Security

LMND LEMONADE INC

COMMON
CUSIP: 52567D107
FIGI: BBG00BM5YC05
Institutional Holders360
Total Institutional Value$3,839,268,893
Total Shares Held52,625,319
Avg Position$10,664,636
Top 5 Holders %43.6%
Alpha-Weighted Score62.8
New Positions+77
Exited Positions-44

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
VANGUARD GROUP INCHigh ConvictionMarket Mover$448,822,143 (11.7%)6,305,45333.5%
BLACKROCK FUNDING, INC. /DEHigh ConvictionMarket Mover$352,317,903 (9.2%)4,949,67647.5%
M&T BANK CORPHigh ConvictionSignificant Flow$344,806,456 (9.0%)1,073,038NEW
JPMORGAN CHASE & COHigh ConvictionMarket Mover$319,130,697 (8.3%)4,483,431-15.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLPModerate ConvictionMarket Mover$207,480,019 (5.4%)2,914,86458.1%
BAILLIE GIFFORD & COHigh ConvictionSignificant Flow$204,033,625 (5.3%)2,866,44629.6%
CITADEL ADVISORS LLCModerate ConvictionMarket Mover$161,468,983 (4.2%)2,268,46031.4%
SHAW D E & CO INCModerate ConvictionMarket Mover$138,779,575 (3.6%)1,949,6993.4%
BIT Capital GmbHHigh ConvictionLow Flow$132,152,290 (3.4%)1,856,59396.8%
STATE STREET CORPHigh ConvictionMarket Mover$106,473,962 (2.8%)1,495,84128.9%
GEODE CAPITAL MANAGEMENT, LLCHigh ConvictionMarket Mover$102,400,069 (2.7%)1,438,35839.5%
MORGAN STANLEYModerate ConvictionMarket Mover$98,340,405 (2.6%)1,381,57340.1%
JANE STREET GROUP, LLCModerate ConvictionMarket Mover$81,554,912 (2.1%)1,145,75640.0%
SOFTBANK GROUP CORPElite ConvictionModerate Flow$65,876,805 (1.7%)925,496-65.5%
GOLDMAN SACHS GROUP INCHigh ConvictionMarket Mover$61,675,762 (1.6%)866,476100.3%
HOLOCENE ADVISORS, LPHigh ConvictionSignificant Flow$55,716,359 (1.5%)782,753390.1%
TWO SIGMA INVESTMENTS, LPModerate ConvictionSignificant Flow$55,181,726 (1.4%)775,24226.8%
HALTER FERGUSON FINANCIAL INC.Elite ConvictionMinimal Flow$42,769,429 (1.1%)600,86338.7%
NORTHERN TRUST CORPHigh ConvictionMarket Mover$42,048,090 (1.1%)590,72933.7%
SCHWAB CHARLES INVESTMENT MANAGEMENT INCHigh ConvictionMarket Mover$37,174,253 (1.0%)522,257-9.7%
DEUTSCHE BANK AG\\Moderate ConvictionMarket Mover$35,004,758 (0.9%)491,778-18.5%
FMR LLCHigh ConvictionMarket Mover$33,907,293 (0.9%)476,360132.1%
Nuveen, LLCHigh ConvictionMarket Mover$26,141,638 (0.7%)367,261221.1%
MAN GROUP PLCHigh ConvictionSignificant Flow$25,978,066 (0.7%)364,963NEW
TWO SIGMA ADVISERS, LPHigh ConvictionSignificant Flow$24,834,560 (0.6%)348,89819.9%
UBS Group AGModerate ConvictionMarket Mover$23,226,532 (0.6%)326,307-46.8%
WALLEYE TRADING LLCModerate ConvictionSignificant Flow$19,935,810 (0.5%)280,07650.0%
PRIVIUM FUND MANAGEMENT B.V.Elite ConvictionMinimal Flow$17,671,076 (0.5%)248,259127.7%
BNP PARIBAS FINANCIAL MARKETSModerate ConvictionMarket Mover$16,883,896 (0.4%)224,62725.9%
BANK OF AMERICA CORP /DE/Moderate ConvictionMarket Mover$16,864,464 (0.4%)236,927-81.1%
POINT72 ASSET MANAGEMENT, L.P.Moderate ConvictionMarket Mover$16,449,698 (0.4%)231,1001,356.4%
FEDERATED HERMES, INC.High ConvictionSignificant Flow$15,626,573 (0.4%)219,53685.2%
TUDOR INVESTMENT CORP ET ALModerate ConvictionSignificant Flow$15,060,763 (0.4%)211,58724.7%
