JACOBS LEVY EQUITY MANAGEMENT, INC TREE — LENDINGTREE INC NEW

Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC  ·  16 quarters on record

AI Ownership Summary

JACOBS LEVY EQUITY MANAGEMENT, INC reported LENDINGTREE INC NEW (TREE) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows TREE at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TREE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS LEVY EQUITY MANAGEMENT, INC's position in LENDINGTREE INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TREE was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TREE stock page JACOBS LEVY EQUITY MANAGEMENT, INC fund profile JACOBS LEVY EQUITY MANAGEMENT, INC full holdings
How JACOBS LEVY EQUITY MANAGEMENT, INC held TREE — position size vs. price
% of Fund (quarterly)    TREE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 320,678 +12,564 +4.1% 0.06% $13.8M 2026-05-15 $35.73
2025 Q4 REDUCED — — — 308,114 -7,712 -2.4% 0.06% $16.4M 2026-02-13 $39.75
2025 Q3 REDUCED 7.1% -16.5% ✅ 315,826 -24,046 -7.1% 0.08% $20.4M 2025-11-17 $48.40
2025 Q2 REDUCED — — — 339,872 -17,769 -5.0% 0.05% $12.6M 2025-08-14 $62.00
2025 Q1 ADDED — — — 357,641 +14,644 +4.3% 0.07% $18.0M 2025-05-15 $37.62
2024 Q4 REDUCED — — — 342,997 -2,715 -0.8% 0.05% $13.3M 2025-02-14 $46.97
2024 Q3 REDUCED 5.8% -33.2% ✅ 345,712 -21,304 -5.8% 0.08% $20.1M 2024-11-14 $48.45
2024 Q2 ADDED — — — 367,016 +2,843 +0.8% 0.06% $15.3M 2024-08-14 $45.88
2024 Q1 ADDED — — — 364,173 +22,581 +6.6% 0.07% $15.4M 2024-05-15 $46.62
2023 Q4 REDUCED — — — 341,592 -3,700 -1.1% 0.05% $10.4M 2024-02-14 $35.60
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TREE

As of 2026 Q1 — sorted by position size

G2 Investment Partners Management LLC 3Y 7Y 1.85% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.6% S SQUARED TECHNOLOGY, LLC 3Y 7Y 1.47% Divisadero Street Capital Management, LP 3Y 0.84% EMERALD ADVISERS, LLC 3Y 7Y 0.46% EMERALD MUTUAL FUND ADVISERS TRUST 3Y 7Y 0.45% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 0.38% Intellectus Partners, LLC 3Y 7Y 0.29% HARBOR CAPITAL ADVISORS, INC. 3Y 0.22% Nebula Research & Development LLC 3Y 0.09%

FAQ About JACOBS LEVY EQUITY MANAGEMENT, INC and TREE

These are the practical questions this page is built to answer before you even open the full history table.

How long has JACOBS LEVY EQUITY MANAGEMENT, INC reported owning TREE?

JACOBS LEVY EQUITY MANAGEMENT, INC reported TREE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TREE position in JACOBS LEVY EQUITY MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for TREE was 0.08% in 2025 Q3.

What is the latest reported TREE position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS LEVY EQUITY MANAGEMENT, INC reported 320,678 shares, equal to 0.06% of portfolio, with an estimated market value of $13.8M.

What does the chart on this TREE ownership page compare?

The chart compares JACOBS LEVY EQUITY MANAGEMENT, INC's quarterly TREE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JACOBS LEVY EQUITY MANAGEMENT, INC time their TREE position?

Based on 13F filing dates vs. subsequent TREE price moves, JACOBS LEVY EQUITY MANAGEMENT, INC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on TREE relative to SPY over the holding period was -17.9%.

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