Lemonade Ownership 2024 | Who Owns Lemonade Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

52.38%

Insider Ownership

27.66%

Retail Ownership

19.96%

Institutional Holders

189.00

Lemonade Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SOFTBANK GROUP CORP.17.05%1.03%11,983,384--197,725,836Jun 30, 2024
VANGUARD GROUP INC7.56%0.00%5,316,339130,9362.53%87,719,593Jun 30, 2024
BAILLIE GIFFORD & CO5.78%0.05%4,061,391-407,593-9.12%67,012,953Jun 30, 2024
BLACKROCK INC.5.69%0.00%4,000,84125,6300.64%66,013,878Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.81%0.00%1,273,00643,5493.54%21,009,669Jun 30, 2024
STATE STREET CORP1.74%0.00%1,219,63439,7943.37%20,123,961,000Jun 30, 2024
D. E. SHAW & CO., INC.1.41%0.02%989,584486,78996.82%16,328,137Jun 30, 2024
MARSHALL WACE, LLP1.22%0.02%859,464859,464100.00%14,181,159Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.1.12%0.02%790,000790,000100.00%13,035,000Jun 30, 2024
HALTER FERGUSON FINANCIAL INC.1.06%8.71%744,12932,8554.62%12,278,129Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.94%0.00%661,28136,8005.89%10,911,137Jun 30, 2024
BANK OF AMERICA CORP /DE/0.94%0.00%657,454236,08456.03%10,847,990Jun 30, 2024
GOLDMAN SACHS GROUP INC0.86%0.00%605,276362,935149.76%9,987,054Jun 30, 2024
MORGAN STANLEY0.78%0.00%551,438-627,053-53.21%9,098,749Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.68%0.00%480,62611,7222.50%7,930,329Jun 30, 2024
NORTHERN TRUST CORP0.65%0.00%456,727-29,350-6.04%7,535,997,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.60%0.00%420,014276,966193.62%6,930,231Jun 30, 2024
GENERAL EQUITY HOLDINGS LP0.45%3.17%315,000315,000100.00%5,197,500Jun 30, 2024
GOLDMAN SACHS GROUP INC0.43%0.00%300,000300,000100.00%4,950,000Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.39%0.38%273,622104,40861.70%4,514,763Jun 30, 2024

Lemonade's largest institutional shareholder is SOFTBANK GROUP CORP., holding 17.05% of the company's total share outstanding, currently valued at $197.73M. The top 10 institutional shareholders own together 44.44% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HALTER FERGUSON FINANCIAL INC.1.06%8.71%744,12932,8554.62%12,278,129Jun 30, 2024
GENERAL EQUITY HOLDINGS LP0.45%3.17%315,000315,000100.00%5,197,500Jun 30, 2024
PHILOSMITH CAPITAL CORP0.35%1.14%245,000--4,042,500Jun 30, 2024
SOFTBANK GROUP CORP.17.05%1.03%11,983,384--197,725,836Jun 30, 2024
CRAWFORD FUND MANAGEMENT, LLC0.33%0.98%234,50022,50010.61%3,869,250Jun 30, 2024
AMTRUST FINANCIAL SERVICES, INC.0.08%0.45%56,644--934,626Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.39%0.38%273,622104,40861.70%4,514,763Jun 30, 2024
PDT PARTNERS, LLC0.21%0.23%147,77854,97359.23%2,438,337Jun 30, 2024
SYNERGY FINANCIAL GROUP, LTD0.02%0.23%13,252-97-0.73%218,658Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC0.04%0.18%31,64711,68758.55%522,176Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.20%0.16%138,094-50,801-26.89%2,279,000Jun 30, 2024
TITLEIST ASSET MANAGEMENT, LLC0.08%0.15%59,0231,4702.55%973,880Jun 30, 2024
WMG FINANCIAL ADVISORS, LLC0.02%0.12%14,100-3,850-21.45%232,650Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP0.07%0.09%46,82946,829100.00%772,679Jun 30, 2024
SCULPTOR CAPITAL LP0.28%0.06%196,500--3,242,250Jun 30, 2024
PAYPAY SECURITIES CORP0.00%0.05%38-2-5.00%627Jun 30, 2024
BAILLIE GIFFORD & CO5.78%0.05%4,061,391-407,593-9.12%67,012,953Jun 30, 2024
EXCHANGE TRADED CONCEPTS, LLC0.17%0.05%117,395-30,950-20.86%1,937,018Jun 30, 2024
TREXQUANT INVESTMENT LP0.27%0.05%189,661189,661100.00%3,129,407Jun 30, 2024
ALGERT GLOBAL LLC0.12%0.05%82,8835,2956.82%1,368,000Jun 30, 2024

