RFP
TREE icon

Root Financial Partners’s LendingTree TREE Stock Holding History

Root Financial Partners’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
2026
Q1 		$4.42K Buy
103
+93
+930% +$4.45K ﹤0.01% 1997
2025
Q4 		$531 Buy
+10
New +$561 ﹤0.01% 2201

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's TREE Position: Q1 2026 in Review

Root Financial Partners increased its LendingTree (TREE) stake by 930% in Q1 2026, buying an estimated $4.45K and bringing the position to 103 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Root Financial Partners first reported a position in TREE in Q4 2025 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Root Financial Partners held 103 shares of LendingTree worth $4.42K as of Q1 2026.
  • Root Financial Partners bought 93 LendingTree shares in Q1 2026, an estimated $4.45K.
  • LendingTree made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1997 holding.
  • Root Financial Partners first reported a position in LendingTree in Q4 2025 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.