Public record / Tickers / LMND

LMND — Lemonade, Inc.†

Both disclosure regimes on one name: who in Congress filed about LMND, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming LMND
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-16
filed 2022-05-16
13F holders
338
top-338 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Marie Newman · $15.0K–$50.0K

BUY · traded 2021-07-15 → filed 2021-08-05. Ranked over every LMND row by the provable lower bound, never a point estimate.

No member disclosed LMND in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated LMND rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LMND · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LMND
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-05-16Hagerty, IV, William F —SELL partial (partial sale, member-owned)Traded 05-06 +10d$1K–$15K
2021-08-05Marie Newman D–IL-3BUY SP (spouse-owned)Traded 07-15 +21d$15K–$50K
2021-05-09Marie Newman D–IL-3SELL JT (jointly owned)Traded 04-01 +38d$1K–$15K
2021-04-15Marie Newman D–IL-3BUY SP (spouse-owned)Traded 03-15 +31d$1K–$15K
2021-04-15Marie Newman D–IL-3SELL SP (spouse-owned)Traded 03-15 +31d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in LMND

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed LMND in the trailing 12 months.

Congress ↔ notable managers · LMND

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · LEMONADE INC

Merged timeline of congressional filings and notable-manager moves on LMND
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−23,426 sh
2026-05-15Gotham Asset Management 13FTRIM−6,388 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of LMND for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$311M1
2VANGUARD CAPITAL MANAGEMENT LLC$189M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$187M1
4BAILLIE GIFFORD & CO$173M1
5GEODE CAPITAL MANAGEMENT, LLC$108M1
6STATE STREET CORP$97.4M1
7JANE STREET GROUP, LLC$76.4M1
8MORGAN STANLEY$73.0M1
9TWO SIGMA INVESTMENTS, LP$59.5M1
10Squarepoint Ops LLC$55.8M1
11CITADEL ADVISORS LLC$49.0M1
12FRONTIER CAPITAL MANAGEMENT CO LLC$42.1M1
13NORTHERN TRUST CORP$38.2M1
14BIT Capital GmbH$36.6M1
15Holocene Advisors, LP$34.7M1
16Halter Ferguson Financial Inc.$34.2M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$32.4M1
18Nuveen, LLC$28.6M1
19VANGUARD FIDUCIARY TRUST CO$27.8M1
20BANK OF AMERICA CORP /DE/$22.6M1
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.7M1
22UBS Group AG$21.7M1
23D. E. Shaw & Co., Inc.$21.2M1
24Walleye Capital LLC$17.8M1
25Qube Research & Technologies Ltd$17.4M1
26Trexquant Investment LP$17.0M1
27CITIGROUP INC$16.9M1
28Privium Fund Management B.V.$16.0M1
29TB Alternative Assets Ltd.$14.8M1
30LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$13.3M1
31BARCLAYS PLC$12.0M1
32WELLS FARGO & COMPANY/MN$11.4M1
33Bank of New York Mellon Corp$11.4M1
34GROUP ONE TRADING LLC$11.3M1
35Woodline Partners LP$11.3M1
36PhiloSmith Capital Corp$10.9M1
37FEDERATED HERMES, INC.$10.6M1
38CANADA PENSION PLAN INVESTMENT BOARD$10.2M1
39FIRST TRUST ADVISORS LP$9.6M1
