Lemonade Ownership | Who Owns Lemonade?
Lemonade Ownership Summary
Lemonade is owned by 57.03% institutional investors, 27.53% insiders, and 15.45% retail investors. Softbank group is the largest institutional shareholder, holding 17.05% of LMND shares. Baillie Gifford US Equity Growth is the top mutual fund, with 2.91% of its assets in Lemonade shares.
LMND Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Lemonade | 57.03% | 27.53% | 15.45% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Property & Casualty Insurance Stocks | 65.87% | 12.92% | 21.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Softbank group | 11.98M | 17.05% | $197.73M |
Vanguard group | 5.32M | 7.56% | $87.72M |
Baillie gifford | 4.06M | 5.78% | $67.01M |
Blackrock | 4.00M | 5.69% | $66.01M |
Geode capital management | 1.27M | 1.81% | $21.01M |
State street | 1.22M | 1.74% | $20.12M |
Marshall wace, llp | 859.46K | 1.22% | $14.18M |
Balyasny asset management | 790.00K | 1.12% | $13.04M |
Halter ferguson financial | 744.13K | 1.06% | $12.28M |
Legal & general group | 661.28K | 0.94% | $10.91M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Halter ferguson financial | 744.13K | 8.71% | $12.28M |
General equity lp | 315.00K | 3.17% | $5.20M |
Philosmith capital | 245.00K | 1.14% | $4.04M |
Softbank group | 11.98M | 1.03% | $197.73M |
Crawford fund management | 234.50K | 0.98% | $3.87M |
Amtrust financial services | 56.64K | 0.45% | $934.63K |
Landscape capital management | 273.62K | 0.38% | $4.51M |
Pdt partners | 147.78K | 0.23% | $2.44M |
Synergy financial group | 13.25K | 0.23% | $218.66K |
Blueshift asset management | 31.65K | 0.18% | $522.18K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Marshall wace, llp | 859.46K | 0.02% | 859.46K |
Balyasny asset management | 790.00K | 0.02% | 790.00K |
General equity lp | 315.00K | 3.17% | 315.00K |
Goldman sachs group | 300.00K | 0.00% | 300.00K |
Nuveen asset management | 420.01K | 0.00% | 276.97K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Morgan stanley | 551.44K | 0.00% | -627.05K |
Baillie gifford | 4.06M | 0.05% | -407.59K |
Philadelphia financial management of san francisco | - | - | -362.05K |
Point72 asset management | 7.62K | 0.00% | -213.28K |
Two sigma investments, lp | - | - | -147.05K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Balyasny asset management | 790.00K | 0.02% | 790.00K | $13.04M |
General equity lp | 315.00K | 3.17% | 315.00K | $5.20M |
Goldman sachs group | 300.00K | 0.00% | 300.00K | $4.95M |
Mirae asset global etfs | 85.86K | 0.00% | 85.86K | $1.42M |
Axiom advisory | 53.55K | 0.01% | 53.55K | $893.18K |
Sold Out
Holder | Change |
---|---|
Baldwin brothers llc/ma | -5.00 |
Toronto dominion bank | -14.00 |
Fernwood investment management | -15.00 |
Financial synergies wealth advisors | -18.00 |
Mendota financial group | -20.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 242 | 2.11% | 40,568,428 | -1.49% | 57 | 1.66% | 89 | -18.35% | 65 | 35.42% |
Jun 30, 2024 | 233 | 4.48% | 41,179,736 | 3.04% | 58 | 1.80% | 105 | 14.13% | 48 | -11.11% |
Mar 31, 2024 | 223 | -5.11% | 39,964,968 | 2.80% | 57 | 1.84% | 92 | -13.21% | 54 | -5.26% |
Dec 31, 2023 | 235 | 6.82% | 38,875,675 | 3.83% | 55 | 1.92% | 106 | 29.27% | 57 | 5.56% |
Sep 30, 2023 | 220 | -8.71% | 37,442,760 | -1.34% | 53 | 1.80% | 82 | -18.00% | 54 | 20.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Baillie Gifford US Equity Growth | 2.08M | 2.91% | - |
Vanguard US Growth Investor | 2.08M | 2.91% | - |
Vanguard Total Stock Mkt Idx Inv | 1.70M | 2.39% | 2.51K |
iShares Russell 2000 ETF | 1.34M | 1.88% | -3.01K |
Vanguard Small Cap Index | 1.34M | 1.87% | 2.60K |
Vanguard Institutional Extnd Mkt Idx Tr | 826.48K | 1.16% | -2.44K |
Baillie Gifford American B Inc | 787.07K | 1.10% | 11.15K |
Vanguard Small Cap Growth Index Inv | 734.99K | 1.03% | 411.00 |
Fidelity Small Cap Index | 529.71K | 0.74% | -12.90K |
iShares Russell 2000 Growth ETF | 378.46K | 0.53% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 16, 2024 | SoftBank Group Capital Ltd | - | Sell | $11.16M |
Dec 16, 2024 | SoftBank Group Capital Ltd | - | Sell | $2.68M |
Dec 16, 2024 | SoftBank Group Capital Ltd | - | Sell | $17.23M |
Dec 16, 2024 | SoftBank Group Capital Ltd | - | Sell | $799.12K |
Dec 17, 2024 | SoftBank Group Capital Ltd | - | Sell | $22.75M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 2 | 15 |
2024 Q3 | - | 3 |
2024 Q2 | 2 | 3 |
2024 Q1 | 1 | 3 |
2023 Q4 | - | 2 |
LMND Ownership FAQ
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