The largest Lemonade shareholder by % of total assets is HALTER FERGUSON FINANCIAL INC.. The company owns 744.13K shares of Lemonade (LMND), representing 8.71% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MARSHALL WACE, LLP1.22%0.02%859,464859,464100.00%14,181,159Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.1.12%0.02%790,000790,000100.00%13,035,000Jun 30, 2024
D. E. SHAW & CO., INC.1.41%0.02%989,584486,78996.82%16,328,137Jun 30, 2024
GOLDMAN SACHS GROUP INC0.86%0.00%605,276362,935149.76%9,987,054Jun 30, 2024
GENERAL EQUITY HOLDINGS LP0.45%3.17%315,000315,000100.00%5,197,500Jun 30, 2024
GOLDMAN SACHS GROUP INC0.43%0.00%300,000300,000100.00%4,950,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.60%0.00%420,014276,966193.62%6,930,231Jun 30, 2024
BANK OF AMERICA CORP /DE/0.94%0.00%657,454236,08456.03%10,847,990Jun 30, 2024
TREXQUANT INVESTMENT LP0.27%0.05%189,661189,661100.00%3,129,407Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.24%0.00%165,689131,784388.69%2,733,868Jun 30, 2024
VANGUARD GROUP INC7.56%0.00%5,316,339130,9362.53%87,719,593Jun 30, 2024
WALLEYE CAPITAL LLC0.21%0.00%149,100129,300653.03%2,460,150Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.39%0.38%273,622104,40861.70%4,514,763Jun 30, 2024
WALLEYE CAPITAL LLC0.12%0.00%86,40086,400100.00%1,425,600Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.12%0.00%85,86485,864100.00%1,416,756Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.09%0.01%63,32063,320100.00%1,044,783Jun 30, 2024
PDT PARTNERS, LLC0.21%0.23%147,77854,97359.23%2,438,337Jun 30, 2024
AXIOM ADVISORY, LLC0.08%0.01%53,55053,550100.00%893,180Jun 30, 2024
WOLVERINE TRADING, LLC0.20%0.00%140,80052,60059.64%2,323,200Jun 30, 2024
FMR LLC0.23%0.00%164,95950,42844.03%2,721,824Jun 30, 2024

As of Jun 30 2024, Lemonade's largest institutional buyer is MARSHALL WACE, LLP. The company purchased 859.46K stocks of LMND, valued at $14.18M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MORGAN STANLEY0.78%0.00%551,438-627,053-53.21%9,098,749Jun 30, 2024
BAILLIE GIFFORD & CO5.78%0.05%4,061,391-407,593-9.12%67,012,953Jun 30, 2024
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC----362,049-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC0.14%0.00%98,000-346,900-77.97%1,617,000Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.01%0.00%7,624-213,276-96.55%125,791Jun 30, 2024
TWO SIGMA INVESTMENTS, LP----147,050-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.0.37%0.01%259,210-142,872-35.53%4,276,965Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.27%0.00%191,037-135,012-41.41%3,152,103Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.00%-236-112,702-99.79%3,894Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.20%0.16%138,094-50,801-26.89%2,279,000Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD----45,249-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.02%0.00%11,255-42,017-78.87%186,000Jun 30, 2024
SQUAREPOINT OPS LLC----35,000-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----32,176-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----30,970-100.00%-Jun 30, 2024
EXCHANGE TRADED CONCEPTS, LLC0.17%0.05%117,395-30,950-20.86%1,937,018Jun 30, 2024
SG AMERICAS SECURITIES, LLC----30,596-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----29,887-100.00%-Jun 30, 2024
NORTHERN TRUST CORP0.65%0.00%456,727-29,350-6.04%7,535,997,000Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC----29,090-100.00%-Jun 30, 2024

