Envestnet Asset Management’s Lemonade LMND Stock Holding History

Envestnet Asset 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
2026 Q2	$399K	Buy	6,135 +2,230	+57%	+$130K	﹤0.01%	4251
2026 Q1	$245K	Buy	+3,905	New	+$270K	﹤0.01%	4406
2025 Q1	–	Sell	-7,978	Closed	-$293K	–	4421
2024 Q4	$293K	Buy	+7,978	New	+$255K	﹤0.01%	3904
2021 Q4	–	Sell	-17,319	Closed	-$1.16M	–	3916
2021 Q3	$1.16M	Buy	17,319 +1,900	+12%	+$153K	﹤0.01%	2430
2021 Q2	$1.69M	Buy	15,419 +2,000	+15%	+$182K	﹤0.01%	2165
2021 Q1	$1.25M	Buy	13,419 +5,738	+75%	+$741K	﹤0.01%	2233
2020 Q4	$941K	Buy	+7,681	New	+$566K	﹤0.01%	2249

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

Envestnet Asset Management's LMND Position: Q2 2026 in Review

Envestnet Asset Management increased its Lemonade (LMND) stake by 57% in Q2 2026, buying an estimated $130K and bringing the position to 6,135 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #4251.

Envestnet Asset Management first reported a position in LMND in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.69M in Q2 2021. 336 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

Envestnet Asset Management held 6,135 shares of Lemonade worth $399K as of Q2 2026.
Envestnet Asset Management bought 2,230 Lemonade shares in Q2 2026, an estimated $130K.
Lemonade made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4251 holding.
Envestnet Asset Management first reported a position in Lemonade in Q4 2020 and has held it in 7 quarters since.
Envestnet Asset Management's Lemonade position peaked at $1.69M in Q2 2021.
336 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.