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 Q2	$7.83K	Buy	+437	New	+$7.55K	﹤0.01%	7877
2026 Q1	–	Sell	-33,069	Closed	-$566K	–	10154
2025 Q4	$604K	Buy	33,069 +14,437	+77%	+$263K	﹤0.01%	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	–	9681
2024 Q4	$1K	Buy	+67	New	+$1.4K	﹤0.01%	8326
2024 Q2	–	Sell	-6,264	Closed	-$105K	–	9821
2024 Q1	$108K	Sell	6,264 -30,115	-83%	-$540K	﹤0.01%	5501
2023 Q4	$689K	Buy	36,379 +24,271	+200%	+$420K	﹤0.01%	3378
2023 Q3	$202K	Buy	+12,108	New	+$192K	﹤0.01%	4342
2022 Q4	–	Sell	-5,515	Closed	-$71K	–	10436
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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Simplex Trading's TIPT Position: Q2 2026 in Review

Simplex Trading opened a new position in Tiptree Inc (TIPT) in Q2 2026: 437 shares worth $7.83K. The stake represents ﹤0.01% of the portfolio and ranks #7877 among its holdings. This is a return to the name: Simplex Trading previously reported a position in TIPT as recently as Q4 2025.

Simplex Trading first reported a position in TIPT in Q2 2021 and has held it in 14 quarters since. The position peaked at $689K in Q4 2023. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

Simplex Trading held 437 shares of Tiptree Inc worth $7.83K as of Q2 2026.
Tiptree Inc was a new Simplex Trading position in Q2 2026.
Tiptree Inc made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7877 holding.
Simplex Trading first reported a position in Tiptree Inc in Q2 2021 and has held it in 14 quarters since.
Simplex Trading's Tiptree Inc position peaked at $689K in Q4 2023.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.