Optimum Investment Advisors’s Lemonade LMND Stock Holding History

Optimum Investment Advisors’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
2025 Q3	$54	Hold	1	–	–	﹤0.01%	610
2025 Q2	$44	Hold	1	–	–	﹤0.01%	610
2025 Q1	$31	Hold	1	–	–	﹤0.01%	635
2024 Q4	$37	Hold	1	–	–	﹤0.01%	614
2024 Q3	$16	Hold	1	–	–	﹤0.01%	635
2024 Q2	$17	Hold	1	–	–	﹤0.01%	635
2024 Q1	$16	Hold	1	–	–	﹤0.01%	638
2023 Q4	$16	Sell	1 -100	-99%	-$1.51K	﹤0.01%	636
2023 Q3	$1.17K	Hold	101	–	–	﹤0.01%	665
2023 Q2	$1.7K	Hold	101	–	–	﹤0.01%	655
2023 Q1	$1.44K	Hold	101	–	–	﹤0.01%	683
2022 Q4	$1.38K	Hold	101	–	–	﹤0.01%	697
2022 Q3	$2K	Hold	101	–	–	﹤0.01%	733
2022 Q2	$2K	Hold	101	–	–	﹤0.01%	760
2022 Q1	$3K	Hold	101	–	–	﹤0.01%	770
2021 Q4	$4K	Hold	101	–	–	﹤0.01%	747
2021 Q3	$7K	Hold	101	–	–	﹤0.01%	713
2021 Q2	$11K	Hold	101	–	–	﹤0.01%	742
2021 Q1	$9K	Sell	101 -39	-28%	-$5.04K	﹤0.01%	775
2020 Q4	$17K	Buy	+140	New	+$10.3K	0.01%	651

Other funds holding LMND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Optimum Investment Advisors's LMND Position: Q3 2025 in Review

Optimum Investment Advisors held its Lemonade (LMND) position steady in Q3 2025 at 1 share worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Optimum Investment Advisors first reported a position in LMND in Q4 2020 and has held it in 20 quarters since. The position peaked at $17K in Q4 2020. 300 funds tracked by Wall St. Rank hold LMND as of Q3 2025.

Optimum Investment Advisors held 1 share of Lemonade worth $54 as of Q3 2025.
Optimum Investment Advisors left its Lemonade share count unchanged in Q3 2025.
Lemonade made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #610 holding.
Optimum Investment Advisors first reported a position in Lemonade in Q4 2020 and has held it in 20 quarters since.
Optimum Investment Advisors's Lemonade position peaked at $17K in Q4 2020.
300 funds tracked by Wall St. Rank held Lemonade as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.