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Tiptree Inc. (TIPT) institutional ownership

Market cap$760M SectorFinancial Services
Funds holding · Q1 2026
142
reported TIPT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
67 buyers · 75 sellers

Tiptree Inc. (TIPT) price and institutional activity

Dates

Q1 2026

$0 bought by 67 investors
Veradace Capital Management LLCGabelli Funds LLC +65 more
$0 sold by 75 investors
Royce & Associates LPMillennium Management LLC +73 more
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Bought Sold Totals per quarter; hover a bar for the names.

Tiptree Inc. (TIPT) institutional activity · 142

Investor Type Est. change Change Δ Own Date
Veradace Capital Management LLC · Added
Change +421K Date Q1 2026
Veradace Capital Management LLC Added· Q1 2026 +421K Q1 2026
Royce & Associates LP · Reduced
Change −329K Date Q1 2026
Royce & Associates LP Reduced· Q1 2026 −329K Q1 2026
Gabelli Funds LLC · Added
Change +241K Date Q1 2026
Gabelli Funds LLC Added· Q1 2026 +241K Q1 2026
Millennium Management LLC · Reduced
Change −208K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −208K Q1 2026
Steamboat Capital Partners, LLC · Added
Change +196K Date Q1 2026
Steamboat Capital Partners, LLC Added· Q1 2026 +196K Q1 2026
Susquehanna International Group, LLP · Exited
Change −193K Δ Own −100.0% Date Q1 2026
Susquehanna International Group, LLP Exited· Q1 2026 −193K −100.0% Q1 2026
Goldman Sachs Group Inc · Reduced
Change −181K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −181K Q1 2026
Arrowstreet Capital, Limited Partnership · Added
Change +174K Date Q1 2026
Arrowstreet Capital, Limited Partnership Added· Q1 2026 +174K Q1 2026
Nuveen, LLC · Added
Change +172K Date Q1 2026
Nuveen, LLC Added· Q1 2026 +172K Q1 2026
Algert Global LLC · Reduced
Change −140K Date Q1 2026
Algert Global LLC Reduced· Q1 2026 −140K Q1 2026
Jane Street Group, LLC · Reduced
Change −113K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −113K Q1 2026
Point72 Asset Management, L.P. · Reduced
Change −99K Δ Own −62.0% Date Q1 2026
Point72 Asset Management, L.P. Reduced· Q1 2026 −99K −62.0% Q1 2026
Marshall Wace, LLP · Reduced
Change −96K Date Q1 2026
Marshall Wace, LLP Reduced· Q1 2026 −96K Q1 2026
Diametric Capital, LP · Added
Change +95K Date Q1 2026
Diametric Capital, LP Added· Q1 2026 +95K Q1 2026
UBS Group AG · Added
Change +94K Date Q1 2026
UBS Group AG Added· Q1 2026 +94K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 142

Famous investor activity in Tiptree Inc. (TIPT)

Tiptree Inc. (TIPT) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Smith Bradley E. · Director Grant (A) 2K
Owned 107K ΔOwn +1.7% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Smith Bradley E. Director Grant (A) 2K 107K +1.7% Jul 2, 2026 Jul 6, 2026
Goldwasser Lesley · Director Grant (A) 1K
Owned 117K ΔOwn +0.9% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Goldwasser Lesley Director Grant (A) 1K 117K +0.9% Jul 2, 2026 Jul 6, 2026
Ilany Jonathan · Director Buy +$17K
Price $17.45 Qty +990 Owned 193K Trade date May 27, 2026 Filed date May 28, 2026
Ilany Jonathan Director Buy $17.45 +990 +$17K 193K May 27, 2026 May 28, 2026
Smith Bradley E. · Director Grant (A) 2K
Owned 105K Trade date Apr 2, 2026 Filed date Apr 6, 2026
Smith Bradley E. Director Grant (A) 2K 105K Apr 2, 2026 Apr 6, 2026
Goldwasser Lesley · Director Grant (A) 1K
Owned 116K Trade date Apr 2, 2026 Filed date Apr 6, 2026
Goldwasser Lesley Director Grant (A) 1K 116K Apr 2, 2026 Apr 6, 2026
McKinney Scott T. · CFO Buy +$20K
Price $15.98 Qty +1K Owned 4K Trade date Mar 12, 2026 Filed date Mar 13, 2026
McKinney Scott T. CFO Buy $15.98 +1K +$20K 4K Mar 12, 2026 Mar 13, 2026
McKinney Scott T. · CFO Buy +$42K
Price $16.15 Qty +3K Owned 3K Trade date Mar 11, 2026 Filed date Mar 13, 2026
McKinney Scott T. CFO Buy $16.15 +3K +$42K 3K Mar 11, 2026 Mar 13, 2026
McKinney Scott T. · Officer 2 operations 0
Owned 0 Trade date Feb 20, 2026 Filed date Feb 23, 2026
McKinney Scott T. Officer 2 operations 0 0 Feb 20, 2026 Feb 23, 2026
McKinney Scott T. · Officer Tax withholding or exercise payment (F) -$88K
Price $17.06 Qty -5K Owned 100K Trade date Feb 20, 2026 Filed date Feb 23, 2026
McKinney Scott T. Officer Tax withholding or exercise payment (F) $17.06 -5K -$88K 100K Feb 20, 2026 Feb 23, 2026
Goldwasser Lesley · Director Grant (A) 2K
Owned 114K Trade date Jan 8, 2026 Filed date Jan 9, 2026
Goldwasser Lesley Director Grant (A) 2K 114K Jan 8, 2026 Jan 9, 2026
Friedman Paul M. · Director Grant (A) 2K
Owned 122K Trade date Jan 8, 2026 Filed date Jan 9, 2026
Friedman Paul M. Director Grant (A) 2K 122K Jan 8, 2026 Jan 9, 2026
Mielle Dominique · Director Buy +$101K
Price $18.29 Qty +6K Owned 71K Trade date Nov 7, 2025 Filed date Nov 10, 2025
Mielle Dominique Director Buy $18.29 +6K +$101K 71K Nov 7, 2025 Nov 10, 2025
Friedman Paul M. · Director Grant (A) 2K
Owned 120K Trade date Oct 3, 2025 Filed date Oct 6, 2025
Friedman Paul M. Director Grant (A) 2K 120K Oct 3, 2025 Oct 6, 2025
Goldwasser Lesley · Director Grant (A) 2K
Owned 112K Trade date Oct 3, 2025 Filed date Oct 6, 2025
Goldwasser Lesley Director Grant (A) 2K 112K Oct 3, 2025 Oct 6, 2025
Ilany Jonathan · Director 2 operations $0
Price $6.65 Qty 0 Owned 0 Trade date Sep 15, 2025 Filed date Sep 17, 2025
Ilany Jonathan Director 2 operations $6.65 0 $0 0 Sep 15, 2025 Sep 17, 2025
15 of 20
15 of 20 Sign in to continue to older insider transactions.

Tiptree Inc. (TIPT) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Dimensional Fund Advisors LP 2.6M
% of shares outstanding 7.0% Filing date Feb 9, 2024
Dimensional Fund Advisors LP 2.6M 7.0% Feb 9, 2024
BlackRock Inc. 2.0M
% of shares outstanding 5.5% Filing date Jan 31, 2024
BlackRock Inc. 2.0M 5.5% Jan 31, 2024
2 of 2

Tiptree Inc. (TIPT) ownership FAQ

Who owns TIPT?

142 reporting institutions disclosed TIPT position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.