LemonadeLMND

13F holders, Q4 2025 (December 31)
354holders +54
77new positions
41sold out
8famous investors
$71.14avg. 13F price*

At the end of Q4 2025, 354 institutions reported holding Lemonade Inc. (LMND) in their 13F filings, up 54 from Q3 2025. 77 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($448.8M), BlackRock, Inc. ($352.3M) and JPMorgan Chase & Co. ($319.1M). 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 (0.1% of Maverick Capital's portfolio).

Company
Lemonade Inc.
CUSIP
52567D107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 205Q1 2024Q2 2024: 214Q2 2024Q3 2024: 223Q3 2024Q4 2024: 268Q4 2024Q1 2025: 250Q1 2025Q2 2025: 277Q2 2025Q3 2025: 300Q3 2025Q4 2025: 354Q4 2025Q1 2026: 346Q1 2026Q2 2026: 338Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions77$126.3M
Exits41$48.6M

All 13F filers, Q3 2025 → Q4 2025: 7,229,635 shares bought and 7,384,760 shares sold, net −155,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 354 holders

Vanguard Group Inc. 0.01% Add +0.4% 6,305,453 $448.8M
BlackRock, Inc. 0.01% Add +10.9% 4,949,676 $352.3M
JPMorgan Chase & Co. 0.02% Add +27.9% 4,483,431 $319.1M
Baillie Gifford & Co. 0.17% Reduce -2.6% 2,866,446 $204.0M
BIT Capital GmbH 5.67% Add +45.6% 1,826,593 $130.0M
State Street Corp. 0.00% Reduce -3.1% 1,495,841 $106.5M
T. Rowe Price Associates Inc. 0.01% Add +186.1% 1,484,175 $105.6M
Geode Capital Management, LLC 0.01% Add +4.9% 1,438,358 $102.4M
Morgan Stanley 0.01% Add +5.4% 1,381,573 $98.3M
D. E. Shaw & Co. 0.07% Reduce -36.1% 1,161,499 $82.7M
Softbank Group Corp. 0.43% Reduce -74.0% 925,496 $65.9M
Goldman Sachs Group Inc. 0.01% Add +50.6% 866,476 $61.7M
Holocene Advisors, LP 0.12% Add +268.6% 782,753 $55.7M
Two Sigma Investments, LP 0.09% Reduce -6.6% 759,242 $54.0M
Analyst IMS Investment Management Services Ltd. 1.28% Reduce -0.0% 617,639 $44.0M
Halter Ferguson Financial Inc. 9.43% Add +4.3% 600,863 $42.8M
Northern Trust Corp. 0.01% Add +0.5% 590,729 $42.0M
Citadel Advisors 0.03% Reduce -16.6% 535,660 $38.1M
Charles Schwab Investment Management Inc. 0.01% Add +2.6% 522,257 $37.2M
Deutsche Bank AG 0.01% Reduce -38.7% 491,778 $35.0M
FMR LLC 0.00% Add +74.6% 476,360 $33.9M
Nuveen, LLC 0.01% Add +141.5% 367,261 $26.1M
Man Group plc 0.05% New 364,963 $26.0M
Two Sigma Advisers, LP 0.05% Reduce -9.9% 348,898 $24.8M
UBS Group AG 0.00% Reduce -55.0% 317,057 $22.6M
Susquehanna International Group, LLP 0.03% Reduce -25.0% 294,164 $20.9M
Privium Fund Management B.V. 3.25% Add +71.2% 248,259 $17.7M
Bank of America Corp. 0.00% Reduce -71.5% 236,927 $16.9M
BNP Paribas Financial Markets 0.01% Reduce -10.4% 224,500 $16.0M
Federated Hermes, Inc. 0.03% Add +39.3% 219,536 $15.6M
Qube Research & Technologies Ltd 0.02% Add +1.7% 211,401 $15.0M
Bank of New York Mellon Corp 0.00% Add +17.8% 185,643 $13.2M
PhiloSmith Capital Corp 3.39% No change 173,250 $12.3M
