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Principal Securities’s LendingTree TREE Stock Holding History

Principal Securities’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
-1
Closed -$65 – 3337
2025
Q3 		$65 Hold
1
– – ﹤0.01% 3712
2025
Q2 		$37 Hold
1
– – ﹤0.01% 3664
2025
Q1 		$39 Hold
1
– – ﹤0.01% 3536
2024
Q4 		$39 Hold
1
– – ﹤0.01% 3531
2024
Q3 		$58 Hold
1
– – ﹤0.01% 3421
2024
Q2 		$42 Hold
1
– – ﹤0.01% 3375
2024
Q1 		$42 Hold
1
– – ﹤0.01% 3296
2023
Q4 		$30 Buy
+1
New +$18 ﹤0.01% 3202

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 $145B AUM 34.61% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 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 $3.16B AUM 109.58% 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

Principal Securities's TREE Position: Q4 2025 in Review

Principal Securities sold out of LendingTree (TREE) in Q4 2025, closing a stake of 1 share — an estimated $65 sold.

Principal Securities first reported a position in TREE in Q4 2023 and held it in 8 quarters. The position peaked at $65 in Q3 2025. 184 funds tracked by Wall St. Rank hold TREE as of Q4 2025.

  • Principal Securities reported no remaining LendingTree position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1 LendingTree share in Q4 2025, an estimated $65.
  • Principal Securities first reported a position in LendingTree in Q4 2023 and held it in 8 quarters.
  • Principal Securities's LendingTree position peaked at $65 in Q3 2025.
  • 184 funds tracked by Wall St. Rank held LendingTree as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.