As of Jun 30 2024, Lemonade's biggest institutional seller is MORGAN STANLEY. The company sold -0.63M shares of LMND, valued at $9.10M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.1.12%0.02%790,000790,000100.00%13,035,000Jun 30, 2024
GENERAL EQUITY HOLDINGS LP0.45%3.17%315,000315,000100.00%5,197,500Jun 30, 2024
GOLDMAN SACHS GROUP INC0.43%0.00%300,000300,000100.00%4,950,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.12%0.00%85,86485,864100.00%1,416,756Jun 30, 2024
AXIOM ADVISORY, LLC0.08%0.01%53,55053,550100.00%893,180Jun 30, 2024
STRATEGIC FINANCIAL CONCEPTS, LLC0.07%0.00%48,47348,473100.00%2,142,000Jun 30, 2024
SQUAREPOINT OPS LLC0.06%0.00%45,57345,573100.00%751,955Jun 30, 2024
CAXTON ASSOCIATES LP0.06%0.03%44,65444,654100.00%736,791Jun 30, 2024
IMC-CHICAGO, LLC0.05%0.00%35,07535,075100.00%578,738Jun 30, 2024
WALLEYE CAPITAL LLC0.05%0.00%33,57833,578100.00%554,037Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%27,74027,740100.00%457,710Jun 30, 2024
CSS LLC/IL0.04%0.02%26,00026,000100.00%429,000Jun 30, 2024
NORGES BANK0.04%0.00%25,65625,656100.00%423,324Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.02%0.03%16,28316,283100.00%268,670Jun 30, 2024
EMPOWER ADVISORY GROUP, LLC0.02%0.00%11,59811,598100.00%191,367Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.02%0.00%10,93410,934100.00%180,411Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.02%0.01%10,93410,934100.00%180,411Jun 30, 2024
UBS GROUP AG0.01%-9,7279,727100.00%160,496Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.01%0.00%3,9493,949100.00%65,159Jun 30, 2024
STATE OF WYOMING0.00%0.00%1,2451,245100.00%20,543Jun 30, 2024
MATHER GROUP, LLC.0.00%0.00%1,2091,209100.00%19,839Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.00%1,0591,059100.00%17,475Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%-386386100.00%6,000Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%148148100.00%2,442Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.00%135135100.00%2,228Jun 30, 2024
AVION WEALTH0.00%0.00%100100100.00%1,000Jun 30, 2024
VERSANT CAPITAL MANAGEMENT, INC0.00%0.00%9696100.00%1,584Jun 30, 2024
HOEY INVESTMENTS, INC0.00%0.00%8080100.00%1,320Jun 30, 2024
VALLEY NATIONAL ADVISERS INC0.00%0.00%7474100.00%1,000Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC0.00%0.00%6161100.00%1,007Jun 30, 2024
SRS CAPITAL ADVISORS, INC.--2323100.00%380Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC--1313100.00%213Jun 30, 2024
BALDWIN BROTHERS LLC/MA--55100.00%83Jun 30, 2024
LEGEND FINANCIAL ADVISORS, INC.--22100.00%33Jun 30, 2024

