Tiptree Inc. (TIPT) shareholders
TIPTNasdaqFire, Marine & Casualty InsuranceFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 28, 2026Score 16/3082% below fair value
$17.56+0.04 (+0.23%)
Close on Nov 13, 2026Market cap $639.63MP/E 1.6Yield 1.37%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
46.3%
17M of 36M shares
Institutional holders
140
25 new, 23 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
4 buys · 0 sales
Net bought $581.26K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Barnes Michael Gene | 10,439,197 | 27.31% | 13D (active) amendment | Mar 11, 2026 |
| Inayatullah Arif | 3,392,420 | 8.97% | 13D (active) | Sep 26, 2025 |
| Dimensional Fund Advisors LP | 2,175,071 | 5.80% | 13G (passive) amendment | Sep 30, 2025 |
| Veradace Capital Management LLC Joint filing with Veradace Partners LP (5.10%), John Conlin (5.10%) and 1 more | 1,910,770 | 5.10% | 13D (active) amendment | Nov 13, 2025 |
| John Conlin Joint filing with Veradace Capital Management LLC (5.00%), Veradace Partners LP (5.00%) and 1 more | 1,891,780 | 5.00% | 13D (active) | Nov 4, 2025 |
| BlackRock, Inc. | 1,880,776 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TIPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 2,212,124 | 6.07% | $39.64M | +62,751 | 0.01% |
| BlackRock, Inc. | 2,169,681 | 5.96% | $38.88M | +133,268 | 0.00% |
| Veradace Capital Management LLC | 1,302,962 | 3.58% | $23.35M | −540,830 | 17.63% |
| Vanguard Capital Management LLC | 996,615 | 2.74% | $17.86M | +7,289 | 0.00% |
| Geode Capital Management, LLC | 653,998 | 1.80% | $11.72M | +29,854 | 0.00% |
| State Street Corp | 557,270 | 1.53% | $9.99M | +32,723 | 0.00% |
| Gabelli Funds LLC | 537,471 | 1.48% | $9.63M | +222,803 | 0.06% |
| Arrowstreet Capital, Limited Partnership | 511,881 | 1.41% | $9.17M | +238,820 | 0.00% |
| Nuveen, LLC | 509,124 | 1.40% | $9.12M | +128,006 | 0.00% |
| Kennedy Capital Management LLC | 485,373 | 1.33% | $8.70M | −9,116 | 0.15% |
| Morgan Stanley | 422,386 | 1.16% | $7.57M | +146,646 | 0.00% |
| Heartland Advisors Inc | 400,000 | 1.10% | $7.17M | – | 0.32% |
| Aqr Capital Management LLC | 364,204 | 1.00% | $6.53M | +226,040 | 0.00% |
| Tcw Group Inc | 294,183 | 0.81% | $5.27M | – | 0.04% |
| Qube Research & Technologies Ltd | 286,039 | 0.79% | $5.13M | +89,092 | 0.00% |
| JPMorgan Chase & Co | 256,105 | 0.70% | $4.56M | +69,277 | 0.00% |
| American Century Companies Inc | 234,327 | 0.64% | $4.20M | +69,793 | 0.00% |
| Northern Trust Corp | 234,081 | 0.64% | $4.19M | +36,452 | 0.00% |
| Bridgeway Capital Management, LLC | 218,157 | 0.60% | $3.91M | +9,138 | 0.07% |
| Goldman Sachs Group Inc | 206,106 | 0.57% | $3.69M | −15,902 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | 17M | 46.3% | 25 / 60 | 33 / 23 | 3M | 2M |
| Q1 2026 | 142 | 17M | 45.7% | 30 / 44 | 51 / 26 | 4M | 2M |
| Q4 2025 | 139 | 17M | 45.8% | 20 / 64 | 40 / 20 | 4M | 1M |
| Q3 2025 | 143 | 14M | 37.9% | 23 / 62 | 37 / 23 | 1M | 2M |
| Q2 2025 | 143 | 14M | 39.3% | 23 / 55 | 43 / 17 | 1M | 1M |
| Q1 2025 | 138 | 14M | 39.2% | 25 / 47 | 49 / 12 | 1M | 2M |
| Q4 2024 | 126 | 15M | 41.0% | 19 / 45 | 40 / 9 | 1M | 1M |
| Q3 2024 | 117 | 15M | 40.4% | 14 / 48 | 33 / 10 | 3M | 1M |
| Q2 2024 | 114 | 15M | 40.1% | 23 / 46 | 29 / 18 | 1M | 2M |
| Q1 2024 | 110 | 15M | 40.7% | 23 / 31 | 39 / 10 | 2M | 1M |
| Q4 2023 | 98 | 14M | 38.5% | 13 / 40 | 28 / 9 | 2M | 1M |
| Q3 2023 | 94 | 13M | 35.6% | 7 / 27 | 35 / 9 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
160 funds held TIPT in Q2 2026, 47% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of TIPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 706,440 | 1.94% | $12.66M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 684,827 | 1.88% | $12.27M | 0.01% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 448,286 | 1.23% | $8.03M | 0.01% | Jun 30, 2026 |
