Caption Management’s Lemonade LMND Stock Holding History

Caption Management’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 Q3	–	Sell	-70,000	Closed	-$3.07M	–	1877
2025 Q2	$3.07M	Buy	+70,000	New	+$2.33M	0.03%	577
2025 Q1	–	Sell	-29,400	Closed	-$1.08M	–	1820
2024 Q4	$1.08M	Buy	+29,400	New	+$939K	0.01%	893

Other funds holding LMND

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Caption Management's LMND Position: Q4 2024 in Review

Caption Management sold out of Lemonade (LMND) in Q4 2024, closing a stake of 48,000 shares — an estimated $1.53M sold.

Caption Management first reported a position in LMND in Q3 2024 and held it in 1 quarter. The position peaked at $792K in Q3 2024. 268 funds tracked by Wall St. Rank hold LMND as of Q4 2024.

Caption Management reported no remaining Lemonade position as of Q4 2024 after selling out during the quarter.
Caption Management sold 48,000 Lemonade shares in Q4 2024, an estimated $1.53M.
Caption Management first reported a position in Lemonade in Q3 2024 and held it in 1 quarter.
Caption Management's Lemonade position peaked at $792K in Q3 2024.
268 funds tracked by Wall St. Rank held Lemonade as of Q4 2024.

Based on Caption Management's 13F filing for Q4 2024, filed 14 Feb 2025.