | 32,129 | $1.7M |
| Walleye Capital LLC | 0.02% | Add +128.2% | 31,783 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Add +8.8% | 31,565 | $1.7M |
| Illumine Investment Management, LLC | 1.20% | Reduce -0.1% | 31,511 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +4.4% | 30,719 | $1.7M |
| Intech Investment Management LLC | 0.01% | Add +12.1% | 29,795 | $1.6M |
| Capital Fund Management S.A. | 0.02% | Reduce -37.7% | 28,237 | $1.5M |
| Virtu Financial LLC | 0.08% | New | 26,216 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Add +19.2% | 25,577 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +264.3% | 25,535 | $1.4M |
| Employees Retirement System of Texas | 0.01% | No change | 24,459 | $1.3M |
| United Capital Management of KS, Inc. | 0.18% | Add +2.6% | 24,117 | $1.3M |
| WINTON GROUP Ltd | 0.05% | New | 23,641 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +85.4% | 22,800 | $1.2M |
| Fluent Financial, LLC | 0.47% | Add +36.0% | 22,360 | $1.2M |
| Fortis Group Advisors, LLC | 0.20% | Reduce -6.6% | 19,455 | $1.2M |
| AQR Capital Management | 0.00% | Add +12.1% | 21,410 | $1.1M |
"% of holder's portfolio" is LMND's weight in each manager's 13F, not the share of Lemonade Inc. the manager owns.