2026-10-15 (/A)
AI summary pending
View Full Filing (SEC EDGAR)Lemonade Inc
$46.46-1%
+$563.2M
Net Activity
+13.91% total shares
Institutions Holding
344
Popularity Rank
#1834
Avg Weight
0.12%
Total Value
$3.5B
Market Cap
$3.4B
344 institutions currently hold LMND, with 188 net buyers and 151 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
151
Net Buying Institutions
188
Top 5 by Value
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Across its top 20 institutional holders, LMND's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 43/100).
LMND ranks #1834 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
LMND is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
LMND is a top-conviction position for Halter Ferguson Financial Inc. — at 10.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in LMND belongs to BlackRock, Inc., but the position matters far more to Halter Ferguson Financial Inc., who has 10.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Farther Finance Advisors, LLC has added to its LMND position for two straight quarters, increasing it by $70.2K to reach $173.9K today.
NFSG Corp has trimmed its LMND position for two straight quarters, cutting it by $199.3K while still holding $4.8K.
LMND is down 1% today, but institutions show net buying of $563.2M this quarter — a divergence between today's price move and the underlying institutional flow.
LMND reported a net loss of $138.4M over the trailing twelve months.
+$608.5M
Total Buy Value
$342.0M
Total Sell Value
188
Net Buyers
151
Net Sellers
LMND
Q2 2026
Top 5 Institutional Movers
+$82.0M
+$80.4M
-$42.2M
+$39.1M
LMND does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
5
Filings (90d)
$908K
Total Est. Value
17K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Peters John Sheldon | 2026-09-04 | $122K |
| Peters John Sheldon | 2026-09-03 | $47K |
| BIXBY TIMOTHY E | 2026-09-03 | $103K |
| Prosor Maya | 2026-09-03 | $57K |
| Peters John Sheldon | 2026-08-13 | $578K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| BlackRock, Inc. | 13G/A | 2026-07-29 | 6.9% |
| JPMORGAN CHASE & CO. | 13G/A | 2026-07-27 | 7.0% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Lemonade (LMND) filed this 8-K on July 29, 2026, to announce its financial results for the second quarter and first half of 2026. The company delivered the numbers through a shareholder letter, attached here as Exhibit 99.1. One honest caveat: the 8-K text itself contains no actual figures — revenue, profit, anything — those are all in the letter.
View Full Filing (SEC EDGAR)On July 27, 2026, Lemonade announced that CFO Tim Bixby will step down from the CFO role on January 1, 2027, and transition to the board as a Class III director. Nick Stead, currently the company's SVP of Finance, will take over as CFO on the same date and become principal financial and accounting officer. Stead joined Lemonade in 2019 and has been involved in major financial milestones including the IPO, a secondary offering, an acquisition, and recent growth financing deals. The company hasn't finalized the transition or compensation terms yet, and says it will disclose them in an amendment to this 8-K.
View Full Filing (SEC EDGAR)52567D107
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Access LMND's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/LMNDCLI
npx alphasmo stocks get LMND