Lemonade, Inc.

Annual Trend FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Short-term investments (cost: $14.1 million and $27.5 million as of December 31, 2025 and 2024, respectively) $54.7m $0 $110.4m $99.8m $45.8m $27.5m $14.1m
Cash, cash equivalents and restricted cash $270.3m $571.4m $270.6m $286.5m $271.5m $385.7m $396.8m
Premium receivable, net of allowance for credit losses of $4.1 million and $2.8 million as of December 31, 2025 and 2024, respectively $54.1m $86.1m $127.0m $179.6m $222.0m $301.2m $402.3m
Prepaid reinsurance premium $1.0m $91.3m $149.6m $164.5m $196.3m $253.6m $147.9m
Property and equipment, net $3.1m $5.7m $11.7m $19.6m $17.4m $16.1m $15.8m
Intangible assets $600k $600k $600k $32.5m $22.9m $13.6m $8.1m
Goodwill $0 $19.0m $19.0m $19.0m $19.0m
Other assets $2.5m $14.5m $53.2m $75.2m $63.8m $42.4m $47.4m
Fixed maturities available-for-sale, at fair value (amortized cost: $706.0 million and $607.1 million as of December 31, 2025 and 2024, respectively) $5.9m $6.6m $691.4m $650.3m $627.4m $607.4m $708.8m
Reinsurance recoverable $20.3m $49.0m $89.8m $156.8m $138.4m $170.4m $153.4m
Deferred acquisition costs $1.8m $3.5m $6.2m $6.9m $8.8m $12.2m $12.1m
Unpaid losses and loss adjustment expenses $28.2m $46.3m $97.9m $256.2m $262.3m $298.1m $303.1m
Unearned premium $68.0m $123.8m $207.7m $288.0m $353.7m $455.0m $577.0m
Trade payables $700k $1.4m $1.0m $1.1m $600k $4.5m $500k
Funds held for reinsurance treaties $0 $62.1m $103.1m $136.0m $128.8m $219.6m $169.5m
Deferred ceding commission $22.4m $36.5m $39.7m $41.4m $65.6m $38.2m
Ceded premium payable $13.0m $18.7m $18.4m $23.2m $23.8m $23.9m
Borrowings under financing agreement $0 $14.9m $83.4m $158.1m
Total investments $60.6m $6.6m $801.8m $750.1m $673.2m $634.9m $722.9m
Total assets $414.3m $828.7m $1.5b $1.7b $1.6b $1.8b $1.9b
Total liabilities and stockholders' equity $414.3m $828.7m $1.5b $1.7b $1.6b $1.8b $1.9b
Other liabilities and accrued expenses $19.7m $54.1m $57.4m $84.5m $99.5m $105.7m $121.8m
Total liabilities $116.6m $287.7m $522.3m $823.9m $924.4m $1.3b $1.4b
Common stock, $0.00001 par value, 200,000,000 shares authorized as of December 31, 2025 and 2024; 75,907,215 shares and 72,720,866 shares issued and outstanding as of December 31, 2025 and 2024, respectively 0 0 0 0 0 0 0
Additional paid-in capital $15.7m $859.8m $1.6b $1.8b $1.8b $1.9b $2.0b
Accumulated deficit ($198.3m) ($320.6m) ($561.9m) ($859.7m) ($1.1b) ($1.3b) ($1.5b)
Accumulated other comprehensive income (loss) $100k $1.8m ($3.4m) ($27.6m) ($9.0m) ($6.1m) $6.4m
Total stockholders' equity ($182.5m) $541.0m $988.2m $866.8m $708.9m $593.4m $533.6m

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.