Who owns Tree?
- Ticker: TREE
- CUSIP Number: 52603b107
Tip: Access positions for across all investors
Analyze quarterly positions in Tree with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Tree stock
Who bought or sold Tree this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 1.1M | $47M | 2% | Mar 2026 |
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| Jennison Associates | 1.0M | $44M | 74% | Mar 2026 |
|
| Vanguard Group | 705k | $37M | 4% | Dec 2025 |
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| Ameriprise Financial | 555k | $24M | 10% | Mar 2026 |
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| Vanguard Capital Management | 478k | $21M | 100% | Mar 2026 |
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| Punch & Associates Investment Management | 470k | $25M | 35% | Dec 2025 |
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| Divisadero Street Capital Management | 469k | $20M | 100% | Mar 2026 |
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| Millennium Management | 368k | $16M | 2142% | Mar 2026 |
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| Emerald Advisers | 340k | $15M | -6% | Mar 2026 |
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| Jacobs Levy Equity Management | 321k | $14M | 4% | Mar 2026 |
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| Geode Capital Management | 278k | $12M | 3% | Mar 2026 |
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| Dimensional Fund Advisors | 277k | $12M | 9% | Mar 2026 |
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| Renaissance Technologies | 273k | $15M | -30% | Dec 2025 |
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| Mariner Wealth Advisors | 258k | $11M | -85% | Mar 2026 |
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| Philadelphia Financial Management of San Francisco | 252k | $13M | 100% | Dec 2025 |
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| State Street Corporation | 245k | $13M | 4% | Dec 2025 |
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| Jane Street | 232k | $10M | 78% | Mar 2026 |
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| Emerald Mutual Fund Advisers, Trust | 218k | $9.4M | 0% | Mar 2026 |
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| Arrowstreet Capital, Limited Partnership | 206k | $11M | -22% | Dec 2025 |
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| AQR Capital Management | 203k | $8.7M | 374% | Mar 2026 |
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| Goldman Sachs Group | 190k | $8.1M | 70% | Mar 2026 |
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| Federated Investors | 178k | $7.6M | 4% | Mar 2026 |
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| G2 Investment Partners Management | 175k | $7.5M | 90% | Mar 2026 |
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| FMR | 170k | $9.0M | 27% | Dec 2025 |
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| Citadel Advisors | 152k | $6.5M | 56% | Mar 2026 |
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| State of Wisconsin Investment Board | 149k | $7.9M | 9% | Dec 2025 |
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| Vanguard Portfolio Management | 134k | $5.8M | 100% | Mar 2026 |
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| Susquehanna International | 110k | $5.9M | -57% | Dec 2025 |
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| Morgan Stanley | 105k | $4.5M | 27% | Mar 2026 |
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| Victory Capital Management | 103k | $5.5M | -2% | Dec 2025 |
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| Qube Research & Technologies | 100k | $5.3M | 5% | Dec 2025 |
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| Charles Schwab Investment Management | 99k | $5.2M | -3% | Dec 2025 |
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| Assenagon Asset Management | 94k | $4.0M | -41% | Mar 2026 |
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| Nuveen | 94k | $4.0M | -39% | Mar 2026 |
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| S Squared Technology | 91k | $3.9M | 100% | Mar 2026 |
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| RPg Family Wealth Advisory | 91k | $4.8M | 0% | Dec 2025 |
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| Northern Trust | 90k | $4.8M | -6% | Dec 2025 |
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| Advisor Group Holdings | 82k | $4.4M | -8% | Dec 2025 |
