LCM
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Landscape Capital Management’s Lemonade LMND Stock Holding History

Landscape Capital 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
Q1 		$13.3M Buy
211,736
+132,953
+169% +$9.2M 0.84% 9
2025
Q4 		$5.61M Buy
+78,783
New +$5.29M 0.38% 63
2025
Q3 		– Sell
-50,790
Closed -$2.23M – 735
2025
Q2 		$2.23M Sell
50,790
-61,141
-55% -$2.04M 0.17% 186
2025
Q1 		$3.52M Buy
111,931
+99,548
+804% +$3.43M 0.31% 101
2024
Q4 		$454K Sell
12,383
-309,499
-96% -$9.88M 0.05% 433
2024
Q3 		$5.31M Buy
321,882
+48,260
+18% +$886K 0.54% 27
2024
Q2 		$4.51M Buy
273,622
+104,408
+62% +$1.74M 0.38% 59
2024
Q1 		$2.78M Buy
169,214
+64,049
+61% +$1.08M 0.24% 118
2023
Q4 		$1.7M Buy
105,165
+78,295
+291% +$1.18M 0.15% 140
2023
Q3 		$312K Sell
26,870
-4,203
-14% -$67.4K 0.04% 294
2023
Q2 		$524K Sell
31,073
-2,283
-7% -$35.7K 0.07% 235
2023
Q1 		$476K Buy
+33,356
New +$507K 0.06% 253

Other funds holding LMND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Landscape Capital Management's LMND Position: Q1 2026 in Review

Landscape Capital Management increased its Lemonade (LMND) stake by 169% in Q1 2026, buying an estimated $9.2M and bringing the position to 211,736 shares worth $13.3M. The position accounts for 0.84% of the portfolio, ranked #9.

Landscape Capital Management first reported a position in LMND in Q1 2023 and has held it in 12 quarters since. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • Landscape Capital Management held 211,736 shares of Lemonade worth $13.3M as of Q1 2026.
  • Landscape Capital Management bought 132,953 Lemonade shares in Q1 2026, an estimated $9.2M.
  • Lemonade made up 0.84% of Landscape Capital Management's portfolio in Q1 2026, its #9 holding.
  • Landscape Capital Management first reported a position in Lemonade in Q1 2023 and has held it in 12 quarters since.
  • 345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Landscape Capital Management's 13F filing for Q1 2026, filed 12 May 2026.