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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Marie Newman · $15.0K–$50.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-05-16Hagerty, IV, William F Sale · partial (partial sale, member-owned)Traded 05-06 +10d$1K–$15K
2021-08-05Marie Newman D–IL-3Purchase · SP (spouse-owned)Traded 07-15 +21d$15K–$50K
2021-05-09Marie Newman D–IL-3Sale · JT (jointly owned)Traded 04-01 +38d$1K–$15K
2021-04-15Marie Newman D–IL-3Purchase · SP (spouse-owned)Traded 03-15 +31d$1K–$15K
2021-04-15Marie Newman D–IL-3Sale · SP (spouse-owned)Traded 03-15 +31d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
281VANGUARD GROUP INC$01
282DANSKE BANK A/S$01
283HARBOUR INVESTMENTS, INC.$01
284Banco Santander, S.A.$01
285COMERICA BANK$01
286AMALGAMATED BANK$01
287MACKENZIE FINANCIAL CORP$01
288CIBC WORLD MARKETS CORP$01
289EVERGREEN CAPITAL MANAGEMENT LLC$01
290CIBC Private Wealth Group LLC$01
291Suncoast Equity Management$01
292Magnetar Financial LLC$01
293Orion Porfolio Solutions, LLC$01
294MACQUARIE GROUP LTD$01
295K.J. Harrison & Partners Inc$01
296CIBC WORLD MARKET INC.$01
297O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
298Verition Fund Management LLC$01
299TWO SIGMA ADVISERS, LP$01
300Alphadyne Asset Management LP$01
301Penserra Capital Management LLC$01
302Atika Capital Management LLC$01
303Arete Wealth Advisors, LLC$01
304Engineers Gate Manager LP$01
305Man Group plc$01
306Meridian Wealth Management, LLC$01
307McIlrath & Eck, LLC$01
308DV Trading LLC$01
309Elm Partners Management LLC$01
310Global Retirement Partners, LLC$01
311Hidden Lake Asset Management LP$01
312Costello Asset Management, INC$01
313Cadent Capital Advisors, LLC$01
314NZS Capital, LLC$01
315INCEPTIONR LLC$01
316Optiver Holding B.V.$01
317AlphaQuest LLC$01
318SJS Investment Consulting Inc.$01
319R Squared Ltd$01
320PharVision Advisers, LLC$01
321Wedmont Private Capital$01
322Beaird Harris Wealth Management, LLC$01
323KRAEMATON INVESTMENT ADVISORS, INC$01
324Forum Financial Management, LP$01
325Dunhill Financial, LLC$01
326TFB Advisors LLC$01
327Quarry LP$01
328Polymer Capital Management (US) LLC$01
329Legacy Capital Group California, Inc.$01
3309823 Capital, L.P.$01
331Concurrent Investment Advisors, LLC$01
332Turning Point Benefit Group, Inc.$01
333Atlantic Edge Private Wealth Management, LLC$01
334CONWAY CAPITAL MANAGEMENT, INC.$01
335BLUE JEAN FINANCIAL LLC$01
336VARCOV Co.$01
337Odyssean, LLC$01
338Genesis Financial Group, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 338 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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