Sparta 24 Ltd. 10.31% New 169,338 $12.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% New 156,411 $11.1M
First Trust Advisors LP 0.01% Add +10.7% 156,427 $11.1M
Wells Fargo & Company 0.00% Add +43.4% 149,950 $10.7M
Tudor Investment Corporation 0.06% Reduce -31.1% 148,987 $10.6M
Invesco Ltd. 0.00% Add +112.6% 144,021 $10.3M
Ameriprise Financial Inc. 0.00% Reduce -14.0% 135,362 $9.6M
CI Investments Inc. 0.04% New 132,583 $9.4M
NZS Capital, LLC 0.28% Add +1.0% 130,379 $9.3M
PDT Partners, LLC 0.58% Reduce -35.7% 125,757 $9.0M
Swiss National Bank 0.01% Add +9.0% 123,800 $8.8M
Barclays PLC 0.00% Add +37.5% 118,510 $8.4M
Atika Capital Management LLC 1.13% Add +65.1% 113,917 $8.1M
Deeter Investments LLP 1.71% — 111,000 $7.9M
Group One Trading LLC 0.23% Reduce -51.9% 110,371 $7.9M
Walleye Trading LLC 0.13% Add +3.3% 109,576 $7.8M
Gilder Gagnon Howe & Co. LLC 0.08% New 108,525 $7.7M
Balyasny Asset Management L.P. 0.01% New 104,694 $7.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.4% 100,012 $7.1M
Ma Investment Partnership, LP 6.21% — 100,000 $7.1M
DNB Asset Management AS 0.02% Add +88.6% 96,718 $6.9M
Liontrust Investment Partners LLP 0.10% Add +29.4% 93,854 $6.7M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -4.4% 89,262 $6.4M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -60.0% 89,153 $6.3M
Squarepoint Ops LLC 0.01% Add +1066.3% 83,367 $5.9M
Hillsdale Investment Management Inc. 0.16% New 82,800 $5.9M
Landscape Capital Management, L.L.C. 0.38% New 78,783 $5.6M
Dimensional Fund Advisors LP 0.00% Reduce -76.6% 78,411 $5.6M
EFG International AG 0.11% — 77,899 $5.6M
Raymond James Financial Inc. 0.00% Add +41.8% 77,031 $5.5M
Rhumbline Advisers 0.00% Reduce -8.1% 75,896 $5.4M
LPL Financial LLC 0.00% Add +16.2% 75,635 $5.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +0.9% 69,900 $5.0M
Maverick Capital 0.05% Add +13.0% 69,864 $5.0M
Citigroup Inc. 0.00% Add +284.7% 68,872 $4.9M
Parallax Volatility Advisers, L.P. 0.17% Add +16.5% 68,727 $4.9M
Bridgewater Associates 0.02% Add +682.9% 66,074 $4.7M
Nia Impact Advisors, LLC 1.57% Reduce -1.2% 65,920 $4.7M
Informed Momentum Co LLC 0.51% Reduce -19.5% 64,080 $4.6M
Hidden Lake Asset Management LP 2.45% Add +90.4% 63,032 $4.5M
IMC-Chicago, LLC 0.08% Add +81.8% 62,837 $4.5M
Alliancebernstein L.P. 0.00% Add +10.5% 61,694 $4.4M
Legal & General Group Plc 0.00% Add +1.1% 60,942 $4.3M
California State Teachers Retirement System 0.00% Add +8.2% 59,476 $4.2M
Amtrust Financial Services, Inc. 1.28% No change 56,644 $4.0M
Twinbeech Capital LP 0.28% New 55,962 $4.0M
Millennium Management 0.00% Reduce -68.2% 55,508 $4.0M
Verition Fund Management LLC 0.02% Reduce -33.9% 54,959 $3.9M
Algert Global LLC 0.05% Reduce -9.8% 46,603 $3.3M
Virtu Financial LLC 0.12% Add +72.2% 45,145 $3.2M
Tidal Investments LLC 0.01% Add +8.3% 44,269 $3.2M
PEAK6 LLC 0.08% Add +14.1% 43,178 $3.1M
