LMND
Lemonade, Inc.
+0.66 (+1.36%)49.23USD253K成交股數3.8B市值–本益比(近四季)3.9股價營收比+79.4%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 7 · 7.0M · 3 |
| 其中 10b5-1 計畫賣出 | 3 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 7.4M |
| 近 180 天 淨額 | −7.4M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-04 | 09-08 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 2.2K | 54.45 | 122K | 73.8K | SEC |
| 2026-09-03 | 09-08 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 859 | 54.63 | 47K | 76.1K | SEC |
| 2026-09-03 | 09-08 | BIXBY TIMOTHY E | Chief Financial Officer | S 公開市場賣出 | 1.9K | 54.63 | 103K | 172K | SEC |
| 2026-09-03 | 09-08 | Prosor Maya | Chief Business Officer | S 公開市場賣出 | 1.0K | 54.63 | 57K | 187K | SEC |
| 2026-09-02 | 09-04 | Wininger Shai | President | G 贈與 | 1.9K | – | – | 4.4M | SEC |
| 2026-08-13 | 08-17 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出 | 11.0K | 52.55 | 578K | 76.9K | SEC |
| 2026-07-27 | 07-29 | Peters John Sheldon | Chief Insurance Officer | A 獲配股票 | 10.0K | – | – | 87.9K | SEC |
| 2026-07-07 | 07-09 | BIXBY TIMOTHY E | Chief Financial Officer | S 公開市場賣出(10b5-1) | 73.0K | 79.18 | 5.8M | 174K | SEC |
| 2026-07-06 | 07-08 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出 | 3.4K | 79.00 | 272K | 77.9K | SEC |
| 2026-06-10 | 06-12 | Eisenberg Michael A | Director | G 贈與 | 5.0K | – | – | 195K | SEC |
| 2026-06-04 | 06-05 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 3.6K | 52.94 | 191K | 81.4K | SEC |
| 2026-06-03 | 06-05 | Angelidis-Smith Maria | Director | A 獲配股票 | 2.8K | – | – | 17.7K | SEC |
| 2026-06-03 | 06-05 | BIXBY TIMOTHY E | Chief Financial Officer | S 公開市場賣出 | 2.2K | 53.17 | 118K | 247K | SEC |
| 2026-06-03 | 06-05 | Schwartz Debra | Director | A 獲配股票 | 2.8K | – | – | 24.4K | SEC |
| 2026-06-03 | 06-05 | Prosor Maya | Chief Business Officer | S 公開市場賣出 | 1.2K | 53.17 | 65K | 188K | SEC |
| 2026-06-03 | 06-05 | Ratanchandani Prashant | Director | A 獲配股票 | 2.8K | – | – | 6.2K | SEC |
| 2026-06-03 | 06-05 | Seeley Geoff | Director | A 獲配股票 | 2.8K | – | – | 6.0K | SEC |
| 2026-06-03 | 06-05 | Haj-Yehia Samer | Director | A 獲配股票 | 2.8K | – | – | 27.2K | SEC |
| 2026-06-03 | 06-05 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 1.7K | 53.17 | 92K | 85.0K | SEC |
| 2026-03-18 | 03-20 | Schreiber Daniel A. | Chief Executive Officer | A 獲配股票 | 180K | – | – | 1.0M | SEC |
| 2026-03-18 | 03-20 | Schreiber Daniel A. | Chief Executive Officer | A 獲配股票 | 820K | – | – | 844K | SEC |
| 2026-03-18 | 03-20 | Wininger Shai | President | A 獲配股票 | 180K | – | – | 4.4M | SEC |
| 2026-03-18 | 03-20 | Wininger Shai | President | A 獲配股票 | 820K | – | – | 4.2M | SEC |
| 2026-03-10 | 03-30 | Angelidis-Smith Maria | Director | P 公開市場買進 | 3.4K | 55.30 | 185K | 14.9K | SEC |
| 2026-03-10 | 03-30 | Angelidis-Smith Maria | Director | P 公開市場買進 | 5.4K | 55.70 | 300K | 38.9K | SEC |
| 2026-03-10 | 03-12 | Angelidis-Smith Maria | Director | A 獲配股票 | 3.4K | 55.30 | 185K | 14.9K | SEC |
