Lemonade, Inc.
MX ˙ BMV ˙ US52567D1072
SecurityMX:LMND / Lemonade, Inc.
InstitutionHolocene Advisors, LP
Latest Disclosed Ownership553,566 shares
Latest Disclosed Value $ 34,697,517
Holocene Advisors, LP reports 29.28% decrease in ownership of LMND / Lemonade, Inc.

On May 15, 2026 - Holocene Advisors, LP filed a 13F-HR form disclosing ownership of 553,566 shares of Lemonade, Inc. (MX:LMND) valued at $34,697,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 782,753 shares of Lemonade, Inc.. This represents a change in shares of -29.28% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LEMONADE COM 52567D107 553,566 -229,187 -29.28 34,698 -37.73 0.0837
2026-02-17 2025-12-31 13F LEMONADE COM 52567D107 782,753 570,368 268.55 55,716 390.11 0.1170
2025-11-14 2025-09-30 13F LEMONADE COM 52567D107 212,385 212,385 11,369 0.0259
2023-08-14 2023-06-30 13F LEMONADE COM 52567D107 0 -17,243 -100.00 0 -100.00
2023-05-15 2023-03-31 13F LEMONADE COM 52567D107 17,243 17,243 246 0.0012
2022-11-14 2022-09-30 13F LEMONADE COM 52567D107 0 -12,061 -100.00 0 -100.00
2022-08-15 2022-06-30 13F LEMONADE COM 52567D107 12,061 -38,358 -76.08 220 -83.46 0.0013
2022-05-16 2022-03-31 13F LEMONADE COM 52567D107 50,419 -18,149 -26.47 1,330 -53.93 0.0069
2022-02-14 2021-12-31 13F LEMONADE COM 52567D107 68,568 45,898 202.46 2,887 90.06 0.0150
2021-11-15 2021-09-30 13F LEMONADE COM 52567D107 22,670 7,223 46.76 1,519 -10.12 0.0083
2021-08-16 2021-06-30 13F LEMONADE COM 52567D107 15,447 15,447 1,690 0.0095
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.