Lemonade's largest new institutional shareholder by number of shares is BALYASNY ASSET MANAGEMENT L.P., purchased 790.00K shares, valued at $13.04M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC----362,049-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP----147,050-100.00%-Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD----45,249-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----35,000-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----32,176-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----30,970-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----30,596-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----29,887-100.00%-Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC----29,090-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----24,998-100.00%-Jun 30, 2024
HAP TRADING, LLC----24,315-100.00%-Jun 30, 2024
ZWEIG-DIMENNA ASSOCIATES LLC----21,000-100.00%-Jun 30, 2024
MYDA ADVISORS LLC----20,000-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----19,529-100.00%-Jun 30, 2024
ALPHA WAVE GLOBAL, LP----18,204-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----15,200-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----14,050-100.00%-Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC----13,075-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----11,464-100.00%-Jun 30, 2024
EMC CAPITAL MANAGEMENT----4,800-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,817-100.00%-Jun 30, 2024
ICA GROUP WEALTH MANAGEMENT, LLC----205-100.00%-Jun 30, 2024
LIFESTEPS FINANCIAL, INC.----132-100.00%-Jun 30, 2024
CHERRY TREE WEALTH MANAGEMENT, LLC----123-100.00%-Jun 30, 2024
MACROVIEW INVESTMENT MANAGEMENT LLC----100-100.00%-Jun 30, 2024
PLANTE MORAN FINANCIAL ADVISORS, LLC----70-100.00%-Jun 30, 2024
SPIRE WEALTH MANAGEMENT----54-100.00%-Jun 30, 2024
FIRST MANHATTAN CO. LLC.----50-100.00%-Jun 30, 2024
CEDAR MOUNTAIN ADVISORS, LLC----50-100.00%-Jun 30, 2024
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.----18-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----15-100.00%-Jun 30, 2024
TORONTO DOMINION BANK----14-100.00%-Jun 30, 2024

Lemonade's largest sold out institutional shareholder by shares sold is PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC, sold -0.36M shares, valued at -, as of undefined.