Simplex Trading, LLC 0.09% Reduce -12.0% 42,906 $3.1M
Cantor Fitzgerald, L. P. 0.09% Add +263.7% 42,467 $3.0M
Nomura Holdings Inc. 0.01% New 41,076 $2.9M
Marshall Wace, LLP 0.00% New 40,339 $2.9M
Blue Jean Financial LLC 2.29% — 39,549 $2.8M
Pursue Wealth Partners LLC 1.37% New 39,527 $2.8M
Leo Wealth, LLC 0.20% New 34,532 $2.7M
Clear Street Group Inc. 0.01% New 34,391 $2.4M
Udine Wealth Management, Inc. 1.14% Add +2.2% 33,930 $2.4M
MetLife Investment Management, LLC 0.01% Add +3.1% 33,364 $2.4M
Capital Fund Management S.A. 0.02% Add +18.0% 33,322 $2.4M
Manufacturers Life Insurance Company, The 0.00% Add +0.8% 32,431 $2.3M
SG Americas Securities, LLC 0.00% Reduce -1.5% 31,652 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -17.5% 31,277 $2.2M
Timothy G. Youngquist 2020 Irrevocable Trust 1.89% — 31,050 $2.2M
Illumine Investment Management, LLC 1.60% Reduce -2.3% 30,784 $2.2M
Intech Investment Management LLC 0.02% No change 29,795 $2.1M
Marex Group Ltd 0.02% New 29,575 $2.1M
Janus Henderson Group PLC 0.00% Add +13.7% 29,077 $2.1M
Creative Planning 0.00% Add +30.2% 26,795 $1.9M
Employees Retirement System of Texas 0.02% No change 24,459 $1.7M
United Capital Management of KS, Inc. 0.24% Add +0.2% 24,157 $1.7M
Engineers Gate Manager LP 0.02% Add +59.8% 24,099 $1.7M
Private Advisor Group, LLC 0.01% New 22,794 $1.6M
Sei Investments Co. 0.00% Add +43.3% 22,077 $1.6M
Van Eck Associates Corp. 0.00% Add +7.5% 21,915 $1.6M
Baader Bank Aktiengesellschaft 0.13% New 21,642 $1.5M
AQR Capital Management 0.00% Add +0.7% 21,569 $1.5M
Los Angeles Capital Management LLC 0.01% Add +19.5% 25,169 $1.5M
Arete Wealth Advisors, LLC 0.10% New 20,761 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +93.7% 19,589 $1.4M
New York State Common Retirement Fund 0.00% Add +7.2% 19,428 $1.4M
Legacy Capital Group California, Inc. 0.32% New 18,280 $1.3M
Eddie Patel Inc 0.95% — 17,897 $1.3M
Arizona State Retirement System 0.01% Add +0.4% 17,414 $1.2M
X-Square Capital, LLC 0.40% Reduce -91.9% 17,333 $1.2M
Aquatic Capital Management LLC 0.03% Reduce -63.5% 17,222 $1.2M
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.6% 16,299 $1.2M
Oppenheimer & Co. Inc. 0.02% Add +79.7% 16,124 $1.1M
NewEdge Advisors, LLC 0.00% Add +53.0% 16,116 $1.1M
Blueshift Asset Management, LLC 0.33% New 16,041 $1.1M
Circle Wealth Management, LLC 0.02% Add +27.3% 15,825 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +3.5% 15,699 $1.1M
Fortis Group Advisors, LLC 0.18% Reduce -37.7% 12,116 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -52.2% 14,691 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 14,516 $1.0M
Handelsbanken Fonder AB 0.00% Add +24.4% 14,300 $1.0M
Williamson Legacy Group, LLC 0.79% New 14,180 $1.0M
Rare Wolf Capital LLC 0.61% — 13,808 $983K
Cadent Capital Advisors, LLC 0.25% New 13,556 $965K
KLP Kapitalforvaltning As 0.00% Add +9.8% 13,400 $954K
Jones Financial Companies LLLP 0.00% Add +10.7% 13,274 $945K
