Two Sigma Investments’s Lemonade LMND Stock Holding History

Two Sigma Investments’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	$251K	Sell	4,000 -6,000	-60%	-$415K	﹤0.01%	4181
2025 Q4	$712K	Buy	+10,000	New	+$672K	﹤0.01%	3127
2022 Q1	–	Sell	-156,200	Closed	-$6.58M	–	3580
2021 Q4	$6.58M	Sell	156,200 -59,700	-28%	-$3.36M	0.01%	1034
2021 Q3	$14.5M	Buy	215,900 +97,800	+83%	+$7.88M	0.03%	603
2021 Q2	$12.9M	Buy	118,100 +36,500	+45%	+$3.31M	0.03%	673
2021 Q1	$7.6M	Buy	+81,600	New	+$10.5M	0.02%	834

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Two Sigma Investments's LMND Position: Q1 2026 in Review

Two Sigma Investments increased its Lemonade (LMND) stake by 25% in Q1 2026, buying an estimated $13.1M and bringing the position to 948,554 shares worth $59.5M. The position accounts for 0.05% of the portfolio, ranked #429.

Two Sigma Investments first reported a position in LMND in Q2 2021 and has held it in 15 quarters since. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

Two Sigma Investments held 948,554 shares of Lemonade worth $59.5M as of Q1 2026.
Two Sigma Investments bought 189,312 Lemonade shares in Q1 2026, an estimated $13.1M.
Lemonade made up 0.05% of Two Sigma Investments's portfolio in Q1 2026, its #429 holding.
Two Sigma Investments first reported a position in Lemonade in Q2 2021 and has held it in 15 quarters since.
345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.