Titleist Asset Management’s Lemonade LMND Stock Holding History

Titleist 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 Q3	$270K	Sell	5,979 -349	-6%	-$19.4K	0.02%	392
2026 Q2	$412K	Buy	6,328 +77	+1%	+$4.5K	0.03%	301
2026 Q1	$392K	Buy	6,251 +876	+16%	+$60.6K	0.03%	286
2025 Q4	$383K	Buy	5,375 +543	+11%	+$36.5K	0.03%	268
2025 Q3	$259K	Buy	4,832 +189	+4%	+$9.22K	0.02%	275
2025 Q2	$203K	Buy	+4,643	New	+$155K	0.02%	307
2025 Q1	–	Sell	-34,378	Closed	-$1.26M	–	312
2024 Q4	$1.26M	Sell	34,378 -24,564	-42%	-$784K	0.14%	110
2024 Q3	$972K	Sell	58,942 -81	-0.1%	-$1.49K	0.14%	115
2024 Q2	$974K	Buy	59,023 +1,470	+3%	+$24.5K	0.15%	103
2024 Q1	$944K	Sell	57,553 -1,820	-3%	-$30.6K	0.17%	104
2023 Q4	$958K	Sell	59,373 -368	-0.6%	-$5.54K	0.18%	102
2023 Q3	$694K	Sell	59,741 -750	-1%	-$12K	0.14%	122
2023 Q2	$1.02M	Sell	60,491 -632	-1%	-$9.89K	0.2%	90
2023 Q1	$872K	Buy	+61,123	New	+$929K	0.18%	103

Other funds holding LMND

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Titleist Asset Management's LMND Position: Q3 2026 in Review

Titleist Asset Management reduced its Lemonade (LMND) stake by 5.5% in Q3 2026, selling an estimated $19.4K and leaving 5,979 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #392.

Titleist Asset Management first reported a position in LMND in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2024. 15 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

Titleist Asset Management held 5,979 shares of Lemonade worth $270K as of Q3 2026.
Titleist Asset Management sold 349 Lemonade shares in Q3 2026, an estimated $19.4K.
Lemonade made up 0.02% of Titleist Asset Management's portfolio in Q3 2026, its #392 holding.
Titleist Asset Management first reported a position in Lemonade in Q1 2023 and has held it in 14 quarters since.
Titleist Asset Management's Lemonade position peaked at $1.26M in Q4 2024.
15 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.