HFF
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Halter Ferguson Financial’s Lemonade LMND Stock Holding History

Halter Ferguson Financial’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 		$65.4M Buy
1,005,815
+459,491
+84% +$26.9M 10.6% 2
2026
Q1 		$34.2M Sell
546,324
-54,539
-9% -$3.77M 7.52% 4
2025
Q4 		$42.8M Buy
600,863
+24,957
+4% +$1.68M 9.4% 3
2025
Q3 		$30.8M Buy
575,906
+289,803
+101% +$14.1M 7.05% 3
2025
Q2 		$12.5M Sell
286,103
-190,661
-40% -$6.35M 4.36% 5
2025
Q1 		$15M Buy
476,764
+183,974
+63% +$6.33M 7.67% 3
2024
Q4 		$10.7M Sell
292,790
-449,380
-61% -$14.3M 4.39% 3
2024
Q3 		$12.2M Sell
742,170
-1,959
-0.3% -$35.9K 6.52% 3
2024
Q2 		$12.3M Buy
744,129
+32,855
+5% +$548K 8.71% 3
2024
Q1 		$11.7M Buy
711,274
+312,717
+78% +$5.26M 9.04% 3
2023
Q4 		$6.43M Buy
+398,557
New +$6M 4.1% 8

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Halter Ferguson Financial's LMND Position: Q2 2026 in Review

Halter Ferguson Financial increased its Lemonade (LMND) stake by 84% in Q2 2026, buying an estimated $26.9M and bringing the position to 1,005,815 shares worth $65.4M. The position accounts for 10.6% of the portfolio, ranked #2.

Halter Ferguson Financial first reported a position in LMND in Q4 2023 and has held it in 11 quarters since. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Halter Ferguson Financial held 1,005,815 shares of Lemonade worth $65.4M as of Q2 2026.
  • Halter Ferguson Financial bought 459,491 Lemonade shares in Q2 2026, an estimated $26.9M.
  • Lemonade made up 10.6% of Halter Ferguson Financial's portfolio in Q2 2026, its #2 holding.
  • Halter Ferguson Financial first reported a position in Lemonade in Q4 2023 and has held it in 11 quarters since.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Halter Ferguson Financial's 13F filing for Q2 2026, filed 3 Aug 2026.