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| Bank of America Corporation | 82k | $3.5M | 100% | Mar 2026 |
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| Vanguard Fiduciary Trust | 79k | $3.4M | 100% | Mar 2026 |
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| Two Sigma Investments | 71k | $3.1M | 159% | Mar 2026 |
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| Marshall Wace | 67k | $3.6M | 10% | Dec 2025 |
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| Harbor Capital Advisors | 65k | $2.8M | 24% | Mar 2026 |
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| Thomas Stevens, CFA" | 49k | $2.1M | 47% | Mar 2026 |
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| UBS Group | 45k | $1.9M | -68% | Mar 2026 |
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| PanAgora Asset Management | 45k | $1.9M | 0% | Mar 2026 |
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| Boothbay Fund Management | 43k | $1.9M | 100% | Mar 2026 |
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| Vanguard Global Advisers | 38k | $1.6M | 100% | Mar 2026 |
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| Raymond James Financial | 37k | $2.0M | 3% | Dec 2025 |
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| Invesco | 35k | $1.5M | -2% | Mar 2026 |
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| Zacks Investment Management | 34k | $1.5M | 14% | Mar 2026 |
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| Susquehanna Portfolio Strategies | 34k | $1.8M | -14% | Dec 2025 |
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| Bank of New York Mellon | 33k | $1.4M | -2% | Mar 2026 |
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| Balyasny Asset Management | 33k | $1.4M | 14% | Mar 2026 |
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| Cetera Investment Advisers | 33k | $1.4M | 21% | Mar 2026 |
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| Intellectus Partners | 33k | $1.4M | -1% | Mar 2026 |
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| American Century Companies | 31k | $1.7M | 3% | Dec 2025 |
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| Quantinno Capital Management | 28k | $1.2M | 351% | Mar 2026 |
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| Engineers Gate Manager | 27k | $1.4M | -8% | Dec 2025 |
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| Barclays | 26k | $1.4M | 40% | Dec 2025 |
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| Russell Investments | 25k | $1.1M | 6% | Mar 2026 |
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| Cullen Capital Management | 25k | $1.3M | -1% | Dec 2025 |
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| Swiss National Bank | 23k | $978k | 0% | Mar 2026 |
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| Hrt Financial | 23k | $965k | 100% | Mar 2026 |
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| Creative Planning | 19k | $831k | 170% | Mar 2026 |
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| Trexquant Investment | 18k | $772k | -33% | Mar 2026 |
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| Ubs Global Asset Management Americas | 18k | $769k | 0% | Mar 2026 |
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| ALPS Advisors | 18k | $759k | 17% | Mar 2026 |
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| Tudor Investment Corporation | 18k | $759k | 321% | Mar 2026 |
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| EFG International | 17k | $912k | 100% | Dec 2025 |
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| Kestra Private Wealth Services | 17k | $730k | 100% | Mar 2026 |
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| Mackenzie Financial | 17k | $716k | 35% | Mar 2026 |
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| Quantbot Technologies | 16k | $696k | 100% | Mar 2026 |
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| Jacobs Asset Management | 15k | $643k | 100% | Mar 2026 |
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| Evolve Private Wealth | 14k | $619k | 100% | Mar 2026 |
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| Hsbc Holdings | 14k | $605k | 1% | Mar 2026 |
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| Rhumbline Advisers | 14k | $597k | -6% | Mar 2026 |
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| Walleye Trading | 14k | $592k | -19% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 14k | $589k | -30% | Mar 2026 |