Lemonade Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SPARROW FUNDS0.60%2,145--Feb 29, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.18%169,755--Jan 31, 2024
Zacks Trust0.10%9,3486,700253.02%Feb 29, 2024
REYNOLDS FUNDS INC0.07%800--Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.06%3,987741.89%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.06%229,738203,164764.52%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.06%29,185--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.04%7,923--Mar 28, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.04%4,744--Mar 31, 2024
Innovator ETFs Trust0.04%149,383--Jan 31, 2024
RENAISSANCE CAPITAL GREENWICH FUNDS0.02%18,313--Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.02%133,31235,13435.79%Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.02%13,750--Feb 29, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.02%131,353--Mar 31, 2024
ALLSPRING VARIABLE TRUST0.01%9,126--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%89,832-2,712-2.93%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%7,764-8-0.10%Mar 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.01%53,136--Mar 28, 2024
VANGUARD INDEX FUNDS0.01%4,679,582-948,904-16.86%Mar 31, 2024
BlackRock ETF Trust0.01%9,400--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST II0.01%3,884--Jan 31, 2024
VANGUARD WORLD FUND0.01%2,167,980-1,424-0.07%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.01%78,506--Mar 31, 2024
AGF Investments Trust0.01%-132--Mar 31, 2024
ETF Managers Trust0.01%43,590-25,361-36.78%Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.01%1,146--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%58,23654,9011646.21%Mar 31, 2024
Valkyrie ETF Trust II0.00%890--Jun 30, 2023
VIRTUS ASSET TRUST0.00%96,000--Mar 28, 2024
BNY Mellon Strategic Funds, Inc.0.00%7,972--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%145,406-1,616-1.10%Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%14,049--Mar 31, 2024
Fidelity Commonwealth Trust II0.00%21,055--Aug 31, 2023
FIDELITY COVINGTON TRUST0.00%56,75343,956343.49%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%566,33822,6074.16%Feb 29, 2024
Meeder Funds0.00%12,856--Mar 31, 2024
AdvisorShares Trust0.00%9,744--Mar 28, 2024
Calvert Variable Products, Inc.0.00%5,040--Mar 31, 2024
FORUM FUNDS0.00%4,175--Jan 31, 2024
Global X Funds0.00%70,604-9,231-11.56%Feb 29, 2024
Amplify ETF Trust0.00%43,77943,779-Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%48,870--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%32,676-2,538-7.21%Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%6,159--Jan 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%11,144--Jan 31, 2024
BAILLIE GIFFORD FUNDS0.00%8,890-2,255-20.23%Mar 28, 2024
FINANCIAL INVESTORS TRUST0.00%58,740--Jan 31, 2024
SMALLCAP WORLD FUND INC0.00%50,000--Mar 31, 2024
OPTIMUM FUND TRUST0.00%28,327--Mar 28, 2024
Ark ETF Trust0.00%5,071--Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%13,3212972.28%Mar 31, 2024
VALIC Co II0.00%19,323--Feb 28, 2021
SCHWAB STRATEGIC TRUST0.00%326,28010,0443.18%Feb 29, 2024
AMERICAN CENTURY ETF TRUST0.00%61,28213,52228.31%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%16,552-3,545-17.64%Mar 31, 2024
AMG FUNDS III0.00%2,666--Mar 28, 2024
CLEARWATER INVESTMENT TRUST0.00%4,900--Mar 28, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,471--Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%36,418--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%40,880420.10%Jan 31, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.00%19,435--Feb 29, 2024
Tidal ETF Trust0.00%5,750--Jan 31, 2024
NEW COVENANT FUNDS0.00%1,665--Dec 31, 2023
AMERICAN CENTURY WORLD MUTUAL FUNDS INC0.00%3,652--Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%18,1001,1006.47%Mar 31, 2024
Simplify Exchange Traded Funds0.00%13,530--Mar 28, 2024
Destra Investment Trust0.00%414--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%657--Mar 31, 2024
Columbia Funds Variable Series Trust II0.00%6,484--Mar 31, 2024
FLEXSHARES TRUST0.00%14,94012,708569.35%Jan 31, 2024
ALLSPRING MASTER TRUST0.00%10,852--Feb 29, 2024
BNY MELLON FUNDS TRUST0.00%12,370--Aug 31, 2023
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.00%2,265--Jan 31, 2024
NORTHERN FUNDS0.00%22,23570.03%Mar 28, 2024
JPMORGAN TRUST II0.00%140,534--Feb 29, 2024
Trust for Advised Portfolios0.00%2,497--Dec 31, 2023
ARTISAN PARTNERS FUNDS INC0.00%186,465--Mar 31, 2024
Dimensional ETF Trust0.00%53,80850,6761618.01%Jan 31, 2024
iSHARES TRUST0.00%1,881,077-107,617-5.41%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%224,60324,51012.25%Feb 29, 2024
Direxion Shares ETF Trust0.00%16,843--Jan 31, 2024
RYDEX SERIES FUNDS0.00%463--Dec 31, 2023
EQ ADVISORS TRUST0.00%119,439-2,390-1.96%Mar 31, 2024
HC CAPITAL TRUST0.00%3,209--Mar 31, 2024
SCHWAB INVESTMENTS0.00%5,521--Jan 31, 2024
ADVISORS SERIES TRUST0.00%4,500--Jan 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%17,600--Mar 31, 2024
RUSSELL INVESTMENT CO0.00%25,886--Jan 31, 2024
SEASONS SERIES TRUST0.00%2,056--Mar 31, 2024
LORD ABBETT SERIES FUND INC0.00%5,586--Mar 31, 2024
DEUTSCHE DWS SECURITIES TRUST0.00%2,943--Jan 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%37,9163,81111.17%Jan 31, 2024
VIRTUS EQUITY TRUST0.00%550--Mar 28, 2024
VALIC Co I0.00%19,466-78-0.40%Feb 29, 2024
PENN SERIES FUNDS INC0.00%1,700--Mar 28, 2024
WILMINGTON FUNDS0.00%650--Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%7,827--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%1,350--Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%229--Dec 31, 2023
WisdomTree Trust0.00%116,966--Feb 29, 2024

Lemonade's largest mutual fund holder by % of total assets is "SPARROW FUNDS", owning 2.15K shares, compromising 0.60% of its total assets.

