TwinBeech Capital’s Lemonade LMND Stock Holding History

TwinBeech Capital’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 Q2	–	Sell	-24,492	Closed	-$1.54M	–	545
2026 Q1	$1.54M	Sell	24,492 -31,470	-56%	-$2.18M	0.16%	189
2025 Q4	$3.98M	Buy	+55,962	New	+$3.76M	0.28%	110
2025 Q3	–	Sell	-31,064	Closed	-$1.36M	–	710
2025 Q2	$1.36M	Buy	+31,064	New	+$1.04M	0.03%	376
2025 Q1	–	Sell	-44,506	Closed	-$1.63M	–	847
2024 Q4	$1.63M	Sell	44,506 -114,896	-72%	-$3.67M	0.03%	346
2024 Q3	$2.63M	Buy	159,402 +115,914	+267%	+$2.13M	0.05%	370
2024 Q2	$718K	Buy	+43,488	New	+$725K	0.01%	427
2024 Q1	–	Sell	-122,079	Closed	-$1.97M	–	732
2023 Q4	$1.97M	Buy	122,079 +94,516	+343%	+$1.42M	0.03%	405
2023 Q3	$320K	Buy	+27,563	New	+$442K	0.01%	568
2023 Q1	–	Sell	-153,058	Closed	-$2.09M	–	764
2022 Q4	$2.09M	Buy	+153,058	New	+$3.03M	0.04%	433

Other funds holding LMND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TwinBeech Capital's LMND Position: Q2 2026 in Review

TwinBeech Capital sold out of Lemonade (LMND) in Q2 2026, closing a stake of 24,492 shares — an estimated $1.54M sold.

TwinBeech Capital first reported a position in LMND in Q4 2022 and held it in 9 quarters. The position peaked at $3.98M in Q4 2025. 337 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

TwinBeech Capital reported no remaining Lemonade position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 24,492 Lemonade shares in Q2 2026, an estimated $1.54M.
TwinBeech Capital first reported a position in Lemonade in Q4 2022 and held it in 9 quarters.
TwinBeech Capital's Lemonade position peaked at $3.98M in Q4 2025.
337 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.