8 institutions reported holding $691,423 of LEMONADE INC COM (LMND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fermata Advisors, LLC ($440,258), GAMMA Investing LLC ($226,309), Versant Capital Management, Inc ($9,627), Dogwood Wealth Management LLC ($8,391), FNY Investment Advisers, LLC ($3,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fermata Advisors, LLC | $440,258 | 6,768 | Added |
| 2 | GAMMA Investing LLC | $226,309 | 3,479 | Added |
| 3 | Versant Capital Management, Inc | $9,627 | 148 | Hold |
| 4 | Dogwood Wealth Management LLC | $8,391 | 129 | Hold |
| 5 | FNY Investment Advisers, LLC | $3,000 | 65 | New |
| 6 | Beaird Harris Wealth Management, LLC | $2,602 | 40 | New |
| 7 | MassMutual Private Wealth & Trust, FSB | $1,236 | 19 | Hold |
| 8 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30