Lemonade Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24189-15.25%
31 Mar, 24223-4.70%
31 Dec, 232346.85%
30 Sep, 23219-8.75%
30 Jun, 232403.00%
31 Mar, 23233-4.90%
31 Dec, 222452.94%
30 Sep, 222387.21%
30 Jun, 22222-14.29%
31 Mar, 22259-9.12%
31 Dec, 21285-10.38%
30 Sep, 21318-8.09%
30 Jun, 213465.17%
31 Mar, 2132924.15%
31 Dec, 2026593.43%
30 Sep, 2013713600.00%
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
30 Jun, 101-

As of 30 Jun 24, 189 institutions are holding Lemonade's shares, representing a decrease of -15.25% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2436,812,676-7.89%
31 Mar, 2439,964,9682.83%
31 Dec, 2338,866,6703.83%
30 Sep, 2337,433,230-1.32%
30 Jun, 2337,934,7655.48%
31 Mar, 2335,964,323-0.50%
31 Dec, 2236,145,0273.69%
30 Sep, 2234,858,0675.03%
30 Jun, 2233,188,1510.11%
31 Mar, 2233,150,266-9.00%
31 Dec, 2136,428,4412.91%
30 Sep, 2135,399,8298.29%
30 Jun, 2132,689,49266.55%
31 Mar, 2119,626,892-41.83%
31 Dec, 2033,742,97219.54%
30 Sep, 2028,228,2994825250.26%
30 Jun, 20585-
31 Mar, 20585-
31 Dec, 19585-
30 Sep, 19585-
30 Jun, 19585-
31 Mar, 19585-
30 Jun, 10150-

Lemonade (LMND) has 36.81M shares outstanding as of 30 Jun 24, down -7.89% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2452.38%1.61%
31 Mar, 2457.09%1.84%
31 Dec, 2355.72%1.92%
30 Sep, 2353.83%1.80%
30 Jun, 2354.71%2.03%
31 Mar, 2351.87%1.67%
31 Dec, 2255.67%2.05%
30 Sep, 2252.12%1.81%
30 Jun, 2253.69%1.86%
31 Mar, 2253.73%1.54%
31 Dec, 2159.04%1.79%
30 Sep, 2157.49%2.03%
30 Jun, 2153.20%5.01%
31 Mar, 2132.59%0.32%
31 Dec, 20100.26%1.43%
30 Sep, 2083.88%4810065053.85%
30 Jun, 200.00%76923.08%
31 Mar, 200.00%76923.08%
31 Dec, 190.00%76923.08%
30 Sep, 190.00%76923.08%
30 Jun, 190.00%76923.08%
31 Mar, 190.00%-
30 Jun, 100.00%-

As of 30 Jun 24, Lemonade is held by 52.38% institutional shareholders, representing a 1.61% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2484-8.70%
31 Mar, 2492-13.21%
31 Dec, 2310629.27%
30 Sep, 2382-17.17%
30 Jun, 23997.61%
31 Mar, 2392-12.38%
31 Dec, 22105-4.55%
30 Sep, 2211039.24%
30 Jun, 2279-30.09%
31 Mar, 22113-15.67%
31 Dec, 21134-9.46%
30 Sep, 21148-26.00%
30 Jun, 21200-11.50%
31 Mar, 212267.62%
31 Dec, 2021070.73%
30 Sep, 20123-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-
30 Jun, 101-

84 institutional shareholders have increased their position in LMND stock as of 30 Jun 24 compared to 92 in the previous quarter (a -8.70% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2438-29.63%
31 Mar, 2454-3.57%
31 Dec, 23565.66%
30 Sep, 235317.78%
30 Jun, 2345-18.18%
31 Mar, 2355-
31 Dec, 225510.00%
30 Sep, 2250-26.47%
30 Jun, 22687.94%
31 Mar, 2263-13.70%
31 Dec, 21735.80%
30 Sep, 216911.29%
30 Jun, 216237.78%
31 Mar, 214573.08%
31 Dec, 2026-
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
30 Jun, 10--