40AMERIPRISE FINANCIAL INC$8.7M1
41CI INVESTMENTS INC.$8.2M1
42Swiss National Bank$7.8M1
43Invesco Ltd.$7.7M1
44Sparta 24 Ltd.$6.6M1
45GILDER GAGNON HOWE & CO LLC$6.5M1
46Ma Investment Partnership, LP$6.3M1
47LPL Financial LLC$6.0M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5.8M1
49PDT Partners, LLC$5.6M1
50Hillsdale Investment Management Inc.$5.1M1
51RHUMBLINE ADVISERS$4.7M1
52ALLIANCEBERNSTEIN L.P.$4.5M1
53EFG International AG$4.4M1
54PEAK6 LLC$4.1M1
55NIA IMPACT ADVISORS, LLC$4.0M1
56Connor, Clark & Lunn Investment Management Ltd.$3.9M1
57AQR CAPITAL MANAGEMENT LLC$3.9M1
58DEUTSCHE BANK AG\$3.7M1
59Aquatic Capital Management LLC$3.7M1
60Universal- Beteiligungs- und Servicegesellschaft mbH$3.6M1
61MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.6M1
62Amtrust Financial Services, Inc.$3.6M1
63VANGUARD ASSET MANAGEMENT, Ltd$3.5M1
64NATIXIS$3.4M1
65Hudson Bay Capital Management LP$3.2M1
66FMR LLC$3.2M1
67Legal & General Group Plc$3.1M1
68ExodusPoint Capital Management, LP$3.1M1
69Marex Group Ltd$3.0M1
70Tidal Investments LLC$3.0M1
71Walleye Trading LLC$2.9M1
72Bridgewater Associates, LP$2.7M1
73CANTOR FITZGERALD, L. P.$2.5M1
74RAYMOND JAMES FINANCIAL INC$2.5M1
75Y-Intercept (Hong Kong) Ltd$2.4M1
76Havemeyer Place LP$2.3M1
77State of New Jersey Common Pension Fund D$2.3M1
78MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.2M1
79Leo Wealth, LLC$2.1M1
80Parallax Volatility Advisers, L.P.$2.1M1
81MetLife Investment Management, LLC$2.1M1
82Clear Street Group Inc.$2.0M1
83UDINE WEALTH MANAGEMENT, INC.$2.0M1
84ROYAL BANK OF CANADA$2.0M1
85NOMURA HOLDINGS INC$1.8M1
86Janus Henderson Group Ltd.$1.8M1
87FIFTH THIRD BANCORP$1.8M1
88Vanguard Global Advisers, LLC$1.7M1
89Creative Planning$1.7M1
90Dynamic Technology Lab Private Ltd$1.6M1
91TWINBEECH CAPITAL LP$1.5M1
92XTX Topco Ltd$1.5M1
93Blueshift Asset Management, LLC$1.5M1
94United Capital Management of KS, Inc.$1.5M1
95Elo Mutual Pension Insurance Co$1.4M1
96Illumine Investment Management, LLC$1.4M1
97Baader Bank Aktiengesellschaft$1.3M1
98Lido Advisors, LLC$1.3M1
99INTECH INVESTMENT MANAGEMENT LLC$1.3M1
100DIMENSIONAL FUND ADVISORS LP$1.2M1
101NEW YORK STATE COMMON RETIREMENT FUND$1.2M1
102Rare Wolf Capital LLC$1.2M1
103SEI INVESTMENTS CO$1.2M1
104Circle Wealth Management, LLC$1.2M1
105OSAIC HOLDINGS, INC.$1.1M1
106Arizona State Retirement System$1.1M1
107Oasis Advisors, LLC$990K1
108Mutual Advisors, LLC$981K1
109Vanguard Investments Australia, Ltd.$976K1
110Zurcher Kantonalbank (Zurich Cantonalbank)$974K1
111STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$947K1
112KLP KAPITALFORVALTNING AS$946K1
113Quantinno Capital Management LP$945K1
114American Assets Investment Management, LLC$873K1
115Eddie Patel Inc$865K1
116Foyston, Gordon & Payne Inc$836K1
117WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$834K1
118Edgestream Partners, L.P.$814K1
119Pathstone Holdings, LLC$809K1
120MAVERICK CAPITAL LTD$750K1
121COMMONWEALTH EQUITY SERVICES, LLC$730K1
122REX Advisers, LLC$727K1
123Sava Infond d.o.o.$689K1