Royal Bank of Canada 0.00% Reduce -80.2% 12,607 $897K
Empower Advisory Group, LLC 0.00% Add +92.6% 12,561 $894K
Genesis Financial Group, LLC 0.52% — 12,500 $890K
Gotham Asset Management 0.00% Reduce -2.9% 11,610 $826K
ProShare Advisors LLC 0.00% Add +16.3% 11,075 $788K
Cetera Investment Advisers 0.00% Reduce -34.3% 10,852 $772K
Toth Financial Advisory Corp. 0.08% No change 10,700 $762K
Voya Investment Management LLC 0.00% Add +5.3% 10,666 $759K
Polymer Capital Management (US) LLC 0.10% New 10,429 $742K
Havemeyer Place LP 0.14% — 10,327 $735K
Mercer Global Advisors Inc. 0.00% Reduce -4.9% 10,295 $733K
Synergy Financial Group, LTD 0.51% Reduce -3.5% 10,155 $723K
K.J. Harrison & Partners Inc 0.09% New 10,000 $712K
Pathstone Holdings, LLC 0.00% Reduce -1.9% 9,950 $708K
Dark Forest Capital Management LP 0.03% Reduce -51.6% 9,935 $707K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.7% 8,431 $675K
VARCOV Co. 0.26% — 9,430 $671K
Federation des caisses Desjardins du Quebec 0.00% Reduce -4.4% 9,181 $654K
Canada Pension Plan Investment Board 0.00% Reduce -89.5% 9,100 $648K
Pictet Asset Management Holding SA 0.00% Add +14.9% 8,911 $634K
Quantinno Capital Management LP 0.00% Add +8.6% 8,619 $614K
Cambridge Investment Research Advisors, Inc. 0.00% Add +26.9% 8,612 $613K
Watershed Private Wealth LLC 0.18% Add +1.7% 8,310 $592K
Wealthfront Advisers LLC 0.00% Add +35.6% 8,304 $591K
Y-Intercept (Hong Kong) Ltd 0.01% New 8,246 $587K
Cerity Partners LLC 0.00% Add +5.9% 8,138 $579K
Alphadyne Asset Management LP 0.06% New 8,014 $570K
Johnson & White Wealth Management, LLC 0.25% Reduce -1.2% 7,981 $568K
Sava Infond d.o.o. 0.07% New 7,800 $555K
Russell Investments Group, Ltd. 0.00% Reduce -16.7% 7,601 $541K
Victory Capital Management Inc. 0.00% Add +7.1% 7,393 $526K
Stifel Financial Corp. 0.00% Reduce -0.9% 7,306 $520K
Odyssean, LLC 0.37% — 7,144 $509K
Meitav Investment House Ltd. 0.01% New 6,958 $495K
CANADA LIFE ASSURANCE Co 0.00% Reduce -61.9% 6,768 $482K
Fermata Advisors, LLC 0.11% Add +76.3% 6,700 $477K
Corient Private Wealth LP 0.00% Add +7.7% 6,334 $451K
9823 Capital, L.P. 0.30% — 6,208 $442K
HighTower Advisors, LLC 0.00% Reduce -3.9% 5,968 $425K
Magnetar Financial LLC 0.00% New 5,926 $422K
SBI Securities Co., Ltd. 0.01% Reduce -17.8% 5,617 $400K
State of Wisconsin Investment Board 0.00% Reduce -30.2% 5,458 $389K
Titleist Asset Management, LLC 0.03% Add +11.2% 5,375 $383K
Public Employees Retirement Association of Colorado 0.00% No change 5,200 $370K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.1% 5,193 $370K
Walleye Capital LLC 0.00% Reduce -83.7% 5,171 $368K
PharVision Advisers, LLC 0.19% Add +29.0% 5,152 $367K
AlphaGrep UK Ltd 0.12% — 5,115 $364K
Penserra Capital Management LLC 0.00% New 5,103 $363K
Aspiring Ventures, LLC 0.13% Add +7.5% 5,059 $360K
XTX Topco Ltd 0.01% New 5,003 $356K
