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 Q3	$440K	Sell	9,750 -900	-8%	-$50K	﹤0.01%	1278
2026 Q2	$693K	Sell	10,650 -214	-2%	-$12.5K	0.01%	1105
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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Oppenheimer & Co's LMND Position: Q3 2026 in Review

Oppenheimer & Co reduced its Lemonade (LMND) stake by 8.5% in Q3 2026, selling an estimated $50K and leaving 9,750 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Oppenheimer & Co first reported a position in LMND in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 132 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

Oppenheimer & Co held 9,750 shares of Lemonade worth $440K as of Q3 2026.
Oppenheimer & Co sold 900 Lemonade shares in Q3 2026, an estimated $50K.
Lemonade made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1278 holding.
Oppenheimer & Co first reported a position in Lemonade in Q1 2021 and has held it in 13 quarters since.
Oppenheimer & Co's Lemonade position peaked at $1.15M in Q4 2025.
132 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.