Tidal Investments LLC LMND — LEMONADE INC

Ownership history in Tidal Investments LLC  ·  9 quarters on record

AI Ownership Summary

Tidal Investments LLC reported LEMONADE INC (LMND) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows LMND at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LMND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tidal Investments LLC's position in LEMONADE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LMND was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LMND stock page Tidal Investments LLC fund profile Tidal Investments LLC full holdings
How Tidal Investments LLC held LMND — position size vs. price
% of Fund (quarterly)    LMND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 44,269 +23,069 +108.8% 0.01% $3.2M 2026-02-14 (Est.) $63.76
2025 Q3 REDUCED 48.1% +33.2% ❌ 21,200 -19,686 -48.1% 0.00% $1.1M 2025-11-14 $70.49
2025 Q3 REDUCED — — — 40,886 -439 -1.1% 0.00% $2.2M 2025-11-14 $70.49
2025 Q2 ADDED — — — 41,325 +4,994 +13.7% 0.01% $1.8M 2025-08-14 $58.52
2025 Q1 REDUCED — — — 36,331 -880 -2.4% 0.01% $1.1M 2025-05-14 $31.45
2024 Q4 REDUCED 18.5% -14.3% ✅ 37,211 -8,420 -18.5% 0.01% $1.4M 2025-02-14 $36.12
2024 Q3 ADDED — — — 45,631 +2,017 +4.6% 0.01% $752K 2024-11-14 $31.71
2024 Q2 REDUCED — — — 43,614 -165 -0.4% 0.01% $720K 2024-08-14 $15.83
2024 Q1 INITIATED — — — 43,779 — — 0.01% $718K 2024-05-16 $17.70

🏢 Other funds also holding LMND

As of 2026 Q1 — sorted by position size

Halter Ferguson Financial Inc. 7.52% TB Alternative Assets Ltd. 3Y 7Y 3.07% REX Advisers, LLC 2.2% Analyst IMS Investment Management Services Ltd. 3Y 7Y 1.17% UDINE WEALTH MANAGEMENT, INC. 3Y 0.96% Fearless Solutions, LLC dba Best Invest 0.22% Johnson & White Wealth Management, LLC 3Y 0.21% WATERSHED PRIVATE WEALTH LLC 3Y 0.18% PURSUE WEALTH PARTNERS LLC 3Y 0.15% Oasis Advisors, LLC 0.14%

FAQ About Tidal Investments LLC and LMND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tidal Investments LLC reported owning LMND?

Tidal Investments LLC reported LMND across 9 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported LMND position in Tidal Investments LLC's portfolio?

The largest reported portfolio weight for LMND was 0.01% in 2024 Q1.

What is the latest reported LMND position on this page?

The most recent filing on this page is 2025 Q4, when Tidal Investments LLC reported 44,269 shares, equal to 0.01% of portfolio, with an estimated market value of $3.2M.

What does the chart on this LMND ownership page compare?

The chart compares Tidal Investments LLC's quarterly LMND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Tidal Investments LLC time their LMND position?

Based on 13F filing dates vs. subsequent LMND price moves, Tidal Investments LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on LMND relative to SPY over the holding period was +77.7%.

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