Atria Investments’s Lemonade LMND Stock Holding History

Atria Investments’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,120	Closed	-$318K	–	2043
2025 Q1	$318K	Buy	10,120 +499	+5%	+$17.2K	﹤0.01%	1586
2024 Q4	$353K	Buy	+9,621	New	+$307K	﹤0.01%	1504

Other funds holding LMND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's LMND Position: Q2 2025 in Review

Atria Investments sold out of Lemonade (LMND) in Q2 2025, closing a stake of 10,120 shares — an estimated $318K sold.

Atria Investments first reported a position in LMND in Q4 2024 and held it in 2 quarters. The position peaked at $353K in Q4 2024. 277 funds tracked by Wall St. Rank hold LMND as of Q2 2025.

Atria Investments reported no remaining Lemonade position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 10,120 Lemonade shares in Q2 2025, an estimated $318K.
Atria Investments first reported a position in Lemonade in Q4 2024 and held it in 2 quarters.
Atria Investments's Lemonade position peaked at $353K in Q4 2024.
277 funds tracked by Wall St. Rank held Lemonade as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.