| 2026-03-10 | 03-12 | Angelidis-Smith Maria | Director | A 獲配股票 | 5.4K | 55.70 | 300K | 38.9K | SEC |
| 2026-03-08 | 03-10 | Prosor Maya | Chief Business Officer | A 獲配股票 | 181K | – | – | 189K | SEC |
| 2026-03-08 | 03-10 | Eckstein Adina | Chief Operating Officer | A 獲配股票 | 145K | – | – | 334K | SEC |
| 2026-03-04 | 03-05 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 3.6K | 52.50 | 187K | 76.7K | SEC |
| 2026-03-03 | 03-05 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 1.8K | 50.12 | 89K | 80.3K | SEC |
| 2026-03-03 | 03-05 | BIXBY TIMOTHY E | Chief Financial Officer | S 公開市場賣出 | 2.1K | 50.12 | 107K | 249K | SEC |
| 2026-03-03 | 03-05 | Prosor Maya | Chief Business Officer | S 公開市場賣出 | 223 | 50.12 | 11K | 7.4K | SEC |
| 2026-02-12 | 02-17 | Peters John Sheldon | Chief Insurance Officer | M 選擇權執行 | 11.8K | 11.61 | 138K | 82.1K | SEC |
| 2026-01-23 | 02-04 | Schreiber Daniel A. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 9.1K | 99.04 | 902K | 1.5M | SEC |
| 2026-01-22 | 01-23 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 9.0K | 90.00 | 810K | 70.2K | SEC |
| 2026-01-22 | 01-23 | Schreiber Daniel A. | Chief Executive Officer | S 公開市場賣出(10b5-1) | 127K | 94.74 | 12.0M | 1.5M | SEC |
| 2026-01-08 | 01-13 | Peters John Sheldon | Chief Insurance Officer | M 選擇權執行 | 18.5K | 5.26 | 97K | 79.2K | SEC |
| 2026-01-06 | 01-08 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 10.0K | 80.00 | 800K | 60.8K | SEC |
| 2025-12-11 | 12-15 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 7.9K | 84.15 | 666K | 188K | SEC |
| 2025-12-11 | 12-15 | Schwartz Debra | Director | S 公開市場賣出 | 4.2K | 83.59 | 351K | 21.6K | SEC |
| 2025-12-10 | 12-11 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 7.9K | 81.15 | 643K | 196K | SEC |
| 2025-12-10 | 12-11 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出 | 3.6K | 81.00 | 288K | 70.8K | SEC |
| 2025-12-09 | 12-10 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 29.2K | 77.17 | 2.3M | 204K | SEC |
| 2025-12-09 | 12-10 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 29.2K | 44.57 | 1.3M | 233K | SEC |
| 2025-12-08 | 12-10 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 16.3K | 24.47 | 398K | 244K | SEC |
| 2025-12-08 | 12-10 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 7.9K | 78.94 | 625K | 204K | SEC |
| 2025-12-08 | 12-10 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 15.8K | 78.92 | 1.3M | 212K | SEC |
| 2025-12-08 | 12-10 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 17.8K | 78.97 | 1.4M | 228K | SEC |
| 2025-12-08 | 12-10 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 1.5K | 44.57 | 69K | 246K | SEC |
| 2025-12-03 | 12-04 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 2.7K | 72.37 | 193K | 74.3K | SEC |
| 2025-12-02 | 12-04 | BIXBY TIMOTHY E | Chief Financial Officer | S 公開市場賣出 | 2.9K | 72.74 | 208K | 252K | SEC |
| 2025-12-02 | 12-04 | Prosor Maya | Chief Business Officer | S 公開市場賣出 | 198 | 72.74 | 14K | 7.6K | SEC |
| 2025-12-02 | 12-04 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 2.7K | 72.74 | 195K | 77.0K | SEC |
