Dmitry Balyasny’s Lemonade LMND Stock Holding History

Dmitry Balyasny’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 Q2	$995K	Buy	+15,300	New	+$895K	﹤0.01%	2214

Other funds holding LMND

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dmitry Balyasny's LMND Position: Q2 2026 in Review

Dmitry Balyasny increased its Lemonade (LMND) stake by 712% in Q2 2026, buying an estimated $3.89M and bringing the position to 75,870 shares worth $4.94M. The position accounts for 0.01% of the portfolio, ranked #1375.

Dmitry Balyasny first reported a position in LMND in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.45M in Q4 2025. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Dmitry Balyasny held 75,870 shares of Lemonade worth $4.94M as of Q2 2026.
Dmitry Balyasny bought 66,532 Lemonade shares in Q2 2026, an estimated $3.89M.
Lemonade made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1375 holding.
Dmitry Balyasny first reported a position in Lemonade in Q1 2025 and has held it in 4 quarters since.
Dmitry Balyasny's Lemonade position peaked at $7.45M in Q4 2025.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.