Oppenheimer & Co’s Lemonade LMND Stock Holding History

Oppenheimer & Co’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	$681K	Sell	10,864 -5,260	-33%	-$364K	0.01%	1056
2025 Q4	$1.15M	Buy	16,124 +7,150	+80%	+$480K	0.02%	746
2025 Q3	$480K	Buy	8,974 +550	+7%	+$26.8K	0.01%	1180
2025 Q2	$369K	Sell	8,424 -1,790	-18%	-$59.6K	﹤0.01%	1258
2025 Q1	$321K	Sell	10,214 -7,245	-41%	-$249K	﹤0.01%	1242
2024 Q4	$640K	Buy	+17,459	New	+$557K	0.01%	980
2023 Q3	–	Sell	-11,734	Closed	-$198K	–	1428
2023 Q2	$198K	Buy	+11,734	New	+$184K	﹤0.01%	1290
2022 Q1	–	Sell	-6,550	Closed	-$276K	–	1543
2021 Q4	$276K	Sell	6,550 -768	-10%	-$43.2K	﹤0.01%	1262
2021 Q3	$490K	Sell	7,318 -282	-4%	-$22.7K	0.01%	1023
2021 Q2	$831K	Sell	7,600 -604	-7%	-$54.8K	0.01%	820
2021 Q1	$764K	Buy	+8,204	New	+$1.06M	0.02%	796

Other funds holding LMND

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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