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	-1,000	Closed	-$71.2K	–	1998
2025 Q4	$71.2K	Buy	+1,000	New	+$67.2K	﹤0.01%	1728
2025 Q2	–	Sell	-200	Closed	-$6.29K	–	1446
2025 Q1	$6.29K	Sell	200 -400	-67%	-$13.8K	﹤0.01%	1233
2024 Q4	$22K	Buy	+600	New	+$19.2K	﹤0.01%	1090

Other funds holding LMND

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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.