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LMND Lemonade Inc.

Financials, filed as LEMONADE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 2 exits

In 2026 Q2 Lee Ainslie and Polen Capital Management sold out of Lemonade.

Who owns LMND

Sorted by value, long equity only, as of 2026 Q2.

History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 11,970 $750K History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 <0.01% Exit 0.00% 8,219 $515K History

0 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LMND's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LMND insider trades
  • $485K bought by 1 insider
  • $3.5M sold by 3 insiders outside a trading plan
  • $33.1M sold by 4 insiders under 10b5-1 plans
  1. John Sheldon Peters Chief Insurance Officer
    Planned sale
    $122K 2,249 shares at $54.45 3% of stake
    Traded Sep 4 Filed Sep 8
    ↗
  2. John Sheldon Peters Chief Insurance Officer
    Sale
    $578K 11,000 shares at $52.55 13% of stake
    Traded Aug 13 Filed Aug 17
    ↗
  3. Timothy E Bixby CFO
    Planned sale
    $5.8M 73,000 shares at $79.18 30% of stake
    Traded Jul 7 Filed Jul 9
    ↗
  4. John Sheldon Peters Chief Insurance Officer
    Planned sale
    $272K 3,444 shares at $79.00 4.2% of stake
    Traded Jul 6 Filed Jul 8
    ↗
  5. John Sheldon Peters Chief Insurance Officer
    Planned sale
    $191K 3,608 shares at $52.94 4.2% of stake
    Traded Jun 4 Filed Jun 5
    ↗
  6. Maria Angelidis-Smith Director
    Buy
    $485K 8,740 shares at $55.55
    Traded Mar 10 Filed Mar 30
    ↗
  7. John Sheldon Peters Chief Insurance Officer
    Planned sale
    $187K 3,571 shares at $52.50 4.4% of stake
    Traded Mar 4 Filed Mar 5
    ↗
  8. Daniel A. Schreiber CEO
    Planned sale
    $902K 9,108 shares at $99.04 0.6% of stake
    Traded Jan 23 Filed Feb 4
    ↗
  9. John Sheldon Peters Chief Insurance Officer
    Planned sale
    $810K 9,000 shares at $90.00 11% of stake
    Traded Jan 22 Filed Jan 23
    ↗
  10. Daniel A. Schreiber CEO
    Planned sale
    $12M 126,625 shares at $94.74 7.7% of stake
    Traded Jan 22 Filed Jan 23
    ↗
  11. John Sheldon Peters Chief Insurance Officer
    Planned sale
    $800K 10,000 shares at $80.00 14% of stake
    Traded Jan 6 Filed Jan 8
    ↗
  12. Debra Schwartz Director
    Sale
    $351K 4,200 shares at $83.59 16% of stake
    Traded Dec 11, 2025 Filed Dec 15, 2025
    ↗
  13. Adina Eckstein COO
    Planned sale
    $666K 7,919 shares at $84.15 4% of stake
    Traded Dec 11, 2025 Filed Dec 15, 2025
    ↗
  14. Adina Eckstein COO
    Planned sale
    $643K 7,919 shares at $81.15 3.9% of stake
    Traded Dec 10, 2025 Filed Dec 11, 2025
    ↗
  15. John Sheldon Peters Chief Insurance Officer
    Sale
    $288K 3,554 shares at $81.00 4.8% of stake
    Traded Dec 10, 2025 Filed Dec 11, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 14 stock grants, 12 sales to cover taxes, 8 option exercises, and 4 gifts.

Congress

No member of Congress reported trading LMND in the last three years. 1 member listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K/A 5.02 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 13 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $429.8M $526.5M $737.9M
Net income -$236.9M -$202.2M -$165.5M
Net margin * -55.1% -38.4% -22.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $1.63B $1.85B $1.93B
Total equity $708.9M $593.4M $533.6M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$119.1M -$11.4M -$16.5M
Cash from investing $88.7M $40.6M -$89.1M
Cash from financing $15.4M $87.7M $106.6M
Net change in cash -$15M $114.2M $11.1M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.