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DLD Asset Management’s Tiptree Inc TIPT Stock Holding History

DLD Asset Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,614
Closed -$541K – 463
2025
Q4 		$541K Buy
29,614
+8,914
+43% +$162K 0.04% 215
2025
Q3 		$397K Buy
+20,700
New +$461K 0.03% 233

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

DLD Asset Management's TIPT Position: Q1 2026 in Review

DLD Asset Management sold out of Tiptree Inc (TIPT) in Q1 2026, closing a stake of 29,614 shares — an estimated $541K sold.

DLD Asset Management first reported a position in TIPT in Q3 2025 and held it in 2 quarters. The position peaked at $541K in Q4 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • DLD Asset Management reported no remaining Tiptree Inc position as of Q1 2026 after selling out during the quarter.
  • DLD Asset Management sold 29,614 Tiptree Inc shares in Q1 2026, an estimated $541K.
  • DLD Asset Management first reported a position in Tiptree Inc in Q3 2025 and held it in 2 quarters.
  • DLD Asset Management's Tiptree Inc position peaked at $541K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on DLD Asset Management's 13F filing for Q1 2026, filed 13 May 2026.