NYSE · Finance

Lemonade Inc LMND

Lemonade, Inc. provides various insurance products in the United States, Europe, Louisiana, and the United Kingdom. The company provides renters and homeowners, building, car, pet, and life insurance products, as well as landlord insurance products. It also offers insurance for stolen or damaged property, and personal liability that protects its customers if they are responsible for an accident or damage to another person or their property.

Property-Casualty Insurers

Company profile

Business mix

  • The company provides renters and homeowners, building, car, pet, and life insurance products, as well as landlord insurance products.
  • It also offers insurance for stolen or damaged property, and personal liability that protects its customers if they are responsible for an accident or damage to another person or their property.
  • In addition, it operates as an agent for other insurance companies. The company was formerly known as Lemonade Group, Inc. Lemonade, Inc. was incorporated in 2015 and is headquartered in New York, New York.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance - property & casualty?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 0.49% Buyback -4.34%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 0.2% $173.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $21.6M Estimated from net reduced shares
Net share change / base shares -11.1% -343,856 / 3,110,282
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -5.4% 13F value change +$21.2M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.6% 13F value change +$46.5M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -3.5% 13F value change -$30.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 3,110,282 Last 3 periods -343,856 (-11.1%) Total shares 2,766,426 Value $173.4M

Recent mentions

No public mentions.