Kestra Advisory Services, LLC 0.00% Add +2.4% 5,001 $356K
Ameritas Investment Partners, Inc. 0.01% Add +5.7% 4,917 $350K
Ensign Peak Advisors, Inc 0.00% Reduce -66.4% 4,850 $345K
Xponance LLC 0.00% Add +10.4% 4,811 $342K
Tradition Wealth Management, LLC 0.02% New 4,783 $340K
O'shaughnessy Asset Management, LLC 0.00% New 4,741 $337K
Concurrent Investment Advisors, LLC 0.00% Reduce -46.2% 4,627 $329K
Wedmont Private Capital 0.01% No change 4,036 $327K
&partners 0.00% New 4,384 $312K
Kraematon Investment Advisors, Inc. 0.25% New 4,381 $312K
Jane Street Group, LLC 0.00% Reduce -94.9% 4,356 $310K
CIBC Asset Management Inc 0.00% New 4,295 $306K
Inceptionr LLC 0.08% Reduce -28.0% 4,282 $305K
Fearless Solutions, LLC dba Best Invest 0.18% Add +10.5% 4,200 $299K
STRS Ohio 0.00% Add +162.5% 4,200 $299K
Dynamic Technology Lab Private Ltd 0.07% New 4,170 $297K
Worth Venture Partners, LLC 2.08% Reduce -27.2% 4,042 $288K
Nisa Investment Advisors, LLC 0.00% Reduce -44.0% 4,034 $287K
Cibc World Markets Corp. 0.00% — 4,008 $285K
Ascent Wealth Partners, LLC 0.03% New 3,952 $281K
Neuberger Berman Group LLC 0.00% New 3,854 $274K
Elm Partners Management LLC 0.01% No change 3,800 $270K
Oasis Advisors, LLC 0.14% — 3,798 $270K
M&T Bank Corp 0.00% New 3,775 $269K
Prudential Financial Inc. 0.00% Reduce -85.4% 3,735 $266K
TD Waterhouse Canada Inc. 0.00% Add +3.4% 3,671 $261K
ARS Wealth Advisors Group, LLC 0.02% New 3,640 $259K
Principal Financial Group Inc. 0.00% Reduce -16.2% 3,569 $254K
Truist Financial Corp. 0.00% New 3,568 $254K
GAMMA Investing LLC 0.01% Add +7.2% 3,529 $251K
Mackenzie Financial Corp. 0.00% New 3,487 $250K
Evergreen Capital Management LLC 0.01% New 3,350 $238K
Kingsview Wealth Management, LLC 0.00% New 3,311 $236K
Victory Financial Group, LLC 0.03% New 3,298 $235K
Optiver Holding B.V. 0.00% Add +35.6% 3,283 $234K
OneDigital Investment Advisors LLC 0.00% New 3,251 $231K
Conway Capital Management, Inc. 0.10% New 3,225 $230K
Tower Research Capital LLC (TRC) 0.01% Reduce -9.5% 3,198 $228K
R Squared Ltd 0.11% New 3,196 $227K
Meridian Wealth Management, LLC 0.01% New 3,172 $226K
TFB Advisors LLC 0.06% New 3,162 $225K
Harbour Investments, Inc. 0.00% Add +63140.0% 3,162 $225K
Forum Financial Management, LP 0.00% New 3,125 $222K
Vanguard Personalized Indexing Management, LLC 0.00% New 3,057 $218K
Swiss Life Asset Management Ltd 0.00% New 3,016 $215K
Suncoast Equity Management 0.02% New 3,000 $214K
Mangrove Partners Im, LLC 0.02% New 2,981 $212K
Banco Santander, S.A. 0.00% Reduce -40.1% 2,897 $206K
Cwm, LLC 0.00% Add +14.5% 2,882 $205K
Cibc World Market Inc. 0.00% New 2,819 $201K
Leonteq Securities AG 0.01% Reduce -81.8% 2,814 $200K
US Bancorp \de 0.00% Add +1.1% 2,571 $183K
Acadian Asset Management LLC 0.00% New 2,487 $177K
IFP Advisors, Inc 0.00% Add +133.4% 2,362 $168K
International Assets Investment Management, LLC 0.01% New 2,154 $153K