38 institutional shareholders have reduced their position in LMND stock as of 30 Jun 24 compared to 54 in the previous quarter (a -29.63% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24189-15.25%36,812,676-7.89%52.38%1.61%84-8.70%38-29.63%
31 Mar, 24223-4.70%39,964,9682.83%57.09%1.84%92-13.21%54-3.57%
31 Dec, 232346.85%38,866,6703.83%55.72%1.92%10629.27%565.66%
30 Sep, 23219-8.75%37,433,230-1.32%53.83%1.80%82-17.17%5317.78%
30 Jun, 232403.00%37,934,7655.48%54.71%2.03%997.61%45-18.18%
31 Mar, 23233-4.90%35,964,323-0.50%51.87%1.67%92-12.38%55-
31 Dec, 222452.94%36,145,0273.69%55.67%2.05%105-4.55%5510.00%
30 Sep, 222387.21%34,858,0675.03%52.12%1.81%11039.24%50-26.47%
30 Jun, 22222-14.29%33,188,1510.11%53.69%1.86%79-30.09%687.94%
31 Mar, 22259-9.12%33,150,266-9.00%53.73%1.54%113-15.67%63-13.70%
31 Dec, 21285-10.38%36,428,4412.91%59.04%1.79%134-9.46%735.80%
30 Sep, 21318-8.09%35,399,8298.29%57.49%2.03%148-26.00%6911.29%
30 Jun, 213465.17%32,689,49266.55%53.20%5.01%200-11.50%6237.78%
31 Mar, 2132924.15%19,626,892-41.83%32.59%0.32%2267.62%4573.08%
31 Dec, 2026593.43%33,742,97219.54%100.26%1.43%21070.73%26-
30 Sep, 2013713600.00%28,228,2994825250.26%83.88%4810065053.85%123---
30 Jun, 201-585-0.00%76923.08%----
31 Mar, 201-585-0.00%76923.08%----
31 Dec, 191-585-0.00%76923.08%----
30 Sep, 191-585-0.00%76923.08%----
30 Jun, 191-585-0.00%76923.08%--100.00%--
31 Mar, 191-585-0.00%-1---
30 Jun, 101-150-0.00%-1---

Lemonade Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerP-PurchaseBuy5,000$14.40$72.00K30,000
Jun 17, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerP-PurchaseBuy15,000$15.51$232.65K25,000
Jun 06, 2024Peters John Sheldonofficer Chief Insurance OfficerS-SaleSell1,026$16.03$16.45K73,941
Jun 06, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell2,077$16.03$33.29K273,602
Jun 06, 2024Prosor Mayaofficer Chief Business OfficerS-SaleSell271$16.03$4.34K9,251
Mar 13, 2024Prosor Mayaofficer Chief Business OfficerS-SaleSell290$17.72$5.14K9,522
Mar 07, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell1,968$13.68$26.92K279,586
Mar 07, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell1,746$17.70$30.90K277,840

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerP-PurchaseBuy5,000$14.40$72.00K30,000
Jun 17, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerP-PurchaseBuy15,000$15.51$232.65K25,000

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 06, 2024Peters John Sheldonofficer Chief Insurance OfficerS-SaleSell1,026$16.03$16.45K73,941
Jun 06, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell2,077$16.03$33.29K273,602
Jun 06, 2024Prosor Mayaofficer Chief Business OfficerS-SaleSell271$16.03$4.34K9,251
Mar 13, 2024Prosor Mayaofficer Chief Business OfficerS-SaleSell290$17.72$5.14K9,522
Mar 07, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell1,968$13.68$26.92K279,586
Mar 07, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell1,746$17.70$30.90K277,840

