Tree shares owned by Congress Asset Management
Quarter-by-quarter ownership of Tree (TREE) shares owned by Congress Asset Management
from 13F filings
Historical chart of Congress Asset Management investment in Tree
Tip: Access up to 7 years of quarterly data
All positions including Tree held by Congress Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Tree by Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 25k | 64.73 |
| 2025-06-30 | $916k | 25k | 37.07 |
| 2025-03-31 | $1.2M | 25k | 50.27 |
| 2024-12-31 | $961k | 25k | 38.75 |
| 2024-09-30 | $1.3M | 22k | 58.03 |
| 2024-06-30 | $786k | 19k | 41.59 |
| 2024-03-31 | $807k | 19k | 42.34 |
| 2023-12-31 | $572k | 19k | 30.32 |
| 2023-09-30 | $291k | 19k | 15.50 |
| 2023-06-30 | $415k | 19k | 22.11 |
| 2023-03-31 | $495k | 19k | 26.66 |
| 2022-12-31 | $357k | 17k | 21.33 |
| 2022-09-30 | $393k | 17k | 23.86 |
| 2022-06-30 | $3.9M | 88k | 43.82 |
| 2022-03-31 | $4.4M | 36k | 119.68 |
| 2021-12-31 | $3.9M | 32k | 122.61 |
| 2021-09-30 | $5.9M | 42k | 139.83 |
| 2021-06-30 | $6.5M | 31k | 211.88 |
| 2021-03-31 | $6.3M | 30k | 213.01 |
| 2020-12-31 | $7.0M | 26k | 273.78 |
| 2020-09-30 | $7.6M | 25k | 306.87 |
| 2020-06-30 | $5.8M | 20k | 289.53 |
| 2020-03-31 | $3.6M | 20k | 183.38 |
| 2019-12-31 | $5.5M | 18k | 303.46 |
| 2019-09-30 | $6.0M | 19k | 310.45 |
| 2019-06-30 | $8.3M | 20k | 420.01 |
| 2019-03-31 | $7.7M | 22k | 351.58 |
| 2018-12-31 | $4.7M | 21k | 219.59 |
| 2018-09-30 | $9.1M | 39k | 230.11 |
| 2018-06-30 | $8.2M | 38k | 213.79 |
| 2018-03-31 | $12M | 37k | 328.15 |
| 2017-12-31 | $14M | 42k | 340.44 |
| 2017-09-30 | $10M | 42k | 244.44 |
| 2017-06-30 | $6.6M | 39k | 172.19 |
| 2017-03-31 | $707k | 5.6k | 125.33 |