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| Wells Fargo & Company | 12k | $534k | -39% | Mar 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 12k | $522k | 55% | Mar 2026 |
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| Sunbelt Securities | 12k | $513k | 0% | Mar 2026 |
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| Brevan Howard Capital Management | 11k | $468k | -33% | Mar 2026 |
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| California State Teachers Retirement System | 11k | $465k | -6% | Mar 2026 |
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| The Allstate Corporation | 11k | $458k | 100% | Mar 2026 |
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| LPL Financial | 11k | $458k | -11% | Mar 2026 |
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| Acadian Asset Management | 11k | $451k | -95% | Mar 2026 |
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| Alliancebernstein | 10k | $553k | 0% | Mar 2026 |
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| Nomura Holdings | 9.9k | $423k | -66% | Mar 2026 |
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| Prudential Financial | 9.8k | $421k | 100% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 9.5k | $409k | 6% | Mar 2026 |
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| Legal & General Group | 8.0k | $342k | -14% | Mar 2026 |
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| Cornerstone Wealth Management | 7.5k | $323k | -1% | Mar 2026 |
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| HPM Partners | 7.4k | $318k | 100% | Mar 2026 |
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| Moody National Bank Trust Division | 7.0k | $300k | 100% | Mar 2026 |
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| Mercer Global Advisors | 7.0k | $300k | 100% | Mar 2026 |
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| Graham Capital Management | 6.8k | $291k | 62% | Mar 2026 |
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| Vanguard Asset Management | 6.6k | $285k | 100% | Mar 2026 |
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| MetLife Investment Advisors | 6.5k | $347k | 0% | Dec 2025 |
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| Quinn Opportunity Partners | 6.3k | $333k | -20% | Dec 2025 |
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| Acorn Financial Advisory Services | 6.2k | $267k | -1% | Mar 2026 |
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| Schonfeld Strategic Advisors | 6.1k | $260k | 100% | Mar 2026 |
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| Alaska Retirement Management Board | 6.0k | $254k | 20% | Mar 2026 |
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| Zurcher Kantonalbank | 5.9k | $255k | 0% | Mar 2026 |
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| Verition Fund Management | 5.7k | $303k | -8% | Dec 2025 |
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| Dynamic Technology Lab Private | 5.7k | $243k | -51% | Mar 2026 |
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| Keybank National Association | 5.5k | $234k | 100% | Mar 2026 |
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| Meeder Asset Management | 5.2k | $223k | 193% | Mar 2026 |
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| Bridgeway Capital Management | 5.0k | $266k | 0% | Dec 2025 |
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| Mangrove Partners | 5.0k | $263k | 100% | Dec 2025 |
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| Allspring Global Investments Holdings | 4.8k | $204k | -43% | Mar 2026 |
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| New York State Common Retirement Fund | 4.6k | $197k | 0% | Mar 2026 |
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| Citigroup | 3.6k | $155k | 100% | Mar 2026 |
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| SG Americas Securities | 3.3k | $143k | -73% | Mar 2026 |
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| Aquatic Capital Management | 3.1k | $133k | 100% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 3.1k | $132k | 0% | Mar 2026 |
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| Klp Kapitalforvaltning As | 2.6k | $112k | 0% | Mar 2026 |
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| Vanguard Investments Australia | 2.6k | $110k | 100% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 2.4k | $104k | -88% | Mar 2026 |
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| Royal Bank of Canada | 2.4k | $102k | -97% | Mar 2026 |