124MEITAV INVESTMENT HOUSE LTD$688K1
125OPPENHEIMER & CO INC$681K1
126Mariner, LLC$668K1
127VOYA INVESTMENT MANAGEMENT LLC$656K1
128Pictet Asset Management Holding SA$637K1
129DnB Asset Management AS$620K1
130Synergy Financial Group, LTD$610K1
131PRUDENTIAL FINANCIAL INC$609K1
132STATE OF WISCONSIN INVESTMENT BOARD$598K1
133Cetera Investment Advisers$591K1
134BALYASNY ASSET MANAGEMENT L.P.$585K1
135WATERSHED PRIVATE WEALTH LLC$577K1
136ProShare Advisors LLC$561K1
137Federation des caisses Desjardins du Quebec$561K1
138VICTORY FINANCIAL GROUP, LLC$559K1
139POLEN CAPITAL MANAGEMENT LLC$515K1
140Johnson & White Wealth Management, LLC$500K1
141VICTORY CAPITAL MANAGEMENT INC$493K1
142HighTower Advisors, LLC$491K1
143Cerity Partners LLC$470K1
144IMC-Chicago, LLC$458K1
145NAVELLIER & ASSOCIATES INC$446K1
146MILLENNIUM MANAGEMENT LLC$443K1
147Wealthfront Advisers LLC$438K1
148Kestra Advisory Services, LLC$431K1
149Fermata Advisors, LLC$420K1
150Qsemble Capital Management, LP$419K1
151Empower Advisory Group, LLC$405K1
152NewEdge Advisors, LLC$402K1
153STIFEL FINANCIAL CORP$391K1
154MERCER GLOBAL ADVISORS INC /ADV$385K1
155Private Advisor Group, LLC$384K1
156FOX RUN MANAGEMENT, L.L.C.$365K1
157XPONANCE LLC$359K1
158Fearless Solutions, LLC dba Best Invest$357K1
159Twin Tree Management, LP$353K1
160Fortis Group Advisors, LLC$336K1
161SBI Securities Co., Ltd.$334K1
162Aspiring Ventures, LLC$328K1
163Gotham Asset Management, LLC$327K1
164Tradition Wealth Management, LLC$321K1
165Ameritas Investment Partners, Inc.$320K1
166Brevan Howard Capital Management LP$318K1
167Worth Venture Partners, LLC$316K1
168Schorn Wealth LLC$310K1
169Corient Private Wealth LLC$306K1
170Ensign Peak Advisors, Inc$304K1
171Ascent Wealth Partners, LLC$299K1
172CWM, LLC$296K1
173PRINCIPAL FINANCIAL GROUP INC$279K1
174Jain Global LLC$279K1
175TWO SIGMA SECURITIES, LLC$270K1
176CIBC Asset Management Inc$269K1
177Tower Research Capital LLC (TRC)$263K1
178IHT Wealth Management, LLC$261K1
179MANGROVE PARTNERS IM, LLC$255K1
180PURSUE WEALTH PARTNERS LLC$253K1
181TD Waterhouse Canada Inc.$245K1
182ENVESTNET ASSET MANAGEMENT INC$245K1
183Vanguard Personalized Indexing Management, LLC$243K1
184Swiss Life Asset Management Ltd$243K1
185Jefferies Financial Group Inc.$237K1
186M&T BANK CORP$232K1
187NISA INVESTMENT ADVISORS, LLC$231K1
188ARS Wealth Advisors Group, LLC$228K1
189OneDigital Investment Advisors LLC$225K1
190Kingsview Wealth Management, LLC$213K1
191US BANCORP \DE\$210K1
192&PARTNERS$210K1
193CIBC Bancorp USA Inc.$204K1
194NFSG Corp$204K1
195Rockefeller Capital Management L.P.$184K1
196Quantbot Technologies LP$180K1
197Leonteq Securities AG$137K1
198Activest Wealth Management$132K1
199Triumph Capital Management$127K1
200Union Bancaire Privee, UBP SA$102K1
201Caitong International Asset Management Co., Ltd$87.5K1
202Steward Partners Investment Advisory, LLC$85.2K1
203Kemnay Advisory Services Inc.$83.5K1
204INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$82.7K1
205SIGNATUREFD, LLC$79.9K1
206NATIONAL BANK OF CANADA /FI/$76.8K1
