Lemonade, Inc.
MX ˙ BMV ˙ US52567D1072
SecurityMX:LMND / Lemonade, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership6,882 shares
Latest Disclosed Value $ 431,364
Kestra Advisory Services, LLC reports 37.61% increase in ownership of LMND / Lemonade, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 6,882 shares of Lemonade, Inc. (MX:LMND) valued at $431,364 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,001 shares of Lemonade, Inc.. This represents a change in shares of 37.61% 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)
2026-04-30 2026-03-31 13F LEMONADE COM 52567D107 6,882 1,881 37.61 431 21.41 0.0016
2026-02-13 2025-12-31 13F LEMONADE COM 52567D107 5,001 116 2.37 356 36.02 0.0015
2025-11-14 2025-09-30 13F LEMONADE COM 52567D107 4,885 4,885 261 0.0012
2025-08-15 2025-06-30 13F LEMONADE COM 52567D107 0 -1,780 -100.00 0 -100.00
2025-05-14 2025-03-31 13F LEMONADE COM 52567D107 1,780 1,780 56 0.0003
2022-07-25 2021-12-31 13F/A-1 LEMONADE COM 52567D107 0 -4,333 -100.00 0 -100.00 0.0000
2022-01-20 2021-12-31 13F LEMONADE COM 52567D107 0 -4,333 0
2022-07-25 2021-09-30 13F/A-1 LEMONADE COM 52567D107 4,333 65 1.52 0 -100.00 0.0029
2021-10-19 2021-09-30 13F LEMONADE COM 52567D107 4,333 65 290 0.0029
2022-07-26 2021-06-30 13F/A-1 LEMONADE COM 52567D107 4,268 -126 -2.87 0 -100.00 0.0053
2021-07-28 2021-06-30 13F LEMONADE COM 52567D107 4,268 -126 467 0.0053
2022-07-27 2021-03-31 13F/A-1 LEMONADE COM 52567D107 4,394 1,837 71.84 0 -100.00 0.0052
2021-05-10 2021-03-31 13F LEMONADE COM 52567D107 4,394 1,837 409 0.0052
2022-07-28 2020-12-31 13F/A-1 LEMONADE COM 52567D107 2,557 2,557 0 0.0038
2021-01-20 2020-12-31 13F LEMONADE COM 52567D107 2,557 2,557 332 0.0038
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.