Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tiptree Inc (TIPT)

140 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — TIPT

Based on 141 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TIPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

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 (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

74 buying75 selling
Last quarter: 74 funds bought or added vs 75 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new TIPT position: 21 → 25 → 20 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new
72 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.
➡️

Steady discovery — ~29 new funds/quarter

27 → 21 → 25 → 20 → 29 new funds/Q
New funds entering each quarter: 21 → 25 → 20 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 31% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 31% new
Entry-cohort mix of 143 holders: 81 (57%) are 2+ year veterans, 17 entered 1–2 years ago, and 45 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
35 of 140 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 74 hedge funds were net buyers of TIPT (29 opened a new position, 45 added to an existing one), while 75 reduced or exited (50 trimmed, 25 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 38% of total institutional value in TIPT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy Tiptree Inc (TIPT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TIPT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
TIPT
+3.6%
XLF
+1220.3%

TIPT outperformed XLF by -1216.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
TIPT
+6.0%
XLF
+4.8%

Since the filing became public, TIPT outperformed XLF by +1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: TIPT
140 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 140 137 2.19%
13F Shares 17M 17M -4.5%
Total Value $277M $316M -12.47%
New Positions 28 20 +8
Increased Positions 44 63 -19
Closed Positions 25 25 -
Reduced Positions 50 39 +11
Total Calls 2 4 -50.0%
Total Puts 1 4 -75.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: TIPT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

140 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Veradace Capital Management LLC 27.74% 1,843,792 $31.2M
2 Steamboat Capital Partners, LLC 2.90% 690,000 $11.7M
3 Raffles Associates LP 0.82% 55,801 $944K
4 Diametric Capital, LP 0.53% 119,543 $2.0M
5 Steadtrust LLC 0.35% 36,274 $614K
6 Heartland Advisors Inc 0.35% 400,000 $6.8M
7 VARCOV Co. 0.19% 30,565 $517K
8 Kennedy Capital Management LLC 0.18% 494,489 $8.4M
9 AYAL Capital Advisors Ltd 0.15% 32,523 $550K
10 Corsair Capital Management, L.P. 0.10% 38,425 $650K
11 Bluefin Capital Management, LLC 0.09% 20,776 $380K
12 Bridgeway Capital Management, LLC 0.07% 209,019 $3.5M
13 Prelude Capital Management, LLC 0.07% 53,459 $905K
14 Counterpoint Mutual Funds LLC 0.05% 17,711 $300K
15 Numerai GP LLC 0.04% 22,481 $380K
16 Tcw Group Inc 0.04% 294,183 $5.0M
17 Gabelli Funds LLC 0.04% 314,668 $5.3M
18 CenterBook Partners LP 0.03% 33,873 $573K
19 Smith, Moore & CO. 0.02% 18,158 $307K
20 Y-Intercept (Hong Kong) Ltd 0.02% 62,865 $1.1M
21 Royce & Associates LP 0.02% 111,959 $1.9M
22 PDT Partners, LLC 0.01% 13,579 $230K
23 Empowered Funds, LLC 0.01% 119,019 $2.0M
24 Martingale Asset Management L P 0.01% 28,118 $476K
25 Prospera Financial Services Inc 0.01% 38,412 $650K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TIPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TIPT?

Slight buying edge — 50% buying: Last quarter: 74 funds bought or added vs 75 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?

Strong quality — 38% AUM from major funds: 35 of 140 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TIPT?

51% of holders stayed for 2+ years: 72 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.

Is it too late to buy Tiptree Inc (TIPT) following the 2026 Q1 hedge fund 13F filings?

As of today, TIPT has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), TIPT has gained +3.6% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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