JY
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Jeff Yass’s Lemonade LMND Stock Holding History

Jeff Yass’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 		$60M Sell
922,000
-63,400
-6% -$3.71M ﹤0.01% 1363
2026
Q1 		$61.8M Buy
985,400
+44,900
+5% +$3.11M 0.01% 1128
2025
Q4 		$66.9M Sell
940,500
-63,600
-6% -$4.27M 0.01% 1147
2025
Q3 		$53.7M Buy
1,004,100
+545,000
+119% +$26.6M 0.01% 1284
2025
Q2 		$20.1M Sell
459,100
-84,700
-16% -$2.82M ﹤0.01% 2005
2025
Q1 		$17.1M Sell
543,800
-372,800
-41% -$12.8M ﹤0.01% 1891
2024
Q4 		$33.6M Buy
916,600
+574,800
+168% +$18.4M 0.01% 1422
2024
Q3 		$5.64M Sell
341,800
-320,200
-48% -$5.88M ﹤0.01% 3413
2024
Q2 		$10.9M Sell
662,000
-212,900
-24% -$3.55M ﹤0.01% 2370
2024
Q1 		$14.4M Buy
874,900
+7,400
+0.9% +$124K ﹤0.01% 2155
2023
Q4 		$14M Buy
867,500
+54,000
+7% +$814K ﹤0.01% 2206
2023
Q3 		$9.45M Buy
813,500
+469,300
+136% +$7.53M ﹤0.01% 2640
2023
Q2 		$5.8M Buy
344,200
+101,700
+42% +$1.59M ﹤0.01% 3297
2023
Q1 		$3.46M Sell
242,500
-178,500
-42% -$2.71M ﹤0.01% 4039
2022
Q4 		$5.76M Sell
421,000
-420,100
-50% -$8.31M ﹤0.01% 3022
2022
Q3 		$17.8M Sell
841,100
-135,500
-14% -$3.08M ﹤0.01% 1535
2022
Q2 		$17.8M Sell
976,600
-580,200
-37% -$12.2M ﹤0.01% 1543
2022
Q1 		$41.1M Sell
1,556,800
-192,700
-11% -$5.46M 0.01% 1125
2021
Q4 		$73.7M Sell
1,749,500
-154,900
-8% -$8.71M 0.01% 873
2021
Q3 		$128M Sell
1,904,400
-397,200
-17% -$32M 0.02% 680
2021
Q2 		$252M Sell
2,301,600
-60,900
-3% -$5.53M 0.04% 413
2021
Q1 		$220M Buy
2,362,500
+1,323,200
+127% +$171M 0.03% 421
2020
Q4 		$127M Buy
1,039,300
+589,400
+131% +$43.5M 0.02% 566
2020
Q3 		$22.4M Buy
+449,900
New +$28.2M ﹤0.01% 1389

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 $3.37T AUM 44.26% 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

Jeff Yass's LMND Position: Q2 2026 in Review

Jeff Yass increased its Lemonade (LMND) stake by 102% in Q2 2026, buying an estimated $20.7M and bringing the position to 700,512 shares worth $45.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Jeff Yass first reported a position in LMND in Q3 2020 and has held it in 23 quarters since. The position peaked at $80.5M in Q4 2020. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Jeff Yass held 700,512 shares of Lemonade worth $45.6M as of Q2 2026.
  • Jeff Yass bought 353,596 Lemonade shares in Q2 2026, an estimated $20.7M.
  • Lemonade made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #1601 holding.
  • Jeff Yass first reported a position in Lemonade in Q3 2020 and has held it in 23 quarters since.
  • Jeff Yass's Lemonade position peaked at $80.5M in Q4 2020.
  • 337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.