Envestnet Asset Management
TREE icon

Envestnet Asset Management’s LendingTree TREE Stock Holding History

Envestnet Asset Management’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
2025
Q4 		– Sell
-3,990
Closed -$258K – 4665
2025
Q3 		$258K Buy
+3,990
New +$230K ﹤0.01% 4173
2024
Q4 		– Sell
-4,816
Closed -$279K – 4401
2024
Q3 		$279K Buy
+4,816
New +$249K ﹤0.01% 3870
2022
Q3 		– Sell
-7,475
Closed -$328K – 4039
2022
Q2 		$328K Sell
7,475
-2,911
-28% -$216K ﹤0.01% 3310
2022
Q1 		$1.24M Buy
10,386
+1,528
+17% +$181K ﹤0.01% 2505
2021
Q4 		$1.09M Buy
8,858
+845
+11% +$112K ﹤0.01% 2581
2021
Q3 		$1.12M Buy
8,013
+1,047
+15% +$184K ﹤0.01% 2468
2021
Q2 		$1.48M Buy
6,966
+1,535
+28% +$323K ﹤0.01% 2272
2021
Q1 		$1.16M Buy
5,431
+564
+12% +$161K ﹤0.01% 2293
2020
Q4 		$1.33M Buy
4,867
+1,330
+38% +$395K ﹤0.01% 2018
2020
Q3 		$1.08M Buy
3,537
+639
+22% +$203K ﹤0.01% 1969
2020
Q2 		$839K Buy
2,898
+762
+36% +$184K ﹤0.01% 2071
2020
Q1 		$392K Buy
+2,136
New +$604K ﹤0.01% 2418
2019
Q3 		– Sell
-706
Closed -$297K – 3160
2019
Q2 		$297K Buy
+706
New +$270K ﹤0.01% 2675
2018
Q3 		– Sell
-167
Closed -$36K – 2499
2018
Q2 		$36K Sell
167
-33
-17% -$9.15K ﹤0.01% 2294
2018
Q1 		$64K Buy
200
+31
+18% +$11.2K ﹤0.01% 2066
2017
Q4 		$58K Buy
169
+37
+28% +$10.5K ﹤0.01% 2283
2017
Q3 		$31K Sell
132
-214
-62% -$46.2K ﹤0.01% 2412
2017
Q2 		$58K Sell
346
-95
-22% -$14.3K ﹤0.01% 2310
2017
Q1 		$55K Sell
441
-33
-7% -$3.76K ﹤0.01% 2380
2016
Q4 		$48K Buy
+474
New +$45.2K ﹤0.01% 2461

Other funds holding TREE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Envestnet Asset Management's TREE Position: Q4 2025 in Review

Envestnet Asset Management sold out of LendingTree (TREE) in Q4 2025, closing a stake of 3,990 shares — an estimated $258K sold.

Envestnet Asset Management first reported a position in TREE in Q4 2016 and held it in 20 quarters. The position peaked at $1.48M in Q2 2021. 184 funds tracked by Wall St. Rank hold TREE as of Q4 2025.

  • Envestnet Asset Management reported no remaining LendingTree position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 3,990 LendingTree shares in Q4 2025, an estimated $258K.
  • Envestnet Asset Management first reported a position in LendingTree in Q4 2016 and held it in 20 quarters.
  • Envestnet Asset Management's LendingTree position peaked at $1.48M in Q2 2021.
  • 184 funds tracked by Wall St. Rank held LendingTree as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.