SoftBank Group’s Lemonade LMND Stock Holding History

SoftBank Group’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	-925,496	Closed	-$65.9M	–	31
2025 Q4	$65.9M	Sell	925,496 -2,638,428	-74%	-$177M	0.43%	14
2025 Q3	$191M	Sell	3,563,924 -2,394,774	-40%	-$117M	0.73%	12
2025 Q2	$261M	Sell	5,958,698 -4,493,778	-43%	-$150M	1.05%	10
2025 Q1	$329M	Sell	10,452,476 -246,735	-2%	-$8.49M	1.12%	6
2024 Q4	$392M	Sell	10,699,211 -1,284,173	-11%	-$41M	1.68%	5
2024 Q3	$198M	Hold	11,983,384	–	–	0.9%	8
2024 Q2	$198M	Hold	11,983,384	–	–	0.99%	7
2024 Q1	$197M	Hold	11,983,384	–	–	1.03%	6
2023 Q4	$193M	Hold	11,983,384	–	–	1.04%	5
2023 Q3	$139M	Hold	11,983,384	–	–	1.53%	6
2023 Q2	$202M	Hold	11,983,384	–	–	2.26%	5
2023 Q1	$171M	Hold	11,983,384	–	–	2.2%	5
2022 Q4	$164M	Hold	11,983,384	–	–	2.46%	2
2022 Q3	$254M	Hold	11,983,384	–	–	3.76%	2
2022 Q2	$219M	Hold	11,983,384	–	–	2.79%	4
2022 Q1	$316M	Hold	11,983,384	–	–	3.16%	3
2021 Q4	$505M	Hold	11,983,384	–	–	4.69%	3
2021 Q3	$803M	Hold	11,983,384	–	–	7.13%	3
2021 Q2	$1.31B	Buy	+11,983,384	New	+$1.09B	6.78%	3
2021 Q1	–	Sell	-11,983,384	Closed	-$1.55B	–	2
2020 Q4	$1.47B	Hold	11,983,384	–	–	9.2%	2
2020 Q3	$596M	Buy	+11,983,384	New	+$752M	4.61%	2

Other funds holding LMND

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SoftBank Group's LMND Position: Q1 2026 in Review

SoftBank Group sold out of Lemonade (LMND) in Q1 2026, closing a stake of 925,496 shares — an estimated $65.9M sold.

SoftBank Group first reported a position in LMND in Q3 2020 and held it in 21 quarters. The position peaked at $1.47B in Q4 2020. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

SoftBank Group reported no remaining Lemonade position as of Q1 2026 after selling out during the quarter.
SoftBank Group sold 925,496 Lemonade shares in Q1 2026, an estimated $65.9M.
SoftBank Group first reported a position in Lemonade in Q3 2020 and held it in 21 quarters.
SoftBank Group's Lemonade position peaked at $1.47B in Q4 2020.
345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on SoftBank Group's 13F filing for Q1 2026, filed 15 May 2026.