| 2025-11-24 | 11-24 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 3.8K | 73.25 | 278K | 79.7K | SEC |
| 2025-11-20 | 11-24 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出(10b5-1) | 18.9K | 72.77 | 1.4M | 83.5K | SEC |
| 2025-11-11 | 11-12 | BIXBY TIMOTHY E | Chief Financial Officer | S 公開市場賣出 | 30.0K | 75.51 | 2.3M | 0 | SEC |
| 2025-11-11 | 11-12 | Schreiber Daniel A. | Chief Executive Officer | G 贈與 | 35.0K | – | – | 24.3K | SEC |
| 2025-11-10 | 11-12 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 6.0K | 27.35 | 164K | 234K | SEC |
| 2025-11-10 | 11-12 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 6.0K | 78.00 | 467K | 228K | SEC |
| 2025-11-07 | 11-12 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 20.0K | 74.00 | 1.5M | 228K | SEC |
| 2025-11-07 | 11-12 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 20.0K | 27.35 | 547K | 248K | SEC |
| 2025-11-07 | 11-12 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 20.0K | 72.04 | 1.4M | 228K | SEC |
| 2025-11-07 | 11-12 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 20.0K | 27.35 | 547K | 248K | SEC |
| 2025-11-07 | 11-12 | BIXBY TIMOTHY E | Chief Financial Officer | G 贈與 | 6.0K | – | – | 254K | SEC |
| 2025-10-16 | 10-29 | Ratanchandani Prashant | Director | A 獲配股票 | 3.3K | – | – | 3.3K | SEC |
| 2025-10-07 | 10-29 | Seeley Geoff | Director | A 獲配股票 | 3.1K | – | – | 3.1K | SEC |
| 2025-09-12 | 09-16 | Eisenberg Michael A | Director | G 贈與 | 4.0K | – | – | 200K | SEC |
| 2025-09-03 | 09-05 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出 | 2.7K | 50.34 | 137K | 102K | SEC |
| 2025-09-03 | 09-05 | BIXBY TIMOTHY E | Chief Financial Officer | S 公開市場賣出 | 2.9K | 50.34 | 146K | 260K | SEC |
| 2025-09-03 | 09-05 | Prosor Maya | Chief Business Officer | S 公開市場賣出 | 282 | 50.34 | 14K | 7.8K | SEC |
| 2025-08-21 | 08-25 | Eckstein Adina | Chief Operating Officer | A 獲配股票 | 38.3K | – | – | 228K | SEC |
| 2025-08-13 | 08-15 | Peters John Sheldon | Chief Insurance Officer | M 選擇權執行 | 38.2K | 11.61 | 443K | 143K | SEC |
| 2025-08-13 | 08-15 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 5.0K | 58.00 | 290K | 190K | SEC |
| 2025-08-13 | 08-15 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 5.0K | 24.47 | 122K | 190K | SEC |
| 2025-08-13 | 08-15 | Peters John Sheldon | Chief Insurance Officer | S 公開市場賣出 | 38.2K | 60.00 | 2.3M | 105K | SEC |
| 2025-08-12 | 08-15 | Peters John Sheldon | Chief Insurance Officer | G 贈與 | 1.0K | – | – | 105K | SEC |
| 2025-08-11 | 08-13 | Eckstein Adina | Chief Operating Officer | S 公開市場賣出(10b5-1) | 0 | 53.00 | 0.00 | 190K | SEC |
| 2025-08-11 | 08-13 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 0 | 24.47 | 0.00 | 190K | SEC |
| 2025-08-05 | 08-07 | Eckstein Adina | Chief Operating Officer | M 選擇權執行 | 1.3K | 23.69 | 30K | 191K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 6.0M | 393M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 5.4M | 336M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | 204M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | 200M | 新進 | 新進 |
