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Tortoise Investment Management’s Lemonade LMND Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-3
Closed -$161 – 901
2025
Q3 		$161 Buy
+3
New +$146 ﹤0.01% 1329
2021
Q1 		– Sell
-100
Closed -$12K – 589
2020
Q4 		$12K Buy
+100
New +$7.38K ﹤0.01% 397

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tortoise Investment Management's LMND Position: Q4 2025 in Review

Tortoise Investment Management sold out of Lemonade (LMND) in Q4 2025, closing a stake of 3 shares — an estimated $161 sold.

Tortoise Investment Management first reported a position in LMND in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q4 2020. 354 funds tracked by Wall St. Rank hold LMND as of Q4 2025.

  • Tortoise Investment Management reported no remaining Lemonade position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 Lemonade shares in Q4 2025, an estimated $161.
  • Tortoise Investment Management first reported a position in Lemonade in Q4 2020 and held it in 2 quarters.
  • Tortoise Investment Management's Lemonade position peaked at $12K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held Lemonade as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.