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Lemonade
LMND

336 hedge funds and large institutions have $2.91B invested in Lemonade in 2026 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 84 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 84

8% more capital invested

Capital invested by funds: $2.7B → $2.91B (+$209M)

1.69% more ownership

Funds ownership: 56.86% → 58.55% (+1.7%)

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 → 336 (-10)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
336
Holders Change
-10
Holders Change %
-2.89%
% of All Funds
4.06%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
56
Increased
128
Reduced
84
Closed
59
Calls
$287M
Puts
$295M
Net Calls
-$7.94M
Net Calls Change
+$23.4M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$70.7M
2
BlackRock
BlackRock
New York
+$63.1M
3
HFF
Halter Ferguson Financial
Indiana
+$26.9M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$26.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$20.7M

Top Sellers

Rank Fund Capital Flow
1
Squarepoint
Squarepoint
New York
-$39M
2
Jane Street
Jane Street
New York
-$38.2M
3
BC
BIT Capital
Germany
-$36.6M
4
Holocene Advisors
Holocene Advisors
New York
-$34.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DnB Asset Management
76
DnB Asset Management
Norway
$2.9M +$2.02M +34,625 +350%
Universal-Beteiligungs- und Servicegesellschaft
77
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.86M -$801K -13,696 -24%
Hudson Bay Capital Management
78
Hudson Bay Capital Management
Connecticut
$2.82M -$438K -7,493 -15%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.74M +$388K +6,632 +19%
MIM
80
MetLife Investment Management
New Jersey
$2.72M +$476K +8,133 +24%
ASA
81
Axxion S.A.
Luxembourg
$2.52M +$2.27M +38,773 New
Millennium Management
82
Millennium Management
New York
$2.49M +$1.83M +31,275 +442%
CF
83
Cantor Fitzgerald
New York
$2.38M -$202K -3,459 -9%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$2.35M -$861K -14,718 -29%
MG
85
Marex Group
$2.33M -$736K -12,578 -26%
TI
86
Tidal Investments
Wisconsin
$2.31M -$710K -12,140 -25%
CS
87
Clear Street
New York
$2.25M +$160K +2,732 +9%
UWM
88
Udine Wealth Management
Florida
$2.18M +$118K +2,023 +6%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$2.08M +$40K +684 +2%
LP
90
LMR Partners
United Kingdom
$1.98M +$1.78M +30,408 New
JT
91
Jupiter Topco
New York
$1.89M +$1.7M +29,077 New
Nomura Holdings
92
Nomura Holdings
Japan
$1.86M -$28.9K -495 -2%
XT
93
XTX Topco
Cayman Islands
$1.84M +$278K +4,756 +20%
QCM
94
Quantinno Capital Management
New York
$1.83M +$765K +13,083 +87%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$1.74M -$105K -1,790 -6%
ERSOT
96
Employees Retirement System of Texas
Texas
$1.71M – – –
Simplex Trading
97
Simplex Trading
Illinois
$1.69M +$1.46M +24,921 +2,399%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$1.65M +$345K +5,900 +30%
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$1.64M -$421K -7,202 -22%
VanEck Associates
100
VanEck Associates
New York
$1.63M -$32.9K -562 -2%
2 3
4
5 6

LMND Hedge Fund Activity: Q2 2026 in Review

336 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q2 2026, worth a combined $2.91B — up 7.7% 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 128 added.

The largest buyer was Goldman Sachs, adding an estimated $70.7M. The largest seller was Squarepoint, cutting an estimated $39M.

  • 336 institutional investors held Lemonade (LMND) as of Q2 2026, down from 346 in Q1 2026.
  • Funds reported $2.91B of Lemonade stock for Q2 2026, up 7.7% 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.