QUBE RESEARCH & TECHNOLOGIES LTDModerate ConvictionMarket Mover$15,047,523 (0.4%)211,40135.2%
Bank of New York Mellon CorpHigh ConvictionMarket Mover$13,214,101 (0.3%)185,64356.6%
PHILOSMITH CAPITAL CORPElite ConvictionMinimal Flow$12,331,935 (0.3%)173,25033.0%
SPARTA 24 LTD.Elite ConvictionMinimal Flow$12,053,479 (0.3%)169,338NEW
CAPITAL FUND MANAGEMENT S.A.Moderate ConvictionSignificant Flow$11,625,259 (0.3%)163,322-44.5%
Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170)High ConvictionSignificant Flow$11,142,920 (0.3%)156,411NEW
FIRST TRUST ADVISORS LPHigh ConvictionMarket Mover$11,134,473 (0.3%)156,42747.2%
WELLS FARGO & COMPANY/MNModerate ConvictionMarket Mover$10,673,427 (0.3%)149,95090.7%
Invesco Ltd.Moderate ConvictionMarket Mover$10,251,416 (0.3%)144,021182.6%
AMERIPRISE FINANCIAL INCModerate ConvictionMarket Mover$9,635,601 (0.3%)135,36214.6%
CI MUTUAL FUNDS INCHigh ConvictionSignificant Flow$9,437,258 (0.2%)132,583NEW
NZS CAPITAL, LLCHigh ConvictionLow Flow$9,280,377 (0.2%)130,37934.3%
MILLENNIUM MANAGEMENT, L.L.C.Moderate ConvictionMarket Mover$9,268,205 (0.2%)130,208-35.3%
PDT PARTNERS, LLCHigh ConvictionLow Flow$8,951,383 (0.2%)125,757-14.5%
SWISS NATIONAL BANKHigh ConvictionMarket Mover$8,812,084 (0.2%)123,80044.9%
BARCLAYS PLCHigh ConvictionMarket Mover$8,435,543 (0.2%)118,51082.9%
ATIKA CAPITAL MANAGEMENT LLCModerate ConvictionLow Flow$8,108,612 (0.2%)113,917119.5%
SQUAREPOINT OPS LLCModerate ConvictionSignificant Flow$7,898,631 (0.2%)110,967126.2%
GROUP ONE TRADING, L.P.Moderate ConvictionSignificant Flow$7,856,208 (0.2%)110,371-36.0%
GILDER GAGNON HOWE & COHigh ConvictionModerate Flow$7,724,810 (0.2%)108,525NEW
BALYASNY ASSET MANAGEMENT LLCModerate ConvictionMarket Mover$7,452,118 (0.2%)104,694NEW
UBS GLOBAL ASSET MANAGEMENT AMERICAS INCModerate ConvictionMarket Mover$7,118,855 (0.2%)100,01242.9%
DNB NOR ASSET MANAGEMENT ASModerate ConvictionSignificant Flow$6,884,387 (0.2%)96,718150.8%
CRAWFORD FUND MANAGEMENT, LLCModerate ConvictionLow Flow$6,811,926 (0.2%)95,700-5.5%
LIONTRUST INVESTMENT PARTNERS LLPHigh ConvictionModerate Flow$6,680,528 (0.2%)93,8543.6%
ALPHADYNE ASSET MANAGEMENT, LLCModerate ConvictionModerate Flow$6,570,911 (0.2%)92,314NEW
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.High ConvictionSignificant Flow$6,345,911 (0.2%)89,153-46.7%
PARALLAX VOLATILITY ADVISERS, LLCModerate ConvictionSignificant Flow$6,315,588 (0.2%)88,727100.0%
HILLSDALE INVESTMENT MANAGEMENT INC.High ConvictionModerate Flow$5,893,704 (0.2%)82,800NEW
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.High ConvictionModerate Flow$5,607,773 (0.1%)78,783NEW
DIMENSIONAL FUND ADVISORS LPHigh ConvictionMarket Mover$5,581,295 (0.1%)78,411-68.9%
RAYMOND JAMES FINANCIAL INCModerate ConvictionMarket Mover$5,483,066 (0.1%)77,03188.6%
NOMURA HOLDINGS INCModerate ConvictionSignificant Flow$5,415,089 (0.1%)76,076NEW
RHUMBLINE ADVISERSHigh ConvictionMarket Mover$5,402,265 (0.1%)75,89622.2%
LPL FINANCIAL LLCHigh ConvictionMarket Mover$5,383,682 (0.1%)75,63554.5%
WALLEYE TRADING ADVISORS, LLCModerate ConvictionSignificant Flow$5,279,492 (0.1%)74,171-14.9%
