170 tracked 13F filers disclose a position in TREE as of the latest SEC 13F filings, a combined $472.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $46.7M | 1.1M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 2 | JENNISON ASSOCIATES LLC | $43.7M | 1.0M | ▲+74% Added · +434K sh | Q1 2026 | |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $27.7M | 647K | ▲+38% Added · +177K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $23.8M | 555K | ▲+10% Added · +50K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $20.5M | 478K | →First observed position No prior filed position | Q1 2026 | |
| 6 | Divisadero Street Capital Management, LP | $20.1M | 469K | ▲New +469K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $16.4M | 370K | ▲+33% Added · +92K sh | Q2 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $15.8M | 368K | ▲22× Added · +352K sh | Q1 2026 | |
| 9 | EMERALD ADVISERS, LLC | $14.8M | 335K | ▼−1.5% Reduced · −5K sh | Q2 2026 | |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | $13.8M | 321K | ▲+4.1% Added · +13K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $11.9M | 277K | ▲+9.0% Added · +23K sh | Q1 2026 | |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.8M | 274K | ▲+33% Added · +68K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $11.2M | 260K | ▼−4.5% Reduced · −12K sh | Q1 2026 | |
| 14 | STATE STREET CORP | $11.5M | 260K | ▲+4.0% Added · +10K sh | Q2 2026 | |
| 15 | Mariner, LLC | $11.1M | 258K | ▼−85% Reduced · −1.5M sh | Q1 2026 | |
| 16 | EMERALD MUTUAL FUND ADVISERS TRUST | $9.7M | 218K | —Held | Q2 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $8.7M | 203K | ▲+374% Added · +160K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $8.1M | 190K | ▲+70% Added · +78K sh | Q1 2026 | |
| 19 | FMR LLC | $7.8M | 183K | ▲+7.6% Added · +13K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $7.8M | 182K | ▲+171% Added · +115K sh | Q1 2026 | |
| 21 | FEDERATED HERMES, INC. | $7.6M | 178K | ▲+4.4% Added · +8K sh | Q1 2026 | |
| 22 | G2 Investment Partners Management LLC | $7.5M | 175K | ▲+90% Added · +83K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $5.8M | 136K | ▲Added Added · +136K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.8M | 134K | →First observed position No prior filed position | Q1 2026 | |
| 25 | MORGAN STANLEY | $4.5M | 105K | ▲+27% Added · +22K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in TREE and 27 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 82 funds | $153.6B |
| JPMORGAN CHASE & COJPM | 81 funds | $31.0B |
| NVIDIA CORPNVDA | 80 funds | $229.1B |
| AMAZON.COM INCAMZN | 79 funds | $114.1B |
| META PLATFORMS INC-CLASS AMETA | 79 funds | $64.2B |
| APPLE INCAAPL | 78 funds | $176.2B |
| ALPHABET INC-CL AGOOGL | 78 funds | $89.8B |
| ELI LILLY & COLLY | 78 funds | $46.1B |
| VISA INC-CLASS A SHARESV | 78 funds | $35.0B |
| MICRON TECHNOLOGY INCMU | 78 funds | $21.1B |
| BROADCOM INCAVGO | 77 funds | $94.1B |
| ALPHABET INC-CL CGOOG | 76 funds | $76.7B |
Ranked by how many of TREE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2025 | Bengel Jason | Chief Financial Officer | Sell (S) | 6K | $445K |
| Aug 25, 2025 | Rodriguez Diego A | Director | Sell (S) | 1K | $84K |
| Aug 22, 2025 | Enlow-Novitsky Heather | General Counsel & Corp Sec. | Sell (S) | 970 | $67K |
| Aug 22, 2025 | Enlow-Novitsky Heather | General Counsel & Corp Sec. | Sell (S) | 30 | $2K |
| May 27, 2025 | Enlow-Novitsky Heather | General Counsel & Corp Sec. | Sell (S) | 1K | $45K |
| May 27, 2025 | Enlow-Novitsky Heather | General Counsel & Corp Sec. | Sell (S) | 13 | $472 |
| Mar 13, 2025 | Peyree Scott | Chief Operating Officer | Buy (P) | 6K | $261K |
| Mar 13, 2025 | Peyree Scott | Chief Operating Officer | Buy (P) | 3K | $140K |
| Mar 13, 2025 | Peyree Scott | Chief Operating Officer | Buy (P) | 1K | $51K |
| Mar 12, 2025 | Peyree Scott | Chief Operating Officer | Buy (P) | 3K | $111K |
| Mar 12, 2025 | Peyree Scott | Chief Operating Officer | Buy (P) | 5K | $246K |
| Mar 12, 2025 | Peyree Scott | Chief Operating Officer | Buy (P) | 3K | $140K |
Connected entities for TREE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TREE/capital-change-brief"
Use Arkolith's capital_change_brief for TREE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TREE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.