Lemonade, Inc.

NYSE:LMND Stock Report

Market Cap: US$5.9b

Lemonade Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:LMND Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Sep 25SellUS$146,288Timothy BixbyIndividual2,906US$50.34
03 Sep 25SellUS$136,824John PetersIndividual2,718US$50.34
03 Sep 25SellUS$14,196Maya ProsorIndividual282US$50.34
03 Jun 25SellUS$67,539Timothy BixbyIndividual1,916US$35.25
03 Jun 25SellUS$8,883Maya ProsorIndividual252US$35.25
03 Jun 25SellUS$52,664John PetersIndividual1,494US$35.25
13 May 25SellUS$28,843,058Softbank Group Capital LimitedCompany887,282US$33.12
09 May 25SellUS$30,310,971Softbank Group Capital LimitedCompany971,960US$31.29
07 May 25SellUS$9,844,883Softbank Group Capital LimitedCompany316,122US$32.01
06 May 25SellUS$22,434,473Softbank Group Capital LimitedCompany729,179US$32.29
02 May 25SellUS$12,738,009Softbank Group Capital LimitedCompany422,177US$30.17
29 Apr 25SellUS$414,534Softbank Group Capital LimitedCompany13,815US$30.01
28 Apr 25SellUS$15,000Softbank Group Capital LimitedCompany500US$30.00
26 Mar 25SellUS$1,569,301Softbank Group Capital LimitedCompany42,160US$37.22
24 Mar 25SellUS$7,584,667Softbank Group Capital LimitedCompany204,575US$38.03
04 Mar 25SellUS$64,167John PetersIndividual1,899US$33.79
04 Mar 25SellUS$10,982Maya ProsorIndividual325US$33.79
04 Mar 25SellUS$210,951Timothy BixbyIndividual6,243US$33.79
18 Dec 24SellUS$304,052Softbank Group Capital LimitedCompany7,067US$43.02
17 Dec 24SellUS$56,040,989Softbank Group Capital LimitedCompany1,277,106US$46.39
13 Dec 24SellUS$481,800Michael EisenbergIndividual12,000US$40.15
03 Dec 24SellUS$13,832Maya ProsorIndividual304US$45.50
03 Dec 24SellUS$81,445John PetersIndividual1,790US$45.50

Insider Trading Volume

Insider Buying: LMND insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of LMND?
Owner TypeNumber of SharesOwnership Percentage
Private Companies1,650,1592.21%
Individual Insiders4,189,6575.61%
VC/PE Firms5,958,6987.97%
General Public18,775,31525.1%
Institutions44,157,19859.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 60.59% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.4%
The Vanguard Group, Inc.
6,279,141US$496.9m0.93%0.01%
7.97%
Softbank Group Capital Limited
5,958,698US$471.6m-43%4.43%
5.56%
BlackRock, Inc.
4,154,512US$328.8m3.95%no data
4.53%
Shai Wininger Gavish
3,383,659US$267.8m-0.02%no data
3.94%
Baillie Gifford & Co.
2,942,056US$232.8m-5.41%0.1%
2.97%
D. E. Shaw & Co., L.P.
2,218,997US$175.6m0.59%0.17%
2.49%
JP Morgan Asset Management
1,862,783US$147.4m75.6%0.01%
2.29%
Morgan Stanley
1,709,217US$135.3m141%0.01%
2.28%
Wellington Management Group LLP
1,702,275US$134.7m-4.75%0.02%
2.21%
Dan And Dan Ltd
1,650,159US$130.6m-0.04%no data
2.2%
JPMorgan Chase & Co.
1,643,388US$130.1m1.86%0.02%
2.16%
State Street Global Advisors, Inc.
1,616,437US$127.9m-5.73%no data
1.74%
Geode Capital Management, LLC
1,297,943US$102.7m4.92%0.01%
1.68%
BIT Capital GmbH
1,254,345US$99.3m69.3%4.2%
1.36%
UBS Asset Management AG
1,019,213US$80.7m398%0.01%
1.33%
Bank of America Corporation
992,601US$78.6m28.1%0.02%
1.31%
Aleph Venture Capital
979,498US$77.5m-47.9%84.53%
0.83%
Analyst I.M.S. Investment Management Services Ltd
617,878US$48.9m8.06%1.16%
0.82%
Squarepoint OPS LLC
616,247US$48.8m10.3%0.1%
0.79%
Citadel Advisors LLC
589,368US$46.6m21.8%0.04%
0.78%
Leap Investments LP
580,048US$45.9m365%0.73%
0.77%
Halter Ferguson Financial, Inc.
575,906US$45.6m101%10.77%
0.75%
Northern Trust Global Investments
562,939US$44.6m2.61%0.01%
0.75%
Two Sigma Investments, LP
560,764US$44.4m40.4%0.08%
0.68%
Charles Schwab Investment Management, Inc.
509,143US$40.3m9.65%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/12 10:24
End of Day Share Price 2025/11/12 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lemonade, Inc. is covered by 22 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tracy Dolin-BenguiguiBarclays
Tracy Dolin-BenguiguiBarclays
Ross SandlerBarclays