| Heartland Value Fund | 400,000 | 1.10% | $7.17M | 0.61% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 382,659 | 1.05% | $6.80M | 0.04% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 266,564 | 0.73% | $4.74M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 265,942 | 0.73% | $4.77M | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 265,694 | 0.73% | $4.72M | 0.03% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 261,848 | 0.72% | $4.65M | 0.02% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 255,782 | 0.70% | $4.55M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 237,277 | 0.65% | $4.25M | 0.03% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 215,405 | 0.59% | $3.83M | 0.05% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 199,229 | 0.55% | $3.63M | 0.01% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 128,157 | 0.35% | $2.30M | 0.10% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 123,944 | 0.34% | $2.26M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Gene Barnes | Chairman and CEO, Director, 10% owner | 10,116,358 | 27.77% | Oct 27, 2026 |
| Scott T. McKinney | Chief Financial Officer | 103,939 | 0.29% | Mar 13, 2026 |
| Neil Charles Rifkind | General Counsel and Secretary | 17,690 | 0.05% | Mar 26, 2025 |
| Lesley Goldwasser | Director | 117,699 | 0.32% | Oct 7, 2026 |
| Bradley E. Smith | Director | 172,808 | 0.47% | Oct 7, 2026 |
| Jonathan Ilany | Director | 467,753 | 1.28% | May 28, 2026 |
| Paul M. Friedman | Director | 122,398 | 0.34% | Jan 9, 2026 |
| Dominique Mielle | Director | 70,712 | 0.19% | Nov 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Gene Barnes Chairman and CEO, Director, 10% owner | Oct 23, 2026 | Buy | +30,930 | $16.24 | $502.30K | 10,116,358 |
| Bradley E. Smith Director | Oct 6, 2026 | Award | +1,807 | – | – | 109,070 |
| Lesley Goldwasser Director | Oct 6, 2026 | Award | +1,084 | – | – | 117,699 |
| Bradley E. Smith Director | Jul 2, 2026 | Award | +1,768 | – | – | 107,263 |
| Lesley Goldwasser Director | Jul 2, 2026 | Award | +1,061 | – | – | 116,615 |
| Jonathan Ilany Director | May 27, 2026 | Buy | +990 | $17.45 | $17.28K | 193,011 |
| Lesley Goldwasser Director | Apr 2, 2026 | Award | +1,144 | – | – | 115,554 |
| Bradley E. Smith Director | Apr 2, 2026 | Award | +1,907 | – | – | 105,495 |
| Scott T. McKinney Chief Financial Officer | Mar 12, 2026 | Buy | +1,232 | $15.98 | $19.69K | 4,000 |
| Scott T. McKinney Chief Financial Officer | Mar 11, 2026 | Buy | +2,600 | $16.15 | $41.99K | 2,768 |
| Scott T. McKinney Chief Financial Officer | Feb 20, 2026 | Tax withholding | −5,143 | $17.06 | $87.74K | 99,939 |
| Scott T. McKinney Chief Financial Officer | Feb 20, 2026 | Option exercise | +15,110 | – | – | 105,082 |
| Paul M. Friedman Director | Jan 8, 2026 | Award | +2,048 | – | – | 122,398 |
| Lesley Goldwasser Director | Jan 8, 2026 | Award | +2,048 | – | – | 114,410 |
| Dominique Mielle Director | Nov 7, 2025 | Buy | +5,500 | $18.29 | $100.60K | 70,712 |
| Lesley Goldwasser Director | Oct 3, 2025 | Award | +1,807 | – | – | 112,362 |
| Paul M. Friedman Director | Oct 3, 2025 | Award | +1,807 | – | – | 120,350 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 15, 2025 | Tax withholding | −124,787 | $23.70 | $2.96M | 274,742 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 15, 2025 | Tax withholding | −98,531 | $23.70 | $2.34M | 399,529 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 15, 2025 | Option exercise | +351,155 | $6.65 | $2.34M | 498,060 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Option exercise | +112,015 | $6.65 | $744.90K | 10,114,652 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Tax withholding | −29,224 | $25.49 | $744.92K | 10,085,428 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Tax withholding | −1,071 | $25.49 | $27.30K | 10,002,637 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Option exercise | +4,649 | $5.87 | $27.29K | 10,003,708 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Tax withholding | −10,343 | $25.49 | $263.64K | 9,999,059 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Sep 12, 2025 | Option exercise | +46,494 | $5.67 | $263.62K | 10,009,402 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −33,262 | $23.36 | $777.00K | 189,773 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −53,128 | $23.36 | $1.24M | 146,905 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Option exercise | +13,704 | $5.87 | $80.44K | 203,477 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −3,444 | $23.36 | $80.45K | 200,033 |