207Nemes Rush Group LLC$68.9K1
208SIMPLEX TRADING, LLC$65.1K1
209BNP Paribas Asset Management Holding S.A.$64.2K1
210Stone House Investment Management, LLC$47.0K1
211Allworth Financial LP$45.9K1
212Asset Management One Co., Ltd.$45.8K1
213TOTH FINANCIAL ADVISORY CORP$45.1K1
214State of Wyoming$42.4K1
215Analyst IMS Investment Management Services Ltd.$38.7K1
216Rakuten Securities, Inc.$34.6K1
217STANCE CAPITAL LLC$29.1K1
218Smartleaf Asset Management LLC$27.2K1
219Advisors Asset Management, Inc.$27.1K1
220Sterling Capital Management LLC$25.1K1
221JPL Wealth Management, LLC$21.9K1
222MAI Capital Management$19.9K1
223Clearstead Advisors, LLC$15.7K1
224Mirae Asset Global Investments Co., Ltd.$12.3K1
225Kilter Group LLC$11.8K1
226Aster Capital Management (DIFC) Ltd$9.9K1
227Arax Advisory Partners$9.1K1
228Archer Investment Corp$9.0K1
229Dogwood Wealth Management LLC$8.1K1
230Truvestments Capital LLC$6.7K1
231Towne Trust Company, N.A$6.3K1
232Field & Main Bank$6.3K1
233Private Wealth Management Group, LLC$6.3K1
234Hurley Capital, LLC$6.1K1
235TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5.7K1
236Larson Financial Group LLC$5.4K1
237Key Capital Management, INC$4.8K1
238QUADRANT CAPITAL GROUP LLC$4.5K1
239ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.3K1
240HHM Wealth Advisors, LLC$3.8K1
241MB, LEVIS & ASSOCIATES, LLC$3.8K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.3K1
243VISION FINANCIAL MARKETS LLC$3.1K1
244Prestige Wealth Management Group LLC$3.1K1
245SHP Wealth Management$3.0K1
246Missouri Trust & Investment Co$2.9K1
247Vanguard National Trust Co$2.8K1
248Kingdom Financial Group LLC.$2.5K1
249Parkside Financial Bank & Trust$2.4K1
250N.E.W. Advisory Services LLC$2.0K1
251SALEM INVESTMENT COUNSELORS INC$1.9K1
252ALGERT GLOBAL LLC$1.7K1
253Blue Trust, Inc.$1.7K1
254Employees Retirement System of Texas$1.6K1
255VAN ECK ASSOCIATES CORP$1.6K1
256GHP Investment Advisors, Inc.$1.6K1
257Hilton Head Capital Partners, LLC$1.6K1
258ASSETMARK, INC$1.4K1
259X-Square Capital, LLC$1.1K1
260PayPay Securities Corp$1.0K1
261Westside Investment Management, Inc.$9401
262Atlantic Union Bankshares Corp$6271
263West Branch Capital LLC$6271
264Rachor Investment Advisory Services, LLC$6271
265WOLFF WIESE MAGANA LLC$5651
266Keating Financial Advisory Services, Inc.$4391
267CANADA LIFE ASSURANCE Co$4271
268GSA CAPITAL PARTNERS LLP$3861
269PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3261
270Virtu Financial LLC$3181
271BFSG, LLC$1891
272KBC Group NV$1301
273ALBION FINANCIAL GROUP /UT$1261
274JTC Employer Solutions Trustee Ltd$1241
275ACADIAN ASSET MANAGEMENT LLC$1011
276Millstone Evans Group, LLC$631
277CHAPMAN FINANCIAL GROUP, LLC$631
278Capital Advisors, Ltd. LLC$211
279Avion Wealth$61
280TRUIST FINANCIAL CORP— value not disclosed1
281VANGUARD GROUP INC— value not disclosed1
282DANSKE BANK A/S— value not disclosed1
283HARBOUR INVESTMENTS, INC.— value not disclosed1
284Banco Santander, S.A.— value not disclosed1
285COMERICA BANK— value not disclosed1
286AMALGAMATED BANK— value not disclosed1
