LMND

Lemonade Inc$67.45 0.40%
FinancialsUSCUSIP 52567D107· EOD Jul 20, 2026◍ Confluence graph
Tracked 13F Holders
240
+7 QoQ
13F Value (tracked)
$2.5B
Insider Net · 180d
-$6.4M
1↑ 3↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)22 adding · 20 trimming
Insider net (180d)-$6.4M

Price & smart-money activity

$67.45 0.40%5Y -24.0%
$4.16$27.40$50.63$73.87$97.1120212022202320242025202663132634343273221222624262522726226232193022419323213230203262622041315034474734624122745142666548102
Hover for who · click for detailEnd-of-day closing prices52w $36.28 – $96.57

Who owns LMND?

240 tracked 13F filers

240 tracked 13F filers disclose a position in LMND as of the latest SEC 13F filings, a combined $2.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1JPMORGAN CHASE & CO
$309.0M
5.3M
+17%
Added · +779K sh
Q1 2026
2BlackRock, Inc.
$311.5M
5.0M
+0.4%
Added · +19K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$189.2M
3.0M
First observed position
No prior filed position
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$186.9M
3.0M
First observed position
No prior filed position
Q1 2026
5BAILLIE GIFFORD & CO
$173.4M
2.8M
−3.5%
Reduced · −100K sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$107.6M
1.7M
+19%
Added · +277K sh
Q1 2026
7STATE STREET CORP
$97.4M
1.6M
+3.9%
Added · +59K sh
Q1 2026
8JANE STREET GROUP, LLC
$76.4M
1.2M
280×
Added · +1.2M sh
Q1 2026
9MORGAN STANLEY
$73.0M
1.2M
−16%
Reduced · −217K sh
Q1 2026
10TWO SIGMA INVESTMENTS, LP
$59.5M
949K
+25%
Added · +189K sh
Q1 2026
11Squarepoint Ops LLC
$55.8M
891K
11×
Added · +807K sh
Q1 2026
12CITADEL ADVISORS LLC
$49.0M
782K
+46%
Added · +246K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$45.5M
725K
−16%
Reduced · −141K sh
Q1 2026
14FRONTIER CAPITAL MANAGEMENT CO LLC
$42.1M
672K
New
+672K sh
Q1 2026
15NORTHERN TRUST CORP
$38.2M
609K
+3.2%
Added · +19K sh
Q1 2026
16BIT Capital GmbH
$36.6M
584K
−68%
Reduced · −1.2M sh
Q1 2026
17Holocene Advisors, LP
$34.7M
554K
−29%
Reduced · −229K sh
Q1 2026
18Halter Ferguson Financial Inc.
$34.2M
546K
−9.1%
Reduced · −55K sh
Q1 2026
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$32.4M
517K
−0.9%
Reduced · −5K sh
Q1 2026
20Nuveen, LLC
$28.6M
457K
+24%
Added · +89K sh
Q1 2026
21VANGUARD FIDUCIARY TRUST CO
$27.8M
443K
First observed position
No prior filed position
Q1 2026
22BANK OF AMERICA CORP /DE/
$22.6M
360K
+52%
Added · +123K sh
Q1 2026
23SUSQUEHANNA INTERNATIONAL GROUP, LLP
$21.7M
347K
+18%
Added · +53K sh
Q1 2026
24UBS Group AG
$21.7M
347K
+9.4%
Added · +30K sh
Q1 2026
25D. E. Shaw & Co., Inc.
$21.2M
339K
−71%
Reduced · −823K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LMND being bought or sold by institutions?

Last quarter, 6 funds opened a new position in LMND and 16 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
16
funds
Reduced
20
funds
Exited
0
funds

Funds that own LMND also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT96 funds$42.1B
APPLE INCAAPL95 funds$49.0B
AMAZON.COM INCAMZN95 funds$34.3B
META PLATFORMS INC-CLASS AMETA95 funds$19.5B
TESLA INCTSLA95 funds$14.2B
NVIDIA CORPNVDA94 funds$65.5B
ALPHABET INC-CL AGOOGL94 funds$26.5B
ELI LILLY & COLLY94 funds$11.7B
ALPHABET INC-CL CGOOG93 funds$18.1B
COSTCO WHOLESALE CORPCOST93 funds$7.2B
NETFLIX INCNFLX93 funds$5.9B
JPMORGAN CHASE & COJPM92 funds$13.6B

Ranked by how many of LMND's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$485K
1 insiders
Sells · 180d
$6.9M
3 insiders
Net
-$6.4M
12 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 7, 2026BIXBY TIMOTHY EChief Financial OfficerSell (S)73K$5.8M
Jul 6, 2026Peters John SheldonChief Insurance OfficerSell (S)3K$272K
Jun 4, 2026Peters John SheldonChief Insurance OfficerSell (S)4K$191K
Jun 3, 2026Prosor MayaChief Business OfficerSell (S)1K$65K
Jun 3, 2026BIXBY TIMOTHY EChief Financial OfficerSell (S)2K$118K
Jun 3, 2026Peters John SheldonChief Insurance OfficerSell (S)2K$92K
Mar 10, 2026Angelidis-Smith MariaDirectorBuy (P)3K$185K
Mar 10, 2026Angelidis-Smith MariaDirectorBuy (P)5K$300K
Mar 4, 2026Peters John SheldonChief Insurance OfficerSell (S)4K$187K
Mar 3, 2026BIXBY TIMOTHY EChief Financial OfficerSell (S)2K$107K
Mar 3, 2026Peters John SheldonChief Insurance OfficerSell (S)2K$89K
Mar 3, 2026Prosor MayaChief Business OfficerSell (S)223$11K

Institutional ownership over time

241 funds+104 since Q3 2024
0121241Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $2.5B · 1 values withheld

Recent filings

15 shown

Browse more

Build

Ask your agent what changed in LMND

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LMND/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LMND.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LMND. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.