O'Shaughnessy Asset Management
LMND icon

O'Shaughnessy Asset Management’s Lemonade LMND Stock Holding History

O'Shaughnessy Asset 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 		– Sell
-4,741
Closed -$337K – 2758
2025
Q4 		$337K Buy
+4,741
New +$318K ﹤0.01% 1708
2021
Q4 		– Sell
-62
Closed -$4K – 1922
2021
Q3 		$4K Hold
62
– – ﹤0.01% 2381
2021
Q2 		$7K Hold
62
– – ﹤0.01% 2074
2021
Q1 		$6K Buy
+62
New +$8.01K ﹤0.01% 1888

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

O'Shaughnessy Asset Management's LMND Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Lemonade (LMND) in Q1 2026, closing a stake of 4,741 shares — an estimated $337K sold.

O'Shaughnessy Asset Management first reported a position in LMND in Q1 2021 and held it in 4 quarters. The position peaked at $337K in Q4 2025. 346 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Lemonade position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 4,741 Lemonade shares in Q1 2026, an estimated $337K.
  • O'Shaughnessy Asset Management first reported a position in Lemonade in Q1 2021 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Lemonade position peaked at $337K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.