287MACKENZIE FINANCIAL CORP— value not disclosed1
288CIBC WORLD MARKETS CORP— value not disclosed1
289EVERGREEN CAPITAL MANAGEMENT LLC— value not disclosed1
290CIBC Private Wealth Group LLC— value not disclosed1
291Suncoast Equity Management— value not disclosed1
292Magnetar Financial LLC— value not disclosed1
293Orion Porfolio Solutions, LLC— value not disclosed1
294MACQUARIE GROUP LTD— value not disclosed1
295K.J. Harrison & Partners Inc— value not disclosed1
296CIBC WORLD MARKET INC.— value not disclosed1
297O'SHAUGHNESSY ASSET MANAGEMENT, LLC— value not disclosed1
298Verition Fund Management LLC— value not disclosed1
299TWO SIGMA ADVISERS, LP— value not disclosed1
300Alphadyne Asset Management LP— value not disclosed1
301Penserra Capital Management LLC— value not disclosed1
302Atika Capital Management LLC— value not disclosed1
303Arete Wealth Advisors, LLC— value not disclosed1
304Engineers Gate Manager LP— value not disclosed1
305Man Group plc— value not disclosed1
306Meridian Wealth Management, LLC— value not disclosed1
307McIlrath & Eck, LLC— value not disclosed1
308DV Trading LLC— value not disclosed1
309Elm Partners Management LLC— value not disclosed1
310Global Retirement Partners, LLC— value not disclosed1
311Hidden Lake Asset Management LP— value not disclosed1
312Costello Asset Management, INC— value not disclosed1
313Cadent Capital Advisors, LLC— value not disclosed1
314NZS Capital, LLC— value not disclosed1
315INCEPTIONR LLC— value not disclosed1
316Optiver Holding B.V.— value not disclosed1
317AlphaQuest LLC— value not disclosed1
318SJS Investment Consulting Inc.— value not disclosed1
319R Squared Ltd— value not disclosed1
320PharVision Advisers, LLC— value not disclosed1
321Wedmont Private Capital— value not disclosed1
322Beaird Harris Wealth Management, LLC— value not disclosed1
323KRAEMATON INVESTMENT ADVISORS, INC— value not disclosed1
324Forum Financial Management, LP— value not disclosed1
325Dunhill Financial, LLC— value not disclosed1
326TFB Advisors LLC— value not disclosed1
327Quarry LP— value not disclosed1
328Polymer Capital Management (US) LLC— value not disclosed1
329Legacy Capital Group California, Inc.— value not disclosed1
3309823 Capital, L.P.— value not disclosed1
331Concurrent Investment Advisors, LLC— value not disclosed1
332Turning Point Benefit Group, Inc.— value not disclosed1
333Atlantic Edge Private Wealth Management, LLC— value not disclosed1
334CONWAY CAPITAL MANAGEMENT, INC.— value not disclosed1
335BLUE JEAN FINANCIAL LLC— value not disclosed1
336VARCOV Co.— value not disclosed1
337Odyssean, LLC— value not disclosed1
338Genesis Financial Group, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 279 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LMND

RETAINED WINDOW · ACTIVE HITS

Zero hits on LMND in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for LMND · financials and macro

Financials — as filed PLANNED

LMND's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LMND on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing