LEMONADE INC

$LMND
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Smart money positioned

7 of the Top-200 alpha managers hold $LMND as of the latest 13F snapshot.

13F holders
332
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$LMND is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.33%, with an average of 0.73% of portfolio. Largest holder: Lpwm LLC at 3.33%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Lpwm LLC
3.33% held
α +19.0pts
02
BIT Capital GmbH
1.77% ↓ 3.1pp
α +18.3pts
03
JTC Employer Solutions Trustee Ltd
0.01% held
α +22.6pts
04
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
05
Citigroup Inc.
0.01% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 332 · Source: 13F-HR
01
Solus Alternative Asset Management LP
0.02% of portfolio
5,108,000 sh
02
Brightline Capital Management, LLC
0.02% of portfolio
4,486,800 sh
03
Exor N.V.
0.02% of portfolio
4,297,216 sh
04
Axa S.a.
—
1,554,499 sh
05
State Street
—
1,495,841 sh
06
Parthenon LLC
0.18% of portfolio
1,079,456 sh
07
Atlantic Edge Private Wealth Management, LLC
0.01% of portfolio
970,080 sh
08
Two Sigma
0.12% of portfolio
813,062 sh
09
Cambridge Capital Management, LLC
0.43% of portfolio
672,383 sh
10
Sowell Financial Services LLC
1.21% of portfolio
617,639 sh
See all 332 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 6 filers
23 Jan 2026
Schreiber Daniel A. —
▼ SOLD
9,108
$99.04
S
22 Jan 2026
Peters John Sheldon —
▼ SOLD
9,000
$90.00
S
22 Jan 2026
Schreiber Daniel A. —
▼ SOLD
126,625
$94.74
S
06 Jan 2026
Peters John Sheldon —
▼ SOLD
10,000
$80.00
S
11 Dec 2025
Schwartz Debra —
▼ SOLD
4,200
$83.59
S
11 Dec 2025
Eckstein Adina —
▼ SOLD
7,919
$84.15
S
10 Dec 2025
Eckstein Adina —
▼ SOLD
7,919
$81.15
S
10 Dec 2025
Peters John Sheldon —
▼ SOLD
3,554
$81.00
S
09 Dec 2025
Eckstein Adina —
▼ SOLD
29,237
$77.17
S
08 Dec 2025
Eckstein Adina —
▼ SOLD
7,919
$78.94
S
08 Dec 2025
Eckstein Adina —
▼ SOLD
15,839
$78.92
S
08 Dec 2025
Eckstein Adina —
▼ SOLD
17,799
$78.97
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $LMND in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:06 UTC.