Activest Wealth Management 0.03% No change 2,102 $150K
KBC Group NV 0.00% Add +29.1% 2,070 $147K
Amalgamated Bank 0.00% Add +6.5% 1,903 $135K
Union Bancaire Privee, UBP SA 0.00% No change 1,745 $125K
JTC Employer Solutions Trustee Ltd 0.01% New 2,500 $124K
Beaird Harris Wealth Management, LLC 0.01% No change 1,700 $121K
Global Retirement Partners, LLC 0.00% Add +182.0% 1,596 $114K
AlphaQuest LLC 0.01% Reduce -10.2% 1,580 $112K
Larson Financial Group LLC 0.00% Add +2181.2% 1,574 $112K
Rockefeller Capital Management L.P. 0.00% Reduce -46.7% 1,469 $105K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.7% 1,360 $97K
Signaturefd, LLC 0.00% Reduce -2.0% 1,249 $89K
Triumph Capital Management 0.02% New 1,191 $85K
National Bank of Canada 0.00% Reduce -4.9% 1,190 $85K
PNC Financial Services Group, Inc. 0.00% Add +58.5% 1,182 $84K
Nemes Rush Group LLC 0.01% No change 1,100 $78K
Asset Management One Co., Ltd. 0.00% Reduce -50.3% 1,029 $73K
Tsfg, LLC 0.01% Add +2.8% 1,028 $73K
Farther Finance Advisors, LLC 0.00% Add +127.0% 1,024 $73K
Arbor Wealth Management LLC\AZ 0.05% — 925 $66K
Macquarie Group Ltd. 0.00% New 891 $63K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +59.4% 824 $59K
Strategic Advocates LLC 0.01% Reduce -0.3% 610 $44K
DV Trading LLC 0.00% — 600 $43K
NFSG Corp 0.01% Reduce -66.5% 585 $42K
Strive Financial Group ,LLC 0.02% — 532 $38K
Estabrook Capital Management 0.01% No change 500 $36K
Torren Management, LLC 0.02% — 498 $35K
Northwestern Mutual Wealth Management Co. 0.00% New 470 $33K
Align Financial, LLC 0.02% — 29,611 $30K
Smartleaf Asset Management LLC 0.00% Add +10.2% 401 $29K
Sterling Capital Management LLC 0.00% Add +193.3% 396 $28K
Quarry LP 0.00% Reduce -46.7% 350 $25K
Capital Advisors, Ltd. LLC 0.00% No change 342 $24K
ORG Partners LLC 0.00% Add +243.6% 323 $23K
Allworth Financial LP 0.00% Reduce -23.7% 322 $23K
Flagship Harbor Advisors, LLC 0.00% New 297 $21K
Parallel Advisors, LLC 0.00% Add +25.2% 288 $21K
Heritage Wealth Advisors 0.00% No change 274 $20K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +20.4% 266 $19K
CIBC Private Wealth Group LLC 0.00% No change 256 $18K
Clearstead Advisors, LLC 0.00% No change 251 $18K
Comerica Bank 0.00% No change 237 $17K
Kemnay Advisory Services Inc. 0.00% New 225 $16K
Root Financial Partners, LLC 0.00% Reduce -6.7% 208 $15K
Danske Bank A/S 0.00% New 200 $14K
Rakuten Securities, Inc. 0.00% New 196 $14K
Kilter Group LLC 0.01% Reduce -16.8% 188 $13K
Bessemer Group Inc. 0.00% No change 154 $11K
Archer Investment Corp 0.00% No change 143 $10K
EverSource Wealth Advisors, LLC 0.00% Reduce -30.6% 136 $10K
Versant Capital Management, Inc 0.00% Reduce -24.6% 132 $9K
Dogwood Wealth Management LLC 0.00% No change 129 $9K
Costello Asset Management, INC 0.00% New 120 $9K
MAI Capital Management 0.00% Reduce -14.3% 120 $9K
Private Wealth Management Group, LLC 0.00% No change 118 $8K
