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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
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

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

Oppenheimer & Co's LMND Position: Q2 2026 in Review

Oppenheimer & Co reduced its Lemonade (LMND) stake by 2% in Q2 2026, selling an estimated $12.5K and leaving 10,650 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #1105.

Oppenheimer & Co first reported a position in LMND in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2025. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • Oppenheimer & Co held 10,650 shares of Lemonade worth $693K as of Q2 2026.
  • Oppenheimer & Co sold 214 Lemonade shares in Q2 2026, an estimated $12.5K.
  • Lemonade made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1105 holding.
  • Oppenheimer & Co first reported a position in Lemonade in Q1 2021 and has held it in 12 quarters since.
  • Oppenheimer & Co's Lemonade position peaked at $1.15M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.