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| Ohio Pers | 1.9k | $100k | 100% | Dec 2025 |
|
| State of Wyoming | 1.9k | $80k | -11% | Mar 2026 |
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| CWM | 1.9k | $99k | 4% | Dec 2025 |
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| Great-West Life Assurance Company | 1.5k | $77k | 0% | Dec 2025 |
|
| Diam | 1.2k | $50k | -28% | Mar 2026 |
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| New York State Teachers Retirement System | 1.0k | $44k | 0% | Mar 2026 |
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| Summit Investment Advisors | 934.00 | $40k | 0% | Mar 2026 |
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| OP Asset Management | 799.00 | $34k | -85% | Mar 2026 |
|
| Versant Capital Management | 675.00 | $29k | 4119% | Mar 2026 |
|
| Jones Financial Companies, L.L | 655.00 | $35k | -6% | Dec 2025 |
|
| Cullen Frost Bankers | 403.00 | $17k | 24% | Mar 2026 |
|
| Larson Financial Group | 335.00 | $18k | 33% | Dec 2025 |
|
| EverSource Wealth Advisors | 332.00 | $14k | 37% | Mar 2026 |
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| Smartleaf Asset Management | 312.00 | $13k | 11% | Mar 2026 |
|
| Tower Research Capital | 306.00 | $16k | -68% | Dec 2025 |
|
| Brian McDonald | 304.00 | $16k | -1% | Dec 2025 |
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| Farther Finance Advisors | 277.00 | $12k | -51% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 250.00 | $11k | -15% | Mar 2026 |
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| Essential Partners | 249.00 | $11k | 2390% | Mar 2026 |
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| GAMMA Investing | 203.00 | $8.7k | 395% | Mar 2026 |
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| Rockefeller Capital Management | 192.00 | $8.2k | 392% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 186.00 | $8.0k | 0% | Mar 2026 |
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| Trust Co Of Vermont | 171.00 | $9.1k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 155.00 | $6.6k | 7650% | Mar 2026 |
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| SRS Capital Advisors | 154.00 | $6.6k | 470% | Mar 2026 |
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| Bnp Paribas Investment Partners | 152.00 | $8.0k | 100% | Dec 2025 |
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| Goss Wealth Management | 150.00 | $6.4k | -96% | Mar 2026 |
|
| IFP Advisors | 107.00 | $4.6k | 970% | Mar 2026 |
|
| Private Wealth Management Group | 104.00 | $4.5k | 0% | Mar 2026 |
|
| Root Financial Partners | 103.00 | $4.4k | 930% | Mar 2026 |
|
| GPS Wealth Strategies Group | 100.00 | $5.3k | -50% | Dec 2025 |
|
| Sterling Capital Management | 90.00 | $3.9k | -22% | Mar 2026 |
|
| Optiver Holding B.V. | 50.00 | $2.1k | -64% | Mar 2026 |
|
Who sold out of Tree?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Blue Grotto Capital | Dec 2025 | 585k | $31M |
| Credit Agricole | Dec 2025 | 50k | $2.6M |
| Y-Intercept | Dec 2025 | 43k | $2.3M |
| Two Sigma Advisers | Dec 2025 | 40k | $2.1M |
| Peak6 | Dec 2025 | 31k | $1.7M |
| Jump Financial | Sep 2025 | 28k | $1.8M |
| Jpmorgan Chase & Co | Sep 2025 | 21k | $1.4M |
| Man Group | Dec 2025 | 19k | $1.0M |
| Caxton Associates | Sep 2025 | 17k | $1.1M |
| Integrated Quantitative Investments | Dec 2025 | 15k | $777k |
| ExodusPoint Capital Management | Dec 2025 | 12k | $609k |
| Walleye Trading Advisors | Dec 2025 | 11k | $600k |
| Legato Capital Management | Dec 2025 | 8.6k | $456k |
| Simplex Trading | Sep 2025 | 8.0k | $514k |
| XTX Topco | Sep 2025 | 7.9k | $509k |
| None | Dec 2025 | 5.0k | $266k |
| Henderson Group | Sep 2025 | 4.6k | $298k |
| Intech Investment Management | Dec 2025 | 4.3k | $227k |
| Lazard Asset Management | Dec 2025 | 4.0k | $215k |
| Connors Investor Services | Dec 2025 | 3.8k | $203k |
| Canada Pension Plan Investment Board | Dec 2025 | 3.8k | $202k |
| Vontobel Holding | Dec 2025 | 3.8k | $200k |
| National Bank Of Canada /fi/ | Sep 2025 | 2.5k | $159k |
| Quest Partners | Dec 2025 | 1.6k | $84k |
| Advisory Services Network | Sep 2025 | 1.5k | $95k |
| McIlrath & Eck | Dec 2025 | 1.1k | $59k |
| Group One Trading | Dec 2025 | 1.0k | $55k |
| Fifth Third Bancorp | Dec 2025 | 600.00 | $32k |
| Financial Management Professionals | Dec 2025 | 465.00 | $25k |
| Kestra Advisory Services | Dec 2025 | 393.00 | $21k |
| Amalgamated Bank | Dec 2025 | 351.00 | $19k |
| Plante Moran Financial Advisors | Dec 2025 | 160.00 | $8.5k |