Kennedy Capital Management
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
Q3 		$8.02M Sell
471,893
-13,480
-3% -$242K 0.15% 231
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 $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Kennedy Capital Management's TIPT Position: Q3 2026 in Review

Kennedy Capital Management reduced its Tiptree Inc (TIPT) stake by 2.8% in Q3 2026, selling an estimated $242K and leaving 471,893 shares worth $8.02M. The position accounts for 0.15% of the portfolio, ranked #231.

Kennedy Capital Management first reported a position in TIPT in Q2 2023 and has held it in 14 quarters since. The position peaked at $11.9M in Q2 2025. 89 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

  • Kennedy Capital Management held 471,893 shares of Tiptree Inc worth $8.02M as of Q3 2026.
  • Kennedy Capital Management sold 13,480 Tiptree Inc shares in Q3 2026, an estimated $242K.
  • Tiptree Inc made up 0.15% of Kennedy Capital Management's portfolio in Q3 2026, its #231 holding.
  • Kennedy Capital Management first reported a position in Tiptree Inc in Q2 2023 and has held it in 14 quarters since.
  • Kennedy Capital Management's Tiptree Inc position peaked at $11.9M in Q2 2025.
  • 89 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

Based on Kennedy Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.