KCM
TIPT icon

Kennedy Capital Management’s Tiptree Inc TIPT Stock Holding History

Kennedy Capital 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
Q2 		$8.7M Sell
485,373
-9,116
-2% -$158K 0.15% 225
2026
Q1 		$8.37M Buy
494,489
+11,609
+2% +$199K 0.18% 196
2025
Q4 		$8.82M Buy
482,880
+30
+0% +$547 0.19% 184
2025
Q3 		$9.26M Sell
482,850
-21,073
-4% -$469K 0.2% 175
2025
Q2 		$11.9M Buy
503,923
+65,607
+15% +$1.46M 0.28% 105
2025
Q1 		$10.6M Buy
438,316
+165,302
+61% +$3.51M 0.25% 129
2024
Q4 		$5.7M Buy
273,014
+97,078
+55% +$2.03M 0.13% 289
2024
Q3 		$3.44M Buy
175,936
+9,864
+6% +$183K 0.08% 398
2024
Q2 		$2.74M Buy
166,072
+9,716
+6% +$162K 0.06% 465
2024
Q1 		$2.7M Buy
156,356
+131,871
+539% +$2.37M 0.06% 464
2023
Q4 		$464K Buy
24,485
+429
+2% +$7.42K 0.01% 637
2023
Q3 		$403K Buy
24,056
+565
+2% +$8.97K 0.01% 624
2023
Q2 		$353K Buy
+23,491
New +$327K 0.01% 628

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
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kennedy Capital Management's TIPT Position: Q2 2026 in Review

Kennedy Capital Management reduced its Tiptree Inc (TIPT) stake by 1.8% in Q2 2026, selling an estimated $158K and leaving 485,373 shares worth $8.7M. The position accounts for 0.15% of the portfolio, ranked #225.

Kennedy Capital Management first reported a position in TIPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.9M in Q2 2025. 141 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Kennedy Capital Management held 485,373 shares of Tiptree Inc worth $8.7M as of Q2 2026.
  • Kennedy Capital Management sold 9,116 Tiptree Inc shares in Q2 2026, an estimated $158K.
  • Tiptree Inc made up 0.15% of Kennedy Capital Management's portfolio in Q2 2026, its #225 holding.
  • Kennedy Capital Management first reported a position in Tiptree Inc in Q2 2023 and has held it in 13 quarters since.
  • Kennedy Capital Management's Tiptree Inc position peaked at $11.9M in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.