WAVEMAN · COMPANY

LMND · Lemonade, Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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LMND

Name: Lemonade, Inc. (LMND) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Lemonade, Inc.

INSURANCE · FIRE, MARINE & CASUALTY INSURANCE · CIK 0001691421

FORM 144 · 6☆ WATCH

INSIDER NET · 180D

-$6.6M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

184

13F, latest reported quarter

REVENUE GROWTH

+40.2%

XBRL, annual

NET MARGIN

-22.4%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$6.6M over 180 days

-$6.6M over 90 days

below 64% of Insurance

CONGRESS

no member of Congress has reported trading it

FUNDS

184 funds added or opened last quarter

more than 59% of Insurance

REVENUE

+40.2% year over year

more than 86% of Insurance

MARGIN

-22.4% net margin

below 90% of Insurance

BUYBACKS

no share repurchases reported

SHORT

13.5% of shares outstanding short · 5.6 days to cover · settled 2026-07-31

more than 99% of Insurance

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$6.6M across 3 people in 180 days.

184 funds added or opened positions in the latest 13F quarter, of 340 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +2.6%

+2.6%12M

INSIDER BUYINSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $6.6M sold by insiders over 180 days, 184 funds added last quarter, $6.8M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

GSHD DGICA PLMR ALHC CRVL HGTY KNSL TRV AFL MKL GL OSCR

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Lemonade, Inc. insiders sold a net $6.6M of stock across 145 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Peters John Sheldon

Chief Insurance Officer

SELL

2026-08-13

11,000.0

$578.0K

BIXBY TIMOTHY E

Chief Financial Officer

SELL

2026-07-07

73,000.0

$5.8M

Peters John Sheldon

Chief Insurance Officer

SELL

2026-07-06

3,444.0

$272.1K

Peters John Sheldon

Chief Insurance Officer

SELL

2026-06-04

3,608.0

$191.0K

BIXBY TIMOTHY E

Chief Financial Officer

SELL

2026-06-03

2,227.0

$118.4K

145 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 140 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

6,047,782.0 sh

$393.4M

JPMORGAN CHASE & CO

5,392,829.0 sh

$335.5M

VANGUARD PORTFOLIO MANAGEMENT LLC

3,140,615.0 sh

$204.3M

VANGUARD CAPITAL MANAGEMENT LLC

3,071,174.0 sh

$199.8M

BAILLIE GIFFORD & CO

2,751,019.0 sh

$179.0M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

BIXBY TIMOTHY E

FILED 2026-09-03

$103.4K

Prosor Maya

FILED 2026-09-03

$56.8K

Peters John Sheldon

FILED 2026-09-03

$46.9K

Peters John Sheldon

FILED 2026-08-13

$578.0K

BIXBY TIMOTHY E

FILED 2026-07-07

$5.8M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

REX IncomeMax Option Strategy ETF

$727.1K POSITION · AS OF 2026-03-31

5.0%

Invesco Dorsey Wright Financial Momentum ETF

$1.5M POSITION · AS OF 2026-04-30

4.4%

Amplify BlueStar Israel Technology ETF

$2.9M POSITION · AS OF 2026-03-31

2.7%

State Street(R) SPDR(R) S&P(R) Insurance ETF

$9.0M POSITION · AS OF 2026-03-31

2.2%

Baillie Gifford U.S. Equity Growth Fund

$211.7K POSITION · AS OF 2026-03-31

1.4%

NIA IMPACT SOLUTIONS FUND

$1.2M POSITION · AS OF 2026-02-28

1.3%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$737.9M	$526.5M	$429.8M	$256.7M
NET INCOME	$-166.0M	$-202.2M	$-236.9M	$-297.8M
EPS (DILUTED)	-2.24	-2.85	-3.40	-4.59
OPERATING CASH FLOW	$-16.5M	$-11.4M	$-119.1M	$-163.0M
CASH	$385.0M	$376.0M	$264.5M	$282.5M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE