$TIPT

$16.60 +$0.17 (1.03%) After hours

$TIPT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 37.2M shares outstanding

Who owns TIPT?

By type of holder

Institutions 45.1% Insiders 54.9% Everyone else 0.0%

Concentration Top 10 holders own 64.3%

Barnes Michael Gene 28.0% · Inayatullah Arif 9.1%

Institutional ownership

45.1%

+0.4 pts vs last qtr

Institutional holders

140

-1 vs last qtr

Net shares bought

+150.9K

by institutions in Q2 2026

New / sold out

24 / 25

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Arrowstreet Capital, Limited Partnership +238.8K
Aqr Capital Management LLC +226.0K

Biggest sellers in Q2 2026

Veradace Capital Management LLC −540.8K
Steamboat Capital Partners, LLC −504.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$529K

2 notices from 2 people

Shares covered

31.2K

0.08% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Neil Rifkind Officer $492K
Rifkind Neil Charles Former affiliate $36.9K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2014–FY2025

+123.9%

+9.37% a year

Each share's claim on the business

−55.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$51M vs $69.4M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years57% 3–5 years10% 1–3 years15% Under 1 year19%

Quarterly turnover

14.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TIPT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
DF Dimensional Fund Advisors LP	2.2M	5.94%	+62.8K (+2.9%)	≤2021	0.0%
Shares held by quarter Peak holding2.5M (Q3'24) Change over 8 quarters−302.6K Share of the company5.940% Dimensional Fund Advisors LP's full portfolio →
B BlackRock, Inc.	2.2M	5.83%	+133.3K (+6.5%)	≤2021	0.0%
Shares held by quarter Peak holding2.4M (Q4'24) Change over 8 quarters−156 Share of the company5.830% BlackRock, Inc.'s full portfolio →

Dimensional Fund Advisors LP

2.2M

% of company

5.94%

Change vs last qtr

+62.8K (+2.9%)

Held since

≤2021

BlackRock, Inc.

2.2M

% of company

5.83%

Change vs last qtr

+133.3K (+6.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Tiptree Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TIPT on Form N-PORT; together they hold 20.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$12.7M	706.4K	1.90%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$12.3M	684.8K	1.84%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$12.7M

% of company

1.90%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$12.3M

% of company

1.84%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Tiptree Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BM Barnes Michael Gene 5%+ holder 13D · 27.3%	10.4M	28.03%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company28.030% Disclosed stake13D · 27.3% View the 13D/G filing →
IA Inayatullah Arif 5%+ holder 13D · 9.0%	3.4M	9.11%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.110% Disclosed stake13D · 9.0% View the 13D/G filing →

Barnes Michael Gene

5%+ holder13D · 27.3%

10.4M

% of company

28.03%

Change vs last qtr

—

Held since

—

Inayatullah Arif

5%+ holder13D · 9.0%

3.4M

% of company

9.11%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Tiptree Inc.

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