Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tiptree Inc (TIPT)

137 + Investors. Track Smart Money conviction in TIPT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
58%

Smart Money Signals — TIPT

Based on 141 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
141 hedge funds hold TIPT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TIPT is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

85 buying61 selling
Last quarter: 85 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 20 → 29 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 24% medium ■ 28% new
68 out of 141 hedge funds have held TIPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +21% but shares only +6% — price-driven

Value
+21%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

21 → 25 → 20 → 29 → 26 new funds/Q
New funds entering each quarter: 25 → 20 → 29 → 26. A growing number of institutions are discovering TIPT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 35% newcomers

■ 53% veterans ■ 12% 1-2yr ■ 35% new
Entry-cohort mix of 144 holders: 77 (53%) are 2+ year veterans, 17 entered 1–2 years ago, and 50 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
40 of 139 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in TIPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TIPT

In 2026 Q2, 85 hedge funds were net buyers of TIPT (26 opened a new position, 59 added to an existing one), while 61 reduced or exited (35 trimmed, 26 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 60% of total institutional value in TIPT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 141.

Hedge Fund Ownership: TIPT

How many hedge funds hold TIPT — quarterly history vs. share price
Quarterly hedge fund ownership of TIPT vs. share price

Market Analysis: TIPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TIPT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: TIPT
137 + Investors

Track Smart Money conviction in TIPT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 137 141 -2.84%
13F Shares 17M 17M 2.34%
Total Value $303M $277M 9.31%
New Positions 26 29 -3
Increased Positions 57 44 +13
Closed Positions 28 25 +3
Reduced Positions 35 50 -15
Total Calls 3 2 50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: TIPT

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Institutional Holders (2026 Q2)

137 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TIPT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TIPT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veradace Capital Management LLC 17.63% 1,302,962 $23.3M
2 Raffles Associates LP 0.90% 55,801 $1000K
3 Steamboat Capital Partners, LLC 0.71% 185,259 $3.3M
4 Steadtrust LLC 0.33% 36,274 $650K
5 Heartland Advisors Inc 0.32% 400,000 $7.2M
6 Kennedy Capital Management LLC 0.15% 485,373 $8.7M
7 Diametric Capital, LP 0.13% 71,313 $1.3M
8 Corsair Capital Management, L.P. 0.09% 38,425 $689K
9 Bridgeway Capital Management, LLC 0.07% 218,157 $3.9M
10 Gabelli Funds LLC 0.06% 537,471 $9.6M
11 Prelude Capital Management, LLC 0.06% 44,429 $796K
12 CenterBook Partners LP 0.05% 53,181 $953K
13 Numerai GP LLC 0.04% 28,828 $517K
14 Mangrove Partners IM, LLC 0.04% 30,199 $541K
15 Tcw Group Inc 0.04% 294,183 $5.3M
16 Martingale Asset Management L P 0.03% 59,033 $1.1M
17 Algert Global LLC 0.02% 113,386 $2.0M
18 Fortis Capital Management LLC 0.02% 12,023 $215K
19 Y-Intercept (Hong Kong) Ltd 0.02% 66,064 $1.2M
20 Smith, Moore & CO. 0.02% 18,058 $324K
21 Arax Advisory Partners 0.02% 136,909 $2.5M
22 Persistent Asset Partners Ltd 0.01% 2,717 $49K
23 WINTON GROUP Ltd 0.01% 22,927 $411K
24 Empowered Funds, LLC 0.01% 128,157 $2.3M
25 Prospera Financial Services Inc 0.01% 38,412 $688K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tiptree Inc (TIPT)

What does the Smart Money Trend signal show for TIPT?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TIPT?

Slight buying edge — 58% buying: Last quarter: 85 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TIPT holders?

Elite ownership — 60% AUM from top-100 funds: 40 of 139 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in TIPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TIPT?

48% of holders stayed for 2+ years: 68 out of 141 hedge funds have held TIPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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