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.High ConvictionSignificant Flow$4,975,482 (0.1%)69,90034.2%
MAVERICK CAPITAL LTDHigh ConvictionModerate Flow$4,972,920 (0.1%)69,86450.2%
CITIGROUP INCModerate ConvictionMarket Mover$4,902,309 (0.1%)68,872411.6%
BRIDGEWATER ASSOCIATES, LPHigh ConvictionSignificant Flow$4,703,147 (0.1%)66,074941.0%
NIA IMPACT ADVISORS, LLCHigh ConvictionMinimal Flow$4,692,201 (0.1%)65,92031.4%
EUDAIMONIA ASSET MANAGEMENT LLCModerate ConvictionLow Flow$4,561,214 (0.1%)64,0808.8%
HIDDEN LAKE ASSET MANAGEMENT LPHigh ConvictionLow Flow$4,486,618 (0.1%)63,032153.2%
IMC-CHICAGO, LLCModerate ConvictionSignificant Flow$4,472,738 (0.1%)62,837141.7%
ALLIANCEBERNSTEIN L.P.High ConvictionMarket Mover$4,391,379 (0.1%)61,69447.0%
LEGAL & GENERAL GROUP PLCHigh ConvictionMarket Mover$4,337,851 (0.1%)60,94234.4%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMHigh ConvictionMarket Mover$4,233,502 (0.1%)59,47643.9%
AMTRUST FINANCIAL SERVICES, INC.Elite ConvictionMinimal Flow$4,031,920 (0.1%)56,64433.0%
TWINBEECH CAPITAL LPModerate ConvictionModerate Flow$3,983,375 (0.1%)55,962NEW
VERITION FUND MANAGEMENT LLCHigh ConvictionSignificant Flow$3,911,982 (0.1%)54,959-12.1%
PEAK6 LLCModerate ConvictionSignificant Flow$3,891,980 (0.1%)54,678-81.1%
UNITED CAPITAL MANAGEMENT OF KS, INC.High ConvictionLow Flow$3,438,990 (0.1%)48,314166.4%
TOROSO INVESTMENTS, LLCHigh ConvictionSignificant Flow$3,151,068 (0.1%)44,269-5.2%
SIMPLEX TRADING, LLCModerate ConvictionMarket Mover$3,054,049 (0.1%)42,906116,958.2%
CANTOR FITZGERALD, L. P.Moderate ConvictionModerate Flow$3,022,801 (0.1%)42,467383.7%
MARSHALL WACE, LLPModerate ConvictionMarket Mover$2,892,685 (0.1%)40,639NEW
PURSUE WEALTH PARTNERS LLCHigh ConvictionMinimal Flow$2,814,000 (0.1%)39,527NEW
LEO WEALTH, LLCHigh ConvictionLow Flow$2,699,097 (0.1%)34,532NEW
CLEAR STREET GROUP INC.High ConvictionSignificant Flow$2,447,951 (0.1%)34,391NEW
METLIFE INVESTMENT MANAGEMENT, LLCHigh ConvictionSignificant Flow$2,374,850 (0.1%)33,36437.1%
MANUFACTURERS LIFE INSURANCE COMPANY, THEHigh ConvictionMarket Mover$2,308,439 (0.1%)32,43134.0%
STATE OF NEW JERSEY COMMON PENSION FUND DHigh ConvictionSignificant Flow$2,226,297 (0.1%)31,2779.7%
Illumine Investment Management, LLCHigh ConvictionMinimal Flow$2,191,205 (0.1%)30,78429.9%
INTECH INVESTMENT MANAGEMENT LLCHigh ConvictionSignificant Flow$2,120,808 (0.1%)29,79533.0%
Marex Group plcHigh ConvictionSignificant Flow$2,105,149 (0.1%)29,575NEW
JANUS HENDERSON GROUP PLCHigh ConvictionMarket Mover$2,071,155 (0.1%)29,07751.3%
CREATIVE PLANNINGHigh ConvictionSignificant Flow$1,907,264 (0.0%)26,79573.1%

Implied Institutional Price History

Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.

QuarterFilersInstitutional ValueShares HeldEst. Avg Price
Q4 25348$3.84B52,672,250$72.89
Q3 25301$2.94B57,141,380$51.50
Q2 25279$2.22B52,383,775$42.43
Q1 25253$1.59B51,569,674$30.86
Q4 24278$1.92B53,099,685$36.18
Q3 24221$0.76B47,340,926$16.14
Q2 24216$1.00B60,932,113$16.35
Q1 24209$0.77B47,898,438$16.17

Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.