| BAILLIE GIFFORD & CO | 2.8M | 179M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.9M | 126M | 新進 | 新進 |
| STATE STREET CORP | 1.8M | 115M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7M | 113M | 新進 | 新進 |
| MORGAN STANLEY | 1.2M | 78.9M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 1.2M | 76.4M | 新進 | 新進 |
| Halter Ferguson Financial Inc. | 1.0M | 65.4M | 新進 | 新進 |
| NORTHERN TRUST CORP | 702K | 45.7M | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 701K | 45.6M | 新進 | 新進 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 610K | 39.7M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 566K | 36.8M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 564K | 36.7M | 新進 | 新進 |
| CAPITAL FUND MANAGEMENT S.A. | 528K | 34.3M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 477K | 31.0M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 473K | 30.8M | 新進 | 新進 |
| UBS Group AG | 424K | 27.6M | 新進 | 新進 |
| Qube Research & Technologies Ltd | 424K | 27.6M | 新進 | 新進 |
| Trexquant Investment LP | 420K | 27.3M | 新進 | 新進 |
| CITIGROUP INC | 373K | 24.2M | 新進 | 新進 |
| Woodline Partners LP | 372K | 24.2M | 新進 | 新進 |
| Nuveen, LLC | 369K | 24.0M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 338 -8 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 338 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 45.1M · 58.3% |
| 合計季末市值 | 2.8B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 10.2M |
|---|---|
| 與上期比 | +1.9% |
| 佔流通股數 | 13.15% |
| 日均成交量 | 940K |
| 回補天數 | 10.8 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 10.2M | +1.9% | 13.15% | 940K | 10.8 |
| 2026-08-14 | 10.0M | -4.7% | 12.90% | 1.2M | 8.5 |
| 2026-07-31 | 10.5M | +3.3% | 13.54% | 1.9M | 5.6 |
| 2026-07-15 | 10.1M | -8.4% | 13.11% | 1.5M | 6.6 |
| 2026-06-30 | 11.1M | +2.8% | 14.31% | 1.4M | 7.7 |
| 2026-06-15 | 10.8M | +5.2% | 13.93% | 1.6M | 6.6 |
| 2026-05-29 | 10.2M | -8.3% | 13.24% | 1.3M | 7.7 |
| 2026-05-15 | 11.2M | +6.8% | 14.43% | 1.7M | 6.5 |
| 2026-04-30 | 10.5M | -4.0% | 13.51% | 1.8M | 5.9 |
| 2026-04-15 | 10.9M | -0.7% | 14.08% | 1.7M | 6.6 |
| 2026-03-31 | 11.0M | -3.4% | 14.18% | 2.2M | 4.9 |
| 2026-03-13 | 11.4M | -6.3% | 14.68% | 1.8M | 6.3 |
| 2026-02-27 | 12.1M | +7.3% | 15.67% | 4.3M | 2.9 |
| 2026-02-13 | 11.3M | -5.5% | 14.61% | 2.8M | 4.0 |
| 2026-01-30 | 12.0M | -3.3% | 15.46% | 2.6M | 4.5 |
| 2026-01-15 | 12.4M | -4.9% | 15.98% | 2.0M | 6.2 |
| 2025-12-31 | 13.0M | -1.2% | 16.80% | 2.1M | 6.2 |
| 2025-12-15 | 13.2M | -7.8% | 17.00% | 2.5M | 5.3 |
| 2025-11-28 | 14.3M | -3.9% | 18.44% | 2.6M | 5.6 |
| 2025-11-14 | 14.9M | -1.9% | 19.19% | 4.3M | 3.4 |
| 2025-10-31 | 15.1M | -3.2% | 19.56% | 2.4M | 6.4 |
| 2025-10-15 | 15.6M | -4.1% | 20.21% | 2.3M | 6.9 |
| 2025-09-30 | 16.3M | -4.2% | 21.08% | 2.7M | 6.0 |
| 2025-09-15 | 17.0M | -1.6% | 22.01% | 2.1M | 8.1 |
| 2025-08-29 | 17.3M | +2.3% | 22.36% | 2.1M | 8.3 |
| 2025-08-15 | 16.9M | -4.4% | 21.86% | 4.6M | 3.7 |