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Concurrent Investment Advisors’s Lemonade LMND Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		– Sell
-4,627
Closed -$329K – 1999
2025
Q4 		$329K Sell
4,627
-3,967
-46% -$267K ﹤0.01% 1334
2025
Q3 		$460K Sell
8,594
-168
-2% -$8.2K 0.01% 950
2025
Q2 		$384K Buy
8,762
+50
+0.6% +$1.67K 0.01% 956
2025
Q1 		$274K Sell
8,712
-1,300
-13% -$44.7K 0.01% 975
2024
Q4 		$367K Sell
10,012
-108
-1% -$3.45K 0.01% 758
2024
Q3 		$167K Sell
10,120
-814
-7% -$14.9K ﹤0.01% 965
2024
Q2 		$180K Buy
+10,934
New +$182K 0.01% 887

Other funds holding LMND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Concurrent Investment Advisors's LMND Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Lemonade (LMND) in Q1 2026, closing a stake of 4,627 shares — an estimated $329K sold.

Concurrent Investment Advisors first reported a position in LMND in Q2 2024 and held it in 7 quarters. The position peaked at $460K in Q3 2025. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Lemonade position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,627 Lemonade shares in Q1 2026, an estimated $329K.
  • Concurrent Investment Advisors first reported a position in Lemonade in Q2 2024 and held it in 7 quarters.
  • Concurrent Investment Advisors's Lemonade position peaked at $460K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.