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Tree shares owned by Essential Partners

Quarter-by-quarter ownership of Tree (TREE) shares owned by Essential Partners from 13F filings

Historical chart of Essential Partners investment in Tree

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All positions including Tree held by Essential Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Essential Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 249 42.88
2025-12-31 $531 10 53.10
2025-09-30 $712 11 64.73
2025-06-30 $1.9k 50 37.08

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View all positions for Essential Partners

Top funds holding Tree

BlackRock
Jennison Associates
Vanguard Group
Ameriprise Financial
Vanguard Capital Management
Punch & Associates Investment Management
Divisadero Street Capital Management
Millennium Management
Emerald Advisers
Jacobs Levy Equity Management
Geode Capital Management
Dimensional Fund Advisors
Renaissance Technologies
Mariner Wealth Advisors
Philadelphia Financial Management of San Francisco

View all funds holding Tree