Y-Intercept (HK)’s LendingTree TREE Stock Holding History

Y-Intercept (HK)’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 Q3	$1.12M	Buy	45,652 +22,151	+94%	+$743K	0.02%	954
2026 Q2	$1.04M	Buy	+23,501	New	+$950K	0.02%	1033
2026 Q1	–	Sell	-42,525	Closed	-$2.26M	–	2062
2025 Q4	$2.26M	Buy	42,525 +14,383	+51%	+$807K	0.05%	571
2025 Q3	$1.82M	Sell	28,142 -59,649	-68%	-$3.44M	0.04%	662
2025 Q2	$3.25M	Buy	+87,791	New	+$3.54M	0.08%	376
2024 Q2	–	Sell	-9,908	Closed	-$420K	–	1925
2024 Q1	$420K	Buy	+9,908	New	+$347K	0.03%	805
2023 Q4	–	Sell	-18,537	Closed	-$287K	–	1647
2023 Q3	$287K	Buy	18,537 +7,958	+75%	+$161K	0.03%	791
2023 Q2	$234K	Buy	10,579 +2,881	+37%	+$61.4K	0.02%	867
2023 Q1	$205K	Buy	+7,698	New	+$253K	0.02%	956
2022 Q3	–	Sell	-8,779	Closed	-$385K	–	1274
2022 Q2	$385K	Buy	+8,779	New	+$651K	0.05%	502
2021 Q2	–	Sell	-1,567	Closed	-$323K	–	902
2021 Q1	$323K	Buy	+1,567	New	+$446K	0.09%	375

Other funds holding TREE

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Y-Intercept (HK)'s TREE Position: Q3 2026 in Review

Y-Intercept (HK) increased its LendingTree (TREE) stake by 94% in Q3 2026, buying an estimated $743K and bringing the position to 45,652 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #954.

Y-Intercept (HK) first reported a position in TREE in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.25M in Q2 2025. 27 funds tracked by Wall St. Rank hold TREE as of Q3 2026.

Y-Intercept (HK) held 45,652 shares of LendingTree worth $1.12M as of Q3 2026.
Y-Intercept (HK) bought 22,151 LendingTree shares in Q3 2026, an estimated $743K.
LendingTree made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #954 holding.
Y-Intercept (HK) first reported a position in LendingTree in Q1 2021 and has held it in 11 quarters since.
Y-Intercept (HK)'s LendingTree position peaked at $3.25M in Q2 2025.
27 funds tracked by Wall St. Rank held LendingTree as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.