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Root Financial Partners’s Lemonade LMND Stock Holding History

Root Financial Partners’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 		$13.4K Buy
213
+5
+2% +$346 ﹤0.01% 1548
2025
Q4 		$14.8K Sell
208
-15
-7% -$1.01K ﹤0.01% 1325
2025
Q3 		$11.9K Buy
+223
New +$10.9K ﹤0.01% 1379

Other funds holding LMND

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
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

Root Financial Partners's LMND Position: Q1 2026 in Review

Root Financial Partners increased its Lemonade (LMND) stake by 2.4% in Q1 2026, buying an estimated $346 and bringing the position to 213 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Root Financial Partners first reported a position in LMND in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.8K in Q4 2025. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • Root Financial Partners held 213 shares of Lemonade worth $13.4K as of Q1 2026.
  • Root Financial Partners bought 5 Lemonade shares in Q1 2026, an estimated $346.
  • Lemonade made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1548 holding.
  • Root Financial Partners first reported a position in Lemonade in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Lemonade position peaked at $14.8K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.