Sound Income Strategies, LLC 0.00% No change 100 $8K
Quadrant Capital Group LLC 0.00% Add +56.3% 111 $8K
Sunbelt Securities, Inc. 0.00% No change 109 $8K
Truvestments Capital LLC 0.00% No change 107 $8K
Towne Trust Company, N.A 0.00% No change 100 $7K
Field & Main Bank 0.00% No change 100 $7K
Avion Wealth 0.00% No change 100 $7K
Rothschild Investment LLC 0.00% Add +5.0% 84 $6K
Operose Advisors LLC 0.00% No change 80 $6K
Atlantic Union Bankshares Corp 0.00% Reduce -1.6% 62 $4K
Mb, Levis & Associates, LLC 0.00% No change 60 $4K
HHM Wealth Advisors, LLC 0.00% New 60 $4K
N.E.W. Advisory Services LLC 0.00% Reduce -24.3% 56 $4K
Bank & Trust Co 0.00% No change 55 $4K
SHP Wealth Management 0.00% — 52 $4K
Vision Financial Markets LLC 0.00% No change 50 $4K
Prestige Wealth Management Group LLC 0.00% No change 50 $4K
CoreCap Advisors, LLC 0.00% New 49 $3K
Missouri Trust & Investment Co 0.00% No change 46 $3K
Parkside Financial Bank & Trust 0.00% Reduce -91.2% 40 $3K
McIlrath & Eck, LLC 0.00% No change 35 $2K
Huntington National Bank 0.00% No change 30 $2K
GPS Wealth Strategies Group, LLC 0.00% Reduce -80.4% 28 $2K
GHP Investment Advisors, Inc. 0.00% Add +8.0% 27 $2K
Bare Financial Services, Inc 0.00% Add +116.7% 26 $2K
Arax Advisory Partners 0.00% Reduce -60.6% 26 $2K
Copia Wealth Management 0.00% New 25 $2K
Hilton Head Capital Partners, LLC 0.00% — 25 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% New 25 $2K
Golden State Wealth Management, LLC 0.00% Reduce -97.8% 25 $2K
North Star Investment Management Corp. 0.00% No change 20 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -84.0% 19 $1K
Turning Point Benefit Group, Inc. 0.00% No change 18 $1K
Fortitude Family Office, LLC 0.00% No change 17 $1K
PayPay Securities Corp 0.03% Reduce -11.1% 16 $1K
Zions Bancorporation, National Association 0.00% New 16 $1K
Westside Investment Management, Inc. 0.00% New 15 $1K
TD Private Client Wealth LLC 0.00% No change 11 $783
West Branch Capital LLC 0.00% No change 10 $712
Assetmark, Inc. 0.00% No change 10 $712
Wolff Wiese Magana LLC 0.00% No change 9 $641
Rachor Investment Advisory Services, LLC 0.00% — 9 $641
SJS Investment Consulting Inc. 0.00% Reduce -77.5% 9 $641
Global Wealth Strategies & Associates 0.00% No change 8 $569
Caitong International Asset Management Co., Ltd 0.00% Add +20.0% 6 $427
Essential Partners LLC 0.00% New 4 $285
Keating Financial Advisory Services, Inc. 0.00% — 4 $285
Bfsg, LLC 0.00% No change 3 $214
Albion Financial Group 0.00% No change 2 $143
Chapman Financial Group, LLC 0.00% No change 1 $72
Aster Capital Management (DIFC) Ltd 0.00% New 1 $71
Millstone Evans Group, LLC 0.00% No change 1 $71
Dunhill Financial, LLC 0.00% New 1 $66
TrinityBridge Ltd 0.00% No change 4 $0
Covestor Ltd 0.00% Reduce -16.7% 5 $0

"% of holder's portfolio" is LMND's weight in each manager's 13F, not the share of Lemonade Inc. the manager owns.