| Jonathan Ilany Chief Executive Officer, Director | Sep 2, 2025 | Option exercise | +137,038 | $5.67 | $777.01K | 223,035 |
| Paul M. Friedman Director | Jul 3, 2025 | Award | +1,595 | – | – | 118,543 |
| Lesley Goldwasser Director | Jul 3, 2025 | Award | +1,595 | – | – | 110,555 |
| Lesley Goldwasser Director | Apr 3, 2025 | Award | +1,547 | – | – | 108,960 |
| Paul M. Friedman Director | Apr 3, 2025 | Award | +1,547 | – | – | 116,948 |
| Neil Charles Rifkind General Counsel and Secretary | Mar 25, 2025 | Sale(10b5-1 plan) | −16,641 | $25.00 | $416.03K | 15,660 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Feb 25, 2025 | Award | +60,813 | – | – | 9,962,908 |
| Jonathan Ilany Chief Executive Officer, Director | Feb 25, 2025 | Award | +151,778 | – | – | 151,778 |
| Jonathan Ilany Chief Executive Officer, Director | Feb 25, 2025 | Tax withholding | −65,781 | $21.67 | $1.43M | 85,997 |
| Scott T. McKinney Chief Financial Officer | Feb 24, 2025 | Option exercise | +15,736 | – | – | 97,922 |
| Scott T. McKinney Chief Financial Officer | Feb 24, 2025 | Tax withholding | −7,950 | $19.90 | $158.21K | 89,972 |
| Neil Charles Rifkind General Counsel and Secretary | Feb 24, 2025 | Tax withholding | −11,090 | $19.90 | $220.69K | 32,301 |
| Neil Charles Rifkind General Counsel and Secretary | Feb 24, 2025 | Option exercise | +26,750 | – | – | 43,391 |
| Lesley Goldwasser Director | Jan 9, 2025 | Award | +1,817 | – | – | 107,413 |
| Paul M. Friedman Director | Jan 9, 2025 | Award | +1,514 | – | – | 115,401 |
| Paul M. Friedman Director | Dec 10, 2024 | Gift | −20,000 | – | – | 0 |
| Paul M. Friedman Director | Dec 10, 2024 | Gift | +20,000 | – | – | 113,887 |
| Paul M. Friedman Director | Nov 13, 2024 | Gift | −89,887 | – | – | 20,000 |
| Paul M. Friedman Director | Nov 13, 2024 | Gift | +89,887 | – | – | 93,887 |
| Michael Gene Barnes Executive Chairman, Director, 10% owner | Oct 30, 2024 | Option exercise | +200,000 | – | – | 9,902,095 |
| Scott T. McKinney Chief Financial Officer | Oct 18, 2024 | Tax withholding | −23,008 | $20.95 | $482.02K | 82,186 |
| Scott T. McKinney Chief Financial Officer | Oct 18, 2024 | Option exercise | +50,000 | – | – | 105,194 |
| Jonathan Ilany Chief Executive Officer, Director | Oct 17, 2024 | Gift | −200,000 | – | – | 0 |
| Jonathan Ilany Chief Executive Officer, Director | Oct 17, 2024 | Option exercise | +200,000 | – | – | 200,000 |
| Randy Maultsby President, Director | Oct 9, 2024 | Tax withholding | −30,893 | $19.11 | $590.37K | 47,244 |
| Randy Maultsby President, Director | Oct 9, 2024 | Option exercise | +66,667 | – | – | 78,137 |
| Lesley Goldwasser Director | Oct 7, 2024 | Award | +1,910 | – | – | 105,596 |
| Paul M. Friedman Director | Oct 7, 2024 | Award | +1,591 | – | – | 109,887 |
| Lesley Goldwasser Director | Jul 8, 2024 | Award | +2,327 | – | – | 103,686 |
| Paul M. Friedman Director | Jul 8, 2024 | Award | +1,939 | – | – | 108,296 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.97%
1M shares short
Days to cover
3.2
At 0M shares a day
Change since last report
-12.0%
From 1M shares
Short volume, 20 days
46.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Tiptree's stock actually held short. Settlement fails (shares not delivered on time) peaked at 201 shares on Aug 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Neil Charles Rifkind Officer | Mar 3, 2026 | 29,192 | $492.18K | Mar 3, 2026 | RSU's |
| Neil Charles Rifkind Former Affiliate | Dec 22, 2025 | 2,030 | $36.95K | Dec 22, 2025 | Open Market Purchase |
| Neil Charles Rifkind Officer | Mar 25, 2025 | 16,641 | $415.51K | Mar 25, 2025 | RSU's |
| Neil Charles Rifkind Officer | Jan 8, 2024 | 18,184 | $354.72K | Jan 8, 2024 | RSU's |
| Neil Charles Rifkind Officer | Dec 14, 2023 | 2,816 | $54.83K | Dec 14, 2023 | RSU's |
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