Lemonade, Inc. (LMND) research
Lemonade, Inc.- Sector
- Insurance
- Last price
- $44.36
- As of
Lemonade, Inc. (LMND): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-04.
As of . Source: SEC EDGAR filings for LMND. Method and limitations.
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- highCONSENSUS_BUY
3 tracked funds increased LMND this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +631% to LMND (2026Q2)
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +464% to LMND (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +442% to LMND (2026Q2)
- highINSTITUTIONAL_EXIT
D. E. Shaw & Co., Inc. cut 72% of LMND (2026Q2)
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Every signal on LMND, as it fires
You are seeing 5 of 35 signals recorded on LMND since 2026-05-26.
The five above landed across 2 days. The other 30 were recorded on 3 other days. 30 of the 35 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in LMND (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 52567D107 · 2026Q2 | $76.4M | 0.06% | , |
| CITADEL ADVISORS LLCCUSIP 52567D107 · 2026Q2 | $30.8M | 0.00% | , |
| D. E. Shaw & Co., Inc.CUSIP 52567D107 · 2026Q2 | $13.6M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 52567D107 · 2026Q2 | $2.5M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, LMND
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
LMND against its peers
LMND's net margin of -22.4% ranks in the 10th percentile of 23 Insurance sub-industry peers, fiscal period ending 2025-12-31.
| Metric | LMND | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 738M USD | 1.9B USD | 21 | 25 |
| Operating margin | n/a | 12.3% | n/a | 5 |
| Net margin | -22.4% | 9.5% | 10 | 23 |
| Return on equity | -31.0% | 11.2% | 10 | 24 |
| P / E | n/a | 12.0x | n/a | 21 |
Peers (25): PLMR, GNW, ARX, AGO, FG, BHF, CNO, SIGI, SKWD, RLI, HCI, HMN, FAF, THG, LNC, KMPR, HGTY, SAFT, PRI, OSCR, UVE, FNF, AFG, TRUP, BOW. Fiscal period ending 2025-12-31. Every figure is one full fiscal year read from one annual filing (LMND: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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