Tiptree Inc.
TIPT- Exchange
- Nasdaq
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001393726
In the last 90 days, Tiptree Inc. insiders filed 1 open-market purchase and 0 sales; 140 institutions reported holding it in 13F filings for Q2 2026, worth $301.0M in total; no superinvestor holds it.
Holders of 5% or more of TIPT
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Tiptree Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Barnes Michael Gene | 13D/A | 27.31%10.4M shares | −0.04 ppfrom 27.35% | Mar 12, 20214 filings | Mar 12, 2026 | SEC |
| Inayatullah Arif | 13D | 8.97%3.39M shares | New | Sep 30, 20251 filing | Sep 30, 2025 | SEC |
| Dimensional Fund Advisors LP | 13G/A | 5.80%2.18M shares | – | Feb 12, 20215 filings | Oct 9, 2025 | SEC |
| Veradace Partners LP | 13D/A | 5.10%1.91M shares | +0.10 ppfrom 5.00% | Nov 12, 20252 filings | Nov 17, 2025 | SEC |
| BlackRock, Inc. | 13G | 5.00%1.88M shares | +0.10 ppfrom 4.90% | Apr 25, 20252 filings | Jul 30, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
16 Schedule 13D and 13G filings on Tiptree Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jul 30, 202611:18 AM ET | BlackRock, Inc. | 13G | 5.00%1.88M shares | +0.10 ppfrom 4.90% | Jun 30, 2026 | SEC |
| Mar 12, 20265:01 PM ET | Barnes Michael Gene | 13D/A | 27.31%10.4M shares | −0.04 ppfrom 27.35% | Mar 11, 2026 | SEC |
| Nov 17, 20256:57 PM ET | Veradace Partners LPand 3 others | 13D/A | 5.10%1.91M shares | +0.10 ppfrom 5.00% | Nov 13, 2025 | SEC |
| Nov 12, 20258:53 AM ET | Veradace Partners LPand 3 others | 13D | 5.00%1.89M shares | New | Nov 4, 2025 | SEC |
| Oct 9, 20251:48 PM ET | Dimensional Fund Advisors LP | 13G/A | 5.80%2.18M shares | – | Sep 30, 2025 | SEC |
| Sep 30, 20259:05 AM ET | Barnes Michael Gene | 13D | 27.35%10.4M shares | – | Sep 26, 2025 | SEC |
| Sep 30, 20259:05 AM ET | Inayatullah Arif | 13D | 8.97%3.39M shares | New | Sep 26, 2025 | SEC |
| Apr 25, 20251:06 PM ET | BlackRock, Inc. | 13G/A | 4.90%1.84M shares | –Below 5% | Mar 31, 2025 | SEC |
| Feb 9, 2024 | Dimensional Fund Advisors LP | 13G/AOld format | – | – | – | SEC |
| Jan 31, 20242:08 PM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
| Feb 10, 2023 | Dimensional Fund Advisors LP | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2022 | Dimensional Fund Advisors LP | 13G/AOld format | – | – | – | SEC |
| Mar 17, 2021 | Barnes Michael Gene | 13D/AOld format | – | – | – | SEC |
| Mar 12, 2021 | Barnes Michael Gene | 13D/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Dimensional Fund Advisors LP | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | Fintan Partners, LLC | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
5 notices from officers, directors and other affiliates planning to sell Tiptree Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Mar 3, 20264:26 PM ET | Neil RifkindOfficer | 29.2K | $492.2K | Mar 3, 2026 | J.P. Morgan Securities LLC | SEC |
| Dec 22, 20259:42 AM ET | Rifkind Neil CharlesFormer affiliate | 2.03K | $36.9K | Dec 22, 2025 | Charles Schwab & Co | SEC |
| Mar 25, 20252:43 PM ET | Rifkind Neil CharlesOfficer | 16.6K | $415.5K | Mar 25, 202510b5-1 | Wells Fargo Clearing Services | SEC |
| Jan 8, 20243:00 PM ET | Rifkind Neil CharlesOfficer | 18.2K | $354.7K | Jan 8, 202410b5-1 | Wells Fargo Clearing Services | SEC |
| Dec 14, 20235:07 PM ET | Rifkind Neil CharlesOfficer | 2.82K | $54.8K | Dec 14, 202310b5-1 | Wells Fargo Clearing Services | SEC |