Simplex Trading

Simplex Trading’s Tiptree Inc TIPT Stock Holding History

Simplex Trading’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	–	Sell	-33,069	Closed	-$566K	–	11014
2025 Q4	$604K	Buy	33,069 +14,437	+77%	+$263K	0.02%	3114
2025 Q3	$357K	Buy	18,632 +6,408	+52%	+$143K	0.01%	4251
2025 Q2	$288K	Buy	+12,224	New	+$273K	0.01%	4114
2025 Q1	–	Sell	-67	Closed	-$1.43K	–	10557
2024 Q4	$1K	Buy	+67	New	+$1.4K	﹤0.01%	8326
2024 Q3	–	Hold	0	–	–	–	10567
2024 Q2	–	Sell	-6,264	Closed	-$105K	–	10770
2024 Q1	$108K	Sell	6,264 -30,115	-83%	-$540K	﹤0.01%	5501
2023 Q4	$689K	Buy	36,379 +24,271	+200%	+$420K	0.02%	3378
2023 Q3	$202K	Buy	+12,108	New	+$192K	0.01%	4342
2023 Q2	–	Hold	0	–	–	–	10993
2023 Q1	–	Hold	0	–	–	–	11144
2022 Q4	–	Sell	-5,515	Closed	-$71K	–	11364
2022 Q3	$59K	Sell	5,515 -5,218	-49%	-$59.5K	﹤0.01%	6218
2022 Q2	$113K	Buy	10,733 +7,049	+191%	+$79.2K	﹤0.01%	5408
2022 Q1	$47K	Sell	3,684 -5,223	-59%	-$67.2K	﹤0.01%	7225
2021 Q4	$123K	Sell	8,907 -34,384	-79%	-$482K	﹤0.01%	5925
2021 Q3	$410K	Hold	43,291	–	–	0.01%	4404
2021 Q2	$402K	Buy	+43,291	New	+$457K	0.01%	4501

Other funds holding TIPT

Dimensional Fund Advisors

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

Veradace Capital Management Dallas, Texas $112M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Geode Capital Management

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

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return