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024Schreiber Daniel A.director, officer Chief Executive OfficerA-AwardBuy167,130$15.02$2.51M167,130
Aug 14, 2024Wininger Shaidirector, officer PresidentA-AwardBuy167,130$15.02$2.51M167,130
Jun 26, 2024Nyatta Mwashuma Kamatadirector-A-AwardBuy9,231$16.25$150.00K23,189
Jun 26, 2024Schwartz Debradirector-A-AwardBuy9,231--21,583
Jun 26, 2024Schreiber Daniel A.director, officer Chief Executive OfficerA-AwardBuy133,572$15.90$2.12M133,572
Jun 26, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerA-AwardBuy178,890$15.90$2.84M178,890
Jun 26, 2024Peters John Sheldonofficer Chief Insurance OfficerA-AwardBuy17,889--91,830
Jun 26, 2024Prosor Mayaofficer Chief Business OfficerA-AwardBuy95,408$15.90$1.52M95,408
Jun 26, 2024Eckstein Adinaofficer Chief Operating OfficerA-AwardBuy53,667--189,653
Jun 26, 2024Eckstein Adinaofficer Chief Operating OfficerA-AwardBuy71,556$15.90$1.14M71,556
Jun 26, 2024Wininger Shaidirector, officer PresidentA-AwardBuy133,572$15.90$2.12M133,572
Jun 26, 2024Haj-Yehia Samerdirector-A-AwardBuy9,231--20,155
Jun 17, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerP-PurchaseBuy5,000$14.40$72.00K30,000
Jun 17, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerP-PurchaseBuy15,000$15.51$232.65K25,000
Jun 06, 2024Peters John Sheldonofficer Chief Insurance OfficerS-SaleSell1,026$16.03$16.45K73,941
Jun 06, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell2,077$16.03$33.29K273,602
Jun 06, 2024Prosor Mayaofficer Chief Business OfficerS-SaleSell271$16.03$4.34K9,251
Mar 13, 2024Prosor Mayaofficer Chief Business OfficerS-SaleSell290$17.72$5.14K9,522
Mar 07, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell1,968$13.68$26.92K279,586
Mar 07, 2024BIXBY TIMOTHY Eofficer Chief Financial OfficerS-SaleSell1,746$17.70$30.90K277,840

The last insider sell of Lemonade's stock was made by Peters John Sheldon on Jun 06 2024, selling 1,026 shares at $16.03 per share (valued at $16.45K). The last insider buy of LMND was made by BIXBY TIMOTHY E on Jun 17 2024, buying 5,000 shares at $14.40 per share (worth $72.00K).

Lemonade Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024123400.00%
Q1 202481457.14%
Q4 20232366.67%
Q3 202374175.00%
Q2 202332150.00%
Q1 202354125.00%
Q4 20222366.67%
Q3 20224--
Q2 20226--
Q1 2022-4-
Q4 20214757.14%
Q3 202141136.36%
Q2 202161931.58%
Q1 2021113135.48%
Q4 2020101775.65%
Q3 2020103132.26%

12 total buy trades, and 3 total sell trades (buy/sell ratio of 4.00%) were made by Lemonade's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20242366.67%
Q1 20241333.33%
Q4 2023-2-
Q3 2023-3-
Q2 2023-2-
Q1 2023-2-
Q4 2022-1-
Q3 2022---
Q2 2022---
Q1 2022-4-
Q4 2021-6-
Q3 2021-6-
Q2 2021-18-
Q1 2021-25-
Q4 2020-170-
Q3 2020---

As of Q2 2024, Insider owners conducted 2 open market buy trades and 3 open market sell trades of Lemonade's stocks.

Lemonade Peer Ownership


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LMND Ownership FAQ


Lemonade is owned by institutional shareholders (52.38%), insiders (27.66%), and public (19.96%). The largest institutional shareholder of Lemonade is SOFTBANK GROUP CORP. (17.05% of total shares) and the top mutual fund owner is SPARROW FUNDS (0.60% of total shares).

Lemonade's major institutional shareholders are SOFTBANK GROUP CORP., VANGUARD GROUP INC, BAILLIE GIFFORD & CO, BLACKROCK INC., and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 37.90% of the company's share outstanding.

As of Jun 2024, there are 189 institutional shareholders of Lemonade.

SOFTBANK GROUP CORP owns 11.98M shares of Lemonade, representing 17.05% of the company's total shares outstanding, valued at $197.73M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 5.32M shares of Lemonade (LMND), compromising 7.56% of the company, valued at $87.72M.

BAILLIE GIFFORD & CO is the third largest holder of Lemonade. The company owns 4.06M of the company's shares outstanding (worth $67.01M).