Root Financial Partners
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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
Q3 		$6.5K Buy
+144
New +$8.01K ﹤0.01% 2118
2026
Q2 		– Sell
-213
Closed -$13.4K – 1970
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

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Halter Ferguson Financial
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Analyst IMS Investment Management Services
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BNP Paribas Financial Markets
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UBS Group
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Squarepoint
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Citigroup
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Root Financial Partners's LMND Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lemonade (LMND) in Q3 2026: 144 shares worth $6.5K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LMND as recently as Q1 2026.

Root Financial Partners first reported a position in LMND in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.8K in Q4 2025. 199 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Root Financial Partners held 144 shares of Lemonade worth $6.5K as of Q3 2026.
  • Lemonade was a new Root Financial Partners position in Q3 2026.
  • Lemonade made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2118 holding.
  • Root Financial Partners first reported a position in Lemonade in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Lemonade position peaked at $14.8K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.