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Funds Holding Lemonade Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Lemonade Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of LMND →
Funds holding
48
as of 2026-07-31
Reported value
$108.1M
summed across funds
Fund families
28
named trusts
Largest conviction
0.65%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
AMG Frontier Small Cap Growth FundAMG Funds I12.6K sh$609.1K0.65%
Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust40.7K sh$2M0.60%
Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust94.6K sh$4.6M0.45%
First Trust Mid Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund42.3K sh$2M0.35%
Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series58.9K sh$2.8M0.34%
Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust74.6K sh$3.6M0.27%
Eventide Small Cap ETFStrategy Shares1.8K sh$85.3K0.24%
BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2.5K sh$119.3K0.14%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust19.1K sh$924.6K0.13%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust288 sh$13.9K0.13%
SA Goldman Sachs Multi-Asset Insights PortfolioSUNAMERICA SERIES TRUST1.4K sh$66.3K0.12%
Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust2.2K sh$104K0.11%
iShares Morningstar Small-Cap Growth ETFiShares Trust22.6K sh$1.1M0.11%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust9.9K sh$477.8K0.11%
Global X Russell 2000 ETFGLOBAL X FUNDS34.5K sh$1.7M0.11%
Fidelity Small Cap Index FundFidelity Salem Street Trust786.8K sh$38M0.11%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST174.4K sh$8.4M0.11%
First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund31.7K sh$1.5M0.11%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST8.1K sh$393.1K0.11%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds93K sh$4.5M0.11%
Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds60.4K sh$2.9M0.11%
Invesco NASDAQ Internet ETFInvesco Exchange-Traded Fund Trust11.5K sh$555K0.11%
First Trust Multi Cap Growth AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund12.7K sh$614.1K0.11%
Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series46K sh$2.2M0.10%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust72.4K sh$3.5M0.09%
Eventide US Market ETFStrategy Shares3.2K sh$153.4K0.08%
Fidelity Small Cap Growth FundFidelity Securities Fund146.2K sh$7.1M0.08%
Fidelity Small Cap Growth K6 FundFidelity Securities Fund75.8K sh$3.7M0.08%
ULTRA SMALL CAP PROFUNDProFunds926 sh$44.7K0.08%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust278 sh$13.4K0.07%
iShares Morningstar Small-Cap ETFiShares Trust3.1K sh$150.6K0.05%
Victory Extended Market Index FundVictory Portfolios III8K sh$386.1K0.05%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds12.6K sh$609.2K0.05%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust24.2K sh$1.2M0.04%
SMALL-CAP PROFUNDProFunds61 sh$2.9K0.04%
Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST17.1K sh$823.9K0.03%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust14.2K sh$684K0.02%
SmallCap Growth Fund IPrincipal Funds, Inc6.2K sh$300.1K0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust158 sh$7.6K0.01%
Dimensional U.S. Small Cap ETFDimensional ETF Trust16.6K sh$802.6K0.01%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust2.4K sh$113.8K0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III386 sh$18.6K0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds4.8K sh$233.1K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST41.8K sh$2M0.00%
Nuveen Equity Index FundTIAA-CREF Funds54.8K sh$2.6M0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust35.4K sh$1.7M0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS57.9K sh$2.8M0.00%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-2.4K sh-$113.9K-0.03%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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