Tortoise Investment Management’s LendingTree TREE Stock Holding History

Tortoise Investment Management’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	-31	Closed	-$2.01K	–	1340
2025 Q3	$2.01K	Buy	31 +3	+11%	+$173	﹤0.01%	870
2025 Q2	$1.04K	Hold	28	–	–	﹤0.01%	960
2025 Q1	$1.41K	Hold	28	–	–	﹤0.01%	735
2024 Q4	$1.08K	Hold	28	–	–	﹤0.01%	796
2024 Q3	$1.63K	Hold	28	–	–	﹤0.01%	784
2024 Q2	$1.17K	Hold	28	–	–	﹤0.01%	817
2024 Q1	$1.19K	Hold	28	–	–	﹤0.01%	806
2023 Q4	$849	Hold	28	–	–	﹤0.01%	745
2023 Q3	$434	Hold	28	–	–	﹤0.01%	761
2023 Q2	$619	Hold	28	–	–	﹤0.01%	737
2023 Q1	$746	Hold	28	–	–	﹤0.01%	733
2022 Q4	$597	Sell	28 -3	-10%	-$68	﹤0.01%	735
2022 Q3	$1K	Buy	31 +3	+11%	+$117	﹤0.01%	740
2022 Q2	$1K	Buy	+28	New	+$2.08K	﹤0.01%	722
2021 Q2	–	Sell	-3	Closed	-$1K	–	614
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	572
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	531
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	513
2020 Q2	$1K	Hold	3	–	–	﹤0.01%	493
2020 Q1	$1K	Hold	3	–	–	﹤0.01%	532
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	578
2019 Q3	$1K	Buy	+3	New	+$1.02K	﹤0.01%	580

Other funds holding TREE

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Tortoise Investment Management's TREE Position: Q4 2025 in Review

Tortoise Investment Management sold out of LendingTree (TREE) in Q4 2025, closing a stake of 31 shares — an estimated $2.01K sold.

Tortoise Investment Management first reported a position in TREE in Q3 2019 and held it in 21 quarters. The position peaked at $2.01K in Q3 2025. 184 funds tracked by Wall St. Rank hold TREE as of Q4 2025.

Tortoise Investment Management reported no remaining LendingTree position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 31 LendingTree shares in Q4 2025, an estimated $2.01K.
Tortoise Investment Management first reported a position in LendingTree in Q3 2019 and held it in 21 quarters.
Tortoise Investment Management's LendingTree position peaked at $2.01K in Q3 2025.
184 funds tracked by Wall St. Rank held LendingTree as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.