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
Search
Sign in
Sign up
PCM
Prelude Capital Management’s
Tiptree Inc
TIPT
Stock Holding History
Prelude 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
Q1
$905K
Buy
+53,459
New
+$915K
0.07%
333
2025
Q1
–
Sell
-65,504
Closed
-$1.37M
–
1555
2024
Q4
$1.37M
Sell
65,504
-25,107
-28%
-$525K
0.11%
279
2024
Q3
$1.77M
Hold
90,611
–
–
0.14%
249
2024
Q2
$1.49M
Buy
90,611
+1,760
+2%
+$29.4K
0.13%
240
2024
Q1
$1.54M
Buy
+88,851
New
+$1.59M
0.11%
299
2022
Q3
–
Hold
0
–
–
–
1968
2022
Q2
–
Sell
-12,500
Closed
-$140K
–
2146
2022
Q1
$161K
Buy
+12,500
New
+$161K
0.01%
1314
2021
Q4
–
Hold
0
–
–
–
2376
2021
Q3
–
Hold
0
–
–
–
2131
2014
Q4
–
Sell
-900
Closed
-$7K
–
2175
2014
Q3
$7K
Buy
+900
New
+$6.62K
﹤0.01%
1808
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
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
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
Sign up
Sign in
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
Theme
Close