Counterpoint Mutual Funds
TREE icon

Counterpoint Mutual Funds’s LendingTree TREE Stock Holding History

Counterpoint Mutual Funds’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$359K Buy
+14,677
New +$492K 0.03% 206
2025
Q2 		– Sell
-7,708
Closed -$387K – 441
2025
Q1 		$387K Sell
7,708
-1,064
-12% -$47.4K 0.06% 180
2024
Q4 		$340K Buy
8,772
+3,923
+81% +$188K 0.04% 184
2024
Q3 		$281K Buy
4,849
+25
+0.5% +$1.29K 0.05% 143
2024
Q2 		$201K Buy
+4,824
New +$204K 0.05% 205

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Creative Planning
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Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Counterpoint Mutual Funds's TREE Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in LendingTree (TREE) in Q3 2026: 14,677 shares worth $359K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in TREE as recently as Q1 2025.

Counterpoint Mutual Funds first reported a position in TREE in Q2 2024 and has held it in 5 quarters since. The position peaked at $387K in Q1 2025. 46 funds tracked by Wall St. Rank hold TREE as of Q3 2026.

  • Counterpoint Mutual Funds held 14,677 shares of LendingTree worth $359K as of Q3 2026.
  • LendingTree was a new Counterpoint Mutual Funds position in Q3 2026.
  • LendingTree made up 0.03% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #206 holding.
  • Counterpoint Mutual Funds first reported a position in LendingTree in Q2 2024 and has held it in 5 quarters since.
  • Counterpoint Mutual Funds's LendingTree position peaked at $387K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held LendingTree as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.