Lemonade
LMND
337 hedge funds and large institutions have $2.92B invested in Lemonade in 2026 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 84 reducing their positions, and 59 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 84
8% more capital invested
Capital invested by funds: $2.7B → $2.92B (+$214M)
1.78% more ownership
Funds ownership: 56.86% → 58.64% (+1.8%)
3% less call options, than puts
Call options by funds: $287M | Put options by funds: $295M
5% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 59
3% less funds holding
Funds holding: 346 → 337 (-9)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$70.7M |
| 2 |
BlackRock
New York
|
+$63.1M |
| 3 |
HFF
Halter Ferguson Financial
Carmel,
Indiana
|
+$26.9M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$26.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
-$39M |
| 2 |
Jane Street
New York
|
-$38.2M |
| 3 |
BC
BIT Capital
Berlin,
Germany
|
-$36.6M |
| 4 |
Holocene Advisors
New York
|
-$34.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$18.1M |
LMND Hedge Fund Activity: Q2 2026 in Review
337 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q2 2026, worth a combined $2.92B — up 7.9% from $2.7B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of LMND and 56 opened new positions — a net loss of 3 holders — while 84 trimmed existing stakes and 129 added.
The largest buyer was Goldman Sachs, adding an estimated $70.7M. The largest seller was Squarepoint, cutting an estimated $39M.
- 337 institutional investors held Lemonade (LMND) as of Q2 2026, down from 346 in Q1 2026.
- Funds reported $2.92B of Lemonade stock for Q2 2026, up 7.9% quarter-over-quarter.
- 56 funds opened new Lemonade positions in Q2 2026 and 59 closed out, a net change of -3 holders.
- The largest Lemonade buyer in Q2 2026 was Goldman Sachs, an estimated $70.7M added.
- The largest Lemonade seller in Q2 2026 was Squarepoint, an estimated $39M sold.
Based on aggregated 13F filings for Q2 2026.