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KCM
Kennedy Capital Management’s
Tiptree Inc
TIPT
Stock Holding History
Kennedy Capital Management’s Portfolio
TIPT Stock Details
TIPT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Veradace Capital Management
Dallas, Texas
$112M AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
SCP
Steamboat Capital Partners
Rye, New York
$403M AUM
43.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
HA
Heartland Advisors
Milwaukee, Wisconsin
$1.96B AUM
28.26%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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